CRM Reporting

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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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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Tips and Tricks – Navigating with Charts in CRM

Microsoft ushered in an effective, user-friendly charting tool with the release if Microsoft Dynamics CRM 2011. Users can generally build a chart that efficiently adapts to their standards in just minutes. There are, however, several features that are currently unavailable

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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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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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