Quick Query is FREE!!!

Quick Query is available free to all Dynamics SL users with a BRL license.  This new reporting and dashboard tool is one of the most under used features of SL.  Watch this video and call us if you would like to get some training on this powerful tool. http://www.youtube.com/watch?v=VFyKbMh_Htg Advertisements

Empower Yourself – FREE Dynamics eLearning Courses

FREE – yup, that’s right!  Free e-learning courses are offered for Microsoft Dynamics customer who have a current maintenance plan!  Here are the reasons why you need to take advantage of the FREE Dynamics training: Um…its free! Build your professional skill set Add value to your company and position Ensure that the investment your company made…

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.

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.

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 time and headaches.

The Outlook Interface

Check out this video that demonstrates the features and benefits of CRM’s integration with Microsoft Outlook!

Bringing the Stakeholders to the Table

So last week I talked about Diving Into CRM, getting your feet wet and yet taking a methodical approach to installing and most importantly implementing CRM.  I described the six steps in creating a Design Document: Bring all the key stakeholders to the table to discuss big ideas. Take the big ideas and put them…