Tip #501: Should you use the lead entity?

In Dynamics CRM, the Lead entity is designed for potential clients that are qualified by a salesperson prior to becoming Accounts, Contacts, and Opportunities. Once qualified, CRM creates Accounts, Contacts, or Opportunities. After the salesperson speaks with the potential client, if there is no interest, the lead is “disqualified,” which deactivates the lead record. When […]

Tip #382: Training? On New Features? Free? Yes, Please!

All A lot of good things in this life are free. Including, as it turns out, some awesome CRM training videos. There is, I kid you not, the whole TRAINING TAB in the Dynamics CRM section on YouTube, and after a release becomes publicly available, Dynamics CRM Support Team publishes awesome training videos about the […]

Tip #174: Replace standard system dialogs

dialog1

Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]

Tip #172: Easy forecasting with Dynamics CRM

I can see the future!

Dynamics CRM deployment can amass vast quantities of data, both relevant and irrelevant. If this information is not used, it’s a burden on your infrastructure (on premises) or your wallet (online), and a dead weight for your business. It’s important to know or, at very least, have appreciation of forecasting techniques, for example, as demonstrated […]