A guest post from the CRM Software Blog… Lots of companies use a CRM system. But often it is just seen as a glorified Rolodex for the sales team to manage contacts. But there is so much more. It is time to thinkoutside of the box. CRM users are finding that necessity is the mother Read more
Guest blogger and CRM MVP Julie Yack has a one_line bio; Mom.Wife.Nerd.MVP nerd. You can catch up with her many CRM activities on her blog The never boring life of Me. Both Dave and I have worked for the “BIG” publishers and while there’s nothing wrong with that, one day we decided that we could Read more
Our guest blogger today is CRM MVP Rhett Clinton, an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft Certified Professional Developer (MCPD) and a Microsoft Certified Solution Developer (MCSD). Read more
The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter: @crminnovation. In Microsoft Dynamics CRM there are Read more
Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using Read more
This guest post written by Ryan Toenies is presented by MVP Mike Snyder, co-founder of Sonoma Partners. Chances are if you are reading this blog post you already use a CRM system. The biggest change in CRM over the last couple of years has been the transformation to the Cloud. Even if you still run Read more
Guest blogger and CRM MVP Donna Edwards regales us with insight into a free tool she picked up on Codeplex. I was working on customizing a Microsoft Dynamics CRM Online system today. Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator Read more
Today’s guest blogger is MVP Joel Lindstrom, a Solutions Consultant at Customer Effective. First thing you will notice is that in CRM 2011 for Outlook, there are no more checkboxes to enable/disable synchronization for tasks, contacts, or appointments. Now everything is controlled through the local data rules, which are now called Outlook Filters. Now for Read more
Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his blog, Leon’s CRM Musings. Quieres este articulo en Castellano? Aqui lo es: http://www.elblogdedynamicscrm.com/post/2011/05/10/Trabajando-con-dos-apellidos.aspx While uncommon in English-speaking countries, people from Spanish-speaking countries often have two surnames; one from each parent. As my wife is Peruvian in heritage, we have followed this Read more
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 Dynamics Partner Advisory Council, and is a Microsoft Dynamics CRM MVP. He co-authored several books about Microsoft Dynamics CRM for Microsoft Press that Read more
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 CRM. I am looking across my office right now at a bookshelf and I see that it is time to do a refresh of our Microsoft Read more