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Customizing Your Outlook Desktop for CRM
One of the most important things you can do to improve your Microsoft CRM productivity is to customize your Outlook desktop. It takes only a minute to do and will turbocharge your CRM productivity. In...
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Moving to Microsoft CRM 4.0
Last year I went to one of the partner presentations for Microsoft CRM 4.0, code-named Titan at that time. I learned a lot and was impressed. My normal approach to new releases of software are to wait...
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Lessons Learned on SBS2003 MS CRM 3.0 upgrade to MS CRM 4.0
We have finally upgraded to CRM 4.0! We started on Wednesday morning and by Thursday afternoon had most of the problems either resolved or worked around. We had two major issues: one involved the CRM...
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The Forgetful Road Warrior and CRM 4.0 off-line client for Outlook.
The CRM 4.0 off-line client for Outlook has a some new options that make it even better for the business traveler. CRM 4.0 now allows you to automatically keep your off-line database in sync so you...
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Microsoft CRM 4.0 Internet Facing Deployment
The IFD tool allows you to set your Microsoft CRM 4.0 site up for access on the Internet. This will allow you to remotely access CRM without using VPN, making it easier for you and your staff to work...
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What you need to know before buying CRM
In talking with our prospects and customers, we find there are many misconceptions about CRM software. Many don’t understand what it really is, some are concerned about its less than stellar history,...
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Nurture Marketing with Microsoft Dynamics CRM 4.0
The idea, is to deliver regular content that addresses the interests of a prospect or customer and to time it to arrive where they might be interested in reading something about that. Nurture marketing...
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Configuring CRM 4.0 R8 On-Premise E-Mail Router with Exchange Online / BPOS
Over the last week I’ve discovered that you can configure the router different ways to work with BPOS. Of course you don’t have to use the router at all, if you configure all your users to use Outlook...
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Sharpening the Saw (Certification 2015 style)
OK, I had a gig that lasted 4 1/2 years with a great team. I got caught up in designing with Microsoft Dynamics CRM 2011 due to project constraints until this year. Learned a lot, worked with truly...
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