• 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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    • CRM on the Rise and Taking over the World

      Louise Alderton, 05 March 2011

      In a recent interview Software Advice conducted with the General Manager of Microsoft Dynamics CRM in Redmond, Brad Wilson was asked “What is the State of the CRM Software Industry?” Brad has been in this industry for over 15 years and has witnessed some significant trend changes. In this post I wil

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    • CRM on the Rise and Taking over the World

      Louise Alderton, 05 March 2011

      In a recent interview Software Advice conducted with the General Manager of Microsoft Dynamics CRM in Redmond, Brad Wilson was asked “What is the State of the CRM Software Industry?” Brad has been in this industry for over 15 years and has witnessed some significant trend changes. In this post I wil

      Read the full article here

    • Creating and Editing an Article Template in Dynamics CRM 2011

      Paul Nieuwelaar, 04 March 2011

      In my previous post on Creating an Article in Dynamics CRM 2011, I showed how you can create an Article, and I showed the default article templates, and what they are used for. In this post I will be showing how you can create your own Article Templates, and even edit the default ones. To create or

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    • Grid Improvements in Dynamics CRM 2011

      Roshan Mehta, 03 March 2011

      The grid view in Dynamics CRM 4.0 provides a nice way to view your companies CRM data. The grid view allows you to sort by columns, resize columns, search for records based on data stored in any attribute, and open up related records. The grid view can also be customized to add/remove fields, config

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    • Creating an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 02 March 2011

      In my last blog post about Articles, I described The Lifecycle of an Article in Dynamics CRM 2011, showing the different stages an Article goes through to get Published, and how to submit and approve an article. In this blog post I will be showing the steps required to create an Article in Dynamics

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    • Assigning, Accepting and Sharing Cases

      Simon Phillips, 01 March 2011

      After the creation of a case you then need to assign it to a user to resolve it. Cases can be assigned to a user or queue (located under workplace). After a case has been assigned to a queue, a user who is a part of the queue can accept the case to work on. Or rather than assigning to a queue for ju

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    • A Closer Look at the Dynamics CRM 2011 Ribbon

      Roshan Mehta, 28 February 2011

      As you may or may not know, Dynamics CRM 2011 now includes a ribbon on entity forms and views, much like the ones you are used to seeing in newer versions of your favourite Microsoft Office products. The ribbon in Dynamics CRM 2011 gives a whole new definition to usability and flexibility within the

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    • Microsoft Dynamics CRM - Creating Efficiencies for Not-for-Profit

      Mark Smith, 27 February 2011

      In my previous posts, I’ve talked about how Microsoft Dynamics CRM can help you with Sales Force Automation and Customer Service Automation. Now I’ll be discussing to you what Microsoft Dynamics CRM can offer with regards to other fields, mainly to Non-For-Profit Organizations and Non-Governmental O

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    • Product Businesses vs. Service Businesses

      Louise Alderton, 26 February 2011

      Whether you are a Product based company or a Service based company, or both like us, there are various factors to consider when it comes to the software you use. In one of my previous blog posts I debated the software Build vs. Buy scenario. Here I discussed your options to either work with a Produc

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    • Product Businesses vs. Service Businesses

      Louise Alderton, 26 February 2011

      Whether you are a Product based company or a Service based company, or both like us, there are various factors to consider when it comes to the software you use. In one of my previous blog posts I debated the software Build vs. Buy scenario. Here I discussed your options to either work with a Produc

      Read the full article here

    • The Lifecycle of an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 25 February 2011

      In my blog post last week about Articles in Dynamics CRM 2011, I explained how ‘The Knowledge Base’ from Dynamics CRM 4.0 is now just referred to as ‘Articles’ in Dynamics CRM 2011. Though they are fairly similar in both Dynamics CRM 4.0 and Dynamics CRM 2011, I thought I would still show the lifecy

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    • Currencies and Pricing in Microsoft Dynamics CRM 2011

      Roshan Mehta, 24 February 2011

      As a salesperson, you expect your system to be able to manage any type of pricing scenarios that may occur as you do business with your customers. Some examples include the ability to price in different currencies, as well as handle scenarios in which you need to credit a customer if they decide to

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    • Where is the Knowledge Base in Dynamics CRM 2011?

      Paul Nieuwelaar, 23 February 2011

      In Dynamics CRM 4.0 the Knowledge Base (KB as we like to say for short) is a place where you can create articles, whether it is a Procedure, Question & Answer, Solution to a Problem, or a Standard KB Article. You can also view which articles are Drafts, Unapproved, or Published. Then under work

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    • Entering Notes for a Case in Dynamics CRM 2011

      Simon Phillips, 22 February 2011

      When in the process of resolving a problem that your customer may have you could find that you need to store some further information about the problem and/or the resolution of the case. Since there is no description field on the case form itself the only place left to store any information is in th

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