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.
Microsoft CRM 5.0 - What’s planned?
November 12, 2008 by JFerguson · Leave a Comment
CRM 4.0 has only been with us for less than a year, but already Microsoft Dynamics CRM 5.0 is being discussed, and the new features being discussed and worked on by the Microsoft CRM development team.
Of course, this is very early in the development cycle, and not all will be released … but at least gives us a nice taste for what is planned!
Microsoft Dynamics CRM UK Blog has a lot of information, which is summarised below:
Ribbon Navigation
Taken from Office 2007 (love it or hate it!) the implementation of the ribbon navigation system is slated for CRM 5.0 to make it easier for users to pick up and find key areas - and this will be completely customisable.
Data Filtering
Navigate to the “DataView”, click the “Filter” command, and perform in-line filtering.
Team Ownership -
Team Owned entities are added in CRM5, which allows for major security benefit
Native SharePoint Integration -
Full, out-of-the-box integration with Windows SharePoint Services for document management
In-line Visualizations -
CRM5 allows you to visualize numeric data using in-line charts. This is not SQL Server Reporting Services currently.
There are many more administration and development features available to read at Microsoft Dynamics CRM UK Blog.
We’ll keep you up-to-date as more information appears publicly available!
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