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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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.
Changing the account entity name to company in Microsoft CRM (Video demo)
March 26, 2008
One of the recommendations we make for CRM users is to change the name of the account entity to company. This makes it clearer to end users that this entity stores information about all the companies that we know, not just our accounts. This was previously published in my top 10 recommendations blog, but I got an e-mail yesterday from someone asking me how to do it.
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Menno te Koppele - a CRM freak
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stunnware’s CRM corner
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