CRM Outlook Client: Change Your Default Outlook Homepage to a CRM Menu
August 7, 2013

The Dynamics CRM Outlook client offers a tight integration with Dynamics CRM. It allows you to use the application from Outlook, as well as the ability to synchronize contacts and

Creating a Custom Filtered Lookup in CRM 2011
August 5, 2013

When implementing Microsoft Dynamics CRM, you may have a requirement where you need to see a selection of records filtered to only records that are associated with an earlier user

Capture Leads from Your Mobile Phone Straight into Dynamics CRM
August 2, 2013

By now, you’ve probably heard of the PowerWebForm add-on for Microsoft Dynamics CRM (if not, you may be living under a rock). This tool lets you capture leads from your

Importing and Updating Records in Microsoft Dynamics CRM
August 1, 2013

When it comes to importing and updating records in Microsoft Dynamics CRM, there are two distinct functions: importing records using the import wizard and updating existing records by exporting to

Format Phone Numbers with Leading Zeros via Scribe Insight in CRM
July 31, 2013

If you need to migrate data to Microsoft Dynamics CRM where the phone number field(s) contain leading zeros, this blog is for you! Using a migration tool such as Scribe

CRM 2011 UR 11 Critical Updates – Server and CRM Outlook Client
July 30, 2013

Microsoft has released critical updates for Dynamics CRM Server and CRM 2011 Outlook Client. Both of these updates are intended for users who are currently on Update Rollup 11 (UR

Running an On-demand Workflow in Dynamics CRM for More than 250 Records

While implementing a CRM solution, you might run into a situation where you need to run a complex on-demand workflow in Dynamics CRM on lot of records—say, more than 1000.

Score Contacts & Leads in Dynamics CRM Based on Their Behavior
July 22, 2013

How nice would it be if you could determine how much someone has interacted with your company, simply by looking at a number on their record within Microsoft Dynamics CRM?

Minimizing Data Storage in Microsoft Dynamics CRM

Dynamics CRM is a great tool for many things; tracking sales opportunities, managing cases, and tracking activities. One of the few things that should not be done in CRM: document

Making a View of Past-Due Opportunities in Dynamics CRM
July 19, 2013

In order to maintain an accurate pipeline, it is critical for sales teams is to be vigilant updating opportunity close dates. Luckily, you can easily create a view of past-due

Planning a Wedding? Here’s a Novel Use for CRM….
July 17, 2013

As an implementer of Dynamics CRM, I consider it my solemn duty to replace tracking in spreadsheets with tracking in CRM. Therefore, when I needed to track a lot of

Best Practices for Tracking Activities and Notes in CRM
July 15, 2013

Microsoft Dynamics CRM is an incredibly flexible solution. But you may have already discovered this truth: with flexibility comes complexity. In this blog we will discuss how to navigate the