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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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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An evolutionary approach to CRM implementation

April 04, 2009

The evolutionary approach to CRM projects helps to reduce risk while delivering faster ROI.

Posted by Steve Noe on 04/04 at 10:25 AM
CRM Implementation • Newbie • Intermediate • Newbie • Intermediate • (0) View/Post Comments • Permalink

Understanding the Microsoft Dynamics CRM 4.0 paradigm shift

January 11, 2009

Microsoft Dynamics CRM 4.0 (CRM) is, without question, one of the most efficient development environments I have worked with in 30 years of providing business solutions. It's sort of like combining contact management software with the ability to store any additional information you need and customize forms (screens or reports)using a relational database server (Microsoft SQL Server).

Posted by Steve Noe on 01/11 at 01:36 PM
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What you need to know before buying CRM

November 30, 2008

In talking with our prospects and customers, we find there are many misconceptions about CRM software. Many don’t understand what it really is, some are concerned about its less than stellar history, and others are just looking for a quick fix. Here’s a quick primer.

Posted by Steve Noe on 11/30 at 10:32 AM
CRM Implementation • Newbie • (0) View/Post Comments • Permalink

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 Sales Training Relevance makes a difference!

December 07, 2007

I delivered CRM sales training to a large group of sales people for a client recently. My classes were not the first attempt to get the sales group trained in CRM. I found that the biggest issue they had was the frustration that the training did not relate to their day to day activities.

Posted by Steve Noe on 12/07 at 02:59 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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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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