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What Microsoft Dynamics CRM For Education Has To Offer
Mark Smith, 19 March 2011
In this post I will continue my discussion regarding Microsoft Dynamics CRM for Education. I’ll be focusing on the key features and what it has to offer. Microsoft Dynamics CRM for Education is a complete management solution that provides the invaluable capability to attain a 360-degree view of a sc
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Getting your Product Certified for Microsoft Dynamics (CFMD)
Gayan Perera, 18 March 2011
Recently we went through the process of getting our Dynamics CRM 4 to Xero connector certified for Microsoft Dynamics CRM. It was a smooth process; we’ve gone through quite a few ISV platform tests before so we were familiar with what’s required which made it a painless process. If you’re thinking a
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Microsoft Dynamics CRM Delivering Benefits to Polytechnics and Universities
Mark Smith, 17 March 2011
As we all know, Microsoft Dynamics CRM has helped in improving efficiency to different sectors, may it be a private or public company, governments or local authorities, non-for-profit or non-governmental organizations. Now, aside from those sectors I’ve discussed, Microsoft with its wide range of so
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Magnetism First in NZ Certified for Microsoft Dynamics (CfMD)
Louise Alderton, 16 March 2011
After being put through the paces we are proud to announce that our CRM2XERO Connector has now received the stamp of approval, achieving ‘Certified for Microsoft Dynamics’ status. Not only that, we are chuffed to be the first Microsoft Partner in New Zealand to do so. As an Independent Software Ven
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How to Insert an Image into your Dynamics CRM Article
Paul Nieuwelaar, 15 March 2011
If you’ve been reading some of my previous blog posts on Creating Articles in Dynamics CRM 2011, then you should know how to create some quality Articles in Dynamics CRM 2011. You can create informative articles that customers will be able to follow, however often you want to add an image into your
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Commenting on an Article in Dynamics CRM 2011
Paul Nieuwelaar, 14 March 2011
In my last blog post, I described What to Check for when Approving an Article in Dynamics CRM 2011, showing how you can build a powerful knowledge base by approving Articles smartly. In this blog post I will be showing how to use Article comments, and the steps required to make a comment on an Artic
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A Closer Look at Recently Visited Items in Dynamics CRM 2011
Roshan Mehta, 13 March 2011
In a previous blog post, I have given you information about how Dynamics CRM 2011 improves the way we can access records. This blog mentions the new “Recently Visited” feature which displays the most recently visited records and views that you have worked with. Today, I will describe this feature in
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Reactivating a Case in Microsoft Dynamics CRM 2011
Simon Phillips, 12 March 2011
Say for example, you have just resolved a case for a customer where they were getting an error with your product but then a few days later they return with the same error occurring. In this situation it is better suited to reactivate the existing case with all the existing information and what was a
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Bigger Slice of CRM Pie for Microsoft Dynamics CRM 2011?
Louise Alderton, 11 March 2011
In my last blog post I summarised the first question posed to Microsoft Dynamic CRM General Manager, Brad Wilson around CRM trends from a recent interview conducted by Software Advice. This week I will move on to the next question in this interview surrounding the competitive price strategy of Micro
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Bigger Slice of CRM Pie for Microsoft Dynamics CRM 2011?
Louise Alderton, 11 March 2011
In my last blog post I summarised the first question posed to Microsoft Dynamic CRM General Manager, Brad Wilson around CRM trends from a recent interview conducted by Software Advice. This week I will move on to the next question in this interview surrounding the competitive price strategy of Micro
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Assigning a Knowledge Base Article to a Case
Simon Phillips, 10 March 2011
The Knowledge Base in Microsoft Dynamics CRM is used as a central hub to store information about the organizations products and services that a Customer Service Representative (CSR) can use to answer frequently asked customer queries. The Knowledge Base provides a browse or search engine that
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What to Check for when Approving an Article in Dynamics CRM 2011
Paul Nieuwelaar, 09 March 2011
In a few of my past blog posts, I have shown how to use Articles in Dynamics CRM 2011, including: The Lifecycle of an Article, How to Create an Article, and How to Create and Edit an Article Template. While these show how to use some of the basic functions of an Article, I also want to show the step
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The Getting Started Pane in Dynamics CRM 2011
Roshan Mehta, 08 March 2011
The Getting Started Pane in Dynamics CRM 2011 is a new and useful feature which can be used to quickly navigate to different parts of the system, as well as provide informative resources for your CRM users, so that they can quickly get up to speed with different entities. The pane is displayed for w
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Resolving a Case in Dynamics CRM 2011
Simon Phillips, 07 March 2011
Once a case is assigned to a user or it is accepted from a queue, he or she must perform certain activities related to the case. As soon as the user has completed those activities, he or she can resolve the case. Resolving a case in Microsoft Dynamics CRM includes the following actions: • The user r
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Improving Customer Acquisition with Marketing Automation and Microsoft Dynamics CRM
Mark Smith, 06 March 2011
I have discussed in my previous post how Microsoft Dynamics CRM help with sales force automation, customer service automation, and non-for-profit organizations. Now let me tell you how Microsoft Dynamics CRM can help with marketing automation to improve customer acquisition. As we all know, most of
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