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We are pleased to present below all posts tagged with 'Export'. If you still can't find what you are looking for, try using the search box.
When it comes to effectively taking notes, OneNote leaves Word in the dust. Don’t get me wrong, Microsoft Word is an excellent program and is very useful for specific tasks, but note-taking isn’t one of them. OneNote allows users to take notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
Concerned about how to protect your customers and the data in your CRM system? So are many business executives. But you may find some surprises in the 5 keys to protecting one of your most valuable assets.
On a recent project I got to work with the out-of-the-box (OOTB) Chart Web Part in SharePoint 2010. My team just needed to chart some simple data, nothing fancy, but we had some fairly specific styling requirements. We tried Web parts from other vendors they already had and got close, but we just couldn’t get there. Luckily we were upgrading to Enterprise anyway, so that allowed us to use the Chart Web Part that comes with SharePoint OOTB.
Have you ever been working in CRM and wish you had a way to quickly create (or update) a bunch of records just like you can in Excel? In many cases individuals just starting to use CRM are more comfortable with Excel spreadsheets and find that, while CRM offers many benefits over Excel, entering and updating records using Dynamics CRM can feel like it is slowing them down.
With Dynamics CRM 2011, Microsoft has rolled out significant enhancements for exporting and importing Excel data that makes data entry in Microsoft Excel a simple process for any user. Read on to understand how this functionality is designed and how to put it to use!
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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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.