Archive

CRM and the Contact Manager

It is not often that you leave a four hour meeting feeling excited, but that is exactly what I experienced recently during a phase 1 implementation for CRM 2011. This customer was upgrading from a contact management system to CRM.

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Hit Your Numbers with Quick Campaign

If you’re like most people on this planet chances are you procrastinate from time to time. You’re a sales professional and the month end is sneaking up on you again, but you still need to hit your monthly numbers. No need to panic. You have Microsoft Dynamics CRM 2011 with a list of your best customers, including those who are currently in the sales pipeline as Opportunities.

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Manage Events Better with Microsoft Dynamics CRM and the xRM Platform

Events are critical tactics that many not-for-profit organizations use to fulfill their varied objectives. Successfully managing those events requires many detailed tasks. Our client, a large, not-for-profit operating foundation here in the Midwest, had been attempting to keep all of their events organized via Microsoft Excel spreadsheets and manual paper notes and receipts. They turned to The TM Group to help them establish a better event management solution and we guided them through the deployment of Microsoft Dynamics CRM and tailored it to meet their event management requirements.

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Microsoft Support Response Times – Mysteries Revealed

How long will it be until Microsoft responds to a support request for Microsoft Dynamics® GP? When we need a solution by “yesterday,” it may seem like the answer to this question is enigmatic. Truth be told, there is actually a method to the madness! The key to knowing when to expect a response to a query lies within the Microsoft Dynamics GP Enhancement Plan you’re currently on.

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CRM Automatic Tracking in Outlook

When you have your CRM for Outlook add-in configured for Outlook, you can set your personal options by going to File>>CRM>>Options. The settings below will enable automatic tracking of your incoming emails that have email senders listed on a CRM Account or Contact record.

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CRM 2011 Data Entry Grids

Over the years, we have received many requests from customers for data entry grids within Microsoft Dynamics CRM. In CRM 2011, web resources have significantly expanded the possibilities for developing such tools. For this particular project, I have chosen to use Silverlight as my development platform, though other options such as HTML/Javascript do exist. My goal was to create a data entry grid that behaved as closely to a CRM form as possible. In this article, I am going to focus on two of the design considerations that made this happen; lookups and data validation.

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Editing AutoComplete

Memorized entries made for fields like Customer ID, Vendor ID and Address ID can be changed. The AutoComplete Setup window can be found by going to Microsoft Dynamics GP menu, click on User Preferences, and choose AutoComplete. Turn the AutoComplete feature on or off by unchecking the checkbox to Show AutoComplete suggestions. Remove unused entries after a specific number of days. Last, users can specify the number of entries the system will store for each field. After making changes to the AutoComplete Setup window, log out of Microsoft Dynamics GP then log back in for the changes to take effect.

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GP 2010: eMail Manager from Binary Stream

Changing the default email address that sends documents. eMail Manager will use the default email account of the GP user that initiates the sending of documents in GP. If this user has multiple email accounts they use to send documents to customers it is necessary to change the default account to the correct address that will show up on the email

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