Dynamics CRM Usability Blog

Using Campaign Responses in Dynamics CRM 2011

stephenvnoe — Wed, 22 Feb 2012 14:38:00 +0000

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 of the CRM activities and one of the least understood.

If you’re a marketing professional and want to have a better understanding of how Microsoft Dynamics CRM uses campaign responses as the key link in the chain to monitor campaign effectiveness, check out this video.

Using Campaign Responses in Dynamics CRM 2011

Let me know what you think.

Stephen V Noe, CRM Consultant & Trainer

CRM 2011 Service Scheduling Video Series Course Recorded

stephenvnoe — Thu, 16 Feb 2012 11:54:00 +0000

Today, I finished recording the second module in the long overdue Service Scheduling course (APSS) of our Microsoft Dynamics CRM 2011 Applications video series. I know I had promised it sooner, so for those of you who have been waiting, my apologies. As always, it takes longer to finish in-house projects because our customers come first.

The two modules were sent to the editor today, and should be posted on our LMS site by next week. If you need access to the course sooner, e-mail me and let me know – I’ll see what I can work out for you. I’ll post again, once the final videos are loaded to the LMS site.

I worked with Larry Lentz on this project, he prepared the PowerPoint decks and I recorded the videos and the demonstrations. Nice job Larry!

On another note, Larry will be joining us for the Raleigh CRM 2011 Boot Camp in April as an instructor. We are looking forward to working with him!

Stephen Noe

Sales Processes & the Pipeline Report in Dynamics CRM 2011

stephenvnoe — Wed, 15 Feb 2012 21:39:36 +0000

Today I posted another video excerpt from our CRM 2011 Applications Video Series. This one, from the sales course, is on how sales processes work with the pipeline chart and report in Microsoft Dynamics CRM 2011. This one is also related to a section in our Microsoft CRM 2011 Processes course, which I will be posting at a later date.

If you’re a sales manager and want to have a better understanding of how Microsoft Dynamics CRM can help to automate and formalized sales processes within your organization, check out this video.

Using CRM 2011 Sales Processes and the Pipeline

Enjoy!

Stephen V Noe, CRM Consultant & Trainer

Using Advanced Find & Creating Personal Views in CRM 2011

stephenvnoe — Wed, 08 Feb 2012 22:17:00 +0000

I recently recorded and posted a 17 minute video on YouTube on how to use the advanced find tool and to save personal views in Microsoft Dynamics CRM 2011. This is part of the Using CRM 2011 Common Features (Introduction for All Users) course that you can take in our Online Video Course list.

Check out the free video on YouTube:

Using Advanced Find & Creating Personal Views in CRM 2011

Enjoy!

Steve Noe, CRM Consultant and Trainer

Filtering Views in the CRM 2011 Outlook Client

stephenvnoe — Wed, 01 Feb 2012 16:25:02 +0000

I recently recorded and posted a 10 minute video on YouTube on how to use the new filtering capabilities in Microsoft Dynamics CRM 2011 Outlook client. This is part of the Using CRM 2011 Common Features (Introduction for All Users) course that you can take in our Online Video Course list.

Check out the free video on YouTube:

Filtering Views in the CRM 2011 Outlook Client

Enjoy!

Steve Noe, CRM Consultant and Trainer

CRM 2011 Rollup 6 and SDK 5.0.9 Released

stephenvnoe — Mon, 23 Jan 2012 16:45:51 +0000

Rollup 6 for CRM was released on Jan 12, 2012

Note that it was pulled back over the weekend but should be available again soon.
Re-released on Jan 20, 2012

“PLEASE NOTE:

A Microsoft CRM 2011 Client for Microsoft Outlook issue has surfaced, and the Update Rollup 6 packages for Client and Server are being temporarily removed from the Microsoft Download Center pending our investigation. Please hold off on downloading Update Rollup 6 until new packages are available.

If you have downloaded UR6 packages for any components, please discard them and wait for an update on our investigation and the release of new packages. If you have installed them, please note that the issue appears to be related to Outlook Client sync and prepare to install a newer build when it is available”

Dynamics CRM 2011 Boot Camp scheduled for April, 2012

stephenvnoe — Wed, 18 Jan 2012 18:53:46 +0000

Our next training event for Microsoft dynamics CRM 2011 will be held in Raleigh from April 23rd through May 3, 2012. This event offers the fall schedule of Microsoft Dynamics CRM 2011 training for end-users, IT and technical staff, and developers.

80290-3: Microsoft CRM 2011 Applications.

Mon, April 23 – Wed, April 25, 2012 (2.5 days: Mon 8-6, Tues 8-6, Wed 8-1PM)

80296: Microsoft CRM 2011 Installation & Deployment.

Wed, April 25 – Thur, April 26, 2012 (1.5 days: Wed 1-6, Thur 8-6)

80294: Microsoft CRM 2011 Configuration & Customization.

Friday, April 27 – Saturday, April 28, 2012 (2 days: Fri-Sat 8-6)

80003: Microsoft CRM Workflows.

Monday, April 30, 2012 (1 day: Mon 9-5)

80295: Microsoft CRM 2011 Extending for developers.

Tuesday, May 01, 2012 – Thursday, May 03, 2012 (3 days: Tue-Thur 9-5
* Please note: 80295 labs require skills in Visual Studio, .Net 4, C#.net, and JScript.

If you are interested, check it out here.

Steve Noe

CRM 2011 Rollup 6 and SDK 5.0.9 Released but on ‘Hold’

stephenvnoe — Tue, 17 Jan 2012 22:36:16 +0000

Rollup 6 for CRM was released on Jan 12, 2012

Note that it was pulled back over the weekend but should be available again soon.

“PLEASE NOTE:

A Microsoft CRM 2011 Client for Microsoft Outlook issue has surfaced, and the Update Rollup 6 packages for Client and Server are being temporarily removed from the Microsoft Download Center pending our investigation. Please hold off on downloading Update Rollup 6 until new packages are available.

If you have downloaded UR6 packages for any components, please discard them and wait for an update on our investigation and the release of new packages. If you have installed them, please note that the issue appears to be related to Outlook Client sync and prepare to install a newer build when it is available”

CRM 2011 Quote Mail Merge Template Spacing Tricks

stephenvnoe — Fri, 13 Jan 2012 16:30:46 +0000

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since that’s something I’m getting ready to do a lot of on the website I thought I better go ahead and do one for her.

Here’s a 3 min. video that shows exactly the trek that I used to get the spacing right between products and in the grid on the CRM quote.

Shannon: hope this helps!

Steve Noe

Happy New Year!

stephenvnoe — Fri, 30 Dec 2011 11:35:00 +0000

Now that the sunset of 2011 is here, I want to take a moment to thank everyone for their business, support, comments, and above all – help.

2011 has been a fantastic year for us and we are looking forward to working with all of you again in 2012!

Happy holidays!

Steve Noe