MS Dynamics CRM Usability

Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.

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CRM User Notification Emails for new & infrequent users of Dynamics CRM

May 31, 2009

An issue we commonly run into, especially with new CRM users is the problem of getting them to check for newly assigned activities, cases, or other CRM "assignments".  Many users can be remote or don't normally log into CRM because they're not in the habit yet.

Posted by Steve Noe on 05/31 at 09:24 AM
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First Florida CRM Training Camp is a success!

May 22, 2009

Our first belated 'winter' Dynamics CRM training camp in Tampa was held in May, 2009 at New Horizons of Tampa. We delivered all of the Dynamics CRM 4.0 training curriculum over a 2 week period using three CRM instructors. It seem the students enjoyed it too, as we got all 9's on the evaluation from all attendees.Fortunately, even during a down year for training, companies still had budget to participate.

Posted by Steve Noe on 05/22 at 01:11 PM
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Using the Business Productivity Accelerator to generate links to CRM records

May 15, 2009

Microsoft has recently released the business productivity workflow tools accelerator (download here) which allows us to generate hyperlinks in e-mails created from within workflows. We use this to create links that will allow end-users to go straight into CRM record by clicking on a link in the e-mail.

Posted by Steve Noe on 05/15 at 10:48 AM
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