Posts Tagged microsoft crm
Calculations Using Processes in CRM 2011
Posted by Shah Moin in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica on June 30, 2011
Recently a customer requested that we apply a calculation to opportunities within Dynamics CRM 2011 and since some of the terminology has changed from CRM 4.0 to CRM 2011 I thought it may be helpful to layout the process. “Processes” in CRM 2011, previously referred to as “workflows” in CRM 4.0, can be used to [...]
Microsoft CRM 2011 Add-on Spotlight: Inside View
Posted by Cory Fellers in Dynamics CRM, Southern California Microsoft Dynamics Partner, Systematica, Uncategorized on June 2, 2011
The open architecture of the Microsoft Dynamics CRM platform is one of the many strengths which allow Microsoft partners to build add-on solutions that can bring even more value to sales and marketing organizations. Inside View, one of Microsoft’s 5-star rated CRM Marketplace partners, recently announced the CRM 2011 release of their sales intelligence solution. [...]
Importing Data to Microsoft Dynamics CRM 2011
Posted by Shah Moin in Dynamics CRM, Microsoft, Systematica on May 9, 2011
Microsoft Dynamics CRM 2011 has a built-in feature that can import data into the system. This feature now takes on some of the functionality of the Data Migration Manager and is accessible through the new ribbon bar across the top of the screen. Notice, you are prompted to start a new import or download a [...]
An Early Look at CRM 5
Posted by Cory Fellers in Dynamics CRM on March 19, 2010
Over the past few months the CRM product team at Microsoft have given a few sneak peeks at some of the more interesting new functionaliy that they’re working on. I’ve pulled together this list of some of the videos that they have captured to document their product development. Overview In this first video is a chat with Andy Bybee, Humberto Lezama Guadarrama and [...]
Displaying Email Text in a CRM Report
Posted by Cory Fellers in Dynamics CRM on August 28, 2009
If you have ever built a custom report Dynamics CRM that references the Description field of the email entity, you probably realized that the body of an email is stored in the database in HTML format. Thus your report may have looked something like this: In order to display an email correctly in an SSRS [...]