Topic: ‘Shortcut’

 
 

CRM 2011 Outlook Client: New Features You Should Check Out

By in CRM 2011, Dynamics CRM, Email, Outlook Client, Shortcut on Friday, September 23rd, 2011

This blog will focus on the new version of the Dynamics CRM 2011 Outlook Client. We’ll dive into three new features that will simplify and greatly enhance your Dynamics CRM experience:

  • Applying conditional formatting from within Outlook Client listviews
  • Sending CRM templates, articles and sales literature from within your Outlook application
  • Using Outlook to set up categories, follow-ups, and reminders on CRM records Read the rest of this entry »
 

How to Bulk Convert Leads in Dynamics CRM 4.0 On-Premise

By in Dynamics CRM, Process Flow, Shortcut on Friday, March 11th, 2011

The 4.0 version of CRM does not give you the ability to, in a straightforward manner, convert Leads in bulk. The widespread knowledge is that you have to convert them one by one. However, there is a workaround…

This would be through Marketing Lists – it’s a way to exploit the features of the Marketing Lists functionality, without using the Marketing Lists to “market” per se. And there’s another plus – no plug-ins or custom development work required! Read the rest of this entry »

 

Need Expert Help With Microsoft CRM?
Get the support you need to effectively manage your business.
Learn more about our Microsoft CRM support options