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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1 to 1 Relationships in Microsoft Dynamics CRM 4.0
December 19, 2009
In this blog I create an example of the 1 to 1 relationship between the Facilities and Equipment system entity and the Contact system entity.
Posted by Steve Noe on 12/19 at 11:57 AM
Training • Intermediate • Advanced • Intermediate • (0) View/Post Comments • Permalink
Training • Intermediate • Advanced • Intermediate • (0) View/Post Comments • Permalink
Handling ‘leads’ from your web site in Dynamics CRM
October 31, 2009
A different approach to processing responses from your website with Microsoft dynamics CRM.
Posted by Steve Noe on 10/31 at 07:24 AM
CRM Implementation • Advanced • (0) View/Post Comments • Permalink
CRM Implementation • Advanced • (0) View/Post Comments • Permalink
Processing new "leads" in Microsoft Dynamics CRM 4.0
August 03, 2009
Preserve the chain that points to your marketing and sales results....
Posted by Steve Noe on 08/03 at 08:19 AM
Training • Intermediate • Intermediate • (0) View/Post Comments • Permalink
Training • Intermediate • Intermediate • (0) View/Post Comments • Permalink
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.
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.
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.
Nurture Marketing with Microsoft Dynamics CRM 4.0
April 15, 2009
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).
New CRM 4.0 Workflow Courseware now available!
September 09, 2008
The long-awaited CRM 4.0 workflow course is now available! 80003A: Workflow in Microsoft Dynamics CRM 4.0 is designed to give a non-technical one-day introduction to using the new CRM 4.0 workflow engine. We've been waiting for this course with anticipation since both Mitch Milam and I had the privilege of contributing to the courseware as subject matter experts. This one-day course is the perfect way to jumpstart using CRM 4.0 workflow to automate manual processes within your organization.
Managing Leads, Lists, and Marketing in Microsoft CRM
August 25, 2008
MS CRM 4.0 Workflow won’t publish after deleting an attribute.
May 27, 2008
CRM 4.0 Sales Process workflow observations and best practices.
May 04, 2008
Using a recursive CRM 4.0 child workflow to simulate a ‘DO Loop’
May 01, 2008
Microsoft CRM 4.0 workflow stage example (upgraded from CRM 3.0)
May 01, 2008
CRM 4.0 Child Workflow to Send Complex E-mail
April 30, 2008
CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail. CRM e-mail templates only allow you to access data stored in a single entity. However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.
Customer Retention Strategies - Plugging the Leaky Bucket
November 28, 2007
Customer Relationship Management is a process not a program. And, customer retention is only part of the process known as Customer Relationship Management (CRM).
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