Dynamics CRM

CRM 2011 Update Rollup 3

Microsoft has just released Update Rollup 3 for Microsoft Dynamics CRM 2011! This Update Rollup provides many new fixes for documented issues and is cumulative, therefore including all of the fixes from Update Rollups 1 and 2. Elolvasom...

Extend the Functionality of Dynamics GP SmartList with Advanced SmartList

I think most people would agree that companies that made the investment in an ERP (Enterprise Resource Planning) solution, like Microsoft Dynamics GP (Great Plains), prior to the economic downturn can and should be relying on leveraging more of their system’s functionality to increase their efficiencies. Faced with the challenge of potentially having to do more with less, clients have been asking what they can do to avoid having to work more. A solution we’ve seen success with is one that enables users to work smarter instead of harder. What is it you ask? Well it’s a cost effective, third party add-on product called Advanced SmartList (ASL). Elolvasom...

Unable to Configure CRM 4.0 Outlook Client After Installing CRM 2011 Outlook Client

Yesterday, one of my users replaced their Microsoft Dynamics CRM 4.0 Outlook client with the Microsoft Dynamics CRM 2011 Outlook client for a customer demo and when he tried to revert back to the CRM 4.0 Outlook client, was unable to successfully run the Configuration Wizard. Here was the error that he received: Elolvasom...

Credit Card Information not populating in Cash Receipts Window

One of our great customers reported that when they were doing a cash receipt in Microsoft Dynamics GP, the customer credit card information was not pulling into the window when the credit card option was selected. The functionality is working just fine when recording this type of receipt in the Sales Transaction Entry window. Elolvasom...

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Set Default Microsoft Outlook Profile

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Lead menedzsment

A legtöbb vállalat számára teljesen mást jelent a fogalom – „lead”. Egyesek számára az eredő üzleti lehetőséget jelenti, mások számára elsődlegesen az eredendő üzletfelet. Elolvasom...

Miért vannak sikertelen CRM projektek?

…miért, vannak? Persze hogy! Az jutott eszembe, hogy ha vannak a CRM projekteknek sikertényezői, amikhez jó igazodni, akkor vannak „sikertelenségi tényezők” is, amiket meg nem árt elkerülni. De vajon el lehet-e kerülni a sikertelenséget? Elolvasom...

Ha én gazdag lennék…

Ha én gazdag lennék, biztosan nem elégednék meg egy libacombbal. Az is fontos, mert szeretem; de mellette lenne egy cégem is. Jó sok kereskedő dolgozna nekem. Elolvasom...