Putting Customers at the Center of Business

Do companies really gain competitive advantage by putting customers at the center?   I thought for my first team blog entry I would take a stab at sharing a question CRM Product Planning has been thinking about for a while and would love your thoughts and examples.  What separates a good sales team from a…

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A Sea of Ugly Mugs

Things are hectic around here at the moment, and people tend to hide when I come to ask about blog posts, so I thought I’d take the opportunity to introduce us. On the day we finished v3.0, we celebrated a little.  But before we kicked that off, a bit before the halls became carpeted in…

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Bio – Praveen Upadhyay

“Praveen Upadhyay is a program manager in CRM team. Praveen is passionate about creating a self-service process/task automation experience for MSCRM users. Praveen’s interests include going for long walks with friends and reading books.”

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Simple Sales Process

Scenarioà   Bikes Corp has implemented MSCRM 3.0 in order to ensure profitable customer relationships and happy customers. Bikes Corp. sells all kind of bikes to institutional buyers like government, schools etc. Charlie is the owner of the business. Kevin is the sales manager and Nancy is the super salesperson.   Business Process à  …

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Why You Should be Using Leads

I’m very passionate about Sales Force Automation (SFA) and I’m also a big fan of the Microsoft CRM Leads functionality. Recently I’ve noticed some misunderstandings (both inside and outside Microsoft) surrounding this core SFA feature. Hopefully this post will dispel some of the mystery surround this cool feature.   The CRM Lead entity is a…

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CRM Content Alert for Sandbox

I want to introduce a feature we have in our Microsoft CRM Sandbox so that those of you who haven’t discovered it, will be able to leverage this capability of the Sandbox to your benefit.   What’s Microsoft CRM Sandbox? It is a GotDotNet project created for Microsoft CRM users to share knowledge with other…

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Bio – Shirlene Lim

Hi, I’m Shirlene Lim. Program Manager on the Microsoft CRM Team. I started my Microsoft Career with Microsoft Dynamics CRM in September 2005 (the last few months of the Microsoft CRM v3.0 launch efforts) right after I graduated from Carnegie Mellon University in Pittsburgh (Go Steelers!). Since then I’ve worked on helping the team bring…

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Navigation in Outlook Made Easy

In my last post, I showed you how you could personalize the Workplace. The Workplace is also configurable for the Outlook client, though perhaps doesn’t organize as nicely, since we rely on the Outlook folder structure to provide the navigation. Quite simply, the alphabetization of the folders doesn’t always yield the most desired organization. One…

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It’s your Workplace – Personalize it!

In my last post, I introduced the new navigation model in 3.0 and the Workplace concept. Let’s take a look at how you can personalize your navigation experience in the browser client:       At the bottom of the navigation area of the Workplace, there is a “Personalize Workspace…” link providing access the “Workplace”…

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Microsoft CRM’s New Navigation UI

The New Navigation UI Did you notice that we redesigned the navigation model for V3.0? I’ll bet you did. In 3.0, we adopted the ever popular Outlook style navigation pane (a.k.a. the Wunderbar).   Today, I’d like to introduce the Workplace concept and describe how it fits into our overall navigation model. The focus of…

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