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How to Set Your Own Default Views in Microsoft Dynamics CRM 2011

Published on August 22, 2011 By The xRM Writing Team

This is simple but huge. New to Microsoft Dynamics CRM 2011, every user can set his or her own default view for every entity. That means whenever you navigate to an entity you commonly access, you don’t have to wait for the system default view to load and then choose another view. It’s a move [...]

Edit Multiple Records, Part 1: Microsoft Dynamics CRM 2011

Published on June 28, 2011 By The xRM Writing Team

You may not know you can do this, but Microsoft Dynamics CRM 2011 allows you to edit multiple records at the same time. There are two methods. This blog entry, Part 1, gives a walkthrough outlining the steps using the Edit functionality. Next week’s blog entry, Part 2, will describe a more advanced method. Note: [...]

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 [...]

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