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Dynamics CRM 2011 for Outlook - The Ribbon
Roshan Mehta, 21 February 2011
Yet another change to the Dynamics CRM for Outlook user experience is the new and improved ribbon, which is now a familiar area of all modern Microsoft products. It is now much simpler to use, and also includes a whole lot of new features not available in Dynamics CRM 4.0 for Outlook. The CRM Tab F
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The Case Resolution Process in Dynamics CRM 2011
Simon Phillips, 20 February 2011
* As soon as a case enters the organisation it should be managed by a strict process. Microsoft Dynamics CRM 2011 helps with this. There are a few different statuses or steps in the process that a case can have. Below is the process that a case will follow: 1. A case is opened/created. When a custo
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Evidence Supporting Great Customer Service Automation with Microsoft Dynamics CRM
Mark Smith, 19 February 2011
In my previous post, I talked about how Microsoft Dynamics CRM can help implement great customer service. Let me share to you some success stories on companies who have embraced Microsoft Dynamics CRM to implement customer service automation. * • A.W. Hastings is a Marvin Window and Door distr
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Evidence Supporting Great Customer Service Automation with Microsoft Dynamics CRM
Mark Smith, 19 February 2011
In my previous post, I talked about how Microsoft Dynamics CRM can help implement great customer service. Let me share to you some success stories on companies who have embraced Microsoft Dynamics CRM to implement customer service automation. * • A.W. Hastings is a Marvin Window and Door distr
Read the full article here -
Calling All Companies!
Louise Alderton, 18 February 2011
Whether you a medium company, small business, government or not-for-profit organisation or even a large enterprise you have great ideas that we want to hear about. Being in the Software Development industry we pride ourselves on creating cutting-edge, beneficial software systems. While we strive to
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Calling All Companies!
Louise Alderton, 18 February 2011
Whether you a medium company, small business, government or not-for-profit organisation or even a large enterprise you have great ideas that we want to hear about. Being in the Software Development industry we pride ourselves on creating cutting-edge, beneficial software systems. While we strive to
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CRM 2011 Online is Here - Get your FREE 30 Day Trial Now!
Louise Alderton, 17 February 2011
This is something worth shouting about. Microsoft Dynamics CRM 2011 Online is now available to you – and what’s more, you can try it for 30 days – for free. If you haven’t heard much about Dynamics CRM 2011, where have you been? We believe CRM 2011 is a game changer and here in the Dynamics world we
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Creating an Entity in Dynamics CRM 2011 with Email
Paul Nieuwelaar, 16 February 2011
In Dynamics CRM 4.0, by default, the only entities that can be sent an email via an email activity or workflow are Account, Contact, Lead, and User. If you want to be able to send emails to records of a custom entity, you would need complex plugins to associate your custom entity to and Account or C
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Creating a New Case in Dynamics CRM
Simon Phillips, 15 February 2011
In my last post I did a brief overview of the Case Management solution built into Dynamics CRM. In this post I will go over the steps to create a New Case and some tips and tricks that may help you out in the creation process of a case. There are two options available to create a Case, these are - n
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Customizing Dynamics CRM 2011 Mobile Forms
Paul Nieuwelaar, 14 February 2011
If you’ve been playing around in Dynamics CRM 2011 like we have, then you may have noticed that when you go to customize an entity’s form, there are two forms there by default, one for the Main CRM, and the other for the Mobile CRM. To start editing the Mobile Form, all you need to do is double cli
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What’s New in Dynamics CRM 2011 Opportunities
Roshan Mehta, 13 February 2011
Opportunities are used in Dynamics CRM to store information about a potential sale to a customer. This blog will outline the improvements made in Dynamics CRM 2011 when working with Opportunity records. Firstly, let’s see what’s “old” when using Opportunities in Dynamics CRM 4.0. In Dynamics CRM 4.
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How Can Microsoft Dynamics CRM Help You Implement Great Customer Service?
Mark Smith, 12 February 2011
As we all know, there are a lot of ways to provide excellent customer service. But in my experience, having a successfully implemented customer relationship management system like Microsoft Dynamics CRM, there are a few things that you need to get right. Let me explain further why that is. Providing
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How Can Microsoft Dynamics CRM Help You Implement Great Customer Service?
Mark Smith, 12 February 2011
As we all know, there are a lot of ways to provide excellent customer service. But in my experience, having a successfully implemented customer relationship management system like Microsoft Dynamics CRM, there are a few things that you need to get right. Let me explain further why that is. Providing
Read the full article here -
Intro to Case Management with Microsoft Dynamics CRM What is it? Who should use it? Why?
Simon Phillips, 11 February 2011
If you and your organisation often get questions, problems, or requests from your customers - the Microsoft Dynamics CRM Case Management feature may be the answer you are searching for. With a Case Management solution built into Dynamics CRM 2011 right out of the box, there are many ways to quickly
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Intro to Case Management with Microsoft Dynamics CRM What is it? Who should use it? Why?
Simon Phillips, 11 February 2011
If you and your organisation often get questions, problems, or requests from your customers - the Microsoft Dynamics CRM Case Management feature may be the answer you are searching for. With a Case Management solution built into Dynamics CRM 2011 right out of the box, there are many ways to quickly
Read the full article here
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