Blog Archives

Microsoft Dynamics CRM – A Salesperson’s Best Friend, Part 2


In the last part of this series, I touched on how easy it was for my sales manager to view all of my activity and pipeline without having to present him with a report every week.  This post will focus

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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Promotions, Sales, Tips & Tricks

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

How to Perform an Advanced Find Search in CRM


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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Sales, Tips & Tricks, Training, Video Blog

A Quick Way to Fill Out A Contact Record


Are you tired of re-writing all the same address and phone information for Contacts in CRM as their Account? Have you forgotten to associate a Contact to an Account? Watch this video to learn a simple tip to save you

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Posted in Microsoft Dynamics CRM 4.0, New to CRM, Tips & Tricks, Training, Video Blog