CRM is an awesome tool for storing your leads, contacts, and accounts. But one of the items it is missing is a search box to quickly search leads/contacts/accounts. This is actually a fairly straight forward component to build to customize CRM. One of the tools we have created and use often is [...]
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Is your CRM go-live date fast approaching? Are you struggling with how to organize and plan for your upcoming training sessions? At PowerObjects, not only do we design, build and implement Microsoft Dynamics CRM and XRM solutions, we also do quite a bit of end user training for these solutions. A lot of this is common [...] One of the things that sets MS CRM apart from some of the other options that are available today for CRM is the native integration – or as I like to call it – the “super duper embedded-ness” of Dynamics CRM into Microsoft Outlook. It seems like integration with, or the ability to “work with [...] Have you ever tried using the advanced find tool, only to find yourself staring at a REALLY long list of field names? On one hand, this is great because it truly gives you the ability to search every field within the CRM system to define exactly what it is that you are looking [...] Clearly, Dynamics CRM is an awesome and powerful tool right out of the box. That said, there are many tips, tricks and tweaks – and OK, full blown SDK level customizations for those that have the skills (talk about REAL power) that can improve and enhance the functionality and ultimately the user experience. We constantly strive [...] My neighbor recently jacked up his little cabin on blocks to build a new foundation for which to support his summertime home. It had been slowly lurching forward over the years and it was not going to be too long before it would have toppled into the lake. We have been watching him [...] I’ve been following a discussion thread in a group that I belong to on a popular business focused social networking site. The membership of the group is comprised of Sales and Marketing VP’s and Directors. The thread that I am referring to has been very active and has had 125+ posts so far. What caught [...] Have you recently updated the details of an event you have created using the Microsoft Dynamics CRM Event Management Accelerator? Are you finding that the changes you have made to the event in CRM are not appearing on your event website? If so, you have come to the right place! At first glance this issue may seem like [...] In one of the recently released update rollups a new registry is now available for reducing the size of the asyncoperationbase and workflowlog tables. Setting AsyncRemoveCompletedWorkflows to a value of dword 1 will cause all successfully completed workflows to be immediate deleted after they are run. This can be beneficial, but only to a very [...] So, there has been much written on the subject of user adoption and clearly, it is part art and part science in that there are many strategies and tactics and accompanying nuances for helping to achieve the needed adoption and create the ability to have effective sales process management. As you can imagine with selling [...] |
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