Category Archives: How to

Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0

One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create records for … Continue reading

Posted in CRM, CRM 2011, CRM 4.0, Customization, How to | Tagged | 2 Comments

Cleaning Up CRM 2011 E-mails

I needed to clean up our database a bit and devised a method to identify potential spam emails so I could flag them for deletion. Mind you, it still takes a review of the email subject lines but this is … Continue reading

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Dynamics CRM 2011 Boot camp in Denver Starting Aug 6-16

Registration is now open for our next CRM 2011 training event, in beautiful Denver, CO. The two week event will start on August 6, 2012 and conclude on August 16, 2012. Week one will be six 10 hour days from … Continue reading

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Building a Sales Process Workflow in Dynamics CRM 2011

Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to … Continue reading

Posted in Configure, CRM 2011, How to, Training | Tagged , , | 1 Comment

Elements of Scheduling in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of Microsoft Dynamics CRM. This video is also … Continue reading

Posted in CRM 2011, CRM 4.0, How to, Training | Tagged | 1 Comment

How to use the Workplace in Microsoft Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Common Features course, focuses on the workplace area of the dynamics CRM menus in both the Outlook client as well as the … Continue reading

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Using Campaign Responses in Dynamics CRM 2011

Here is another video from our CRM 2011 Applications Video Series. This one, from the CRM 2011 Marketing Management course, is on how to use Campaign Responses in Microsoft Dynamics CRM 2011. Campaign responses are one of the most flexible … Continue reading

Posted in CRM 2011, How to, Training | Tagged | 2 Comments