the-crm-minute
The CRM Minute: 5 Key Office 365 Integrations for Dynamics CRM [VIDEO]
May 25, 2016

Small and medium sized businesses often face challenges with managing infrastructure and IT staffing. Oftentimes, those organizations think that CRM might not work for their needs. What you may not know, is that Microsoft’s

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The Force is Strong with this Version: Top New Features in Microsoft Dynamics CRM 2016 Online
December 15, 2015

At a high level, Microsoft Dynamics CRM 2016 focuses on productivity tools; predictive analytics with machine learning intelligence; offline capability and simplified data collection with field control types for mobile

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Five Tips for Daily Work in Dynamics CRM
May 3, 2013

Using Dynamics CRM 2011 on a daily basis, we all have our own ways of navigating the system to get our work done. I like to encourage less clicks and

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Introducing PowerMap, a Dynamics CRM Map Add-on
April 26, 2013

PowerMap is a brand new Dynamics CRM map add-on that gives users a visual representation of a collection of entities, all plotted by individual pins on a map. PowerMap is

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How to Get Even Better Activity Views in Dynamics CRM
March 1, 2013

Let’s say I’m looking up an Account record in Dynamics CRM and want to see all of the associated Activities to plan out my next course of action. I click

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Send Bundled Documents to Customers and See If They Actually Open Them
February 12, 2013

PowerShare is one of over a dozen different add-ons that PowerObjects has created to enhance the capabilities of Microsoft Dynamics CRM. This particular add-on allows users to create bundles of

customizing
Passing Parameters Between Forms in CRM 2011
February 6, 2013

Did you ever wish you could scoot some data from one form to another and then immediately start working on the new record? If so, then maybe passing parameters from

customizing
How to Save Time by Making a Repeatable Dialog in CRM 2011
January 17, 2013

Dialogs in Dynamics CRM 2011 provide a way to allow users to collect and process information using step-by-step scripts. They are typically run for one record at a time, as

crm-101
4 Tricks to Reduce Clicks in Dynamics CRM
November 26, 2012

One of the greatest functionalities of Microsoft Dynamics CRM 2011 is the ability to provide tools that can be customized to match the users’ personal preferences, helping them increase their

crm-101
Mail Merge in CRM 2011
November 14, 2012

We’ve talked about what to do in Microsoft Dynamics CRM when you find yourself typing the same email over and over (Create an Email Template!) but what about a letter?

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CRM 2011 Auto Numbering with PowerAutoNumber and Look-up Fields
November 6, 2012

One feature that can be difficult to achieve in Dynamics CRM without some development help is automatic unique numbering of entities. The ability to have Accounts, Phone Calls, or any

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Minimize Clicks with CRM 2011 Keyboard Shortcuts
September 7, 2012

Does your team complain about the number of clicks in CRM? Are you looking for ways to minimize mouse usage? Would you like to get your data into CRM more