Tap, tap, tap…

Two men were walking home after a Halloween party and decided to take a shortcut through the cemetery just for laughs. Right in the middle of the cemetery, they were startled by a tap-tap-tapping noise coming from the misty shadows. Trembling with fear, they found an old man with a hammer and chisel, chipping away…

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c360, Gotta luv the CRM 4.0 Push

c360’s Core Productivity Pack is being released in conjunction with Microsoft CRM version 4.0. The new products were designed using customer and partner feedback with a focus on increasing CRM usability, user productivity and user adoption. c360’s Core Productivity Pack now includes more individual products, provides more functionality and adds more value than any previous…

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How can leads be assigned en masse to a dealer?

By default, Microsoft Dynamics CRM does not include a “dealer” record type. If your implementation includes this type of record, please contact your system administrator or custom solution partner for help with this customization. However, if the dealer you mentioned has a user account in your implementation of Microsoft Dynamics CRM, assigning ownership of records, such as…

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Mobile expansion: Gotta luv this…

From a Cnet article yesterday called Ballmer: Calling on Mobile. Q: You mentioned that for many people in many parts of the world, their first computing experience is going to be a phone. That seems like it would have some pretty broad implications for Microsoft. What does that mean for the company? Ballmer: I think…

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Advanced find: Searching by Territories

I saw a question about searching by territories and I thought to myself, “Hmm… another user who doesn’t read the help.” The answer seems easy to me but maybe I’m missing something. To search on territories, you can used Advanced Find. You may want to edit the columns displayed so that territory is included. For…

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CRM 3.0: Enterprise Performance and Scalability

There is a new white paper called Microsoft Dynamics CRM 3.0: Enterprise Performance and Scalability.  It provides detailed information about a Benchmark test.  The results demonstrate that a single Microsoft Dynamics CRM 3.0 instance can achieve sub-second response times with 6,000 concurrent users executing a heavy workload against a large, complex database. Um, methinks you may…

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Seattle’s Jazz Festival: Earshot Jazz 2007

Seattle has long been recognized as having a “remarkable jazz history“. People like Quincy Jones and Ray Charles got their start here. So it is no surprise that almost any time of the year you can enjoy fine jazz including groups that cater to people who prefer the standards, fusion, funk, bebop, and the like. Starting this…

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Video: Aaron Elder talks about custom CRM Development

I read everything Aaron puts in his blog at invokesystems, a Microsoft Dynamics CRM Developer’s Weblog. His writing is crisp and his solutions are elegant. So I was really keen to listen to his video on Channel 9 Forums. “… Aaron shares insight about the next version of CRM 4.0 – internally named Titan. As…

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CRM Bookshelf

Planning CRM implementation is the most important part of a good CRM program. Here are some recommended books in that space, besides the ones already listed in my blog sidebar:     CRM at the Speed of Light by Paul Greenberg         A Practical Guide to CRM by Janice Reynolds      …

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Richardson: Titan Workflow videos

Phil Richardson provides three screencasts demonstrating workflow in Microsoft Dynamics CRM 4.0. He takes you from a basic workflow to a complex workflow example. You can tell he really likes this upcoming release because he sez, “Giving a user the power understand what is going on is incredibly exciting for me. “

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