Tag Archives: Processes

CRM 2011 Processes: Workflows and Dialogs Video Series

This morning, I finished recording the last one hour segment in our new CRM 2011 Processes: Workflows and Dialogs Video Training Series.  It took a lot of work, but I think it was worth it. This marks the fourth series … Continue reading

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Nurture Marketing with Microsoft Dynamics CRM 4.0

The idea, is to deliver regular content that addresses the interests of a prospect or customer and to time it to arrive where they might be interested in reading something about that. Nurture marketing is about delivering a predefined series … Continue reading

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CRM 4.0 Sales Process workflow observations and best practices.

There are several attributes in the opportunity entity which are used to relate the sales process stages, the opportunity form, and the sales pipeline report. The Pipeline Phase “stepname” attribute is used to communicate the stage in the sales process … Continue reading

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