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One of the best ways to improve a client's business is to keep users better informed and up-to-date on the information provided by CRM. A workflow could be created (and maintained) to send out an email to the appropriate parties when a specific event...
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Depending on your company’s size and installed number of users, you may or may not need a dedicated CRM admin. Microsoft Dynamics CRM is a product that lends itself to a power user for day to day maintenance and administration. However, if you have a...
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Recently at a client we had the challenge of developing a solution that would alert technical support when a case that was updated and needed tech support to look into the issue. At first we thought workflows, but then realized we needed to create a custom...
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Intro We’ve had requests from our clients to “clone” already created records at the click of a button. The reason is that when users are entering data into numerous records of the same entity every day, where only a few fields may differ, it can be cumbersome...
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Microsoft CRM views in 3.0 are a great way to view important parts of records in a clear concise manner. The views also offer sorting which is an even greater plus for many users. What may not be known however is that users can sort by multiple columns...
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As a father of a 2 ½ and 7 month old, I spend A LOT of time reading to my kids. As you’ll recall from the story, the hare was speedy and boasted about being the fastest in the forest. The tortoise finally tired of hearing all of the hare’s boasting challenged...
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Opinions differ on whether CRM is, can be, or should be an application platform. The points of contention are typically terminology and technology. Rather than focus on semantics, I want to focus on the possibilities the MS CRM application provides –...
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We are back with a much improved blog! CRM 4.0 is out now which brings a lot of fodder for posts. Expect to see several new posts by members of the Crowe CRM Team on such topics as 3 rd Party Add-ins/Applications, upgrading CRM 3.0 to 4.0, new 4.0 features...
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Bryan Van Antwerp Crowe Chizek and Company LLC October 1 st, 2007 http://www.crowecrm.com Microsoft Dynamics CRM users with the CRM Laptop Client (often referred to as the offline client) installed have the capability to download CRM data locally to their...
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Cullen Hunter Crowe Chizek and Company LLC http://www.crowecrm.com Summary: Cullen Hunter explains the sometimes confusing contract statuses. The Microsoft CRM 3.0 contracts functionality allows you to track contracts through the entire contract lifecycle...
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Crowe Chizek & Company LLC http://www.crowecrm.com May 24 th 2007 As I write this in sunny Chicago I am reminded that any blog is only as successful as its audience or readership, therefore please feel free to post feedback about anything we post...
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May 24th 2007 http://www.crowecrm.com Summary: John O'Donnell talks about why you need to ensure all departments such as human resources at your client should be aware of the pending Microsoft CRM deployment just in case they too are impacted. In...
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