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Are you a Microsoft Dynamics CRM, Microsoft Dynamics Marketing, Microsoft Social Engagement, or Parature customer? Your mission is to contribute to the future of these products. To accomplish the challenge, please stop reading this blog for 20 minutes, and answer the call from CRM team. If you are both a customer and a partner, say […]
Tip #369: Booklovers rejoice
To paraphrase Django Unchained: What is the point of having a website page that speaks CRM books if you can’t wheel ’em out when you have a CRM book-loving guest? So, without further ado, a small plug about not so small book where all surviving tipsters left their mark. 2013 CRM Field Guide released – […]
Tip #327: Listen to the tipsters almost live
If you are ever bored reading and would rather listen to the soothing voices of CRM tipsters, conferences and webinars are the best places to do so. For the conferences such as CRMUG or eXtremeCRM we always put our best tip forward and come out swinging with the selection of the choicest tips. If Joel […]
Tip #246: Slow down
If you have been following our marketing initiatives, you know by now that recalling emails does not work and just makes you look like a <insert>. It’s all well when double-sending technique is used to prop your sales figures but what about those occasions when you pressed the Send button only to realize split moment […]
Tip #245: Visit our CRMUG session
If you are at the CRMUG summit today (Friday), come see us at the “Technical tips from the tipsters” session this afternoon at 1 PM. http://sched.co/SxwJNz All will be revealed: What are our favorite tips? How do Should Can you really get rid of the “First Things First” lady? Does “George Doubinski” really exist? How […]
Tip #225: When CRM makes ye say “Arrrrrrgh!”
Friday, September 19 International Talk Like a Pirate Day 2014 If ye be usin’ Dynamics C Arrrrrrrrrrrr M fer several years, ye may spy wit’ ye eye that CRM starts runnin’ like a scallywag. Here be several thin’s ye can do to swab th’ deck ‘o ye CRM system, hoist performance, ‘n spit shine th’ cobwebs […]
Tip #198: Understanding Upgrade Options
I recently had the opportunity to collaborate with some of my MVP friends on a new book called CRM 2013 Quickstart. This book is a follow up to the CRM Field Guide and is designed for someone who is familiar with earlier versions of Microsoft Dynamics CRM and wants to get familiar with the new […]
Tip #172: Easy forecasting with Dynamics CRM
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 […]
Tip #102: Replace the first things first woman
For today’s tip we are going to revisit our most popular tip to date — #68: Do you know this woman? What if you don’t want to get rid of First Things First woman, but rather you would like to replace her with alternative versions? One thing we like to do is replace her with […]
Tip #100: How to be a tipster
Wow. 100 tips! We’ve covered a lot of tips in the past five months. Each of us learned many useful things from the other tipsters. One question we get asked from time to time is how do we come up with a steady stream of fresh tips? If you want to start your own blog […]
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