Customizing Sales Process Flows in CRM 2013
February 13, 2014

The Dynamics CRM 2013 business process flow functionality offers exciting possibilities for modeling a company’s business processes. This includes building out sales processes in CRM—particularly the ability to include process

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.

How to Assign a Territory to a Lead in Dynamics CRM
May 17, 2013

In today’s blog we’ll take a peek at an extremely powerful tool in Dynamics CRM 2011: workflows. In particular, let’s look at a scenario: Alpha Company would like to use

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

Update a Contact Record Based on a Survey Response in CRM 2011
September 26, 2012

In this post, we’re going to look at how to take a survey response in CRM 2011 and update or populate a field on the respondant’s CRM record. We are

Microsoft Dynamics CRM 2011 Relationship Mapping Helps Keep Customer and Bill-To-Customer Consistent
June 26, 2012

Recently, a Microsoft Dynamics CRM customer noticed a difference in functionality when creating a new Contract record and creating a new Contract record from a Contact. Today we’ll explore how

Fun with Jill and Tim and PowerOneView for Microsoft Dynamics CRM
June 21, 2012

OK – so now and then we like to have a little fun when we talk about our solutions! If you want to give this a try in you system

Introduction to Microsoft Dynamics CRM Goals
April 3, 2012

Goal! That’s one word that brings us ultimate happiness when our favorite team scores in a soccer game. Also, we sometimes bump into random motivational speakers at airports and they

Assign Leads Based on Zip Code in Microsoft Dynamics CRM
August 18, 2011

You can assign leads based on zip code in Microsoft Dynamics CRM many ways, but the two most common ways are with workflow and with custom plugins. Workflow to Assign

Lead Forms for CRM 2011 Rock
March 18, 2011

How nice would it be if when a lead submitted a form on your website the information just appeared in Dynamics CRM? And even better, wouldn’t it be great if

CRM 2011 Custom Activity Types
February 22, 2011

One of the greatest strengths of Dynamics CRM since its version-3.0 days has been the ability for a user to extend the base application by creating custom (or, user-created) entities

Microsoft Dynamics CRM 2011 vs Salesforce Part 1
January 31, 2011

Well I guess we should be flattered!! Was just looking at a new Salesforce campaign today and it is aimed directly at Microsoft Dynamics CRM. I’m sure there are a