• Smart Implementation of CRM

      John Eccles, 14 November 2010

      You’ve done some research and you realise that you need a state of the art CRM system to keep your business cutting edge in terms of productivity and customer service.  You know that application of CRM can bring improvements to many aspects of the business, but you don’t have unlimited capital

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    • Integrating my Website and CRM System – What’s in it for me?

      Louise Alderton, 13 November 2010

      A website is very important to an organisation. If you are reading this and your organisation doesn’t already have a website – stop what you are doing and go get one! The majority of consumers are now using the web as their primary source to gather information so if your organisation barely has any

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    • Microsoft Dynamics CRM 2011 Feature – Dynamic Lookups

      Vitalii Symon, 12 November 2010

      Today I’ll step you through another simple but very useful CRM2011 feature – dynamic lookups. One of the main points of the CRM dynamic interface (which can be built and customized easily with minimal set of skills and that’s why so easy to use) is lookup control. Establishing relationships between

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    • Accessing Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 11 November 2010

      Traditionally in Dynamics CRM 4.0, users can access records of any entity from any of the system or custom views (assuming they have the correct privileges). Although this is highly useful when working with tools such as Advanced Find, it still takes a few clicks to get to the record you want to vie

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    • Creating additional forms in Dynamics CRM 2011

      Paul Nieuwelaar, 10 November 2010

      In Dynamics CRM 4.0, you had one form for each entity, and everyone who had access to that entity could view the form. There was no out-of-the-box way to restrict users to certain parts of the form, or even have the form appear differently for some users. But now, with Dynamics CRM 2011, you can cre

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    • Auditing in Microsoft Dynamics CRM 2011

      Simon Phillips, 09 November 2010

      For how long have you wanted to have entities or even singular or multiple fields on a form audited without having it just stored in the notes? Or have a custom entity built and a plugin or workflow to create new records to create an audit history? Well now your wait is over because CRM 2011 is prov

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    • What’s this word “Can’t” I hear all the time…

      Gayan Perera, 08 November 2010

      Lately I’ve been hearing this word “It can’t be done” or “It’s not possible” all the time and it’s getting annoying, these words/phrases are poison to developers, especially young people who are just starting their career, when all they hear is “can’t / not possible” it conditions them to think that

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    • Creating the Ultimate Demo Laptop for Showcasing Microsoft Dynamics CRM 2011 with SharePoint 2010

      Mark Smith, 07 November 2010

      I have been using an HP EliteBook 2740P with a Solid State Drive for the last few months and tried to set it up to effectively demo Dynamics CRM 2011.   The Specifications are as follows: • Processor: Intel® Core ™ i7 CPU M620 @ 2.67GHz • Installed RAM: 8.00 GB 97.80 GB usable) • HDD: 146 G

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    • The Cloud – What’s that?!

      Louise Alderton, 06 November 2010

      We can already see that CRM 2011 is an absolute game-changer. One contribution to this movement is the ‘cloud’. A primary offering of CRM 2011 is a strong movement into the cloud. So what exactly is that? And how can it benefit me? Many products have already moved to the cloud and I wouldn’t be surp

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    • Get Automated with Workflows in Dynamics CRM

      Vitalii Symon, 05 November 2010

      Workflows in CRM are an extremely nice tool for advanced users who are not able to write code but understand how automation would greatly assist with everyday tasks. Workflows allow wide range of automation like changing values, sending emails, creating related entities and so on. These actions can

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    • Reducing Data Entry Requirements through Microsoft Dynamics CRM 4.0 Plug-ins

      Roshan Mehta, 04 November 2010

      Let’s face it. Nobody really likes to enter huge amounts of data into any system. Some companies have crazy data entry requirements that could potentially make staff lazy which leads to dirty data being entered into form fields. With the power of Microsoft Dynamics CRM 4.0 customizations and plug-in

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    • Field level Security in Dynamics CRM 2011

      Paul Nieuwelaar, 03 November 2010

      In Microsoft Dynamics CRM 2011 it is possible to set field level security on new fields, or existing fields that you have created. Unfortunately, at this time CRM 2011 doesn't support setting security on default fields, but hopefully with the full release of Dynamics CRM 2011 this will change.  

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    • What’s new in System Settings for Microsoft Dynamics CRM 2011?

      Simon Phillips, 02 November 2010

      Well let’s start by having a look at the layout changes there is in the Settings area.       Straight away there is some stand out differences between CRM 4.0 and CRM 2011, let me just list them for you: • Everything is split into sections like every other area. • More us

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    • Instant Tax, Just Add a CRM 2011 Plugin

      Gayan Perera, 01 November 2010

      October 1st is the day here in New Zealand where the G.S.T (Goods and Services Tax) changed from 12.5% to 15%. If you're using Microsoft Dynamics CRM 4.0 or are about to implement CRM 2011 then this is a good opportunity for you to future proof your system. We've seen many implementations of Dynami

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    • The System is Silent!

      John Eccles, 31 October 2010

      A couple of years ago I listened to an employee complain about our student management system.  One of the issues that had arisen as a result of an internal audit was that some international students had expired visas or expired medical insurance and some had not had their homestay accommodation

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