MS Dynamics CRM Usability

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CRM 4.0 Child Workflow to Send Complex E-mail

April 30, 2008

CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail. CRM e-mail templates only allow you to access data stored in a single entity. However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.

Posted by Steve Noe on 04/30 at 08:36 AM
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CRM 4.0 Pipeline Report and the Sales Process

April 29, 2008

I was working on the pipeline report today and trying to figure out how it's affected by the sales process. What wasn't clear which how sales stages show up on the pipeline report. To identify exactly how it works, I created a test sales process with two stages and then created several opportunities and walked them through the stages.

Posted by Steve Noe on 04/29 at 04:55 PM
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Microsoft Dynamics CRM 4.0 Certification Exams Available!

April 25, 2008

The core exams required for certification in Microsoft dynamic CRM 4.0 are now available for those of you who are interested!

Posted by Steve Noe on 04/25 at 09:21 AM
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Items not being deleted from CRM 4.0 Queues

April 09, 2008

Posted by Steve Noe on 04/09 at 02:02 PM
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Free Microsoft Dynamics CRM 4.0 End User Training Webinar!

April 09, 2008

We are offering our CRM 101 training seminar on Friday, April 18 at no charge for a limited time.

Posted by Steve Noe on 04/09 at 01:55 PM
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MS CRM 4.0 Track email fails with ‘Text entered exceeds the maximum length’

April 07, 2008

Posted by Steve Noe on 04/07 at 04:09 PM
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Cardscan beta is out for Microsoft Dynamics CRM 4.0

April 07, 2008

Posted by Steve Noe on 04/07 at 11:57 AM
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MS CRM 4.0 Sample Quote Template

April 03, 2008

Here are two updated CRM 4.0 Quote templates for Word mailmerge

Posted by Steve Noe on 04/03 at 04:08 PM
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