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Posts Tagged 'Template'

We are pleased to present below all posts tagged with 'Template'. If you still can't find what you are looking for, try using the search box.

Building a Challenger Sale Commercial Teaching Presentation – an eWorkbook

A Workbook for Developing Challenger Sale Presentations
After reading The Challenger Sale some of my concepts about sales were … challenged.

But after reading, discussing, researching and trying, I am now a believer.  In the process, we developed a template that we use to develop our own Challenger Sale presentations.  While we can no longer share the template with you, this blog contains a bit of information on creating your own template.

How to Download a SharePoint Content Type Template

SharePoint content type template
Let’s say you have a SharePoint document library configured with a custom content type that uses a custom document template. Now you need to edit that template. Normally, you can edit the file via the UI. When you go to the library settings and look in the advanced settings, you see the image to the left. Clicking Edit Template should let you do what you need to do, however, when you click Edit Template you get an error.

Auto-Populate a SharePoint 2010 Contact List from User Profile Data

imageWhile the contacts list is usually filled out for contacts that are outside the company, there are times when you would use a contacts list to store internal and external resources. Wouldn’t it be nice if you didn’t have to re-type your internal contacts’ information that are already in the system? Now you can with a little InfoPath customization on the contacts list.

Quick Tip: Use CRM Email Templates Without Tracking in CRM

CRM Email Template non-CRM EmailE-mail templates are a great feature available in Dynamics CRM.  When Microsoft introduced the ability to access them directly from within Outlook in CRM 2011, it became even more efficient to quickly grab a template for any outgoing email.  In order to use an email template, you first have to track the email in CRM.  So the process works something like this: create an Outlook email | click the Track in CRM or Set Regarding button | select a template | send the email.

CRM 2011 and Outlook: 5 Functions Everybody Should Use

The CRM 2011 Pane in the Outlook 2010 Ribbon MenuThis is the third in a three part series I’ve been writing on Microsoft Dynamics CRM 2011 and Microsoft Outlook integration.  In the first two blogs, we reviewed the pros and cons of using CRM 2011 for Outlook and CRM 2011 for the Web.  In this article, we will take a look at CRM 2011 and Outlook functionality that everyone in your organization should use (regardless of whether they are using CRM 2011 for Outlook or not).  This integration functionality is easy for users to understand, saves a lot of time, and enables your organization to better track interactions with customers and other stakeholders.

For the previous two articles in this series see:

Quick Tip: Deactivating and Archiving CRM E-Mail Templates

CRM 2011 Email TemplatesDo you have old email, templates in CRM that you don’t use anymore?  You want to get rid of them because they’re cluttering up the views of users.  But you don’t want to get rid of them because you might want to use them again some day (or, like me, you’re just a packrat).  Unlike other record types, these don’t include the ability to deactivate the individual template records.  So what’s a CRM power user to do?

 

CRM 2011 for Outlook: Next Generation Outlook Email Integration

 

Microsoft Office Outlook 2010 and Dynamics CRM 2011Everybody knows that Microsoft Dynamics CRM has always been the leader of the pack when it comes to integration with Microsoft Outlook.  So nobody was expecting to see significant changes in this area with the introduction of CRM 2011.  But Microsoft delivered a very nice surprise to their customers when they not only improved the Outlook integration – but in fact gave it a complete overhaul.  In fact, the upgrades to CRM for Outlook are so extensive, that we expect to see fewer-and-fewer users accessing the Web version of Dynamics CRM at all.  Many of our clients are providing user training only in CRM 2011 for Outlook.

There are so many different improvements in CRM for Outlook that it’s impossible to cover all of them in a single article, so I am going to focus on my favorite new CRM/Outlook functionality – good old email! 

Final Word on the Fab 40 Templates for SharePoint 2010

So we’ve all been waiting, and waiting, and waiting to hear from Microsoft about the fate of the “fab 40” templates for SharePoint 2010.  Well, they finally have made a decision.  You’re not going to like it.  Read the full details

The bottom line from the article:

Microsoft is not releasing new versions of these templates for SharePoint 2010 Products.

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.