CRM Customization

Steps to Send Emails to Custom Email Address Text Field from a Workflow

Recently we had a customer who had customized the Incident entity and had added a custom text field to the entity that was used to store an email address.  This data was being brought into Microsoft CRM incidents via an

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Keep Your Vision Alive

That magic moment has arrived: Your Microsoft Dynamics GP implementation is complete. You are prepared and ready to take advantage of the new ERP power at your fingertips, and Microsoft Dynamics GP is poised and ready to deliver the value

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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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Customizing Views

One question I often get from clients is how to modify the views to show their new custom fields or rearrange the columns in the view. Fortunately, this is a fairly easy customization if you are a system admin or system customizer.

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Taking Advantage of Dashboards

I recently wrote a blog about creating dashboards and how they can be your one-stop shop for your work day. Today I want to expound on the advantages of how this feature can be used. When I demo dashboards it usually gets the “wow” factor but I often find that tying the wow factor to the typical workday isn’t always an obvious link.

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Goals – Your Personal GPS

Am I going in the right direction? Am I on track? Do I have time for golf? A GPS can guide you while driving but what do you use as a guide for your goals at work? Can you easily see where you are today versus your goal for the quarter? Can you see your goal and your team’s goals along with the overall company goal?

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Taking Efficiency All The Way To The Bank

Talk to any banker and they will confirm the increase of regulatory requirements, heightened customer expectations, and extreme competition. The retail bank of today offers exponentially more products and services and has significantly more business units than it did just

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Tips and Tricks – Record-Viewing Options in CRM

Microsoft Dynamics CRM system administrators can now offer users a choice of viewing options for records.  Read-Optimized forms are now available in Microsoft Dynamics CRM 2011 Rollup 7. Read-Optimized Forms Users can view records on forms built to open rapidly

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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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