• Microsoft Dynamics CRM - Creating Efficiencies for Not-for-Profit

      Mark Smith, 27 February 2011

      In my previous posts, I’ve talked about how Microsoft Dynamics CRM can help you with Sales Force Automation and Customer Service Automation. Now I’ll be discussing to you what Microsoft Dynamics CRM can offer with regards to other fields, mainly to Non-For-Profit Organizations and Non-Governmental O

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    • Product Businesses vs. Service Businesses

      Louise Alderton, 26 February 2011

      Whether you are a Product based company or a Service based company, or both like us, there are various factors to consider when it comes to the software you use. In one of my previous blog posts I debated the software Build vs. Buy scenario. Here I discussed your options to either work with a Produc

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    • The Lifecycle of an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 25 February 2011

      In my blog post last week about Articles in Dynamics CRM 2011, I explained how ‘The Knowledge Base’ from Dynamics CRM 4.0 is now just referred to as ‘Articles’ in Dynamics CRM 2011. Though they are fairly similar in both Dynamics CRM 4.0 and Dynamics CRM 2011, I thought I would still show the lifecy

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    • Currencies and Pricing in Microsoft Dynamics CRM 2011

      Roshan Mehta, 24 February 2011

      As a salesperson, you expect your system to be able to manage any type of pricing scenarios that may occur as you do business with your customers. Some examples include the ability to price in different currencies, as well as handle scenarios in which you need to credit a customer if they decide to

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    • Where is the Knowledge Base in Dynamics CRM 2011?

      Paul Nieuwelaar, 23 February 2011

      In Dynamics CRM 4.0 the Knowledge Base (KB as we like to say for short) is a place where you can create articles, whether it is a Procedure, Question & Answer, Solution to a Problem, or a Standard KB Article. You can also view which articles are Drafts, Unapproved, or Published. Then under work

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    • Entering Notes for a Case in Dynamics CRM 2011

      Simon Phillips, 22 February 2011

      When in the process of resolving a problem that your customer may have you could find that you need to store some further information about the problem and/or the resolution of the case. Since there is no description field on the case form itself the only place left to store any information is in th

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    • Dynamics CRM 2011 for Outlook - The Ribbon

      Roshan Mehta, 21 February 2011

      Yet another change to the Dynamics CRM for Outlook user experience is the new and improved ribbon, which is now a familiar area of all modern Microsoft products. It is now much simpler to use, and also includes a whole lot of new features not available in Dynamics CRM 4.0 for Outlook. The CRM Tab F

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    • The Case Resolution Process in Dynamics CRM 2011

      Simon Phillips, 20 February 2011

      * As soon as a case enters the organisation it should be managed by a strict process. Microsoft Dynamics CRM 2011 helps with this. There are a few different statuses or steps in the process that a case can have. Below is the process that a case will follow: 1. A case is opened/created. When a custo

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    • Evidence Supporting Great Customer Service Automation with Microsoft Dynamics CRM

      Mark Smith, 19 February 2011

      In my previous post, I talked about how Microsoft Dynamics CRM can help implement great customer service. Let me share to you some success stories on companies who have embraced Microsoft Dynamics CRM to implement customer service automation.  * • A.W. Hastings is a Marvin Window and Door distr

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    • Calling All Companies!

      Louise Alderton, 18 February 2011

      Whether you a medium company, small business, government or not-for-profit organisation or even a large enterprise you have great ideas that we want to hear about. Being in the Software Development industry we pride ourselves on creating cutting-edge, beneficial software systems. While we strive to

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    • CRM 2011 Online is Here - Get your FREE 30 Day Trial Now!

      Louise Alderton, 17 February 2011

      This is something worth shouting about. Microsoft Dynamics CRM 2011 Online is now available to you – and what’s more, you can try it for 30 days – for free. If you haven’t heard much about Dynamics CRM 2011, where have you been? We believe CRM 2011 is a game changer and here in the Dynamics world we

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    • Creating an Entity in Dynamics CRM 2011 with Email

      Paul Nieuwelaar, 16 February 2011

      In Dynamics CRM 4.0, by default, the only entities that can be sent an email via an email activity or workflow are Account, Contact, Lead, and User. If you want to be able to send emails to records of a custom entity, you would need complex plugins to associate your custom entity to and Account or C

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    • Creating a New Case in Dynamics CRM

      Simon Phillips, 15 February 2011

      In my last post I did a brief overview of the Case Management solution built into Dynamics CRM. In this post I will go over the steps to create a New Case and some tips and tricks that may help you out in the creation process of a case. There are two options available to create a Case, these are - n

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    • Customizing Dynamics CRM 2011 Mobile Forms

      Paul Nieuwelaar, 14 February 2011

      If you’ve been playing around in Dynamics CRM 2011 like we have, then you may have noticed that when you go to customize an entity’s form, there are two forms there by default, one for the Main CRM, and the other for the Mobile CRM. To start editing the Mobile Form, all you need to do is double cli

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    • What’s New in Dynamics CRM 2011 Opportunities

      Roshan Mehta, 13 February 2011

      Opportunities are used in Dynamics CRM to store information about a potential sale to a customer. This blog will outline the improvements made in Dynamics CRM 2011 when working with Opportunity records. Firstly, let’s see what’s “old” when using Opportunities in Dynamics CRM 4.0. In Dynamics CRM 4.

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