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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Training Session Management- a Dynamics CRM - xRM example

June 27, 2009

An example of using Microsoft Dynamics CRM 4.0 to develop an XRM application to manage the details of putting on training sessions

Posted by Steve Noe on 06/27 at 02:15 PM
CRM Implementation • Training • Advanced • (0) View/Post Comments • Permalink

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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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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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The Biz IT Blog is composed mainly of the musings of Steve Noe, MCT. We welcome comments from registered members.

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