365blog articles
365blog
Published
5 min read
Part 1: Happy Birthday via Workflow using Client-Side Scripting
If you are like me, then you probably enjoy being wished a happy birthday. The birthday congratulations usually take the form of an e-mail or a phone call. If the business tries to does this for every customer, it can become unmanageable. Enter Workflow.
Published
<1 min read
Microsoft Dynamics CRM 4.0 : Data Migration Manager with John O’Donnell
John O’Donnell, Microsoft Dynamics ISV Architect Evangelist, is on Channel 9. He demonstrates the new Data Migration Manager tool in Microsoft Dynamics 4.0 showing how it can be used to import and link multiple entities from CSV files. John O-Donnell blogs at http://blogs.msdn.com/usisvde.
Published
10 min read
Microsoft Dynamics CRM Data Import
CRM MVP Ronald Lemmen returns as a guest blogger. You can read more from Ronald at his blog. This post will dive deep into the possibilities for Data Import for Microsoft Dynamics CRM. Discussed will be the options which Microsoft gives for importing data in both the versions 3.0 as well as 4.
Published
4 min read
Duplicate Detection Rules Defined
In the previous post on the Duplicate Detection Rohit described the power of this feature. In order to use this feature the first step is to define duplicate detection rules. You can define your own criteria upon which you wish to detect the duplicate records in the system.
Published
3 min read
Enhanced relationship tracking in Microsoft Dynamics CRM
In this article, John O’Donnell highlights a new product from SalesCentric which can be used to show the relationships in your CRM system. In my new role as a Microsoft Dynamics ISV Architect Evangelist I come across some interesting add-ons to Microsoft Dynamics CRM.
Published
2 min read
Duplicate Detection – First step towards maintaining Data Quality
Today, maintaining data quality is one of the most critical problems faced in the business. Since data is entered in the system by different people, in different standards and at different levels, so this results in several data quality issues.
Published
1 min read
Leads, accounts, contacts, and opportunities
The relationship between leads, accounts, contacts, and opportunities can be a bit complicated. In Microsoft Dynamics CRM, opportunities represent potential sales to people who are already tracked in your database as either accounts or contacts. Therefore, opportunities cannot be converted to accounts or contacts.
Published
2 min read
Implementing a Change Request System within CRM
Change, as you know, is inevitable; and nowhere more so than within a Microsoft Dynamics CRM system. We have found that the more people use CRM the more they unlock its potential and the more they would like it customized to better fit their methods of work.
Published
2 min read
Customer Care Framework (CCF): A Contact Center Deployment Scenario (Part 1 of 3)
In a Contact Center environment, internal and external pressures are building up. Their company mandates the Contact Center agent not only answer customer inquiries and resolve their issues but also they expect the agent to be able to up sell and cross sell products and services to their existing customers.
Published
1 min read
CRM Appointments – Who is the Organizer?
Guy Riddle, a long time CRM MVP tackles another hard point for some of his customers and shares his insight with us. On the face of it the CRM Appointment is fairly straightforward, even though there are a number of key attributes to consider, such as Regarding, Required, Optional, Owner and ‘Organizer’.
Published
1 min read