• Dynamics CRM 2011 Contract Life Cycle

      Simon Phillips, 03 May 2011

      The contract life cycle begins with templates. The organization creates a set of contract templates, adding to the set as needed. The life cycle of an individual contract is as follows: 1. Create a new contract and select the template to base it on. 2. Fill in the basic information for the contract

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    • Diagnostic Phase – First Step towards Project Success

      Megha Kainth, 02 May 2011

      Each phase has an important role in Microsoft Dynamics Sure Step Methodology. I believe the most important phase is the Diagnostic phase – yet this phase is often executed poorly. The Diagnostic phase establishes the foundation for the implementation phases and the work done in the Diagnostic phase

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    • Cloud Computing For Non-For-Profit Organization

      Mark Smith, 01 May 2011

      In my previous posts, I have discussed about how Microsoft Dynamics CRM can help Non-For-Profit Organizations. As I have mentioned, one of the key things NFP's look for is a cost-effective but efficient solution. One of the answers is Cloud Computing. Why? It levels the technology playing field for

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    • Microsoft Dynamics CRM for Government

      Louise Alderton, 30 April 2011

      Government organisations are constantly in the public eye and face high expectations. While you want to improve your delivery of service and engagement with people there is also the challenge to be more efficient and accountable. All this faced at the same time as shrinking budgets and demand for in

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    • Creating Products in Dynamics CRM 2011

      Paul Nieuwelaar, 29 April 2011

      In my last few blog posts on the Product Catalog, I have described how you can create and set up your Discount Lists, Unit Groups, and Price Lists in Dynamics CRM 2011. In this post I will be describing how you can add your Products to the Product Catalog. To start creating Products, navigate to the

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    • Speeding up the Dynamics CRM Upgrade Process

      Roshan Mehta, 28 April 2011

      *        ** Upgrading your Dynamics CRM 4.0 implementation to Dynamics CRM 2011 requires a lot of planning, especially when your organization relies on heavy customizations, configurations, and extensions. It can be an overwhelming task for someone to go throu

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    • Creating Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 27 April 2011

      In my blog post introducing the Product Catalog in Dynamics CRM 2011, I briefly mentioned how Price Lists are used within the Product Catalog. In this post I will be showing how you can quickly and easily start creating Price Lists within your Dynamics CRM 2011 Product Catalog. Before you create you

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    • Introduction to Contract Management in Dynamics CRM 2011

      Simon Phillips, 26 April 2011

       * In my previous blog posts, you learnt all about cases in Dynamics CRM 2011, which capture the customers’ requests and product information used by customer service teams to address support issues. Most of the service requests your company receives are not likely to be resolved by referencing

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    • Microsoft Dynamics CRM for Healthcare Organisations

      Louise Alderton, 25 April 2011

      Of course the number one priority for healthcare organisations is delivering the highest quality of care and service, but reducing costs and maintaining efficiency is also a vital component. Healthcare organisations and providers face numerous challenges some of which include - accuracy and sensitiv

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    • Connector for Microsoft Dynamics CRM and Microsoft Dynamics AX Integration

      Mark Smith, 24 April 2011

      Microsoft has recently released the Feature Pack 5 of Connector for Microsoft Dynamics that makes integration between Microsoft Dynamics CRM and Microsoft Dynamics AX possible. It provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 and

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    • Microsoft Dynamics CRM for Regional Councils

      Louise Alderton, 23 April 2011

      Regional Councils and Government organisations are constantly in the public eye and face high expectations. While you want to improve your delivery of service and engagement with people there is also the challenge to be more efficient and accountable. Today, Regional Councils face several challenges

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    • Using Unit Groups in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2011

      In my Overview of the Product Catalog I gave a short description of how Units and Unit Groups are used in Dynamics CRM 2011. In this post I will be going more into detail, showing how they apply to your Product Catalog, and how you can get started in created Unit Groups. If you are new to the Produc

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    • Data Transfer from BCM to Dynamics CRM 2011 Online

      Roshan Mehta, 21 April 2011

      *       ** I recently had the opportunity to create a data migration tool which transfers data from Business Contact Manager 2007 to Dynamics CRM 2011 Online. Business Contact Manager 2007 is an add-on for Microsoft Office Outlook 2007 and is a system which allows

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    • Using Discount Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 20 April 2011

      In one of my last posts on the Product Catalog, I gave a brief Overview of Discount Lists in Dynamics CRM 2011. In this post I will be showing in depth how Discount Lists are used within the Product Catalog, and how you can quickly and easily start creating Discount Lists in Dynamics CRM 2011. You c

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    • Upgrading from CRM 4.0 to CRM 2011

      Simon Phillips, 19 April 2011

      With the release of Dynamics CRM 2011, a lot of customers will want to upgrade their current Dynamics CRM 4.0 systems to Dynamics CRM 2011. In this post I will be providing a beginning to end process that you will need to follow to perform an upgrade. Backing up your existing database and restoring

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