Get your free CRM Basics eBook

Looking for self-paced training for Microsoft Dynamics CRM? Check out the CRM Basics eBook for a quick run-down of essentials for new users. The Microsoft Dynamics CRM Basics guide contains the essentials you need to know to navigate the system, enter data, and move your customers through the sales cycle or resolve a service issue…

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Want to trial Dynamics Marketing for free?

*** update June 2015 *** Please see this blog post for a Microsoft Dynamics Marketing Trial Guide *** end update *** With Microsoft Dynamics Marketing you can unleash your marketing potential. You can easily plan, execute, and measure campaigns from start to finish. Bring your marketing vision to life—engage customers across channels, build pipeline, and…

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Understanding User Management in Dynamics Marketing

With Microsoft Dynamics Marketing you can unleash your marketing potential. You can easily plan, execute, and measure campaigns from start to finish. Bring your marketing vision to life—engage customers across channels, build pipeline, and demonstrate the impact of your marketing. Read more about Dynamics Marketing in this series of blog posts One question I get…

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The New Seller Portal in Dynamics CRM and Dynamics Marketing

See and manage which messages are reaching your contacts in the new Seller Portal The Seller Portal in Dynamics Marketing gives you an overview of which marketing messages are reaching which specific contacts. This is important information for salespeople, making sure that they are well informed about which communications their customers have been receiving when…

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New in CRM 2015 – Dual Use Rights

Dual Use Rights allow CRM Online User Subscription Licenses (USL's) to access on-premises CRM servers – eg. CRM Online Pro includes Pro CAL rights, etc. All server licenses are still required, as are all other Client Access Licenses (CAL’s) e.g. Windows CAL. Dual use rights are provided by the CRM 2015 Server license Use Dual Use Rights to:…

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If you are eligible for Microsoft Social Listening but don't see it in your CRM

Microsoft Social Listening (MSL) is a powerful new service that your organization can use to monitor social media channels like Facebook and Twitter. Use Microsoft Social Listening to track products, brands, competitors, and campaigns globally and in real time to gain a true understanding of your customers and your business across the social web. Dynamics…

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Branching Business Process Flows in CRM 2015

Business Process Flows were first introduced in Dynamics CRM 2013 as a new feature. With the release of Dynamics CRM 2015, this feature has been enhanced further to allow more complex and rich Business Processes. Business process flows define a set of steps (2) divided in stages (1) for you to follow which leads you to a desired…

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Who's the Admin?

If you (as a CRM Online customer) ever wondered if your organisation did receive an email from Microsoft, it might be helpful to know who is the administrator of your organisation (and hence is on the receiving end of communications from Microsoft). Hopefully these links will be of help: Identifying Your Microsoft Dynamics CRM Online Administrator(s)…

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Calculated Fields – New in CRM 2015

In previous versions of Dynamics CRM, calculations required developer support.  It required additional code to be written and deployed through plug-ins, javascript, etc.  This additional code required developers to maintain and update them which causes additional costs. As more records are is created in Dynamics CRM and as the business logic in these calculations evolves, there…

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What Dynamics Partners need to know to access the Dynamics Learning Portal

Since the official launch of the Dynamics Learning Portal (DLP) on Sept 09th this year, the DLP support team keeps helping the Microsoft Dynamics partners get access to the portal. The three main issues that prevent partners access on their first visit to the portal are: Valid service plan to access e-Learning i.e., they don’t have…

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