• Overview of Sure Step Methodology

      Megha Kainth, 18 April 2011

      Sure Step Methodology is an application designed and developed by Microsoft to support the people who are related and linked with projects in Microsoft Dynamics. This post is an effort of mine to familiarize you all with the functionalities and characteristics of Sure Step Methodology.   Sure S

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    • Microsoft Dynamics CRM 4.0 Upgrade Paths to Microsoft Dynamics CRM 2011

      Mark Smith, 17 April 2011

      On my previous post, I talked about how to Upgrade Microsoft Dynamics CRM 4.0 On-Premise to Microsoft Dynamics CRM 2011 Online. Let me discuss to you other upgrade scenarios that might be applicable to you. As I've discussed before, Microsoft Dynamics CRM 2011 requires a 64-bit architecture. And we

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    • Microsoft Dynamics CRM for Church Management

      Louise Alderton, 16 April 2011

      A Customer Relationship Management (CRM) system might seem inappropriate for a not-for-profit or church organisation – one with members rather than customers. But with the xRM framework it is possible to strip out the business lingo and build a membership management solution that is specific to the

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    • Issues Upgrading from Dynamics CRM 4.0 to 2011

      Simon Phillips, 15 April 2011

      Recently I was asked to upgrade a CRM 4.0 online to CRM 2011 on-premise. During my first ever upgrade I came across a few issues that I thought I would share with you all. After I finally got the database from the hosting provider I started from the very beginning where you have to restore the datab

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    • Configuring Dynamics CRM 2011 for Document Management

      Roshan Mehta, 14 April 2011

      In my previous post, I gave you a quick overview of the new Document Management feature available in Dynamics CRM 2011. Today, I will take you through the simple process of configuring your CRM 2011 instance to integrate with SharePoint 2010. Configuring an Entity for Document Management Firstly, it

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    • Products and Price Lists in Dynamics CRM 2011

      Paul Nieuwelaar, 13 April 2011

      In my last post on The Product Catalog in Dynamics CRM 2011 I provided an overview of Discount Lists and Unit Groups, and how they are used in Dynamics CRM 2011. In this post I will be completing my overview of the Product Catalog by going over how Products and Price Lists are used in Dynamics CRM 2

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    • Dynamics CRM 2011 Case Management Summary

      Simon Phillips, 12 April 2011

      * Over the past few blog posts I have given you an in-depth look at all elements that case management encapsulate. Here is just a brief summary of what I went over but for more details please refer to the individual blogs. Case management is the center of the customer service module in Microsoft Dyn

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    • Dynamics CRM for Polytechnics & Higher Education Institutions

      Louise Alderton, 11 April 2011

      In my last couple of blog posts I have been discussing the use of Microsoft Dynamics CRM within education organisations and the benefits to be gained from implementing such a system. If you ignore the ‘customer’ part of customer relationship management (CRM) and view it as a system that is capable o

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    • Integrating Microsoft Dynamics CRM and Microsoft Dynamics GP

      Mark Smith, 10 April 2011

      Integration between Microsoft Dynamics CRM and Microsoft Dynamics GP has arrived with release of Connector for Microsoft Dynamics Feature Pack 5 for Microsoft Dynamics GP. This provides an integration between Microsoft Dynamics CRM 4.0 (minimum Update Rollup #5) or Microsoft Dynamics CRM 2011 and Mi

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    • Microsoft Dynamics CRM for Universities

      Louise Alderton, 09 April 2011

      In my last post I introduced how Microsoft Dynamics CRM can be a highly effective tool for education institutions. The xRM platform allows you to replace the ‘C’ in CRM with Student, Staff, Alumni or any other relevant word – to create an efficient system to manage any type of relationship. In this

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    • Relating Cases to Contracts in Dynamics CRM 2011

      Simon Phillips, 08 April 2011

      Service Contracts can be related to cases so that allotment amounts can be tracked against cases. This is both very useful and very powerful, this is because you can now closely track the time you spend on your customers issues, making it easier to correctly invoice them for only the time taken to f

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    • Microsoft Dynamics CRM for Education

      Louise Alderton, 07 April 2011

      For education institutions, deploying a Customer Relationship Management (CRM) system is gaining popularity. I hear you saying – “but education institutions don’t have customers?!” Well true. But with the Microsoft Dynamics CRM xRM Platform the ‘C’ is easily replaced with Student, Staff, Alumni, Par

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    • The Product Catalog in Dynamics CRM 2011

      Paul Nieuwelaar, 06 April 2011

      The Product Catalog is used all the time by Sales teams when creating Quotes, Orders, and Invoices in Dynamics CRM 2011. It can be accessed by going through ‘Settings’, and then ‘Product Catalog’. From here you can create and edit Discount Lists, Unit Groups, Price Lists, and Products. In this

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    • How Cases Relate to Other Record Types in Dynamics CRM 2011

      Simon Phillips, 05 April 2011

      Cases can be related to the record types as shown in the table below. This is a very useful feature as when you relate a record to another you start to create a historical view of the customer and provide your organisation with useful information. For example, you can then use that historical data t

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    • Document Management in Dynamics CRM 2011

      Roshan Mehta, 04 April 2011

                                    There has been a lot of frustration around maintaining a link between records in Dynamics CRM 4.0 and documents relating to

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