Entries for 'Andy Neal'

New capabilities for Microsoft Dynamics CRM are delivered throughout the year. Building on the great foundation of the November 2011 Service Update, we will be delivering our next groundbreaking release with the primary theme of “CRM Anywhere." Take the power of productivity out of the office and get closer to your customers and prospects. No compromise Microsoft Dynamics CRM on your favorite mobile devices. The update will include a new c...

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The CRM E2 team has released the December 2011 refresh of the white paper, Optimizing and Maintaining the Performance of Microsoft Dynamics CRM Clients, which is currently available for download from the Microsoft Download Center at http://www.microsoft.com/downloads/en/details.aspx?FamilyID=37c5488f-e09d-4adf-8033-eae6137c1c89. Successfully optimizing and maintaining the performance of Microsoft Dynamics CRM clients accessing and interacting wi...

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CRM 2011 Client Configuration Tune-Up Link to Dynamics CRM Wiki Home Page The Microsoft Dynamics CRM Technical Support Team has released Version 1.0 of the “ Microsoft Dynamics CRM Online Go-Live Checklist ”. This document brings together several client computer configuration and setting recommendations to improve the speed of the CRM application at the user level and therefore enhance the user experience. It also outlines seve...

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How to increase browsing speed: 7 ways to work faster on slow connections Ever wonder how to make your Internet connection faster or how to increase browsing speed? If you are trying to get things done, there is nothing like a slow connection to thwart your best efforts. But there are things you can do to browse faster—even when your Internet connection is working slowly. This article will show you how to increase your productivity wh...

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We get this question all the time from sales professionals who leverage the Microsoft Dynamics CRM application.  How do I remove Advance Find or Saved Views in my CRM that I have added over the years?  This was kind of hidden in CRM 4.0 as well as 2011.  You may pull a Homer Simpson, "Doh!", but here it is... Click on Advance Find anywhere in the CRM application. Select the Look For entity you want to see your saved...

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We have found with the migration of many instances of Microsoft Dynamics CRM onpremise to Microsoft CRM Online, and 3rd party hosted as well as with upgrades the Outlook Client can be troublesome. We have also found that just doing a standard uninstall doesn't always do the trick. Here is a quick easy guide to double check a clean uninstall of Microsoft Dynamics CRM 2011 Outlook Client: The steps are as follows: A. ...

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Ok - I'm a sales guy not a techy, and I have my support people or Microsoft people to tell me run a trace? What the hell is that?  All I know is I can't get my Outlook to work with my Microsoft CRM. Well here is a quick down and dirty to get the technical guys some detailed information they need to help you troubleshoot your problem. 1. Start menu > All Programs > Microsoft Dynamics CRM 2011 > Diagnostics 2. Click on Advanced...

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Staying in touch with our customers and constantly getting their feedback is essential in keeping your sales approach fresh and relevant. Here is a classic example of which is both humorous and pointed.   86-year Old  Lady's Letter to Bank :  Shown below, is an actual letter  that was sent to a bank by an 86 year old  woman. The bank manager thought  it amusing enough to have it published in the N...

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Microsoft releases CRM 2011 User's and Adminstrator's Guides in printable versions.  You can access these downloads at the following links: Microsoft Dynamics CRM 2011 User’s Guide and Microsoft Dynamics CRM 2011 Administrator’s Guide These are great CRM starter training reference documents to be used by all levels. We can customize this training for you as well and make it available in an online training format.

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Customer Relationship Management (CRM) is a business strategy that utilizes vital customer information to reduce cost and increase profitability, and having a Microsoft partner will enhance the strategy even more. CRM gathers information from all data sources within and outside an organization to create an individualized, real-time image of each customer. Believing that technology enables you to best support the business, sales processes, and cl...

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