Posts From Cargas

Update Rollup 12 Also Brings Changes to Notes

Update Rollup 12 for Microsoft Dynamics CRM 2011 brought a lot of new enhancements to the application with a few of those updates sliding under the radar. One such change was the addition of the new online CAL option. Another quiet change was the updated Notes section, which changed the overall look and one piece of functionality.

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CRM Online New CAL Options

Along with all of the trumpeted updates of Update Rollup 12 for Microsoft Dynamics CRM 2011 (such as cross browser support), there was one that quietly appeared on the User form.

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Accounting: The Importance of Speed and How to Achieve It

There’s a saying attributed to the ancient Roman Seneca: If one does not know to which port one is steering, no wind is favorable. So we’ve known for thousands of years that we can’t plan without knowing our destination. It’s just as true that we can’t map our course without knowing our starting point.

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Advanced Find vs. Report Wizard

If you aren’t familiar with the reporting options for CRM, let me introduce you to the two out-of-the-box options for reporting: Advanced Find and the Report Wizard.

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CRM and Marketing Automation

Of all the possible add-ons to a CRM system, none have been receiving more attention the last few years than marketing automation. I have had more questions about it than another other ISV solution, so I thought I’d take a few minutes to explain what it is and how your CRM system could benefit from it.

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Microsoft Retail Management –Forget the Cash Register

More and more retail merchants are switching from cash registers to PC-based solutions. It gives them better reporting, better inventory tracking, better marketing information, and is user friendly.

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What’s a customer worth? The Real ROI on CRM

“Never neglect details. When everyone’s mind is dulled or distracted the leader must be doubly vigilant.” ~Colin Powell

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A Few Quick Ideas to Improve Efficiencies in Dynamics GP

As an end user of many software packages, it is exciting to find a faster way to do something. Saving a couple of steps on a process repeated multiple times per day, adds up!

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Workflows—an Introduction

Workflows can be powerful tools in any CRM implementation, but I have found they are not fully understood.

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Internet Lead Capture – The End

When CRM Online was first introduced one of the differences between it and on-premise versions was the free Internet Lead Capture capability. This tool would quickly allow you to create branded landing pages to capture Lead information and funnel it directly to CRM.

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