One of the benefits of CRM is to have a single point of reference. We find that many of our customers have been using Outlook as their most reliable database and the thought of moving away from Outlook contacts is often feared. The good news is, you don’t have to stop using your contacts in Outlook, you just need to have Outlook and CRM synchronised.
You will need to have the Outlook CRM Client installed to follow the instructions below.
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Is the view of your CRM records constantly limited due to the “Getting Started” area at the top of your view? There are three simple steps to turn the Getting Started feature off in Microsoft Dynamics CRM 2011.
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Many of our customers ask if they should be using queues in Microsoft Dynamics CRM 2011. While the answer is normally yes, in order to understand this decision the first step is to understand what a queue is.
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MHA Cloud Computing has announced the release of LyncPOP. LyncPOP for Dynamics CRM bridges the gap between Microsoft Lync / OCS and Dynamics CRM enabling customers to quickly and easily capture every phone call activity.
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At times, within Dynamics CRM, you discover a button and get all excited that this function will be a simple fix for your need. This is how most people feel when trying to deactivate a CRM user and they find the [reassign records] button.
The initial delight that you feel when you think you can just reassign all one user’s records to another user, and then deactivate the user you no longer need, is often short lived.
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MHA work again with appVnet to resell a new application for turning incoming emails in to CRM Cases for CRM 4.0 and 2011. Not a new concept, but a cost effective new application that deals with all the niggles of the other options in this space...
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We recently upgraded our CRM implementation from CRM 4.0 to CRM 2011.
We use CRM for our monthly invoicing and went to tidy up a few orders in the system when we discovered that if we tried to add an Existing Order Product to an order, we could only see the items that were on the specific price list for that customer (as opposed to all products).
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Something I have been meaning to look at for a while was to make the CRM phone number and email fields actually do something if you click on them. One of our sales people asked again the other day if they could just click on the phone number in a CRM contact and it dial straight away.
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Dynamics CRM 4 has great capabilities in helping to keep a crm system relatively duplicate free by using duplicate detection rules. However, care must be taken when creating these duplicate detection rules. Each time a duplicate detection rule runs and a match is found, the matches are written to the ‘DuplicateRecordBase’ table. If the rules are poorly written this table can drastically grow in size thus causing large database growth, async service issues, and duplicate detection issues.
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