Tip #921: Clean contacts with Dynamics 365 Outlook app

Contact cleaner

One of my favorite things about the Dynamics 365 Outlook App is the way that recipients are displayed in the app pane, and how easy it is to update or create contact records in CRM. This makes it very simple to identify when contact information is missing and validate that we have complete contact information […]

Tip #456: Smart contact filtering

One of the challenges of using Dynamics CRM in small businesses is that business owner tends to own everything. What did it mean for one of our customers who had Microsoft Dynamics CRM for Outlook installed? The default filter, as you know, is “My Contacts”, i.e. contacts “owned by me”, and she owned all CRM […]

Tip #396: Please subscribe me to all you’ve got

Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]