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Archive for October, 2011

Quick Tip: Add users to CRM Online 2011

October 24, 2011

Let’s say you’ve just deployed Microsoft Dynamics CRM Online 2011, and you want people to start using it. The way you do that is to “invite” them to become users. In CRM Online, you can have up to as many users as you have licenses. In other words, the number of licenses doesn’t change when [...]

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Quick Tip: Set Personal Options in CRM Online 2011

October 17, 2011

Businesses are always looking to hire developers for Microsoft Dynamics CRM Customization and Configuration, but there are configurations that can be made on a more personal and cosmetic level that do not require assistance from a developer. Microsoft Dynamics CRM Online 2011 contains several personal options that are unique to every user and can be [...]

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Posted in CRM Online 1 Comment »

Add Filters to Saved Views

October 10, 2011

Personal views in Microsoft Dynamics CRM Online 2011 deliver access to records most important to you. Over time, you may need to refine these views with filters in order to support your changing needs. These filters help provide a more focused view of your data. When you create personal views in Microsoft Dynamics CRM, you [...]

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See Rapid Results with Quick Campaigns

October 3, 2011

In Microsoft Dynamics CRM Online 2011, campaigns allow you to track the activities, costs, lists, planning, responses, and schedules of your marketing and outreach efforts. xRM.com has also created a Constant Contact integration for Microsoft Dynamics CRM in order to extend this campaign functionality. There are some cases however, that simply require you to distribute [...]

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