Category Archives: How to

3 more Dynamics CRM User Training Videos Posted

I recorded and posted the last three eBooks from the Dynamics CRM training and adoption kit on our YouTube site this week.  They include: Meet your service goals with SLAs and entitlements training Customize a business process Dynamics CRM System … Continue reading

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More Dynamics CRM 2015 User Training Video Snacks

I find the best way to learn the details for teaching it is a dry run, so I tend to record as I practice.  This week I recorded and published 3 more videos for our YouTube site. The newest recordings … Continue reading

Posted in CRM 2013, CRM 2015, CRM Tablet App, How to, Training | Tagged | Leave a comment

Additional Dynamics CRM 2015 User Training Video

I added some more videos to the Dynamics CRM End User Training playlist up on the BIZITPRO YouTube site today. Two videos about the Dynamics CRM Data Import Wizard, one from Training & Adoption Kit for Microsoft Dynamics CRM, and a more … Continue reading

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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 | 3 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