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Archive for September, 2011

Microsoft Dynamics CRM 2011 Update Rollup 4

September 27, 2011

Update Rollup 4 is available for Microsoft Dynamics CRM 2011. It can be downloaded from the Microsoft Download Center as of September 22, 2011 or updated through Windows Update as of September 27, 2011. This update is available for all languages supported by Microsoft Dynamics CRM 2011. It includes hotfixes and updates for the following [...]

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Posted in CRM Online, Microsoft CRM Update Rollup 1 Comment »

Organize your CRM Online Solution by Categorizing Reports

September 26, 2011

Reports are a handy tool in Microsoft Dynamics CRM Online 2011. They provide great insight into the Marketing, Sales, Service, and Administrative areas of your organization. As the number of reports you create grows, you may find proper categorization quite helpful. This will allow you to organize different report types into logical groupings and make [...]

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Posted in CRM Online No Comments »

Boost Collaboration by Sharing Saved Views in CRM Online

September 19, 2011

Did you know that in Microsoft CRM Online 2011 you can share a saved view with your coworkers? In CRM Online, not only can users create custom views for quick and easy access to important records, but they can also give their fellow users access to these custom views. This comes in handy if a [...]

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Posted in CRM Online No Comments »

See the Big Picture: Working with Goals in Microsoft Dynamics CRM Online 2011

September 12, 2011

Setting goals is a necessity for any successful business. By setting and meeting goals, your business can gauge progress, boost motivation, and project growth. Goal Management in Microsoft Dynamics CRM Online 2011 allows organizations to track goals by using any metric that measures the performance of their various teams. Usually, a business determines its goals [...]

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Posted in CRM Online, Microsoft Dynamics CRM No Comments »

Attach a File in Microsoft Dynamics CRM Online 2011

September 5, 2011

In Microsoft Dynamics CRM Online 2011, users can attach files to records. For example, this function allows you to attach a PowerPoint presentation to an account, or an Excel spreadsheet to a contact. Whatever your needs are, attaching a file to a record is a simple process. This feature improved in version 2011 over version [...]

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Posted in CRM Online, Microsoft Dynamics CRM 6 Comments »

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