The release of Dynamics CRM 2015 Update 1 sees a new feature being introduced that customers have been asking for for years: The ability to add logos and themes to create a custom look and feel that matches your organisation’s branding. A theme can be created by using the customization tools in the user interface without any custom …
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CRM Implementation Tip #1: Engage key stakeholders
July 28th, 2014 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)CRM project failures can often be attributed to lack of engagement or putting the wrong people in charge of delivering the project. As with any system you are designing and implementing it is imperative to engage the end users. Although this seems obvious many CRM projects fail because the end users are not involved and …
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How to create users and assign security roles in Dynamics CRM Online
May 14th, 2014 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Often customers ask us for help when they want to add a number of users to their Dynamics CRM Online subscription. Although it is a simple process you just need to know what the steps are. That is why we have created this quick instruction on how to create Dynamics CRM Online users. Step 1: …
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Re-importing data with Dynamics CRM gone wrong
July 5th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Recently one of my clients needed to update some information on contact records in Dynamics CRM 2011. After exporting the data to Excel and ticking the “Make the data available for re-importing by including the column headings” the value were changed for one of the fields (“home phone number”) as these needed to be updated. …
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End of Mainstream Support Microsoft Dynamics CRM 4.0
May 10th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)Microsoft recently announced that the Mainstream Support would end at 09/04/2013. However there is still Extended Support available for Dynamics CRM 4.0 until 10/04/2018. Please find a table with all the Support Lifecycle dates for all versions of Microsoft Dynamics CRM below. Products Released Lifecycle Start Date Mainstream Support End Date Extended Support End Date …
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Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10
March 26th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)As Internet Explorer 10 has been released and you might have been updated to it automatically through a Windows Update there are a couple of things you need do to get the benefit out of this release when you are working with Dynamics CRM 2011 or Dynamics CRM Online. As of Update Rollup 10, Microsoft …
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Disappearing CRM Ribbon Bar when using the Dynamics CRM Client for Outlook
January 24th, 2013 | Posted by in CRM | Dynamics CRM Tips - (0 Comments)One of our clients ran into an issue where the Ribbon Bar in Outlook disappeared when using the Dynamics CRM Client for Microsoft Office Outlook. In many cases the instructions below seem to resolve the issues regarding the Dynamics CRM client for Outlook and the disappearing Ribbon Bar. There is a knowledge base article regarding …
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Mapping Your Microsoft Dynamics CRM Lead Fields to Account and Contact Fields
August 17th, 2012 | Posted by in CRM | Dynamics CRM Tips - (1 Comments)A question that is common asked is “How can I map a field from the Lead entity to a field on the Account Entity and Contact Entity when a Lead is Qualified?”. When you qualify a Lead you can create a number of records namely: Account, Contact and/or Opportunity. You get the chance to determine which of …
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