Microsoft CRM and Outlook: 10 Things to know!
March 18, 2009 by JFerguson · Leave a Comment
The best feature, in my opinion, of Microsoft CRM is how tightly integrated it is with the staple of most people’s work day, Outlook.
This article on the Dynamics site gives you a great primer of the 10 key things to know about, from installation, through configuration and usage.
With our vast experience, CSG can assist you with any questions or advice you may require around this – so as always, feel free to drop me a line if you’d like any advice.
‘til next time.
CRM Advanced Find – how does it work?
March 10, 2009 by JFerguson · Leave a Comment
Many users can struggle with Advanced Find, and do not realise the power that it can provide in slicing and dicing the data in your Microsoft CRM solution.
On the Dynamics Site there’s a great video tutorial on how you can leverage this tool … to quote:
Learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a personal view that you can access any time you want.
If you want text, step by step instructions, you can find that here.
CSG runs all of the Microsoft curriculum for Dynamics CRM – so if you’d like more information, check out our training section.
‘til next time.
LinkedIn to MS CRM link!
December 23, 2008 by JFerguson · Leave a Comment
CRM MVP Matt Wittemann has written a fantastic way of researching leads by allowing you to research them on LinkedIn.
The result is that you can open a Lead record and the iFrame will show you how many LinkedIn users work at the Lead’s company. You can click on them to open a new window to view all the connections, and, of course, you’ll get the most out of the widget if you have a LinkedIn account so you can reach out to these people in your sales process.
Read More on the Microsoft Dynamics CRM Team Blog about how to implement this - and don’t hesitate to let us know directly at CSG if we can assist.
Have a great Christmas everyone.
Who should take ownership?
December 18, 2008 by JFerguson · Leave a Comment
One of the things we constantly face as CRM consultants, is the challenge of getting ownership from the client side - they may have dedicated project managers, but what about once the project finishes?
Umar Khan a Microsoft CRM MVP has written an excellent article about this very issue:
It is always a tricky responsibility, who should take the ownership of not only the successful implementation of Microsoft Dynamics CRM but also making sure that its internal users are using CRM in a way which can ultimately help in achieving the expected goals of CRM strategy.
Just installing and configuring a fine CRM software is not enough. Providing CRM training is also not the last step. It is most important that employees of the company are ready to use CRM even if they are reluctant. People are often reluctant to accept change. But by providing concrete examples of how this product can be used to improve an employee’s performance, the best of your staff will quickly gravitate towards using the new solution set.
’til next time.
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