• Why a Trusted Advisor Would Recommend CRM

      Louise Alderton, 02 June 2011

      In this post I am going to attest to some reasons why a Trusted Advisor would recommend CRM to their clients. A trusted advisor is someone who is an expert in a particular field who gives you advice that you willingly accept and have confidence in. For business owners and managers a trusted advisor

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    • Specify Lead Source in Dynamics CRM 2011

      Paul Nieuwelaar, 01 June 2011

      In a previous post of mine I described how to make a field appear when ‘Other’ is selected from the Relationship type option set on the Account form in Dynamics CRM 4.0. In this post I will be doing a similar task, however I will be making the field appear when someone selects ‘Other’ from the Lead

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    • Native SharePoint Functionality in Dynamics CRM 2011

      Roshan Mehta, 31 May 2011

      The Document Management feature of Dynamics CRM 2011 allows you to view your SharePoint documents from within Dynamics CRM and relate them to your CRM records. We have already taken a look at what is involved to setup Document Management and have also seen how we can use it within our business. In t

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    • I’m in Sales and I Need a Mobile Solution

      Louise Alderton, 30 May 2011

      For a Sales Representative to be effective they need to be able to access comprehensive and timely information as they travel from one customer to the next. In sales, information is power. Understanding your products, your customer’s history and information on key contacts will give you an advantage

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    • I’m in Sales and I Need a Mobile Solution

      Louise Alderton, 30 May 2011

      For a Sales Representative to be effective they need to be able to access comprehensive and timely information as they travel from one customer to the next. In sales, information is power. Understanding your products, your customer’s history and information on key contacts will give you an advantage

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    • Why Training is so Important to the Success of CRM

      Louise Alderton, 27 May 2011

      More often than not we are compelled to buy a software application knowing all the wonderful things it CAN do but then never really use it to its full capacity. In fact, for most of the software you use on a regular basis I would be willing to bet you don’t even use 20 per cent of its capabilities.

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    • Activating and Invoicing Contracts in Dynamics CRM 2011

      Simon Phillips, 26 May 2011

      In Dynamics CRM 2011, you can only invoice contacts that are in a draft state. After that draft contract has been activated and invoiced it becomes read only and you can no longer edit it.  You would only activate and invoice a contract after the customer has confirmed/agreed to the terms of th

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    • Renewing Contracts in Microsoft Dynamics CRM 2011

      Simon Phillips, 25 May 2011

      When the end date of a contract passes, the contract expires. You can renew the contract to make it active again and allow cases to be logged against it. When you renew a contract, a draft copy of the contract is created with the same ID number as the original, expired contract. You can edit the dra

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    • Dynamics CRM 2011 Calling OnKeyDown With Javascript

      Paul Nieuwelaar, 24 May 2011

      Recently I have been working on a solution in Dynamics CRM 2011, which required me to store and display the characters remaining in a text field, as the user is typing into the field.  This ‘Characters Remaining’ field needed to be live updating every time someone enters a character into the te

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    • Displaying a Bing Map in Dynamics CRM 2011

      Roshan Mehta, 23 May 2011

      Many Dynamics CRM users in different industries rely on integrations with other systems and services to diversify their CRM implementations. A popular example of such integration is displaying a Bing Map inside CRM. Companies tend to use this integration for a number of reasons such as to obtain a

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    • Creating a contract in Microsoft Dynamics CRM 2011 part 2

      Simon Phillips, 22 May 2011

      In my previous blog I went over Creating a Contract from an Existing Contract by clicking the Copy Contract button. The other way that you can create a contract is by using the Contract Templates that we made in one of my previous blogs. For an example I will be creating a contract for a c

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    • Microsoft Dynamics CRM in the Marine Industry

      Louise Alderton, 21 May 2011

      The Marine or Maritime Industry covers a range of businesses. Anything from designing, constructing, manufacturing, acquiring, supplying, repairing or maintaining marine related vessels, to processes and operations. With many different things to consider and manage it is important you have the right

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    • Creating a New Contract in Microsoft Dynamics CRM 2011

      Simon Phillips, 20 May 2011

      You can create a contract for existing accounts and contacts. You can create contracts from templates or by copying an existing contract and modifying it appropriately. Each contract you create is assigned a unique ID, such as CNR-1000-UCJR7W. The same ID cannot be used for another contract, except

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    • Sure Step Methodology - Analysis Phase

      Megha Kainth, 19 May 2011

      The second phase in Microsoft Dynamics Sure Step Methodology is the Analysis Phase. Whereas the Diagnostic Phase involved high-level scoping of the project, the Analysis phase is all about detail.  We must thoroughly analyse the existing and/or planned business processes and procedures of the C

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    • Dynamics CRM 2011 Creating a Contract Template

      Simon Phillips, 18 May 2011

      A Contract template is a framework for creating new contracts. You can use templates to ensure that contracts are consistent across the organisation. When customers contact customer service, templates ensure that the level of service is consistent and based on business policies. The template defines

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