Blog Archives

How to Modify a Dropdown in CRM


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Posted in Implementation Phase, Microsoft Dynamics CRM 4.0, Tips & Tricks, Training, Video Blog

How to Create A Workflow in CRM


Watch this video to learn how to create a workflow, particularly one that has to wait until a certain time or condition is met.

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Posted in Implementation Phase, Microsoft Dynamics CRM 4.0, Tips & Tricks, Training, Video Blog

How to Add a Field in CRM


Ever want to customize CRM?  Add a field or modify a drop down?  Watch this video.  But remember, you must have customization rights to do this.

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Posted in Implementation Phase, Microsoft Dynamics CRM 4.0, Tips & Tricks, Training, Video Blog

Why You Need A CRM Consultant with Sales and Marketing Experience


The WHO is just as important as the WHAT in CRM. The WHO: the Partner working with you to design and implement CRM The WHAT: the design and use of CRM. CRM can encompass many different WHATs.  It is designed

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Posted in Design Phase, Implementation Phase, Marketing, Microsoft Dynamics CRM 4.0, New to CRM, Sales

Keep a Running List


Just a thought as I work on another CRM implementation… If you are a consultant who is doing several implementations or even if you are just installing this at your company, it’s always good to keep a list of the

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Posted in Implementation Phase, Installation Phase, Microsoft Dynamics CRM 4.0, Tips & Tricks