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Custom Charting Capabilities in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 comes with in-built visual analytics. You can create charts to view aggregations of your CRM data over various dimensions, providing nice visual and interactive tools to...
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Microsoft Dynamics CRM 2011 Launch ~ Now!
The Microsoft Dynamics CRM 2011 launch event is today, Thursday at 9 a.m. PST! Register now and get the details delivered straight to your inbox. http://bit.ly/gR2VrC Enjoy, Bill Patterson
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Using Formulae in Dialogs: Example Lead Scoring
When using Microsoft Dynamics CRM have you ever wondered how to create and use formulae in Dialogs? Yes this is possible using two features supported in Dialog Processes: Variables and Assign Value...
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Goal Management Security model
Goal Management in Microsoft Dynamics CRM 2011 is an incredibly powerful feature that allows you to set Goals or Targets for Sales/Service personnel and track & drive these targets to actual...
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Enhanced capabilities and new UI experience of Article (KB Article) in CRM 2011
In Microsoft Dynamics CRM, an article or knowledge base article is a type of structured content that is managed internally as part of a knowledge base. Using Articles, users can manage product/service...
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Whitepaper Comparing xRM Application Framework and Force.com
In concert with the Microsoft Dynamics CRM 2011 Launch last week, we released a whitepaper titled “Comparing xRM Application Framework and Force.com” targeted at developers & ISVs. While the two...
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Tracking status against goals with built-in predictability
Microsoft Dynamics CRM 2011 comes with powerful goal management capabilities which can be utilized to set various types of targets, monitor progress against them and hence have the better control over...
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Driving Success with the New Microsoft Dynamics Marketplace!
On January 17th we launched Microsoft Dynamics CRM Online in 40 markets and 41 languages, fundamentally changing the shape of the on-demand CRM category around the world. On the same date, we launched...
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Dialog’s Query Step: Demystifying the Advanced Mode Capabilities
Microsoft CRM Dynamics 2011 beta is out and so is the brand new feature included in this release: Dialogs. As most of you would have already guessed, Dialogs share a part of the infrastructure with...
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Microsoft Dynamics CRM 2011 Scenario Demonstrations
To support the launch of Microsoft Dynamics CRM 2011 we created several scenario-based demonstrations. These demonstration videos highlight how Microsoft Dynamics CRM 2011 works using scenario-driven...
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Announcing Donation Management for Microsoft Dynamics CRM 2011
Hello CRM friends. I’m happy to announce that Donation Management for Microsoft Dynamics CRM 2011 has been posted to the Dynamics Marketplace! Donation Management is available in English for the US and...
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Microsoft Dynamics CRM 2011 ~ Book Club
Today’s guest blogger is CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics...
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Welcome to the World of Dialogs - Part 1
The Dialog is a brand new feature built on top of Windows Workflow Foundation 4 in Microsoft CRM 2011. Before I delve into details of power, the Dialogs provide, this is important to let you know that...
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Get Social with Vibe and Microsoft Dynamics CRM 2011 (free Community Edition)
Today’s CRM MVP guest blogger is Mike Snyder, co-founder and principal of Sonoma Partners. Recognized as one of the industry’s leading Microsoft Dynamics CRM experts, Mike is a member of the Microsoft...
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Welcome to the World of Dialogs - Part 2
This post is in continuation to the previous introductory post on Dialogs Part I. In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data...
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Dialogs: Multiple tasks in one shot - Firing Asynchronous Workflows through...
This post provides a step by step guide on how to make use of Asynchronous Workflows through Dialogs (Interactive Workflows) depending on user responses and requirements. Here we will fire a system job...
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Navigating between records in a list: What could be better than next & previous?
In Microsoft Dynamics CRM 4.0 to navigate a list of record on a list you had to open each one separately. Open the record, close the record (or not), go back to the list, repeat. On the way you usually...
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Authoring Recursive Dialogs
The Dialog feature does not provide loop structure so you cannot do the same action or set of actions in a loop however there is a way to form a virtual loop for performing a set of actions. The way is...
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Microsoft Dynamics CRM Online Upgrades
How existing customers get on to the latest version of Microsoft Dynamics CRM Upgrades Are Here As most of you have probably seen, we’ve announced the availability of Microsoft Dynamics CRM Online...
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Announcement: Microsoft Dynamics CRM 2011 Developer Training Kit
I’m very excited to announce the availability of Microsoft Dynamics CRM 2011 Developer Training Kit. It’s a great collection of materials that allows .NET developers to learn the development features...
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