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The Personal Touch : Personalization in Microsoft Dynamics NAV “6.0”
One of the most important features (if not the most important) of Dynamics NAV ‘6.0’ is the innovative RoleTailored user experience (UX). As the name indicates, the aim of this is to make the content and layout of the screens fit the needs of the various roles of an organization, so there is one UI -
Microsoft Dynamics CRM Data Import
CRM MVP Ronald Lemmen returns as a guest blogger. You can read more from Ronald at his blog. This post will dive deep into the possibilities for Data Import for Microsoft Dynamics CRM. Discussed will be the options which Microsoft gives for importing data in both the versions 3.0 as well as 4.0, which third -
Microsoft Dynamics NAV and RFID
RFID technology simply put will someday become just as universal as barcodes are today bringing fully automated inventory management, asset tracking, retail checkouts benefits for all of us as consumers, retailers, distributors, shippers, manufacturers, suppliers, shippers or any other entity in the entire product life-cycle. In Dynamics NAV group, we started discussing how best to -
Leads, accounts, contacts, and opportunities
The relationship between leads, accounts, contacts, and opportunities can be a bit complicated. In Microsoft Dynamics CRM, opportunities represent potential sales to people who are already tracked in your database as either accounts or contacts. Therefore, opportunities cannot be converted to accounts or contacts. You may be trying to use opportunities in the way that leads were -
Weighted Revenue
For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an earlier stage in my career where I was passionate about such