Automatically Assign Account Numbers When Creating Opportunities for Accounts in Dynamics CRM
April 23, 2014

Creating an account number is something that can be easily automated within any Dyanmics CRM system. One way of automatically creating an account number for a new account is to

Optimizing Sales Pipeline Probability Criteria in Dynamics CRM Opportunities
September 26, 2013

Many sales organizations use sales pipeline probability percentages to help them understand where sales opportunities are at in the sales cycle and what the chances are of closing the deal.

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

Dynamics CRM 2011 Goals and Advanced Sales Management
January 30, 2013

Goals were introduced in CRM 4.0 as a part of Extended Sales Forecasting. In CRM 2011 Goals come out of box without the need install any additional solution. So what

How to Calculate the Weighted Value of an Opportunity in CRM via Workflow
January 10, 2013

In Microsoft Dynamics CRM 2011 or 4.0, you can Add, Subtract, Multiply or Divide the values of 2 fields using a Workflow. Often times this is done using JavaScript but

Searching for Accounts or Contacts Without Opportunities in CRM 2011
October 16, 2012

In Microsoft Dynamics CRM, searching for records that meet specific criteria is really straightforward. However, people often want to search or report on records where data does not exist. The