• How Can Microsoft Dynamics CRM Help You Implement Great Customer Service?

      Mark Smith, 12 February 2011

      As we all know, there are a lot of ways to provide excellent customer service. But in my experience, having a successfully implemented customer relationship management system like Microsoft Dynamics CRM, there are a few things that you need to get right. Let me explain further why that is. Providing

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    • Intro to Case Management with Microsoft Dynamics CRM What is it? Who should use it? Why?

      Simon Phillips, 11 February 2011

      If you and your organisation often get questions, problems, or requests from your customers - the Microsoft Dynamics CRM Case Management feature may be the answer you are searching for. With a Case Management solution built into Dynamics CRM 2011 right out of the box, there are many ways to quickly

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    • CRM 2011 for Outlook – The Navigation Pane

      Roshan Mehta, 10 February 2011

      The navigation pane in Dynamics CRM 2011 for Outlook has been redesigned to look more like the navigation pane provided in the CRM 2011 web client. Let’s take a look at the differences between CRM 4.0 and CRM 2011. In CRM 2011 for Outlook, the navigation pane is very similar to the CRM 4.0 Outlook c

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    • Customizable Auto Numbering on any Dynamics CRM 4.0 Field

      Paul Nieuwelaar, 09 February 2011

      In Dynamics CRM 4.0, there is an out-of-the-box Auto Numbering feature that is used on several different entities in the system, such as the ID’s on Quotes, Orders, and Invoices.   You can also customize how the ID will look by going into Settings, Administration, and selecting Auto Numbering.

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    • Make a Text Field Function like a URL in Dynamics CRM 4.0

      Simon Phillips, 08 February 2011

      Recently, one of our customers wanted a Skype name link in their Dynamics CRM system which they could just click this and it would call this person via Skype. *  First things first I conducted some research into what the link needed to look like as this was all new to me. Quite quickly I disco

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    • CRM 4/2011 Data Migrations – Lessons Learnt

      Gayan Perera, 07 February 2011

      * We’ve done quite a few data migrations over the years and I’d like to share with you some tips and tricks we’ve learnt along the way. Hopefully these will make your data migrations easier. Note: This is aimed at migrating records upwards of 100,000. Building the import tool Before you build a cus

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    • 10 Tips That Will Help You Provide Great Customer Service

      Mark Smith, 06 February 2011

      As we all know, how we provide customer service, can make or break a business. Customer service is an essential part of our job and not just an extension of it. Customers are the life blood of our business, without them, we would not be in business. Thus it crucial for us to satisfy our customer’s n

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    • Microsoft BPOS – what the…?

      Louise Alderton, 05 February 2011

      I have been hearing this term ‘BPOS’ for a while now so I thought I would do a bit of research into what it is all about. ‘BPOS’ stands for Microsoft’s ‘Business Productivity Online Standard Suite’. Unfortunately I missed the bus a bit on this as this year Microsoft has rebranded BPOS to now be call

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    • Whats new in Dynamics CRM 2011 for Outlook

      Roshan Mehta, 04 February 2011

      After speaking with many different Dynamics CRM clients, it is safe for me to say that one of the more popular features of CRM 4.0 is the Outlook client as most people “live” inside Outlook. Not only has Microsoft greatly improved the functionality and user experience of the Dynamics CRM 2011 web cl

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    • Dynamics CRM 2011 Email Fields as Links

      Paul Nieuwelaar, 03 February 2011

      In Microsoft Dynamics CRM 4.0, you will probably remember how you could create an nvarchar text field with a format of URL to resemble a website field, and then when a website is entered into that field it would appear as a link, and you could double click the field to open it in your web browser.

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    • Syncing Dynamics CRM 4.0 Invoices with Xero Online Accounting

      Paul Nieuwelaar, 02 February 2011

      If you use, or have heard about Magnetism’s Xero Connector, connecting Dynamics CRM 4.0 with Xero Online Accounting, then this blog will show you how you can sync invoices between the two applications, and how you can add payments in real time, so that they are visible in both Dynamics CRM 4.0 and X

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    • Editing the Side Navigation on Dynamics CRM 2011 Forms

      Simon Phillips, 01 February 2011

      Editing of the form’s side navigation is now extremely easy to do in CRM 2011, back in CRM 4.0 you had 2 different ways you could edit it. For example, if you wanted to remove a side navigation item you could either use some JavaScript or you could find the relationship in the list of them all and s

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    • CRM 2011 Highlight and Copy from a Grid View

      Gayan Perera, 31 January 2011

      One of the annoying things with CRM 2011 is the inability to copy paste data from a grid view, the ability to highlight a record or a cell has been disabled. I’m sure there was a good reason but we need this functionality. Here is a work around if your deployment is on-premise. 1. Open up the CRMWe

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    • Top 10 Reasons to Implement Software for Sales Force Automation (SFA)

      Mark Smith, 30 January 2011

      I have been discussing SFA on my last few posts and have compiled a list of top reasons on why you should implement Sales Force Automation. * 1. High Level of Efficiency SFA software will smoothen your company's day-to-day and over-all operation. A successful SFA software implementation will polish

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    • Outstanding Customer Service

      Louise Alderton, 29 January 2011

      Providing great customer service is fundamental to any organisation. It can make a significant difference to whether a customer will continue to interact with you or more importantly – not. Just like the saying goes… ‘A happy customer will tell a friend; an unhappy customer will tell the world’. So,

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