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xRM Teams with Akvelon to Provide Hosted Global Search

Published on March 12, 2013 By The xRM.com Writing Team

xRM has teamed up with Akvelon to provide the company’s Global Search application to Microsoft Dynamics CRM customers that have partner-hosted deployments. Global Search was previously available only to CRM Online customers and as an on-premises application. There are currently two hosted versions of Global Search available from xRM: Global Search Standard and Global Search [...]

Sales, Marketing, Service: What Else Can CRM Online Do?

Published on March 12, 2013 By The xRM.com Writing Team

If you have signed in to your Microsoft Dynamics CRM Online account already, you have likely noticed that it contains modules that correspond to the three main functions of CRM: sales, marketing, and service. Each of the three main modules can help you transform your operations in one area, improving the efficiency and effectiveness of your [...]

¿Habla usted español? Translating CRM Online 2011 Customizations to Other Languages

Published on February 13, 2012 By The xRM.com Writing Team

In our last two posts, we examined how Microsoft Dynamics CRM Online 2011 supports multiple languages. We explained that the base language is the language chosen during CRM Online 2011 implementation and that additional languages can be enabled by a System Administrator. We then showed that users can choose their personal display languages from the [...]

¿Habla usted español? Install an additional language pack for CRM Online 2011 for Microsoft Outlook

Published on February 6, 2012 By The xRM.com Writing Team

In a previous post, we took a dive into how languages are handled by Microsoft Dynamics CRM Online 2011. We showed you how a System Administrator can enable an additional language in CRM Online 2011, and then we showed you how an individual user can choose that enabled language as their personal display language. That [...]

¿Habla usted español? Enable additional languages in CRM Online 2011

Published on January 30, 2012 By The xRM.com Writing Team

Although English is undoubtedly one of the most widely used languages in the business world, not every company or CRM Online user prefers it. At the time of this writing, CRM Online supports over 40 languages, making it quite adaptable in today’s increasingly global business environment. Before we start, let’s define some terms. Base language [...]

Microsoft Dynamics CRM 2011 Sales Module

Published on February 4, 2011 By The xRM Writing Team

Microsoft Dynamics CRM 2011 has five different modules: workplace, sales, marketing, service, and settings. These modules are designed to help users achieve tangible, consistent progress in everyday business processes. Each module has its own function, and is integral to the effectiveness of Dynamics CRM 2011. This entry will focus on the sales module. The sales [...]

Address Verification with Microsoft CRM @ Streamline Solutions

Published on September 3, 2009 By The xRM Writing Team

Don’t you find it a mind-numbing task to fill out contact information whether it is on paper or on computer?  Filling addresses is particularly exasperating. There are a myriad of addresses to complete……Billing Mailing, Physical, Postal, Business, Home, Corporate, Shipping. Phew!!! It’s just tiring reading about it, can you imagine filling out all that information? [...]

Update Rollup 6 for Microsoft Dynamics CRM 4.0

Published on August 31, 2009 By The xRM Writing Team

Microsoft has released Update Rollup 6. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment. For more information about this release, see Microsoft Knowledge Base article 970148:   Install Details about Update Rollup 6 You must have Microsoft Dynamics CRM [...]

Learning Made Easy

Published on August 21, 2009 By The xRM Writing Team

Are you tired of reading long drawn out software manuals and user guides? Are you too busy and need to learn an application real quick? How would you like to eliminate all that paper work and just dive straight into the application and start using it? Education is very important to all of us at [...]

Detecting Duplication for Microsoft Dynamics CRM 4.0

Published on August 20, 2009 By The xRM Writing Team

Microsoft CRM 4.0 has the ability to detect duplicate records with the same attribute. To enable this feature you will need to create a duplicate rule. 1.    Click on Settings, Data Management, Duplicate Detection Rule, New.   2.    The above window will have to be filled out: ·         Name the new rule ·         By default [...]

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