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Consistent and repeatable business processes for everyone…and a whole lot more!
Microsoft Dynamics CRM 2011 Beta is here! That means it’s time to start telling the story behind all of the great new features. This week we will focus on how Microsoft Dynamics CRM 2011 helps...
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Microsoft Dynamics CRM 2011 Client Beta updates available on Microsoft Update
As part of Microsoft Dynamics CRM 2011, the CRM Sustained Engineering (SE) team is releasing updates via Microsoft Update. Over the next few months the SE team will release updates to test the...
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Microsoft Dynamics CRM 2011 Beta SDK Update!
Coinciding with the Windows Dynamics CRM 2011 Beta Service Release that was shipped yesterday, you can now download an update to the CRM 2011 Beta SDK package. This update contains lots of new sample...
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Microsoft Dynamics CRM 2011 ~ Living in Outlook
Wow, is it release time already? The Microsoft Dynamics CRM 2011 Beta has been released, RTO is approaching, and I am really looking forward to getting these awesome features in front of users. In...
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Microsoft Dynamics CRM 2011 ~ Let’s Get Conditional
It seems like conditional formatting in the Microsoft CRM Outlook Client is almost everyone’s favorite feature. I mean, how could you not love it? Drawing attention to the things you care about makes...
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Settings Revenue Quotas/Targets in Multiple Dimensions
Ever wondered about the complexities involved in tracking the progress against sales targets in an organization, which is active in multiple territories, selling wide range of products, working on big...
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Microsoft Dynamics CRM with Microsoft SharePoint integration introduction
Now that the Microsoft CRM 2011 Beta is out, so is the much awaited feature of integration with Microsoft SharePoint . Microsoft SharePoint has nailed Document Management and the ability to collaborate...
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Authoring My First CRM Plug-in
Hello readers. Recently I’ve learned that building Microsoft Dynamics CRM is a much different beast from building on top of Microsoft Dynamics CRM. I’ve been on the team for a bit over 3 years, but...
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Tracking Your Data Using Microsoft Dynamics CRM Dashboards
Business users often need to keep a real-time pulse on their customer data . This includes knowing what data changed, when it changed, and whether there are hotspots that need further investigation....
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Microsoft Dynamics CRM 2011 ~ Rich CRM Email and Appointments
Ok, let’s be real. When you think about the Microsoft Dynamics CRM Outlook Client, “Track in CRM” is usually the first thing that comes to mind. The reason so many of you use Microsoft Dynamics CRM is...
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Live from Convergence 2010 Europe – Announcing New Microsoft Dynamics CRM...
Today the Microsoft Dynamics team kicked off Convergence 2010 Europe from Twickenham Stadium in London. The opening keynote at the event was delivered by Kirill Tatarinov in which he demonstrated the...
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Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard
Today’s guest blogger is CRM MVP Frank Lee from Workopia. Here he talks about Importing Outlook Contacts. I often get asked what is the best way to import existing Microsoft Outlook Contacts to...
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Getting Started with Custom Reports in the Cloud
The ability to create custom reports has been one of the top asks for Microsoft Dynamics CRM Online. When we set about designing a solution, security, ease of use, and performance were one of our top...
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Microsoft Dynamics CRM Dashboards for Techies
In the previous blog post we showed how a sales manager, Kevin, can use the charts and dashboards features to derive quick insights from his Microsoft Dynamics CRM data. In this blog we show how we can...
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Windows Azure Web Role Hosted Service + Microsoft Dynamics CRM Online...
We have had a lot of demand for some direction on how to impersonate a Microsoft Dynamics CRM Online user from a Windows Azure hosted service (Web Role). I have completed a walkthrough that will guide...
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Bing Maps and Microsoft Dynamics CRM Online
Microsoft Dynamics CRM 2011 has been improved to make you more productive by giving you different visualizations of your data, such as the Dashboards feature. Another such visualization that has...
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How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch...
Today’s guest blogger is CRM MVP Frank Lee from Workopia who provides us his insights about another way to create custom reports. The Microsoft Dynamics CRM 2011 architecture enables report developers...
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Sales Process Workflow that allows skipping stages
Please see the blog article Microsoft Dynamics CRM Sales Process for an introduction to sales process workflow in CRM. In this article, I will present an approach which can be used to move the workflow...
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Highlights: CRM 2011 Feature of the Week
CRM MVP Aaron Elder, CTO at Avanade contributes a list of highlighted features for the Microsoft Dynamics CRM 2011 release. I have been releasing a quick highlight of one new CRM 2011 feature every...
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Shortcuts Rock for Microsoft Dynamics CRM
Today’s guest blogger is CRM MVP Alex Fagundes, CIO of PowerObjects, talks about one of his favorite features, Outlook Shortcuts. One of the things that sets Microsoft Dynamics CRM apart from some of...
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