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Posts Tagged 'solutions'

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

Are you worth the effort?

Companies continue to spend countless hours focusing on how to better articulate their value proposition, in order to increase both the volume and velocity of sales. There is potential for greater impact by focusing some of that time on an often neglected piece of the sales puzzle. Have you considered how hard you are to work with?

Beware of the Phantom Web Resources in your CRM system

Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

Beware of the Phantom Web Resources in your CRM system

Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

Beware of the Phantom Web Resources in your CRM system

Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

Early Adopter Issues with Sandbox Instances in CRM 2015 Online

Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

Guidance for Updating Multiple CRM Online Orgs with Customizations

Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

Guidance for Updating Multiple CRM Online Orgs with Customizations

Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

Installing Microsoft OneNote 2013 On Your Mac Or PC

 

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.

9 Tips to Re-Engage your CRM Use


Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

Tips for Using Managed Solutions and Base Option Set Values in Microsoft Dynamics CRM



At C5 Insight, we use
ClickDimensions with Microsoft Dynamics CRM for our email marketing and marketing automation. Recently we decided to upgrade to the newest version of ClickDimensions to take advantage of their new features. Much to our surprise, many of our Lead Source picklist values in Dynamics CRM got changed during the upgrade. As you can imagine, this made us a little nervous. After some investigating, we discovered the problem and learned a little-known limitation of managed solutions in Dynamics CRM.

Update the Default Associated View on a CRM 2011 Form

SNAGHTML164e6e7bOur Project Managers use Microsoft CRM to manage and track all of our projects – including the project plans, financials, time tracking and expenses.  When combined with SharePoint, our Agile Project Management solution has become a great way to carefully track all the details of our projects and communicate with our clients.  During a recent update to this solution, our Project Managers asked us if we could use a different view for the Time Tracking entity than the associated view.

After doing a bit of research we found that this is possible to some extent, but it is not well documented.  So here are some options for changing the associated view on a specific Microsoft Dynamics CRM 2011 form.

Activity Feeds, CRM 2011 Online and Windows Phone

Activity Feeds are a great new social feature in CRM 2011 that was made available with the November 2011 update.  Many organizations using CRM 2011 have begun to gain tremendous benefit by enabling Activity Feeds and training their users on how to take advantage of them.  Not as many, however, have started to use the Activity Feeds app for their Windows Phones yet.  This app has some great features, but it also takes a few tricks to get it working with CRM 2011.  This post will focus on the specifics of using Activity Feeds on a Windows Phone – and fixing a known bug with CRM 2011 Online and Activity Feeds on your Windows Phone.

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?

 

Managing Web Resources and Plug-ins with the CRM Developer Toolkit

The CRM Solution template does a fantastic job of managing and deploying the Web Resources, Plug-ins, Workflows and Silverlight in my solutions. As great as it is, there are still a few pitfalls to watch out for so here is a list of do’s and don’ts when it comes to using the toolkit.

CRM 2011: Breakthrough Functionality

It's the week after Microsoft unveiled Dynamics CRM 2011 at the Worldwide partner conference and my head is still spinning from all of the great new features and strategic improvements that will be coming soon. Read on to learn about a small number of the most powerful additions you can expect to see in Microsoft Dynamics CRM 2011.

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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.