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

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

Social Networking CRM Accelerator!


Check out this presentation by Barry Givens, Senior Product Manager for Microsoft Dynamics CRM, and learn about the social networking capabilities within Microsoft Dynamics CRM 4.0. This is what Microsoft has to say about it in their press release: Social

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Posted in Marketing, Microsoft Dynamics CRM 4.0, Sales, 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