Microsoft CRM

Business Situation
We have contacts that move from one account to another on a regular basis. We want to keep track of that movement and also maintain history for that contact relationship as they move.

As you may be aware Update Rollup 7 for Dynamics CRM 2011 provides the ability to open forms in a Read Optimised view. These forms are designed to be very fast to load and light on the network traffic. They only work if the form does not have any JavaScript or other web resources such as Silverlight controls on the form but they do allow iFrames and sub-grids to be on the form.

Today I had occasion to investigate the often overlooked feature in Click Dimensions called Outlook Cast but before I get into how this works let me explain the scenario.

With this post, we wanted to make it easier for users to understand what happens when some of their records are removed from Microsoft Outlook or Microsoft Dynamics CRM.

Deleted in Microsoft Outlook:

Deleted in Microsoft Dynamics CRM:

CRM: Sales and Marketing get hitched

With February 29th the traditional time for an unusual marriage proposal, we’ve got one of our own.

Many marketing specialists see themselves as the incisive, statistics-led brains of the operation and sales folk as the sometimes truculent operatives who won’t do as they’re told. Meanwhile, ask a salesperson for their opinion and they will tell you that they do the hard work which keeps a business alive, while marketers mainly play around doing fancy designs.

Today the Lotus F1 team announced a three-year partnership with Microsoft, beginning immediately.

As part of the partnership, Microsoft Dynamics solutions, which are designed to enable organisations to be more agile and globally competitive in today's business environment, will be implemented at Lotus F1 Team's Enstone, England, base to facilitate the team's business transformation.

Update Rollup 21 for Microsoft Dynamics CRM 4.0 is available

Understanding and retaining customers is critical to the success of any organisation. This concept is the core tenant for customer relationship management (CRM) solutions deployed by businesses around the world. To be effective and deliver a real return on investment, a CRM solution needs to be easily accessible, widely adopted and enable people to get the information they need from it to easily do their jobs.

Service Update for Microsoft CRM: Q2 2012

We are pleased to update you on the latest news on Microsoft Dynamics CRM v2011:

Question:
You have distributed a marketing activity to list of people and now you want to send follow-up emails according to whether each member of your list has responded or not.

Answer:
So, let’s assume you have distributed your initial campaign activity, in this case I’ve distributed an email to five people titled ConsultCRM Jan 2012 Event.