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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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).

Posted by Steve Noe on 11/28 at 04:44 PM
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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.

Posted by Steve Noe on 04/30 at 08:36 AM
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Microsoft CRM 4.0 workflow stage example (upgraded from CRM 3.0)

May 01, 2008

Posted by Steve Noe on 05/01 at 07:46 PM
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Using a recursive CRM 4.0 child workflow to simulate a ‘DO Loop’

May 01, 2008

Posted by Steve Noe on 05/01 at 08:24 PM
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CRM 4.0 Sales Process workflow observations and best practices.

May 04, 2008

Posted by Steve Noe on 05/04 at 07:30 AM
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MS CRM 4.0 Workflow won’t publish after deleting an attribute.

May 27, 2008

Posted by Steve Noe on 05/27 at 10:31 AM
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Managing Leads, Lists, and Marketing in Microsoft CRM

August 25, 2008

Posted by Steve Noe on 08/25 at 01:19 PM
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