Blog Postings

• How to Create Filtered Lookups in CRM 2011

  Donna Edwards | Mar 01, 2012

  Helping Users with Creating Filtered Lookups in CRM 2011 It is obvious to me that CRM 2011 was designed to help users get to relevant data quickly. Features like Recently Visited Records, Navigating Grid Records from within Forms, the ability to quickly create Custom Views and Pin those Views are a few of the methods that ensure meaningful data is only a click or two ...
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• Experlogix CRM Opportunity and Quote Solution

  Donna Edwards | Feb 20, 2012

  What Should You Expect from a CRM Opportunity and Quote Solution? Does your company have a complex inventory model with product and service dependencies that have corresponding business rules or other characteristics that are challenging to remember or change? Do your CRM opportunities, quotes and orders require your users to add several products and/or services from product inventory? If so, I highly recommend that you take a look at Experlogix...
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• Marketing Techniques and Social CRM Tools That Can Help Drive Results

  Scott Klososky | Jan 24, 2012

  3 Marketing Techniques and Social CRM Tools to Help You Go Beyond Facebook and Twitter Excerpts taken from Scott Klososky, author and innovator of Social Technology Every association can benefit from adding new social marketing techniques that can assist with everything from driving revenue to brand awareness. Social technologies not only incorporate a powerful collection of tools for Social CRM, they are also ...
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• Microsoft Outlook CRM 2011 Installation Issue

  Donna Edwards | Jan 16, 2012

  How to Fix an Organization Configuration Issue when Installing Microsoft Outlook CRM Client Yesterday, a coworker contacted me to get some assistance on a Microsoft Outlook CRM Client installation issue. The installation completed without a problem but the issue was that the configuration of the Organization would hang. Since there have been some recent challenges with the new Microsoft Outlook CRM Client installation packages, I ...
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• Microsoft Update Rollup 5 for CRM 2011

  Donna Edwards | Oct 26, 2011

  Update Rollup 5 Now Available for CRM 2011 Update Rollup 5 is the first release for Microsoft where additional capabilities and features for Dynamics CRM 2011 (both online and on-premises) will be delivered. This update release is part of a new program where Microsoft plans to deliver new functionality in two releases a year. See what Brad Wilson, General Manager of Microsoft CRM has to ...
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