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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Customizing Your Outlook Desktop for CRM

October 01, 2007

One of the most important things you can do to improve your Microsoft CRM productivity is to customize your Outlook desktop. It takes only a minute to do and will tubocharge your CRM productivity.

Posted by Steve Noe on 10/01 at 02:04 PM
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Top 10 CRM Tweaks for New User Productivity

October 31, 2007

So, now that you've got your CRM system in place, how do you make it work for you? Here are some simple solutions to increase your user productivity and make your implementation a success!

Posted by Steve Noe on 10/31 at 05:38 PM
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CRM 4.0 features we have been waiting for

January 09, 2008

Posted by Steve Noe on 01/09 at 04:55 PM
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Lessons Learned on SBS2003 MS CRM 3.0 upgrade to MS CRM 4.0

January 31, 2008

Posted by Steve Noe on 01/31 at 10:55 AM
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CRM 4.0 Outlook Client Observations after Two Weeks of Operation

February 09, 2008

Posted by Steve Noe on 02/09 at 10:51 AM
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CRM 4.0 Mail merge templates much more usable!

February 26, 2008

Posted by Steve Noe on 02/26 at 09:00 PM
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The Forgetful Road Warrior and CRM 4.0 off-line client for Outlook.

February 26, 2008

Posted by Steve Noe on 02/26 at 09:22 PM
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CRM 4.0 Outlook Client crashes during sync with Outlook

March 08, 2008

Posted by Steve Noe on 03/08 at 10:27 AM
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Using Outlook Favorites for fast access to CRM (video demo)

March 26, 2008

In my top 10 blog for CRM improvements, one of the tips is to use the Outlook shortcuts to get to all of your CRM folders quickly. Here's a quick video demo that shows you how to do it.

Posted by Steve Noe on 03/26 at 09:28 AM
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