Customizations in the December 2012 Service Update

With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job done Eliminated popups This is great, but you might wonder…

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New simplified experience to view and associate activities

In Polaris and UR12 (opted-in) build Microsoft Dynamics CRM have enhanced experience around business interaction in a novel way. It enhances capability to get details of all customer interactions associated with abusiness record as a unified experience. In the CRM system, customer interactions are represented in the form of Activities i.e. Email, Phone Call, Fax,…

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The Connected Enterprise: Embracing social technologies to drive the Dynamic Business

Cross posting from our PMG blog:   In my job I talk to hundreds of organizations each year, big and small. The conversations are all about how they want to improve their sales, service and marketing capabilities. I keenly listen to their business challenges and offer suggestions on how solutions from Microsoft can help them…

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Like-Unlike for Activity Feeds

  Activity Feeds solution has been on the marketplace since late last year. With an upcoming UR, we areadding new cool features including filters, ability to set a default view andof course like-unlike. In this post we’ll walk through the like-unlike featureand SDK how-to. If you’d like a quick refresher on the SDK, try thispost. There…

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Microsoft Dynamics CRM group on LinkedIn hits 15,000 members

The Microsoft Dynamics CRM group on LinkedIn hit over 15,000 members this week. How do I know that? I started getting notices that people couldn’t join anymore. I pinged the LinkedIn support staff and our member limit has been bumped up. Here are some of the most popular discussions as of late in this group:…

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Social Activity Dashboard for Microsoft Dynamics CRM 2011

Over the past few days I have been wondering if the new dashboard capabilities in Microsoft Dynamics CRM 2011 would enable me to create a dashboard that monitors activities on various social media sites. Monitoring social media sites is important for small, medium and larger businesses. By doing this a business can keep track of…

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Microsoft Dynamics CRM 2011 on YouTube

We’ve been playing around with YouTube as a destination for Microsoft Dynamics CRM Videos for a couple of months. The site now has five videos that you might find interesting at https://www.youtube.com/user/MSdynamCRM. Feel free to subscribe or friend the site to keep up on the release in the coming weeks. The first video about Microsoft…

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Harness the power of Social Media with Webfortis Parrot

Guest blogger and Microsoft Partner Webfortis provides the post today. Having seen the demo of this, all I can say is WOW! Parrot (Twitter, Facebook, LinkedIn) integrated with Microsoft Dynamics CRM is known as Social CRM. IT organizations evaluate CRM products  for flexibility and their ability to integrate; business decision makers are increasingly looking for…

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Finding a Job in CRM

Finding a new job or the next job can be a very stressful or exhilarating experience. Most of us have been there at some time in our lives and want to help those family and friends who are in that place. One of the first tricks I share with my peeps is to recommend two…

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Push and Pull Marketing, CRM and Social Networking

Today’s guest blogger is CRM MVP Leon Tribe who is a Microsoft Dynamics CRM consultant based in Sydney, Australia. You can read more by him at his blog Leon’s CRM Musings. In this article I will attempt to explain why traditional CRM systems only capture a fraction of the customer activities regarding your products and…

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