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From the category archives: Customer and Employee Engagement Blog

Microsoft Dynamics 365 CRM, Customer Engagement, Sales, Customer Care and Marketing

Add a "Copy Address to Clipboard" Button to Your Contact Form

When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example in this entry illustrates how to do this for the Contact.

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How Many Duplicate Records Do You Have?

Microsoft Dynamics CRM 4.0 has built-in duplicate detection which is great, but in 3.0, which many businesses are still using, the only options for duplicate detection were some third-party applications or a a custom-developed one like the minimally functional example in the 3.0 SDK. BEST PRACTICES NOTE: Duplicate detection should be only one of the tools in you data quality arsenal. The best approach is  to have some solid practices that govern data entry, ...

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XRM and CRM 2.0

Traditional CRM needs to evolve to keep pace with customers who are accustomed to two-sided relationships, a la Web 2.0 social media/communities.

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Upgrading CRM 3.0 SBE to CRM 4.0 Professional - Part II: The Outlook Client

I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues. Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin right ...

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Upgrading CRM 3.0 SBE to CRM 4.0 Professional

I recently performed my first upgrade of CRM 3.0 SBE (on Small Business Server 2003 R2) to CRM 4.0 Professional. Here are some important considerations if you are planning for your own upgrade

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Web to Lead with Microsoft CRM

Web to lead: Creating a new lead record based on a web form automatically in Microsoft Dynamics CRM On Premise.  Complete code for web2lead is included in this entry.

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CRM 4.0 Email Tracking Token Can be Turned Off

CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.