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Photos of xRM at the NAB Show

Published on May 12, 2010 By admin

View a few photos we took while we were away at the NAB Show, we attended the NAB Show as a Microsoft Partner in the Microsoft Booth, which was huge, showing our new Demo that integrates Microsoft adCenter and Microsoft Dynamics CRM using the xRM Framework. Our demo was a success at demonstrating the xRM framework [...]

xRM at NAB

Published on April 13, 2010 By The xRM Writing Team

We’re back at NAB for our annual presence as a Microsoft Partner in the Microsoft Booth at the National Association of Broadcasters Show (NAB). There is heavy foot traffic this year and the Microsoft Demos are looking great. We are here with a few other Microsoft Partners along with the Silverlight and Mediaroom Teams. Behind [...]

Merging Data | Microsoft Dynamics CRM

Published on November 20, 2009 By The xRM Writing Team

Microsoft Dynamics CRM allows you the option to merge two accounts or two contacts. On Merge a person can select which fields in each record are accurate and using the data from the selected fields the primary record is updated and the secondary record is flagged as deactivated. This ability to merge is fairly powerful [...]

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 [...]

Adding CRM Links to your e-mails

Published on August 18, 2009 By The xRM Writing Team

Microsoft Dynamics CRM 4.0 has small features that are not widely publicized, but make your life easier. One of the many that I have discovered is that you can automatically email links to almost any view in CRM 4.0.  If you were to email a co worker asking the status of an account then you [...]

In the News

Published on August 5, 2009 By genser

Microsoft Dynamics CRM 5.0 will be released next year with such enhanced functionality as improved user interface and data visualization features, better sales and marketing capabilities, and closer integration with SharePoint.   Several next-generation accelerators are already available, including a partnership relationship plug-in that lets businesses adapt CRM for sales leads and opportunity management for channel [...]

Microsoft to Expand Dynamics CRM Capabilities in 5.0

Published on July 24, 2009 By genser

Microsoft will officially debut CRM 5.0 in 2010, but test versions of the application are slated for release to partners in the coming months.   According to Brad Wilson, General Manager of Microsoft Dynamics CRM, CRM 5.0 is in “deep development” at the moment but will feature such expanded functionality as improvements in the user interface [...]

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