Tag Archives: Usability

Using advanced find with one to one relationships in CRM 4.0

When the new many to many feature for any relationships came out with CRM 4.0, a lot of us had issues using it. I still haven’t figure out a way to use it to access records in a workflow and … Continue reading

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My favorite CRM 2011 ‘Application’ new stuff

I’ve seen several posts on the web about new features of CRM 2011, but not a lot on the functional application enhancements, so I thought I would spend a little time summarizing what’s new in the way the CRM application … Continue reading

Posted in CRM 2011, Review | Tagged , | 3 Comments

Top 10 CRM Tweaks for New User Productivity

So, now that you’ve got your CRM system in place, how do you make it work for you? Here are some simple solutions to increase your user productivity and make your implementation a success! 1. Add highly used folders from … Continue reading

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Top 10 CRM Tweaks for New User Productivity

So, now that you’ve got your CRM system in place, how do you make it work for you? Here are some simple solutions to increase your user productivity and make your implementation a success! Continue reading

Posted in CRM, How to | Tagged | Leave a comment