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Business Units – Watch those relationships
Business Units are often portrayed as an option on how to implement security where users are nicely grouped in different areas of the business. Which is true. In my opinion however, they are...
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Microsoft anuncia la creación de nuevos centros de Datos en Alemania y Reino...
La empresa anunció el pasado miércoles la creación de nuevos centros de datos que, unidos a los existentes en Irlanda …
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Using CRM 2015 Hierarchy Visualizations to Manage and Present NAICS Codes
The use of NAICS Codes in Microsoft CRM is becoming a more and more frequent request. Many businesses use The North American Industry Classification System (NAICS) Codes to classify their customers and...
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Setting Focus Issue with Dynamics CRM 2015
As most of you are aware, you can set the focus of the form to a particular field using the SetFocus javascript command in Dynamics CRM.I recently ran into an issue where this command wasn’t working....
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23 de Noviembre: ¿Cómo aporta CRM en la mejora de atención al Ciudadano?
CRM es una estrategia de administración de relacionamiento, que aplicada a entornos gubernamentales brinda positivos resultados en apoyar la interacción …
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Update 0.2 for Microsoft Dynamics CRM 2015 is available
The Update 0.2 for Microsoft Dynamics CRM 2015 article is now available. Take a look at this article for fixes that will be included with this update at the following link:...
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CRM 2015 – What developers need to know about the activity entity
Microsoft Dynamics CRM has different Activity entities, showing actions from the CRM users. ActivityPointer records are automatically created when an Activity record is created, enabling developer to...
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Using Queues with Knowledge Management in Microsoft Dynamics CRM 2016 release
Microsoft Dynamics CRM 2016 brings a new Knowledge Management solution to help organizations in offering great customer service. It comes with rich content authoring and workflow capabilities to manage...
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CRM for phones express support going away
Microsoft Dynamics CRM currently has two phone apps available in the market:Microsoft Dynamics CRM for phonesMicrosoft Dynamics CRM for phones expressGoing forward, newer versions of CRM won’t support...
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USD – Load Account and Primary Contact
I recently wanted to always load two tabs when I open an account session. One for the account and one for the primary contact. Here is how I achieved this. This involved; Create an action to...
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USD – LinkedIn
I recently decided it might be useful to have an easy way to work with LinkedIn profiles from within Unified Service Desk (USD) ….. Here is how I achieved it. The steps involved were; Create a...
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USD – Twitter
Having added the ability to view and search for LinkedIn profiles in Unified Service Desk (USD), my thoughts turned to Twitter. I wanted to be able to generate and send tweets from within CRM / USD...
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Tip #518: Tipster guide to Dynamics CRM custom actions
Hey, it’s Friday and time for another video tip. With Unified Service Desk done and dusted for now, we switch our attention back to least explored Dynamics CRM features. In this week’s video we look at...
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Tip 191: ¿Deberías usar la entidad de Cliente Potencial?
Dentro del Dynamics CRM, la entidad de cliente potencial está diseñada para cuando un vendedor necesita ingresar a un …
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Register Maplytics License in your Dynamics CRM
Business Analytics in Dynamics CRM now has a new name as Maplytics . In our last post we saw how with few simple steps you can get the Maplytics solution installed in your Dynamics CRM. In this...
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What Does A Great CRM System Look Like?
Whether you are evaluating your existing CRM system or considering embarking on a CRM project, it is worthwhile to step back and think about what a good CRM system looks like.Not the UI (user...
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How a Busy Nonprofit Simplifies Data Entry in Microsoft Dynamics CRM
The Bridgespan Group is a nonprofit, working with nonprofits, that uses Microsoft Dynamics CRM in a non-traditional and very creative way. That means the less data entry the better.The Bridgespan Group...
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Microsoft Dynamics Partner Roundup: NAV Win; GP Magento Integration; CRM Lead...
In this week's Microsoft Dynamics partner news roundup: Al Haditha Petroleum Services Adopts Dynamics NAVi95Dev Integrates Magento and Dynamics GP for ALPCOInternet Lead Capture for Dynamics CRM...
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Explore Channel Engagement Framework for automatic creation of entities from...
Recently I got a chance to explore this while doing a small POC for one of my customers. And boy! I liked it. All this time I was hearing about this and also watched the MSDN video. But nothing is...
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Why Service Issue Insights Are Critical To Your Sales and CRM
A while back I walked into the President's office of a $350-million dollar manufacturer who had just returned from lunch with a key distributor customer. The long look on his face suggested that lunch...
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