Slow xRM

mercredi 30 janvier 2013

More than 500 videos dedicated to Microsoft Dynamics CRM 2011 (v.2013)

NEW! 2014 Beta: A Dynamic Video Knowledge Base

v1.01 - 2013/01/30 00:27 - 514 videosAccount (11), Activity (9), Activity Feed (6), Addon (9), Administration (1), Advanced Find (13), Announcement (2), Attachment (1), Auditing (8), Azure (7), Browser (1), Business Unit (3), Campaign (16), Case (6), Case Study (3), Chart (8), Cloud - Saas (2), Competitor (1), Connection (5), Contact (7), Contract (5), CRM Strategy (1), Currency (1), Customization (14), Dashboard (15), Data (3), Development (1), Dialog (7), Document Management (7), Duplicate Detection (5), Dynamics CRM 2011 (23), Dynamics CRM Online (19), Email (5), Entity (6), Excel (2), Facebook (1), Field - Attribute (15), Form (15), Geolocation - Mapping (2), Goal Management (19), Google (1), IFD (2), Import (13), Installation - Deployment - Architecture (6), Integration (1), Invoice (2), JavaScript (1), JQuery (1), Knowledge Article (7), Lead (11), Licencing (1), LinkedIn (1), Lookup (3), Mail Merge (5), Market Analysis (1), Marketing (1), Marketing (MS CRM) (4), Marketing List (13), Marketplace (1), Mobile Express (1), Mobility (2), Note (1), Office (7), Office 365 (2), Opportunity (6), Option Set (3), Order (1), Outlook Client (26), Partner Portal (1), Partners Management (1), Performance (1), Plugin (2), Process (22), Product (9), Project Management (1), Project Management (CRM) (1), Queue (3), Quote (4), Record (7), Record Merge (1), Relationship (8), Release - Rollup (13), Report (9), Reporting (10), Ribbon (1), Role (15), Sales (CRM) (6), Sales (MS CRM) (10), Sales Literature (1), Scribe (2), SDK (1), Security (7), Service (CRM) (8), Service (MS CRM) (2), Settings (9), Sharepoint (11), Social CRM (6), Solution (9), Sure Step (2), Team (4), Testing (2), User (11), User Interface (MS CRM) (9), VB.NET (1), View (22), Web Resource (3), Workflow (8), Workplace (4), xRM (11)

Account (11)

Title: Importing Sample User Accounts
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Account, User

Title: #6 Increase Revenues from Existing Customers
Date: 2012/10/10 - Source: Zero2Ten
Keywords: Account, Contact

Title: #5 Improve Account Management
Date: 2012/10/10 - Source: Zero2Ten
Keywords: Account

Title: Importing Contacts and Accounts
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: Account, Contact, Import

Title: Parent Accounts and Sub-Accounts
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Account

Title: Episode 3 - How to bulk edit client details with CRM 2011
Date: 2012/03/02 - Source: XRM Solutions
Keywords: Account, Contact

Title: Episode 2 - Working with Leads, Contacts and Accounts
Date: 2012/02/04 - Source: XRM Solutions
Keywords: Account, Contact, Lead

Title: How to Add Contacts and Accounts in Microsoft Dynamics CRM 2011
Date: 2011/09/08 - Source: SeeLogic
Keywords: Account, Contact

Title: Account Management with Custom Activities
Date: 2011/07/31 - Source: Zero2Ten
Keywords: Account, Entity

Title: Learn how to get started with Microsoft CRM
Date: 2011/05/10 - Source: Pythagoras
Keywords: Account

Title: Classifying Accounts with Many-to-Many Relationships
Date: 2010/12/22 - Source: Richard Knudson
Keywords: Account, Relationship

Activity (9)

Title: Understanding Activities
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Activity

Title: Managing Your Activities 02
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Activity

Title: Managing Your Activities 01
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Activity

Title: Converting an Activity to an Opportunity
Date: 2012/08/07 - Source: The Success Portal by xRM.com
Keywords: Activity, Opportunity

Title: Free Open Training
Date: 2012/06/21 - Source: Webfortis
Keywords: Activity, Product, Lead

Title: Activities and Dashboards
Date: 2011/06/04 - Source: Richard Knudson
Keywords: Dashboard, Activity

Title: Learn how to use services to schedule service activities
Date: 2011/05/10 - Source: Pythagoras
Keywords: Activity, Service (MS CRM)

Title: Learn how to use activities and build a to do list
Date: 2011/05/10 - Source: Pythagoras
Keywords: Activity

Title: CRM 2011 - Core Features Training Part 3 - Activities
Date: 2011/02/11 - Source: IM Group UK
Keywords: Activity

Activity Feed (6)

Title: Microsoft Dynamics CRM December 2012 Service Update Activity Feeds New Features
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Release - Rollup, Activity Feed

Title: Using the Activity Feed
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Activity Feed

Title: Configuring Activity Feeds
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Activity Feed

Title: Uploading a Profile Picture
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Activity Feed

Title: Activity Feeds, What's New and Record Walls in Microsoft Dynamics CRM
Date: 2012/09/11 - Source: SeeLogic
Keywords: Activity Feed

Title: Activity Feeds Overview
Date: 2011/12/28 - Source: Sonoma Partners
Keywords: Activity Feed

Addon (9)

Title: Universal Search
Date: 2012/10/04 - Source: Sonoma Partners
Keywords: Addon (MS CRM)

Title: Dynamics CRM Add-Ons Survey: Results and How-To
Date: 2012/09/05 - Source: Richard Knudson
Keywords: Addon (MS CRM)

Title: View Everything about a Dynamics CRM Entity in One Window!
Date: 2012/04/02 - Source: PowerObjects
Keywords: Addon (MS CRM), Entity

Title: Maps for CRM Installation
Date: 2011/10/13 - Source: Planet Technologies
Keywords: Addon (MS CRM), Geolocation - Mapping

Title: Integrate Microsoft CRM with LinkedIn!
Date: 2011/06/15 - Source: Sonoma Partners
Keywords: Addon (MS CRM), LinkedIn

Title: Learn how to Setup the Customer Portal
Date: 2011/05/04 - Source: Pythagoras
Keywords: Addon (MS CRM), Azure

Title: Microsoft Dynamics CRM 2011 - Partner Portal
Date: 2011/05/02 - Source: Demo CRM Online's Channel
Keywords: Addon (MS CRM)

Title: Microsoft CRM 2011 - Setting up the Customer Portal
Date: 2011/03/29 - Source: Demo CRM Online's Channel
Keywords: Addon (MS CRM)

Title: Project Management for CRM 2011 Installation
Date: 2010/12/30 - Source: Planet Technologies
Keywords: Addon (MS CRM)

Administration (1)

Title: Managing System Jobs
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Administration (MS CRM)

Advanced Find (13)

Title: Using Advanced Find in Microsoft Dynamics CRM 2011
Date: 2012/12/31 - Source: SeeLogic
Keywords: Advanced Find

Title: How to Hide Fields in a Dynamics CRM Advanced Find
Date: 2012/12/05 - Source: Socius Corp
Keywords: Advanced Find

Title: CRMBizBook Webinar Series, Session 3 Part 1
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: Using Advanced Find and Personal Views in Microsoft Dynamics CRM
Date: 2012/11/01 - Source: Armanino McKenna LLP
Keywords: Advanced Find

Title: The Advanced Find In Depth
Date: 2012/09/20 - Source: Webfortis
Keywords: Advanced Find

Title: Using Lookup and Advanced Find
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Advanced Find, Lookup

Title: Advanced Find AND OR Logic
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Advanced Find

Title: Part 2: CRM 2011 Business Process Tips and Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: Using Advanced Find in Microsoft Dynamics CRM
Date: 2012/03/04 - Source: McGladrey Technology Consulting
Keywords: Advanced Find

Title: Episode 4 - Using Advanced Find to create views in CRM 2011
Date: 2012/02/29 - Source: XRM Solutions
Keywords: Advanced Find

Title: How to use Advanced Find in Microsoft CRM 2011
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: View, Advanced Find

Title: How to use Advanced Find and Create Personal Views in Dynamics CRM 2011
Date: 2012/01/30 - Source: Stephenvnoe's Channel
Keywords: Advanced Find

Title: CRM 2011 - Core Features Training Part 4 - Advanced Find
Date: 2011/02/11 - Source: IM Group UK
Keywords: Advanced Find

Announcement (2)

Title: How to Create Announcements in Dynamics CRM
Date: 2012/10/03 - Source: Socius Corp
Keywords: Announcement

Title: Creating Announcements
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Announcement

Attachment (1)

Title: Adding Notes and Attaching Files
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Note, Attachment

Auditing (8)

Title: Deleting Audit Logs
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Auditing

Title: Auditing
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Auditing

Title: Microsoft Dynamics CRM Auditing
Date: 2011/08/16 - Source: Pythagoras
Keywords: Auditing

Title: Using Auditing
Date: 2011/08/02 - Source: Zero2Ten
Keywords: Auditing

Title: CRM 2011 - Business Data Auditing Video
Date: 2011/01/31 - Source: ePartners UK
Keywords: Auditing

Title: Microsoft Dynamics CRM 2011: Auditing
Date: 2010/11/09 - Source: Demo CRM Online's Channel
Keywords: Auditing

Title: Auditing
Date: 2010/11/08 - Source: ePartners UK
Keywords: Auditing

Title: What's New in CRM 2011 - Auditing
Date: 2010/10/01 - Source: Sonoma Partners
Keywords: Auditing

Azure (7)

Title: Microsoft Dynamics CRM December 2012 Service Update Cross Browser New Features
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Release - Rollup, Browser

Business Unit (3)

Title: Creating Business Units
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Business Unit

Title: Learn how to set up business units - security roles - add users
Date: 2011/05/04 - Source: Pythagoras
Keywords: User, Role, Business Unit

Title: Configure Business Units, Security Roles, Teams, and add Users
Date: 2011/04/29 - Source: Demo CRM Online's Channel
Keywords: Team, User, Role, Business Unit

Campaign (16)

Title: How to add Campaign Responses in Microsoft Dynamics CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Campaign

Title: How to create Marketing Campaigns in Microsoft Dynamics CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Campaign

Title: How to add Quick Marketing Campaigns in Microsoft CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Campaign

Title: Working with Campaign Responses
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Viewing Campaign Results
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Relating Campaigns
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Creating a Quick Campaign
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Creating a Campaign Template
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Creating a Campaign
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Campaign

Title: Marketing Lists and Campaigns
Date: 2012/06/21 - Source: Webfortis
Keywords: Marketing List, Campaign

Title: How to use Campaign Responses in CRM 2011
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: Campaign

Title: Add Marketing Capabilities
Date: 2011/07/26 - Source: Zero2Ten
Keywords: Marketing List, Campaign

Title: Learn how to boost sales with a quick campaign
Date: 2011/05/10 - Source: Pythagoras
Keywords: Campaign

Title: Microsoft Dynamics CRM Campaigns
Date: 2011/04/19 - Source: Pythagoras
Keywords: Campaign

Title: CRM 2011 - Marketing Training Part 3 - Quick Campaigns
Date: 2011/02/11 - Source: IM Group UK
Keywords: Campaign

Title: CRM 2011 - Marketing Training Part 2 - Campaigns
Date: 2011/02/11 - Source: IM Group UK
Keywords: Campaign

Case (6)

Title: Tracking Customer Cases on your CRM Dashboard
Date: 2013/01/22 - Source: P2Automation
Keywords: Dashboard, Case

Title: How to use Cases and the Service Calendar in Microsoft CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Case

Title: Canceling and Reactivating Cases
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Case

Title: How to add Cases in Microsoft Dynamics CRM 2011
Date: 2012/01/19 - Source: SeeLogic
Keywords: Case

Title: Learn how to get started with Cases
Date: 2011/05/06 - Source: Pythagoras
Keywords: Case

Title: Microsoft CRM Case management and customer experience
Date: 2011/04/05 - Source: Pythagoras
Keywords: Case

Case Study (3)

Title: Liberty University uses Dynamics CRM
Date: 2011/06/03 - Source: Microsoft Showcase
Keywords: Case Study (MS CRM)

Title: Learn what the experts say about Microsoft CRM
Date: 2011/05/26 - Source: Pythagoras
Keywords: Case Study (MS CRM)

Title: Microsoft CRM - Learn some of the reasons people choose Microsoft CRM
Date: 2011/04/19 - Source: Pythagoras
Keywords: Case Study (MS CRM)

Chart (8)

Title: Exporting and Importing System Charts
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Chart

Title: Creating a System Chart
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Chart

Title: Workflows, Charts, Dashboards and Views
Date: 2012/08/15 - Source: Webfortis
Keywords: Workflow, Chart, Dashboard, View

Title: Creating a User Chart
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Chart

Title: Philadelphia CRMUG Chapter Meeting, July 24 2012: Richard Knudson on Views, Charts and Dashboards
Date: 2012/07/24 - Source: Richard Knudson
Keywords: Chart, Dashboard, View

Title: CRM 2011 Charts Views and Grids
Date: 2011/01/21 - Source: Richard Knudson
Keywords: Chart, View

Title: MS CRM 2011 Dashboards and Charts
Date: 2010/12/23 - Source: GCC Innova
Keywords: Chart, Dashboard

Title: What's New in CRM 2011 - Charts
Date: 2010/09/21 - Source: Sonoma Partners
Keywords: Chart

Cloud - Saas (2)

Title: Cloud Technologies, Windows Azure and Dynamics CRM with George Doubinski
Date: 2012/04/20 - Source: SSW TV
Keywords: Dynamics CRM 2011, Cloud - Saas, Azure

Title: Convergence 2012 Highlights: Cloud
Date: 2012/04/05 - Source: Richard Knudson
Keywords: Dynamics CRM 2011, Cloud - Saas

Competitor (1)

Title: Creating a Competitor
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Competitor

Connection (5)

Title: Creating Connections
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Connection

Title: Working with Connections
Date: 2011/07/28 - Source: Zero2Ten
Keywords: Connection

Title: CRM 2011 - Business Connections Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Connection

Title: What's New in CRM 2011 - Connections
Date: 2010/10/01 - Source: Sonoma Partners
Keywords: Connection

Title: Connections
Date: 2010/09/17 - Source: Invocady
Keywords: Connection

Contact (7)

Title: #6 Increase Revenues from Existing Customers
Date: 2012/10/10 - Source: Zero2Ten
Keywords: Account, Contact

Title: Importing Contacts and Accounts
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: Account, Contact, Import

Title: Episode 3 - How to bulk edit client details with CRM 2011
Date: 2012/03/02 - Source: XRM Solutions
Keywords: Account, Contact

Title: Episode 2 - Working with Leads, Contacts and Accounts
Date: 2012/02/04 - Source: XRM Solutions
Keywords: Account, Contact, Lead

Title: How to Add Contacts and Accounts in Microsoft Dynamics CRM 2011
Date: 2011/09/08 - Source: SeeLogic
Keywords: Account, Contact

Title: Integration with Constant Contact
Date: 2011/08/12 - Source: Zero2Ten
Keywords: Contact

Title: Learn how contacts work in CRM
Date: 2011/05/17 - Source: Pythagoras
Keywords: Contact

Contract (5)

Title: Creating a Contract Template
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Contract

Title: Creating a Contract
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Contract

Title: Adding a Contract Line
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Contract

Title: How to use Contracts in Microsoft Dynamics CRM 2011
Date: 2012/01/19 - Source: SeeLogic
Keywords: Contract

Title: learn how to manage contracts in MS CRM
Date: 2011/05/06 - Source: Pythagoras
Keywords: Contract

CRM Strategy (1)

Title: Microsoft Dynamics CRM 2011 - Strategy for Lowering CoGs
Date: 2011/05/03 - Source: Microsoft Dynamics CRM
Keywords: Dynamics CRM 2011, CRM Strategy

Currency (1)

Title: Adding a Currency
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Currency

Customization (14)

Title: Customizing Microsoft Dynamics CRM 2011
Date: 2011/09/22 - Source: Webfortis
Keywords: Customization (MS CRM)

Title: Learn how to personalise Microsoft CRM
Date: 2011/09/08 - Source: Pythagoras
Keywords: Customization (MS CRM)

Title: How to Customize Microsoft Dynamics CRM 2011 Online
Date: 2011/08/22 - Source: Planet Technologies
Keywords: Customization (MS CRM), Dynamics CRM Online

Title: Learn to personalize Microsoft CRM
Date: 2011/06/28 - Source: Pythagoras
Keywords: Customization (MS CRM)

Title: Learn how to quickly customise Microsoft CRM
Date: 2011/05/19 - Source: Pythagoras
Keywords: Customization (MS CRM)

Title: Learn how it can be tailored for your business
Date: 2011/05/17 - Source: Pythagoras
Keywords: Customization (MS CRM)

Title: Microsoft CRM 2011 - Learn how to personalise Microsoft CRM
Date: 2011/04/01 - Source: Pythagoras
Keywords: Customization (MS CRM)

Title: CRM 2011 - Advanced Personalization Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Customization (MS CRM)

Title: Declarative Programming Model in Microsoft Dynamics CRM 2011
Date: 2011/01/21 - Source: Microsoft Dynamics CRM
Keywords: Customization (MS CRM)

Title: Personalizing Microsoft Dynamics CRM 2011
Date: 2011/01/17 - Source: Microsoft Dynamics CRM
Keywords: Customization (MS CRM)

Title: Microsoft Dynamics CRM 2011- Advanced Personalization
Date: 2010/10/26 - Source: InfoGrow
Keywords: Customization (MS CRM)

Title: Personalizing Microsoft Dynamics CRM 2011 with Rich Dickinson
Date: 2010/10/21 - Source: Microsoft Dynamics CRM
Keywords: Customization (MS CRM)

Title: CRM 2011 What's New Session1 - Customization Demo
Date: 2010/09/24 - Source: Richard Knudson
Keywords: Customization (MS CRM)

Title: Customisation
Date: 2010/09/22 - Source: ePartners UK
Keywords: Customization (MS CRM)

Dashboard (15)

Title: Tracking Customer Cases on your CRM Dashboard
Date: 2013/01/22 - Source: P2Automation
Keywords: Dashboard, Case

Title: Dashboard Demonstration
Date: 2012/09/07 - Source: Pythagoras
Keywords: Dashboard

Title: Live Dashboards
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Dashboard

Title: Editing a System Dashboard
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Dashboard

Title: Workflows, Charts, Dashboards and Views
Date: 2012/08/15 - Source: Webfortis
Keywords: Workflow, Chart, Dashboard, View

Title: Philadelphia CRMUG Chapter Meeting, July 24 2012: Richard Knudson on Views, Charts and Dashboards
Date: 2012/07/24 - Source: Richard Knudson
Keywords: Chart, Dashboard, View

Title: Activities and Dashboards
Date: 2011/06/04 - Source: Richard Knudson
Keywords: Dashboard, Activity

Title: Creating a User Adoption Dashboard
Date: 2011/05/12 - Source: Zero2Ten
Keywords: Dashboard

Title: Microsoft CRM 2011 - Learn how to setup Dashboards
Date: 2011/04/05 - Source: Pythagoras
Keywords: Dashboard

Title: Dashboards in Microsoft Dynamics CRM 2011
Date: 2011/03/21 - Source: Microsoft Dynamics CRM
Keywords: Dashboard

Title: CRM 2011 - Live Dashboards Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Dashboard

Title: MS CRM 2011 Dashboards and Charts
Date: 2010/12/23 - Source: GCC Innova
Keywords: Chart, Dashboard

Title: Microsoft CRM 2011 Demo - Live Dashboards
Date: 2010/10/26 - Source: InfoGrow
Keywords: Dashboard

Title: What's New in CRM 2011 - Dashboards
Date: 2010/09/21 - Source: Sonoma Partners
Keywords: Dashboard

Title: Dashboards
Date: 2010/09/10 - Source: ePartners UK
Keywords: Dashboard

Data (3)

Title: Dynamics CRM Sample Data
Date: 2013/01/04 - Source: Rick Davey
Keywords: Data

Title: How to Find Data in Microsoft Dynamics CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Data

Title: Convergence 2012 Highlights Webinar: Introduction and Big Data
Date: 2012/04/04 - Source: Richard Knudson
Keywords: Data

Development (1)

Title: CRM 2011 - DOT NET 4 Extensibility Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Development (MS CRM), Geolocation - Mapping

Dialog (7)

Title: Create a Dialog 01
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Dialog

Title: Create a Dialog
Date: 2011/09/20 - Source: Pythagoras
Keywords: Dialog

Title: Round-Robin Lead Assignment using CRM 2011 Dialog Processes
Date: 2011/08/09 - Source: Richard Knudson
Keywords: Dialog

Title: CRM 2011 Dialogs, Data Types and Recursion
Date: 2011/08/01 - Source: Richard Knudson
Keywords: Dialog

Title: Dynamic Queries in CRM 2011 Dialogs
Date: 2011/03/28 - Source: Richard Knudson
Keywords: Dialog

Title: Microsoft Dynamics CRM 2011 - How to make "Dialogs"
Date: 2010/11/12 - Source: Demo CRM Online's Channel
Keywords: Dialog

Title: What's New in CRM 2011 - Dialogs
Date: 2010/09/29 - Source: Sonoma Partners
Keywords: Dialog

Document Management (7)

Title: Enabling Document Management
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: Document Management

Title: Adding a Document Location
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Document Management

Title: CRM 2011 Document Management with Sharepoint 2010
Date: 2011/07/13 - Source: GCC Innova
Keywords: Sharepoint, Document Management

Title: How to use Document Management in Dynamics CRM 2011
Date: 2011/06/13 - Source: Magnetism
Keywords: Sharepoint, Document Management

Title: Setting up Document Management with SharePoint 2010 for Dynamics CRM 2011
Date: 2011/06/10 - Source: Magnetism
Keywords: Sharepoint, Document Management

Title: CRM 2011 - SharePoint Document Management
Date: 2011/01/31 - Source: ePartners UK
Keywords: Sharepoint, Document Management

Title: Document Management with Microsoft Dynamics CRM 2011 and SharePoint
Date: 2011/01/17 - Source: Microsoft Dynamics CRM
Keywords: Sharepoint, Document Management

Duplicate Detection (5)

Title: Duplicate Detection Rules
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Duplicate Detection

Title: Checking for Duplicates
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Duplicate Detection

Title: Microsoft CRM duplicate detection
Date: 2011/09/13 - Source: Pythagoras
Keywords: Duplicate Detection

Title: Learn how duplicate detection works
Date: 2011/05/04 - Source: Pythagoras
Keywords: Duplicate Detection

Title: Microsoft Dynamics CRM Online - Data Duplicate Detection
Date: 2010/05/20 - Source: Demo CRM Online's Channel
Keywords: Duplicate Detection

Dynamics CRM 2011 (23)

Title: #10 Improve Overall Operational Efficiency
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Dynamics CRM 2011

Title: View a Microsoft Dynamics CRM Demo
Date: 2012/10/04 - Source: Socius Corp
Keywords: Dynamics CRM 2011

Title: 4 Ways to be More Social and Mobile with Microsoft Dynamics CRM
Date: 2012/09/25 - Source: Zero2Ten
Keywords: Dynamics CRM 2011, Mobility, Social CRM

Title: Microsoft Dynamics CRM and Excel - A powerful combination
Date: 2012/08/15 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Excel

Title: Cloud Technologies, Windows Azure and Dynamics CRM with George Doubinski
Date: 2012/04/20 - Source: SSW TV
Keywords: Dynamics CRM 2011, Cloud - Saas, Azure

Title: Convergence 2012 Highlights: Cloud
Date: 2012/04/05 - Source: Richard Knudson
Keywords: Dynamics CRM 2011, Cloud - Saas

Title: Episode 1 - Getting started with CRM 2011
Date: 2012/01/30 - Source: XRM Solutions
Keywords: Dynamics CRM 2011

Title: Microsoft Dynamics CRM "the Power of Productivity"
Date: 2012/01/18 - Source: Microsoft Dynamics
Keywords: Dynamics CRM 2011

Title: Microsoft Dynamics CRM 2011 Overview
Date: 2011/09/23 - Source: Rick Davey
Keywords: Dynamics CRM 2011

Title: An Overview of Microsoft Dynamics CRM 2011
Date: 2011/09/08 - Source: SeeLogic
Keywords: Dynamics CRM 2011

Title: Microsoft CRM - Office and Sharepoint - Part 2
Date: 2011/08/04 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint, Office

Title: Microsoft CRM - Office and Sharepoint - Part 1
Date: 2011/08/04 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint, Office

Title: Microsoft Dynamics CRM Overview
Date: 2011/07/26 - Source: Pythagoras
Keywords: Dynamics CRM 2011

Title: Microsoft Dynamics CRM 2011 Overview
Date: 2011/07/05 - Source: Pythagoras
Keywords: Dynamics CRM 2011

Title: Learn about Social CRM
Date: 2011/07/05 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Social CRM

Title: TechEd NA 2011 Session Recording: CRM and SharePoint
Date: 2011/06/16 - Source: Girish Raja
Keywords: Sharepoint

Title: SharePoint 2010 and CRM 2011 Integration - List Component and Contextual Search
Date: 2011/05/24 - Source: Richard Knudson
Keywords: Dynamics CRM 2011, Sharepoint

Title: Microsoft Dynamics CRM 2011 - Strategy for Lowering CoGs
Date: 2011/05/03 - Source: Microsoft Dynamics CRM
Keywords: Dynamics CRM 2011, CRM Strategy

Title: Microsoft CRM Demo
Date: 2011/04/19 - Source: Pythagoras
Keywords: Dynamics CRM 2011

Title: Microsoft Dynamics CRM 2011 Demo
Date: 2011/04/14 - Source: Pythagoras
Keywords: Dynamics CRM 2011

Title: CRM 2011 Overview
Date: 2011/04/06 - Source: Zero2Ten
Keywords: Dynamics CRM 2011

Title: Microsoft CRM and SharePoint
Date: 2011/04/01 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint

Title: Microsoft Dynamics CRM 2011 Getting Started
Date: 2011/01/16 - Source: ePartners UK
Keywords: Dynamics CRM 2011

Dynamics CRM Online (19)

Title: CRM Online & Windows Azure: Configuring Single Sign On (SSO)
Date: 2013/01/27 - Source: Marc Schweigert
Keywords: Dynamics CRM Online, Azure

Title: CRM Online & Windows Azure: Improving the SSO experience
Date: 2013/01/14 - Source: Marc Schweigert
Keywords: Dynamics CRM Online, Azure

Title: Microsoft Dynamics CRM December 2012 Service Update CRM Online New Features
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Dynamics CRM Online, Release - Rollup

Title: How to Set Up a Live ID
Date: 2012/09/26 - Source: Socius Corp
Keywords: Dynamics CRM Online, Installation - Deployment - Architecture (MS CRM)

Title: Optimizing Performance for CRM Online 2011
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: Dynamics CRM Online, Performance

Title: CRM Online Office 365 Takeover, Session 1
Date: 2012/07/26 - Source: Richard Knudson
Keywords: Dynamics CRM Online, Office 365

Title: Microsoft Dynamics CRM Trial Set Up
Date: 2012/03/12 - Source: Webfortis
Keywords: Dynamics CRM Online, Installation - Deployment - Architecture (MS CRM)

Title: How to Customize Microsoft Dynamics CRM 2011 Online
Date: 2011/08/22 - Source: Planet Technologies
Keywords: Customization (MS CRM), Dynamics CRM Online

Title: Microsoft Dynamics CRM 2011 Overview
Date: 2011/07/14 - Source: Demo CRM Online's Channel
Keywords: Dynamics CRM Online

Title: SSRS Reports in CRM 2011 Online
Date: 2011/05/02 - Source: Richard Knudson
Keywords: Report, Dynamics CRM Online

Title: Connected Cloud
Date: 2011/04/27 - Source: Pythagoras
Keywords: Dynamics CRM Online, Office, Azure

Title: Microsoft CRM 2011 Office Integration
Date: 2011/04/27 - Source: Pythagoras
Keywords: Dynamics CRM Online, Office

Title: CRM Online & Office 365
Date: 2011/04/25 - Source: Microsoft Dynamics CRM
Keywords: Dynamics CRM Online, Office 365

Title: Connected Cloud Demo
Date: 2011/04/22 - Source: Microsoft Dynamics CRM
Keywords: Dynamics CRM Online, Office, Azure

Title: CRM Online Quick Start Template Overview
Date: 2011/04/19 - Source: Zero2Ten
Keywords: Dynamics CRM Online

Title: Microsoft Dynamics
Date: 2011/04/05 - Source: Pythagoras
Keywords: Dynamics CRM Online

Title: Microsoft CRM and Office better together!
Date: 2011/03/24 - Source: Demo CRM Online's Channel
Keywords: Dynamics CRM Online, Office

Title: Microsoft Dynamics CRM 2011 Online
Date: 2010/12/02 - Source: Pythagoras
Keywords: Dynamics CRM Online

Title: Microsoft CRM Online Demo
Date: 2010/10/22 - Source: InfoGrow
Keywords: Dynamics CRM Online

Email (5)

Title: Sending Direct E-mail Messages
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Email

Title: Creating an Email Template
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Email

Title: E-mail a Link
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Email

Title: Create and apply e-mail templates
Date: 2011/09/29 - Source: Microsoft Dynamics
Keywords: Email

Title: Keeping on top of your Pipeline
Date: 2011/05/28 - Source: Zero2Ten
Keywords: Email, Opportunity

Entity (6)

Title: Creating a Custom Entity
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Entity

Title: View Everything about a Dynamics CRM Entity in One Window!
Date: 2012/04/02 - Source: PowerObjects
Keywords: Addon (MS CRM), Entity

Title: Account Management with Custom Activities
Date: 2011/07/31 - Source: Zero2Ten
Keywords: Account, Entity

Title: Creating Custom Entities
Date: 2011/05/07 - Source: Zero2Ten
Keywords: Entity

Title: Learn how to create entities and fields whilst importing data
Date: 2011/05/04 - Source: Pythagoras
Keywords: Entity, Import

Title: CRM 2011: Customize Entities and Fields via Data Import Wizard
Date: 2011/04/28 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Entity, Import

Excel (2)

Title: Exporting Static Data to Excel
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Excel

Title: Microsoft Dynamics CRM and Excel - A powerful combination
Date: 2012/08/15 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Excel

Facebook (1)

Title: Comparaison entre Google et Facebook
Date: 2011/11/15 - Source: WebActus
Keywords: Market Analysis, Facebook, Google

Field - Attribute (15)

Title: Editing Required Fields
Date: 2012/12/13 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute

Title: Field Level Security
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute, Security

Title: Creating a Custom Field
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute

Title: Adding Fields and Configuring Forms 02
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute, Form

Title: Part 1: CRM 2011 Business Process Tips and Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process, Field - Attribute

Title: Working with Required Fields in Microsoft Dynamics CRM 2011
Date: 2011/12/15 - Source: Zero2Ten
Keywords: Field - Attribute

Title: Dynamics CRM 2011 Field-Level Security
Date: 2011/07/10 - Source: Richard Knudson
Keywords: Field - Attribute, Security

Title: CRM 2011: Customize Entities and Fields via Data Import Wizard
Date: 2011/04/28 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Entity, Import

Title: Learn how to Configure fields and forms
Date: 2011/04/27 - Source: Pythagoras
Keywords: Field - Attribute, Form

Title: Learn How to apply field level security
Date: 2011/04/27 - Source: Pythagoras
Keywords: Field - Attribute, Security

Title: CRM 2011: How to apply field level security
Date: 2011/04/26 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Security

Title: CRM 2011 Administration - Configure Fields and Forms
Date: 2011/04/25 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Form

Title: Customization Toolkit Overview
Date: 2011/03/17 - Source: Zero2Ten
Keywords: View, Field - Attribute, Form, Reporting

Title: Field Level Security
Date: 2010/11/08 - Source: ePartners UK
Keywords: Field - Attribute, Security

Title: Searchable (field)
Date: 2010/09/16 - Source: Richard Knudson
Keywords: Field - Attribute

Form (15)

Title: Microsoft Dynamics CRM December 2012 Service Update User Interface New Features Form Infrastructure
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Form, Release - Rollup

Title: Role Tailored Forms
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Form, Role

Title: Adding Fields and Configuring Forms 02
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute, Form

Title: Dynamic Forms by Sonoma Partners
Date: 2012/05/22 - Source: Sonoma Partners
Keywords: Form

Title: CRM 2011 Series - Creating Role Based Forms
Date: 2011/06/17 - Source: Zero2Ten
Keywords: Form

Title: Creating Role Based Forms
Date: 2011/06/17 - Source: Zero2Ten
Keywords: Form, Role

Title: Learn How To Create Role Tailored Forms
Date: 2011/04/27 - Source: Pythagoras
Keywords: Form, Role

Title: Learn how to Configure fields and forms
Date: 2011/04/27 - Source: Pythagoras
Keywords: Field - Attribute, Form

Title: CRM 2011 Administration - Configure Fields and Forms
Date: 2011/04/25 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Form

Title: CRM 2011: How To Create Role Tailored Forms
Date: 2011/04/25 - Source: Demo CRM Online's Channel
Keywords: Form, Role

Title: Customization Toolkit Overview
Date: 2011/03/17 - Source: Zero2Ten
Keywords: View, Field - Attribute, Form, Reporting

Title: CRM 2011 - Core Features Training Part 2 - Forms & Records
Date: 2011/02/11 - Source: IM Group UK
Keywords: Form, Record

Title: CRM 2011 - Role Tailored Forms
Date: 2011/01/31 - Source: ePartners UK
Keywords: Form, Role

Title: CRM 2011 - Declarative Model Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Form

Title: What's New in CRM 2011 - Form Enhancements Part 2 (Sub-Grids and SharePoint)
Date: 2010/09/28 - Source: Sonoma Partners
Keywords: View, Form, Sharepoint

Geolocation - Mapping (2)

Title: Maps for CRM Installation
Date: 2011/10/13 - Source: Planet Technologies
Keywords: Addon (MS CRM), Geolocation - Mapping

Title: CRM 2011 - DOT NET 4 Extensibility Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Development (MS CRM), Geolocation - Mapping

Goal Management (19)

Title: #2 Improve Forecasting Accuracy & Quota Visibility
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Goal Management

Title: Creating a Goal Metric
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Goal Management

Title: Dynamics CRM 2011 Goal Tricks
Date: 2012/09/11 - Source: Richard Knudson
Keywords: Goal Management

Title: Dynamics CRM Goals and Goal Metrics
Date: 2012/08/22 - Source: Webfortis
Keywords: Goal Management

Title: Creating, Managing and Updating the Product Catalog and Goals
Date: 2012/08/16 - Source: Webfortis
Keywords: Product, Goal Management

Title: Goal Management
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Goal Management

Title: Creating a Child Goal
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Goal Management

Title: Goal Management in Microsoft CRM
Date: 2011/09/08 - Source: Pythagoras
Keywords: Goal Management

Title: Microsoft CRM Goals
Date: 2011/08/16 - Source: Pythagoras
Keywords: Goal Management

Title: Managing Goals
Date: 2011/05/21 - Source: Zero2Ten
Keywords: Reporting, Goal Management

Title: Microsoft CRM - Goal Management
Date: 2011/04/01 - Source: Pythagoras
Keywords: Goal Management

Title: Dynamics CRM 2011 Goal Management: Understanding Goal Criteria
Date: 2011/03/07 - Source: Richard Knudson
Keywords: Goal Management

Title: CRM 2011 - Flexible Goal Management Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Goal Management

Title: Goals and Goal Metrics
Date: 2010/11/08 - Source: ePartners UK
Keywords: Goal Management

Title: Flexible Goal Management in Microsoft Dynamics CRM 2011
Date: 2010/11/02 - Source: Microsoft Dynamics CRM
Keywords: Goal Management

Title: CRM 2011 Goals - Marketing Goals
Date: 2010/10/30 - Source: Richard Knudson
Keywords: Goal Management, Marketing

Title: CRM 2011 - Goals: Sales Goals
Date: 2010/10/30 - Source: Richard Knudson
Keywords: Goal Management, Sales (MS CRM)

Title: CRM 2011 - Goals: Intro
Date: 2010/10/30 - Source: Richard Knudson
Keywords: Goal Management

Title: What's New in CRM 2011 Session 2: Goal Metrics and Goals
Date: 2010/10/11 - Source: Richard Knudson
Keywords: Goal Management

Google (1)

Title: Comparaison entre Google et Facebook
Date: 2011/11/15 - Source: WebActus
Keywords: Market Analysis, Facebook, Google

IFD (2)

Title: Introducing Microsoft Dynamics CRM 2011 Claims-based Authentication
Date: 2011/04/05 - Source: Microsoft Dynamics CRM
Keywords: IFD

Title: IFD for Microsoft Dynamics CRM 2011
Date: 2011/01/13 - Source: Microsoft Dynamics CRM
Keywords: IFD

Import (13)

Title: Importing Contacts and Accounts
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: Account, Contact, Import

Title: Using the Import Data Wizard
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Import

Title: Episode 5 - Importing and Exporting data into CRM 2011
Date: 2012/04/26 - Source: XRM Solutions
Keywords: Import

Title: Learn about Data Imports Using Templates
Date: 2011/07/26 - Source: Pythagoras
Keywords: Import

Title: CRM 2011 Data Imports Using Templates
Date: 2011/07/13 - Source: Demo CRM Online's Channel
Keywords: Import

Title: CRM 2011 Export, Clean and Import
Date: 2011/06/17 - Source: Zero2Ten
Keywords: Import

Title: MS CRM 2011 Data Imports and Data Enrichment
Date: 2011/06/14 - Source: GCC Innova
Keywords: Import

Title: Learn how to prepare data ready for importing
Date: 2011/05/10 - Source: Pythagoras
Keywords: Import

Title: Learn how to create entities and fields whilst importing data
Date: 2011/05/04 - Source: Pythagoras
Keywords: Entity, Import

Title: CRM 2011: Customize Entities and Fields via Data Import Wizard
Date: 2011/04/28 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Entity, Import

Title: Data Importing
Date: 2011/03/20 - Source: Zero2Ten
Keywords: Import

Title: Sample Data Import Steps
Date: 2011/03/03 - Source: Richard Knudson
Keywords: Import

Title: Data Import
Date: 2010/09/17 - Source: ePartners UK
Keywords: Import

Installation - Deployment - Architecture (6)

Title: How to Set Up a Live ID
Date: 2012/09/26 - Source: Socius Corp
Keywords: Dynamics CRM Online, Installation - Deployment - Architecture (MS CRM)

Title: Outlook Client Installation
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Title: Microsoft Dynamics CRM Trial Set Up
Date: 2012/03/12 - Source: Webfortis
Keywords: Dynamics CRM Online, Installation - Deployment - Architecture (MS CRM)

Title: Upgrading Connector for Microsoft Dynamics to the latest version
Date: 2012/01/13 - Source: Microsoft Dynamics
Keywords: Installation - Deployment - Architecture (MS CRM)

Title: Learn how to install the Outlook Client
Date: 2011/07/26 - Source: Pythagoras
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Title: Installing the CRM 2011 Outlook Client
Date: 2011/07/12 - Source: Demo CRM Online's Channel
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Integration (1)

Title: Learn how the connector works for Microsoft Dynamics
Date: 2011/05/19 - Source: Pythagoras
Keywords: Integration

Invoice (2)

Title: Creating an Invoice
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Invoice

Title: CRM 2011: Sales Overview: Quotes, Orders, & Invoice
Date: 2011/06/30 - Source: Demo CRM Online's Channel
Keywords: Order, Invoice, Quote

JavaScript (1)

Title: Unit testing CRM 2011 JavaScript web resources
Date: 2012/11/27 - Source: Marc Schweigert
Keywords: JavaScript, Testing

JQuery (1)

Title: JQuery Introduction Videos
Date: 2011/04/20 - Source: Ben Hosking
Keywords: JQuery

Knowledge Article (7)

Title: Using the Knowledge Base and Creating New Articles in Microsoft Dynamics CRM
Date: 2012/11/05 - Source: Armanino McKenna LLP
Keywords: Knowledge Article

Title: Publishing a Knowledge Base Article
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Knowledge Article

Title: Creating Article Templates
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Knowledge Article

Title: Adding and Editing Subjects
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Knowledge Article

Title: Creating and Submitting a Knowledge Base Article
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Knowledge Article

Title: How to use Subjects and Articles in Microsoft Dynamics CRM 2011
Date: 2012/02/03 - Source: SeeLogic
Keywords: Knowledge Article

Title: Learn how to organise articles for your business
Date: 2011/05/10 - Source: Pythagoras
Keywords: Knowledge Article

Lead (11)

Title: #8 Increase Leads & Build Pipeline
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Lead

Title: #4 Improve Lead Handling & Responsiveness
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Lead

Title: Qualifying and Converting Leads in Microsoft Dynamics CRM
Date: 2012/10/10 - Source: Armanino McKenna LLP
Keywords: Lead

Title: Create and Qualify Leads
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Lead

Title: Internet Lead Capture
Date: 2012/07/11 - Source: Webfortis
Keywords: Lead

Title: Free Open Training
Date: 2012/06/21 - Source: Webfortis
Keywords: Activity, Product, Lead

Title: Importing Leads
Date: 2012/05/01 - Source: Cole Systems
Keywords: Lead

Title: Episode 2 - Working with Leads, Contacts and Accounts
Date: 2012/02/04 - Source: XRM Solutions
Keywords: Account, Contact, Lead

Title: How to Add and Qualify a Lead in Microsoft Dynamics CRM 2011
Date: 2011/09/08 - Source: SeeLogic
Keywords: Lead

Title: Learn all about how leads work in Microsoft CRM
Date: 2011/05/04 - Source: Pythagoras
Keywords: Lead

Title: CRM 2011 - Marketing Training Part 1 - Leads & Lists
Date: 2011/02/11 - Source: IM Group UK
Keywords: Marketing List, Lead

Licencing (1)

Title: Microsoft Dynamics CRM 2011 - Pricing and Licensing
Date: 2011/05/03 - Source: Microsoft Dynamics CRM
Keywords: Licencing

LinkedIn (1)

Title: Integrate Microsoft CRM with LinkedIn!
Date: 2011/06/15 - Source: Sonoma Partners
Keywords: Addon (MS CRM), LinkedIn

Lookup (3)

Title: Using Lookup and Advanced Find
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Advanced Find, Lookup

Title: CRM 2011 Relationships and Filtered Lookups
Date: 2010/12/02 - Source: Richard Knudson
Keywords: Relationship, Lookup

Title: CRM 2011 1:N Relationships and Filtered Lookups
Date: 2010/11/30 - Source: Richard Knudson
Keywords: Relationship, Lookup

Mail Merge (5)

Title: Creating a Mail Merge Template
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Mail Merge

Title: Security Roles, Mail Merge and More
Date: 2012/07/11 - Source: Webfortis
Keywords: Mail Merge, Role

Title: CRM 2011 Quote Mail Merge Template Spacing Tricks
Date: 2012/01/13 - Source: Stephenvnoe's Channel
Keywords: Mail Merge, Quote

Title: Learn how to Mail Merge
Date: 2011/05/19 - Source: Pythagoras
Keywords: Mail Merge

Title: Microsoft Dynamics CRM Online - Mail Merge
Date: 2010/05/20 - Source: Demo CRM Online's Channel
Keywords: Mail Merge

Market Analysis (1)

Title: Comparaison entre Google et Facebook
Date: 2011/11/15 - Source: WebActus
Keywords: Market Analysis, Facebook, Google

Marketing (1)

Title: Microsoft Dynamics CRM Marketing Functionality
Date: 2012/12/19 - Source: Socius Corp
Keywords: Marketing

Marketing (MS CRM) (4)

Title: #3 Better Support for Management Decision Making
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Marketing

Title: Microsoft CRM marketing scenario
Date: 2011/04/01 - Source: Pythagoras
Keywords: Marketing

Title: Maximizing Marketing Impact
Date: 2011/01/21 - Source: Microsoft Dynamics CRM
Keywords: Marketing

Title: CRM 2011 Goals - Marketing Goals
Date: 2010/10/30 - Source: Richard Knudson
Keywords: Goal Management, Marketing

Marketing List (13)

Title: How to create Marketing Lists in Microsoft CRM 2011
Date: 2013/01/02 - Source: SeeLogic
Keywords: Marketing List

Title: Intro to Marketing Lists in Microsoft Dynamics CRM
Date: 2012/10/10 - Source: Armanino McKenna LLP
Keywords: Marketing List

Title: Dynamic Marketing List
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Marketing List

Title: Merging Marketing Lists
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Marketing List

Title: Evaluating and Removing Members of a Marketing List
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Marketing List

Title: Marketing Lists and Campaigns
Date: 2012/06/21 - Source: Webfortis
Keywords: Marketing List, Campaign

Title: Add a Quicklist in Microsoft CRM Dynamics
Date: 2011/09/20 - Source: Rose Business Solution
Keywords: Marketing List

Title: Add Marketing Capabilities
Date: 2011/07/26 - Source: Zero2Ten
Keywords: Marketing List, Campaign

Title: Learn how to use Marketing lists
Date: 2011/05/10 - Source: Pythagoras
Keywords: Marketing List

Title: Microsoft CRM Dynamics Marketing lists
Date: 2011/04/01 - Source: Pythagoras
Keywords: Marketing List

Title: CRM 2011 - Marketing Training Part 1 - Leads & Lists
Date: 2011/02/11 - Source: IM Group UK
Keywords: Marketing List, Lead

Title: What's New in CRM 2011: Dynamic Marketing Lists
Date: 2010/10/25 - Source: Demo CRM Online's Channel
Keywords: Marketing List

Title: Marketing List
Date: 2010/10/06 - Source: ePartners UK
Keywords: Marketing List

Marketplace (1)

Title: Getting started with the CRM 2011 Windows Store app sample
Date: 2012/12/01 - Source: Marc Schweigert
Keywords: Marketplace

Mobile Express (1)

Title: Using Mobile Express
Date: 2011/08/10 - Source: Zero2Ten
Keywords: Mobile Express

Mobility (2)

Title: Adding Notes and Attaching Files
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Note, Attachment

Office (7)

Title: CRM Online Office 365 Takeover, Session 1
Date: 2012/07/26 - Source: Richard Knudson
Keywords: Dynamics CRM Online, Office 365

Title: CRM Online & Office 365
Date: 2011/04/25 - Source: Microsoft Dynamics CRM
Keywords: Dynamics CRM Online, Office 365

Opportunity (6)

Title: Creating an Opportunity
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Opportunity

Title: Converting an Activity to an Opportunity
Date: 2012/08/07 - Source: The Success Portal by xRM.com
Keywords: Activity, Opportunity

Title: How to work with Opportunities in Microsoft Dynamics CRM 2011
Date: 2012/01/19 - Source: SeeLogic
Keywords: Opportunity

Title: Keeping on top of your Pipeline
Date: 2011/05/28 - Source: Zero2Ten
Keywords: Email, Opportunity

Title: Learn how to manage Opportunities
Date: 2011/05/06 - Source: Pythagoras
Keywords: Opportunity

Title: Creating Workflows
Date: 2011/03/29 - Source: Zero2Ten
Keywords: Workflow, Opportunity

Option Set (3)

Title: How to Define Global Option Sets in Dynamics CRM
Date: 2013/01/16 - Source: Socius Corp
Keywords: Option Set

Title: Creating an Option Set
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Option Set

Title: CRM 2011 Global Option Sets
Date: 2010/12/02 - Source: Richard Knudson
Keywords: Option Set

Order (1)

Title: CRM 2011: Sales Overview: Quotes, Orders, & Invoice
Date: 2011/06/30 - Source: Demo CRM Online's Channel
Keywords: Order, Invoice, Quote

Outlook Client (26)

Title: Conditional Formatting
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Grouping Records in CRM for Outlook
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Adjusting Column Headings and Rows
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Flagging Items for Follow Up
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: Record, Outlook Client (MS CRM)

Title: Working with Color Categories
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: See the Basics of Microsoft Dynamics CRM 2011
Date: 2012/10/17 - Source: Socius Corp
Keywords: Outlook Client (MS CRM)

Title: How to Set Up Conditional Formatting in Dynamics CRM
Date: 2012/10/10 - Source: Socius Corp
Keywords: View, Outlook Client (MS CRM)

Title: Outlook Client Installation
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Title: How to Use Filters in Outlook with Dynamics CRM 2011
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: View, Outlook Client (MS CRM)

Title: Outlook Client
Date: 2012/01/19 - Source: Webfortis
Keywords: Outlook Client (MS CRM)

Title: Microsoft Dynamics CRM - Outlook Client
Date: 2012/01/19 - Source: Webfortis
Keywords: Outlook Client (MS CRM)

Title: Learn how to install the Outlook Client
Date: 2011/07/26 - Source: Pythagoras
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Title: MS CRM 2011 and Outlook 2007
Date: 2011/07/12 - Source: GCC Innova
Keywords: Outlook Client (MS CRM)

Title: Installing the CRM 2011 Outlook Client
Date: 2011/07/12 - Source: Demo CRM Online's Channel
Keywords: Installation - Deployment - Architecture (MS CRM), Outlook Client (MS CRM)

Title: Learn about CRM in the outlook client
Date: 2011/06/21 - Source: Pythagoras
Keywords: Outlook Client (MS CRM)

Title: Learn how conditional formatting works
Date: 2011/05/10 - Source: Pythagoras
Keywords: View, Outlook Client (MS CRM)

Title: Outlook Client Overview
Date: 2011/03/20 - Source: Zero2Ten
Keywords: Outlook Client (MS CRM)

Title: CRM 2011 - NextGen Outlook Client Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Outlook Client (MS CRM)

Title: CRM 2011 - Conditional Formatting Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: View, Outlook Client (MS CRM)

Title: MS CRM 2011 Outlook Client
Date: 2010/12/23 - Source: GCC Innova
Keywords: Outlook Client (MS CRM)

Title: Microsoft Dynamics CRM 2011 - Outlook
Date: 2010/12/02 - Source: Pythagoras
Keywords: Outlook Client (MS CRM)

Title: Conditional Formatting in the Outlook CRM Client
Date: 2010/11/12 - Source: Demo CRM Online's Channel
Keywords: View, Outlook Client (MS CRM)

Title: Microsoft CRM 2011 Demo - Next-Gen Outlook Client
Date: 2010/10/26 - Source: InfoGrow
Keywords: Outlook Client (MS CRM)

Title: Microsoft Dynamics CRM 2011 and Outlook
Date: 2010/10/13 - Source: Microsoft Dynamics CRM
Keywords: Outlook Client (MS CRM)

Title: Living in Outlook with Tripp Parker
Date: 2010/09/29 - Source: Microsoft Dynamics CRM
Keywords: Outlook Client (MS CRM)

Title: What's New in CRM 2011 - Conditional Formatting
Date: 2010/09/22 - Source: Sonoma Partners
Keywords: View, Outlook Client (MS CRM)

Partner Portal (1)

Title: Learn about the partner portal
Date: 2011/06/10 - Source: Pythagoras
Keywords: Partner Portal

Partners Management (1)

Title: Designating xRM.com as Your Partner of Record
Date: 2012/12/13 - Source: The Success Portal by xRM.com
Keywords: Partners Management

Performance (1)

Title: Optimizing Performance for CRM Online 2011
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: Dynamics CRM Online, Performance

Plugin (2)

Title: Unit Testing CRM 2011 Plugins
Date: 2012/10/30 - Source: Marc Schweigert
Keywords: Plugin, Testing

Title: Creating VB.NET Plugins Using the CRM Developer Toolkit
Date: 2012/09/10 - Source: Marc Schweigert
Keywords: VB.NET, Plugin

Process (22)

Title: CRMBizBook Webinar Series, Session 3 Part 4
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar Series, Session 3 Part 3
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar Series, Session 3 Part 2
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar Series, Session 3 Part 1
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: CRMBizBook Webinar Series Session 2 Demo 2: Conditional Logic in Sales Process and Service Workflows
Date: 2012/11/13 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar Series: Session 2 Part 2
Date: 2012/11/12 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar: Session 2 Demo 1
Date: 2012/11/12 - Source: Richard Knudson
Keywords: Process

Title: CRMBizBook Webinar Series: Session 2 Part 1
Date: 2012/11/12 - Source: Richard Knudson
Keywords: Process

Title: Part 5: CRM 2011 Business Process Tips & Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process

Title: Part 4: CRM 2011 Business Process Tips & Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process

Title: Part 3: CRM 2011 Business Process Tips & Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process

Title: Part 2: CRM 2011 Business Process Tips and Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: Part 1: CRM 2011 Business Process Tips and Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process, Field - Attribute

Title: Learn about processes and workflow
Date: 2011/06/23 - Source: Pythagoras
Keywords: Process

Title: Learn about workflows and dialogues
Date: 2011/05/10 - Source: Pythagoras
Keywords: Process

Title: Microsoft CRM 2011 - Learn about Process automation
Date: 2011/04/05 - Source: Pythagoras
Keywords: Process

Title: CRM 2011 - Guided Processes Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Process

Title: Microsoft Dynamics CRM 2011
Date: 2010/12/07 - Source: Pythagoras
Keywords: Process

Title: What's New in CRM 2011 Workflows: Dialogs
Date: 2010/11/10 - Source: Richard Knudson
Keywords: Process

Title: Microsoft Dynamics CRM 2011 Demo - Guided Processes
Date: 2010/10/26 - Source: InfoGrow
Keywords: Process

Title: Process control in Microsoft Dynamics CRM 2011
Date: 2010/10/13 - Source: Microsoft Dynamics CRM
Keywords: Process

Title: Process Center with Steve Kaplan
Date: 2010/09/22 - Source: Microsoft Dynamics CRM
Keywords: Process

Product (9)

Title: Product Catalog - Unit Groups
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Product

Title: Product Catalog - Products
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Product

Title: Product Catalog - Price Lists
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Product

Title: Product Catalog - Overview
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Product

Title: Product Catalog - Kits
Date: 2012/08/23 - Source: The Success Portal by xRM.com
Keywords: Product

Title: Creating, Managing and Updating the Product Catalog and Goals
Date: 2012/08/16 - Source: Webfortis
Keywords: Product, Goal Management

Title: Free Open Training
Date: 2012/06/21 - Source: Webfortis
Keywords: Activity, Product, Lead

Title: Adding Products in Microsoft Dynamics CRM 2011
Date: 2012/01/19 - Source: SeeLogic
Keywords: Product

Title: Learn how to work with products and the product catalogue
Date: 2011/05/06 - Source: Pythagoras
Keywords: Product

Project Management (1)

Title: The importance of working with a Gold Partner
Date: 2012/12/20 - Source: Pythagoras
Keywords: Project Management (MS CRM)

Project Management (CRM) (1)

Title: Planning for CRM Success
Date: 2011/04/22 - Source: Screencast
Keywords: Project Management (CRM)

Queue (3)

Title: Learn how Queues work
Date: 2011/05/06 - Source: Pythagoras
Keywords: Queue

Title: Queues & Team Management Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Team, Queue

Title: CRM 2011 What's New Session 2, Demo 1: Teams, Queues, Sales Literature
Date: 2010/10/08 - Source: Richard Knudson
Keywords: Team, Queue, Sales Literature

Quote (4)

Title: Creating a Quote
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Quote

Title: How to work with Quotes in Microsoft Dynamics CRM 2011
Date: 2012/01/19 - Source: SeeLogic
Keywords: Quote

Title: CRM 2011 Quote Mail Merge Template Spacing Tricks
Date: 2012/01/13 - Source: Stephenvnoe's Channel
Keywords: Mail Merge, Quote

Title: CRM 2011: Sales Overview: Quotes, Orders, & Invoice
Date: 2011/06/30 - Source: Demo CRM Online's Channel
Keywords: Order, Invoice, Quote

Record (7)

Title: Preventing Orphan Records
Date: 2012/12/13 - Source: The Success Portal by xRM.com
Keywords: Record

Title: Flagging Items for Follow Up
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: Record, Outlook Client (MS CRM)

Title: Accessing Recently Visited Records and Views
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: View, Record

Title: Basic Records and Workflows
Date: 2012/08/08 - Source: Webfortis
Keywords: Workflow, Record

Title: Sharing and assigning records in Microsoft CRM
Date: 2011/09/08 - Source: Pythagoras
Keywords: Record

Title: Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow
Date: 2011/07/10 - Source: Richard Knudson
Keywords: Workflow, Record

Title: CRM 2011 - Core Features Training Part 2 - Forms & Records
Date: 2011/02/11 - Source: IM Group UK
Keywords: Form, Record

Record Merge (1)

Title: Merge Records
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: Record Merge

Relationship (8)

Title: #1 Improve Interactions with Prospects, Customers and Partners
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Relationship

Title: Creating Field Mappings between Entities
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Relationship

Title: Creating Relationship Roles
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Relationship, Role

Title: Managing Relationship Roles
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Relationship, Role

Title: Many-to-Many-Relationships in Dynamics CRM 2011
Date: 2011/05/07 - Source: Richard Knudson
Keywords: Relationship

Title: Classifying Accounts with Many-to-Many Relationships
Date: 2010/12/22 - Source: Richard Knudson
Keywords: Account, Relationship

Title: CRM 2011 Relationships and Filtered Lookups
Date: 2010/12/02 - Source: Richard Knudson
Keywords: Relationship, Lookup

Title: CRM 2011 1:N Relationships and Filtered Lookups
Date: 2010/11/30 - Source: Richard Knudson
Keywords: Relationship, Lookup

Release - Rollup (13)

Title: Categorizing Reports
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Report

Title: Modifying a Report
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Report

Title: Creating a Report
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Report

Title: SSRS Reports for Dynamics CRM: Designing Reports
Date: 2012/07/22 - Source: Richard Knudson
Keywords: Report

Title: SSRS Reports for Dynamics CRM: Setting Up
Date: 2012/07/22 - Source: Richard Knudson
Keywords: Report

Title: Create and run reports (Online Users)
Date: 2011/09/29 - Source: Microsoft Dynamics
Keywords: Report

Title: Create and run reports (OnPremise Users)
Date: 2011/09/29 - Source: Microsoft Dynamics
Keywords: Report

Title: Creating Reports in CRM
Date: 2011/06/27 - Source: Zero2Ten
Keywords: Report

Title: SSRS Reports in CRM 2011 Online
Date: 2011/05/02 - Source: Richard Knudson
Keywords: Report, Dynamics CRM Online

Reporting (10)

Title: Reporting in Microsoft Dynamics CRM
Date: 2013/01/18 - Source: Socius Corp
Keywords: Reporting

Title: CRMBizBook Webinar Series, Session 3 Part 1
Date: 2012/12/04 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: Inline Visualizations
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Reporting

Title: Part 2: CRM 2011 Business Process Tips and Tricks
Date: 2012/06/02 - Source: Richard Knudson
Keywords: Process, Reporting, Advanced Find

Title: Managing Goals
Date: 2011/05/21 - Source: Zero2Ten
Keywords: Reporting, Goal Management

Title: Inline Visualizations in Microsoft Dynamics CRM 2011
Date: 2011/03/23 - Source: Microsoft Dynamics CRM
Keywords: Reporting

Title: Customization Toolkit Overview
Date: 2011/03/17 - Source: Zero2Ten
Keywords: View, Field - Attribute, Form, Reporting

Title: CRM 2011 - Inline Visualizations Video
Date: 2011/01/31 - Source: ePartners UK
Keywords: Reporting

Title: Cloud Reporting with Abhijit Gore
Date: 2010/10/07 - Source: Microsoft Dynamics CRM
Keywords: Reporting

Title: Data visualization with Siddhartha Rai
Date: 2010/10/07 - Source: Microsoft Dynamics CRM
Keywords: Reporting

Ribbon (1)

Title: What's New in CRM 2011 - Ribbon Interface
Date: 2010/09/24 - Source: Sonoma Partners
Keywords: Ribbon

Role (15)

Title: Assigning Security Roles
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: Role

Title: Security Roles and Users
Date: 2012/09/05 - Source: Webfortis
Keywords: User, Role

Title: Security Roles
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Role

Title: Role Tailored Forms
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Form, Role

Title: Creating Relationship Roles
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Relationship, Role

Title: Managing Relationship Roles
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Relationship, Role

Title: Security Roles, Mail Merge and More
Date: 2012/07/11 - Source: Webfortis
Keywords: Mail Merge, Role

Title: Dynamics CRM Security Scenario: "Summer Intern" security role
Date: 2012/04/09 - Source: Richard Knudson
Keywords: Role

Title: Security Scenario: "Summer Intern" security role
Date: 2012/04/09 - Source: Richard Knudson
Keywords: Role

Title: Creating Role Based Forms
Date: 2011/06/17 - Source: Zero2Ten
Keywords: Form, Role

Title: Learn how to set up business units - security roles - add users
Date: 2011/05/04 - Source: Pythagoras
Keywords: User, Role, Business Unit

Title: Configure Business Units, Security Roles, Teams, and add Users
Date: 2011/04/29 - Source: Demo CRM Online's Channel
Keywords: Team, User, Role, Business Unit

Title: Learn How To Create Role Tailored Forms
Date: 2011/04/27 - Source: Pythagoras
Keywords: Form, Role

Title: CRM 2011: How To Create Role Tailored Forms
Date: 2011/04/25 - Source: Demo CRM Online's Channel
Keywords: Form, Role

Title: CRM 2011 - Role Tailored Forms
Date: 2011/01/31 - Source: ePartners UK
Keywords: Form, Role

Sales (CRM) (6)

Title: How to track time against Sales Stages
Date: 2012/11/19 - Source: Zero2Ten
Keywords: Sales (CRM)

Title: #7 Maximize Time Spent Selling
Date: 2012/10/28 - Source: Zero2Ten
Keywords: Sales (CRM)

Title: Creating an Order
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: Sales (CRM)

Title: 5 Ways to Improve Your Sales Process with Microsoft Dynamics CRM
Date: 2012/07/08 - Source: Zero2Ten
Keywords: Sales (CRM)

Title: Building smarter CRM 2011 Sales Processes
Date: 2012/03/09 - Source: Biz IT Pro
Keywords: Sales (CRM)

Title: How to Plan & Use Sales Processes in Dynamics CRM 2011 V2
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: Sales (CRM)

Sales (MS CRM) (10)

Title: Amplify Your Selling Power With Microsoft Dynamics CRM
Date: 2012/01/20 - Source: InfoGrow
Keywords: Sales (MS CRM)

Title: Microsoft Dynamics CRM Amplify your selling Power
Date: 2011/12/21 - Source: Pythagoras
Keywords: Sales (MS CRM)

Title: Microsoft Dynamics CRM Amplify your selling Power
Date: 2011/11/29 - Source: Microsoft Dynamics CRM
Keywords: Sales (MS CRM)

Title: Learn about sales process
Date: 2011/07/05 - Source: Pythagoras
Keywords: Sales (MS CRM)

Title: CRM 2011 - Social CRM for Sales
Date: 2011/07/01 - Source: Demo CRM Online's Channel
Keywords: Social CRM, Sales (MS CRM)

Title: Learn how to manage quotes, orders and invoices
Date: 2011/05/09 - Source: Pythagoras
Keywords: Sales (MS CRM)

Title: Microsoft CRM 2011 - Learn how to improve sales productivity
Date: 2011/04/01 - Source: Pythagoras
Keywords: Sales (MS CRM)

Title: Driving Sales Productivity
Date: 2011/01/21 - Source: Microsoft Dynamics CRM
Keywords: Sales (MS CRM)

Title: CRM 2011 - Goals: Sales Goals
Date: 2010/10/30 - Source: Richard Knudson
Keywords: Goal Management, Sales (MS CRM)

Title: What's New in CRM 2011, Session 2 Intro: Sales Force Automation
Date: 2010/10/08 - Source: Richard Knudson
Keywords: Sales (MS CRM)

Sales Literature (1)

Title: CRM 2011 What's New Session 2, Demo 1: Teams, Queues, Sales Literature
Date: 2010/10/08 - Source: Richard Knudson
Keywords: Team, Queue, Sales Literature

Scribe (2)

Title: Scribe Insight Overview
Date: 2012/10/16 - Source: SeeLogic
Keywords: Scribe

Title: Scribe Online Overview
Date: 2012/10/16 - Source: SeeLogic
Keywords: Scribe

SDK (1)

Title: Microsoft Dynamics CRM December 2012 Service Update SDK New Features
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: SDK, Release - Rollup

Security (7)

Title: Working with Security Groups
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Security

Title: Field Level Security
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Field - Attribute, Security

Title: Dynamics CRM 2011 Field-Level Security
Date: 2011/07/10 - Source: Richard Knudson
Keywords: Field - Attribute, Security

Title: Learn How to apply field level security
Date: 2011/04/27 - Source: Pythagoras
Keywords: Field - Attribute, Security

Title: CRM 2011: How to apply field level security
Date: 2011/04/26 - Source: Demo CRM Online's Channel
Keywords: Field - Attribute, Security

Title: Security Overview
Date: 2011/04/15 - Source: Zero2Ten
Keywords: Security

Title: Field Level Security
Date: 2010/11/08 - Source: ePartners UK
Keywords: Field - Attribute, Security

Service (CRM) (8)

Title: Setting up the Service Calendar in Microsoft Dynamics CRM 2011
Date: 2012/09/11 - Source: SeeLogic
Keywords: Service (CRM)

Title: Scheduling in the Service Calendar of Microsoft Dynamics CRM 2011
Date: 2012/09/11 - Source: SeeLogic
Keywords: Service (CRM)

Title: Advanced Functionality in the Service Calendar of Microsoft Dynamics CRM
Date: 2012/09/11 - Source: SeeLogic
Keywords: Service (CRM)

Title: Creating a Service
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Service (CRM)

Title: Creating a Resource Group
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Service (CRM)

Title: Setting Service Preferences
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: Service (CRM)

Title: Elements of Service Scheduling in Dynamics CRM 2011
Date: 2012/03/09 - Source: Biz IT Pro
Keywords: Service (CRM)

Title: How to use CRM 2011 for Customer Service
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: Service (CRM)

Service (MS CRM) (2)

Title: Learn how to use services to schedule service activities
Date: 2011/05/10 - Source: Pythagoras
Keywords: Activity, Service (MS CRM)

Title: Microsoft Dynamics CRM Service Scenario
Date: 2009/07/30 - Source: Pythagoras
Keywords: Service (MS CRM)

Settings (9)

Title: Setting Auto-Numbering
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: System Settings General Tab
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Setting Your Work Hours
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Scheduling a Business Closure
Date: 2012/08/24 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Customizing Regional Options
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Creating a Territory
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Creating a Site
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Changing Fiscal Year Settings
Date: 2012/08/17 - Source: The Success Portal by xRM.com
Keywords: Settings

Title: Setting Personal Options
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: Settings

Sharepoint (11)

Title: Microsoft CRM - Office and Sharepoint - Part 2
Date: 2011/08/04 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint, Office

Title: Microsoft CRM - Office and Sharepoint - Part 1
Date: 2011/08/04 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint, Office

Title: CRM 2011 Document Management with Sharepoint 2010
Date: 2011/07/13 - Source: GCC Innova
Keywords: Sharepoint, Document Management

Title: TechEd NA 2011 Session Recording: CRM and SharePoint
Date: 2011/06/16 - Source: Girish Raja
Keywords: Sharepoint

Title: How to use Document Management in Dynamics CRM 2011
Date: 2011/06/13 - Source: Magnetism
Keywords: Sharepoint, Document Management

Title: Setting up Document Management with SharePoint 2010 for Dynamics CRM 2011
Date: 2011/06/10 - Source: Magnetism
Keywords: Sharepoint, Document Management

Title: SharePoint 2010 and CRM 2011 Integration - List Component and Contextual Search
Date: 2011/05/24 - Source: Richard Knudson
Keywords: Dynamics CRM 2011, Sharepoint

Title: Microsoft CRM and SharePoint
Date: 2011/04/01 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Sharepoint

Title: CRM 2011 - SharePoint Document Management
Date: 2011/01/31 - Source: ePartners UK
Keywords: Sharepoint, Document Management

Title: Document Management with Microsoft Dynamics CRM 2011 and SharePoint
Date: 2011/01/17 - Source: Microsoft Dynamics CRM
Keywords: Sharepoint, Document Management

Title: What's New in CRM 2011 - Form Enhancements Part 2 (Sub-Grids and SharePoint)
Date: 2010/09/28 - Source: Sonoma Partners
Keywords: View, Form, Sharepoint

Title: 4 Ways to be More Social and Mobile with Microsoft Dynamics CRM
Date: 2012/09/25 - Source: Zero2Ten
Keywords: Dynamics CRM 2011, Mobility, Social CRM

Title: Convergence 2012 Highlights Webinar: Social and Mobile CRM
Date: 2012/04/05 - Source: Richard Knudson
Keywords: Mobility, Social CRM

Title: Social CRM
Date: 2011/07/28 - Source: Webfortis
Keywords: Social CRM

Title: Social CRM Strategy
Date: 2011/07/27 - Source: Webfortis
Keywords: Social CRM

Title: Learn about Social CRM
Date: 2011/07/05 - Source: Pythagoras
Keywords: Dynamics CRM 2011, Social CRM

Title: CRM 2011 - Social CRM for Sales
Date: 2011/07/01 - Source: Demo CRM Online's Channel
Keywords: Social CRM, Sales (MS CRM)

Solution (9)

Title: Dynamics Sure Step Project Management
Date: 2010/10/07 - Source: Biaprocom
Keywords: Sure Step

Title: MS Dynamics Sure Step
Date: 2008/03/18 - Source: ewElwell
Keywords: Sure Step

Team (4)

Title: Creating a Team
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: Team

Title: Configure Business Units, Security Roles, Teams, and add Users
Date: 2011/04/29 - Source: Demo CRM Online's Channel
Keywords: Team, User, Role, Business Unit

Title: Queues & Team Management Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: Team, Queue

Title: CRM 2011 What's New Session 2, Demo 1: Teams, Queues, Sales Literature
Date: 2010/10/08 - Source: Richard Knudson
Keywords: Team, Queue, Sales Literature

Testing (2)

Title: Unit testing CRM 2011 JavaScript web resources
Date: 2012/11/27 - Source: Marc Schweigert
Keywords: JavaScript, Testing

Title: Unit Testing CRM 2011 Plugins
Date: 2012/10/30 - Source: Marc Schweigert
Keywords: Plugin, Testing

User (11)

Title: Importing Sample User Accounts
Date: 2012/10/25 - Source: The Success Portal by xRM.com
Keywords: Account, User

Title: Adding Multiple Users with a Bulk Import
Date: 2012/10/24 - Source: The Success Portal by xRM.com
Keywords: User

Title: Deleting and Restoring User Accounts
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: User

Title: Resetting a User's Password
Date: 2012/10/04 - Source: The Success Portal by xRM.com
Keywords: User

Title: Security Roles and Users
Date: 2012/09/05 - Source: Webfortis
Keywords: User, Role

Title: Adding Users
Date: 2012/08/13 - Source: The Success Portal by xRM.com
Keywords: User

Title: Enable and Disable User Records
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: User

Title: Inviting Users
Date: 2012/08/08 - Source: The Success Portal by xRM.com
Keywords: User

Title: How to add users in Microsoft CRM
Date: 2011/08/18 - Source: Pythagoras
Keywords: User

Title: Learn how to set up business units - security roles - add users
Date: 2011/05/04 - Source: Pythagoras
Keywords: User, Role, Business Unit

Title: Configure Business Units, Security Roles, Teams, and add Users
Date: 2011/04/29 - Source: Demo CRM Online's Channel
Keywords: Team, User, Role, Business Unit

User Interface (MS CRM) (9)

Title: Microsoft Dynamics CRM December 2012 Service Update User Interface New Features - Customizations
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Release - Rollup, User Interface (MS CRM)

Title: Microsoft Dynamics CRM December 2012 Service Update User Interface New Features - Additional Changes
Date: 2013/01/14 - Source: Microsoft Dynamics
Keywords: Release - Rollup, User Interface (MS CRM)

Title: Microsoft Dynamics CRM User Experience
Date: 2012/12/10 - Source: Microsoft Dynamics
Keywords: User Interface (MS CRM)

Title: Microsoft Office Fluent User Interface
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: User Interface (MS CRM)

Title: Learn about the user experience improvements
Date: 2011/06/21 - Source: Pythagoras
Keywords: User Interface (MS CRM)

Title: Learn how the Office Fluent User Interface works
Date: 2011/06/03 - Source: Pythagoras
Keywords: Office, User Interface (MS CRM)

Title: CRM 2011 - Office Fluent UI Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: User Interface (MS CRM)

Title: Microsoft Dynamics CRM 2011 and Fluent UI
Date: 2010/10/13 - Source: Microsoft Dynamics CRM
Keywords: User Interface (MS CRM)

Title: Microsoft Dynamics CRM 2011 User Experience with Michael McCormack
Date: 2010/09/16 - Source: Microsoft Dynamics CRM
Keywords: User Interface (MS CRM)

VB.NET (1)

Title: Creating VB.NET Plugins Using the CRM Developer Toolkit
Date: 2012/09/10 - Source: Marc Schweigert
Keywords: VB.NET, Plugin

View (22)

Title: Conditional Formatting
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Grouping Records in CRM for Outlook
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Adjusting Column Headings and Rows
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Working with Color Categories
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View, Outlook Client (MS CRM)

Title: Changing How Users View Records
Date: 2012/11/21 - Source: The Success Portal by xRM.com
Keywords: View

Title: How to Set Up Conditional Formatting in Dynamics CRM
Date: 2012/10/10 - Source: Socius Corp
Keywords: View, Outlook Client (MS CRM)

Title: Modifying a Public View
Date: 2012/08/20 - Source: The Success Portal by xRM.com
Keywords: View

Title: Workflows, Charts, Dashboards and Views
Date: 2012/08/15 - Source: Webfortis
Keywords: Workflow, Chart, Dashboard, View

Title: Basic Personalization 02
Date: 2012/08/14 - Source: The Success Portal by xRM.com
Keywords: View

Title: Working With Filters
Date: 2012/08/10 - Source: The Success Portal by xRM.com
Keywords: View

Title: Accessing Recently Visited Records and Views
Date: 2012/08/09 - Source: The Success Portal by xRM.com
Keywords: View, Record

Title: Philadelphia CRMUG Chapter Meeting, July 24 2012: Richard Knudson on Views, Charts and Dashboards
Date: 2012/07/24 - Source: Richard Knudson
Keywords: Chart, Dashboard, View

Title: How to Use Filters in Outlook with Dynamics CRM 2011
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: View, Outlook Client (MS CRM)

Title: How to use Advanced Find in Microsoft CRM 2011
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: View, Advanced Find

Title: Learn how conditional formatting works
Date: 2011/05/10 - Source: Pythagoras
Keywords: View, Outlook Client (MS CRM)

Title: Customization Toolkit Overview
Date: 2011/03/17 - Source: Zero2Ten
Keywords: View, Field - Attribute, Form, Reporting

Title: CRM 2011 - Conditional Formatting Demo
Date: 2011/01/31 - Source: ePartners UK
Keywords: View, Outlook Client (MS CRM)

Title: CRM 2011 Charts Views and Grids
Date: 2011/01/21 - Source: Richard Knudson
Keywords: Chart, View

Title: Conditional Formatting in the Outlook CRM Client
Date: 2010/11/12 - Source: Demo CRM Online's Channel
Keywords: View, Outlook Client (MS CRM)

Title: What's New in CRM 2011 - Form Enhancements Part 2 (Sub-Grids and SharePoint)
Date: 2010/09/28 - Source: Sonoma Partners
Keywords: View, Form, Sharepoint

Title: What's New in CRM 2011 - Filters & Views
Date: 2010/09/24 - Source: Sonoma Partners
Keywords: View

Title: What's New in CRM 2011 - Conditional Formatting
Date: 2010/09/22 - Source: Sonoma Partners
Keywords: View, Outlook Client (MS CRM)

Web Resource (3)

Title: Creating a Web Resource sample
Date: 2012/12/03 - Source: The Success Portal by xRM.com
Keywords: Web Resource

Title: Creating a Web Resource
Date: 2012/12/03 - Source: The Success Portal by xRM.com
Keywords: Web Resource

Title: Taking Advantage of Web Resources
Date: 2010/11/12 - Source: Richard Knudson
Keywords: Web Resource

Workflow (8)

Title: Monitoring and Managing Workflows
Date: 2012/12/03 - Source: The Success Portal by xRM.com
Keywords: Workflow

Title: Workflows, Charts, Dashboards and Views
Date: 2012/08/15 - Source: Webfortis
Keywords: Workflow, Chart, Dashboard, View

Title: Basic Records and Workflows
Date: 2012/08/08 - Source: Webfortis
Keywords: Workflow, Record

Title: Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow
Date: 2011/07/10 - Source: Richard Knudson
Keywords: Workflow, Record

Title: Learn how to setup a workflow
Date: 2011/05/14 - Source: Pythagoras
Keywords: Workflow

Title: Workflow Basics in CRM 2011
Date: 2011/04/29 - Source: Demo CRM Online's Channel
Keywords: Workflow

Title: Creating Workflows
Date: 2011/03/29 - Source: Zero2Ten
Keywords: Workflow, Opportunity

Title: What's New Session 1: Workflows
Date: 2010/09/27 - Source: Richard Knudson
Keywords: Workflow

Workplace (4)

Title: How to use the Workplace in Microsoft CRM
Date: 2012/02/15 - Source: Biz IT Pro
Keywords: Workplace

Title: Top 10 User Productivity Tips
Date: 2011/07/24 - Source: Zero2Ten
Keywords: Workplace

Title: CRM 2011 - Core Features Training Part 1 - Navigation
Date: 2011/02/11 - Source: IM Group UK
Keywords: Workplace

Title: Optimize Customer Experience
Date: 2011/01/21 - Source: Microsoft Dynamics CRM
Keywords: Workplace

xRM (11)

mercredi 23 janvier 2013

Microsoft Dynamics CRM 2011 SDK v5.0.13

Best read articles about Microsoft Dynamics CRM 2011 SDK v5.0.13:
- Announcing SDK Update V5.0.13 for Polaris and UR12 by Microsoft CRM US (21/01/2013)- Microsoft Dynamics CRM 2011 Software Development Kit (SDK) by Microsoft (07/01/2013)- Development for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online by MSDN (07/01/2013)- SDK Release History for V5.0.13 by MSDN (07/01/2013)- Programming Reference for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online by MSDN (07/01/2013)- Schemas Used in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online by MSDN (07/01/2013)- Release History for the SDK for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online by MSDN (07/01/2013)

mardi 22 janvier 2013

Weekly News #4: Microsoft Dynamics CRM 2011 UR12 (Polaris) - Coming soon: More than 500 videos about Microsoft Dynamics CRM 2011

mercredi 16 janvier 2013

Weekly News #3: Microsoft Dynamics CRM 2011 UR12 (Polaris)

Best read articles about Polaris this week:
- Update Rollup 12 for Microsoft Dynamics CRM 2011 is finally available! by Armanino CRM Team (15/01/2013) - Control Which Browsers Your Organization Supports by Microsoft CRM US (15/01/2013) - 11 Microsoft Dynamics CRM December 2012 Service Update Videos by Microsoft Dynamics (15/01/2013) - Update on Microsoft Dynamics CRM 2011 Update Rollup 12 Release by CRM Community (14/01/2013) - Dynamics CRM 2011 SDK Query Limitations by API by Microsoft CRM Team (13/01/2013) - APAC Polaris Online Instance First Glance by Steve Foster (13/01/2013) - Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12 by Magnestism (11/01/2013) - The Dynamics CRM 2011 Rollup Release Fiasco - Call for Change by Microsoft CRM Forum (10/01/2013) - CRM 2011 Multi Browser Support by MSCRM Bing'd (10/01/2013) - Impact of Dynamics CRM December 2012 Service Update and SharePoint Online Service Update on CRM-SharePoint Integration by Microsoft CRM US (07/01/2013) - Use ExecuteMultiple to Improve Performance for Bulk Data Load by MSDN (07/01/2013) - CRM 2011 Polaris - New Xrm.Page Method by Magnetism (07/01/2013) - Retrieve and Detect Changes to Metadata by MSDN (06/01/2013) - CRM 2011 UR12 (POLARIS) - Release Update by Chris Cognetta (12/12/2012) - December 2012 Service Update - Latest Information by Zero2Ten (10/12/2012)

lundi 5 novembre 2012

Weekly News #44: Microsoft CRM 2011, SharePoint 2013, Yammer, Windows 8

Best read articles about Polaris this week:
- Update Rollup 12 for Microsoft Dynamics CRM 2011 is finally available!' by Armanino CRM Team (15/01/2013) - Control Which Browsers Your Organization Supports' by Microsoft CRM US (15/01/2013) - 11 Microsoft Dynamics CRM December 2012 Service Update Videos' by Microsoft Dynamics (15/01/2013) - Update on Microsoft Dynamics CRM 2011 Update Rollup 12 Release' by CRM Community (14/01/2013) - Dynamics CRM 2011 SDK Query Limitations by API' by Microsoft CRM Team (13/01/2013) - APAC Polaris Online Instance First Glance' by Steve Foster (13/01/2013) - Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12' by Magnestism (11/01/2013) - The Dynamics CRM 2011 Rollup Release Fiasco - Call for Change' by Microsoft CRM Forum (10/01/2013) - CRM 2011 Multi Browser Support' by MSCRM Bing'd (10/01/2013) - Impact of Dynamics CRM December 2012 Service Update and SharePoint Online Service Update on CRM-SharePoint Integration' by Microsoft CRM US (07/01/2013) - Use ExecuteMultiple to Improve Performance for Bulk Data Load' by MSDN (07/01/2013) - CRM 2011 Polaris - New Xrm.Page Method' by Magnetism (07/01/2013) - Retrieve and Detect Changes to Metadata' by MSDN (06/01/2013) - CRM 2011 UR12 (POLARIS) - Release Update' by Chris Cognetta (12/12/2012) - December 2012 Service Update - Latest Information' by Zero2Ten (10/12/2012)

jeudi 25 octobre 2012

Slow xRM Pinterest

We have collected a first set of nice infographics into 3 main Pinterest boards :

Microsoft Dynamics CRM 2011 Instance Adapter

Very exciting news ! Microsoft launches a new tool to synchronize data between two Microsoft Dynamics CRM 2011 organizations.

Files to download :

Microsoft Dynamics CRM 2011 Instance Adapter Installation.pdf

Microsoft Dynamics CRM 2011 Instance Adapter.zip

mardi 23 octobre 2012

Weekly News #43: Agile & CRM Project Management

Best read articles about Agile & CRM Project Management this week:
- Lessons from Agile Development with an Off-shore Team by Andrew Schultz (17/10/2012)
- Can SCRUM be applied to CRM? by Agile Scout (26/05/2011)
- Using an Agile approach to CRM by Customer Dynamics (09/01/2012)
- How to use Agile methods to deploy a CRM system by Computerworld UK (19/01/2010)
- Better Together - Agile with Dynamics CRM by The Blog Train (09/12/2011)

jeudi 18 octobre 2012

Lessons from Agile Development with an Off-shore Team

Lessons from Agile Development with an Off-shore Team by Andrew Schultz (17/10/12)

My main role at my company is to deliver subject-matter expertise on Dynamics CRM (which includes solution design for companies building products on top of CRM) and to manage the delivery of the resulting product by our development team in Kiev, Ukraine. I enjoy both of these roles, but the actual project management piece, which is a part of the “managing delivery” role, I could honestly do without.

So when I saw how our team worked as I started my employment here, I was concerned. As might be expected from an off-shored professional services organization, the approach to work was a bit scattered at first. Projects would come in, the least-busy people were assigned to those projects, we tried to maximize the time each person spent working on billable work, etc. This meant that the team never had time to gel (as there was no consistency in the makeup of the teams from project to project). It also meant that each person was typically working on several projects at once. Projects were difficult to close out, and I don’t think it was a great environment for developers who want a more planned approach to their careers, the competencies they build, and the type of work they do.

So I was really happy when we had 2 projects start that were both multi-month development projects. The larger one has been going for 8.5 months and has 6 developers/testers working on it. Most of that team has been very consistent throughout the project. So at the beginning, I decided that this would be the perfect opportunity to introduce agile to the team. I had several particular goals:

Avoid gantt charts [shudder]. I hate them. And to try to manage an 8-month project that started with a 230-page technical spec with waterfall and a gantt chart and a critical path … I’d die first. The technical spec was written by a 3rd-party architect, so this created a sticky business triangle, but outside of that, we tried to use this architect as our on-site customer.
Overcome the wall I felt between myself and the devs. It seemed like they were afraid to speak their minds to me, to contribute their ideas to our projects, to tell me when they had a better idea than I did … I assumed this was cultural. I know they didn’t agree with me all the time, because previously, from time to time, they had followed my way of doing things until they kind of exploded with frustration at doing it my way when they had a better idea. I wanted a more open dev environment where we could work together as equal contributors, even if I am technically above them in the chain of reporting.
Instill agile skills in the team. This was for their own benefit as much as it was for mine. I consider agile experience a plus for any developer’s resume. This is especially true if he has truly experienced agile (not just adopted a few mechanisms like sprints and scrums).

So … how did it go? The culture gradually changed. I was gratified to see the technical lead on our team start to take over my role as the person who led the planning meetings, started writing the stories, etc. His confidence in this role grew as the project went on. We faced some challenges, such as going way over budget, but as I investigated the causes (and asked the direct question multiple times about whether this was a result of using the unfamiliar agile approach), we honestly determined that the project had just been poorly estimated at the beginning. Estimated at the beginning, you might ask? Yes … we couldn’t do everything the right way according to agile. I’ll discuss this below.

What Went Well

We finally got the art of agile estimation down. We started by looking directly at the spec and trying to group the sections from there into our iterations. This worked marginally well until the sections got too big to do in one iteration. We started re-writing sections from the spec as user stories that the developers could understand more readily and give the gut-feeling estimates we needed to generate our story-points. As the weeks went on, the estimates began to coalesce. At the beginning, there would generally be one cluster of estimates with 2-4 days difference between the highest and the lowest, and then one outlier from the “pessimistic guy” that was usually 5 days higher than everyone else. We averaged the estimates together to get our story points. While we were fairly consistent in the number of story points we accomplished from iteration to iteration, it could have been better. At the end, the estimates were much closer together, usually all within 1 to 1.5 days of each other.
Planning improved. The major challenge with this project was the complexity of the technical spec. Did I say it was 230 pages long? And completely unreadable by normal humans. After starting with 2-week iterations and really struggling to consistently deliver the planned functionality due to problems that arose mid-iteration, we pared the iterations down to 1-week. We had our demo and planning every Tuesday, so the developers really had only 4 development days plus a few hours in an iteration. This dramatically improved our consistency. Keeping the planning cycles short left much less room for us to get bogged down in complexity we didn’t understand when we planned.
Code quality was great. We re-factored constantly, we tested the functionality for each iteration diligently so we could release it at the end of the iteration (even though the customer never took the product out of the demo into production). I honestly think the code quality in this project was the best I’ve seen from our team.
Cooperation was awesome. Since this project had most of our team working on it, I feel like it’s actually transformed our team. Our leader (who was appointed the technical development lead shortly after the project started) has been able to develop a great collaborative atmosphere with the other team members, and that’s not something that would have happened had they all just been working on 3 projects at once like they were before. They spoke to each other, walked to each-others workstations, and generally had a much higher level of interaction than on other projects.

What didn’t go well

There’s only so much you can do in your first attempt to implement agile. The core of agile is the cooperation between business people and developers, and this is where we fell short, unfortunately. So, while I’m hesitant to say we were fully practicing agile with these shortcomings, I think we made great strides, and we’ll learn from these things moving forward.

Collaborative workspace – while our developers have this among themselves, there was simply no way for us to put our “onsite customer” (the 3rd-party architect who wrote the spec) in the same room as the developers in Kiev for more than 3 days at the beginning of the project. At first, he was present via Skype at our daily standup meetings. Then, he was only present at our demos. He was always available for questions, and was very helpful, but it wasn’t the same as having him in the room. When could you ever have the customer in the room all the time for a professional services project, especially an off-shored one? I would say never. Unfortunately, this is a challenge that may not have a perfect solution. The best thing to do is to try to keep the customer as involved as possible, especially at the points where input is needed and decisions are made. Demand his availability, and, if possible, insist that he not require questions to be scheduled.
Full implementation of my favorite concepts- there were some XP concepts that I just couldn’t get the team to try – including test-driven development and pair programming. I’ve spoken to developers who have successfully used these practices and will attest to their effectiveness, but my developers in Kiev were not ready for them. Well, we change gradually, right? Maybe sometime in the near future. But it’s important to have the right financial configuration on a project to introduce radically different development practices, and this probably wasn’t it.
Welcoming change – this is another pillar of agile, and unfortunately, we fell short here. Why? We were working on a fixed-fee project. At first this was good for our adoption of agile, because instead of being accountable for every hour we spent, we could focus more on the result. However, as it became apparent the estimates we had used to price the project were way off, the financial burdens of the project required us (me, mostly) to start really challenging any input our onsite customer gave us that changed the scope of the project. Enter the business triangle I mentioned earlier. We had to document any changes as change requests to the paying customer, who then had to go back to the onsite customer (the third-party architect), who then came back to us, and the politics would commence.

The third item here is especially telling. One of the biggest challenges I see in a professional services team doing agile is the project’s financial arrangement. A fixed-fee project seemed like a good arrangement at first, and it probably would have been somewhat OK had we done a better job up front estimating. But the best arrangement would be for the customer to understand agile and the value it can create in his own go to market strategy. He should understand the advantage of not spending his full development budget before his product ever lands at an end-customer. There is a huge benefit financially and strategically in understanding the core functionality an end-customer needs in order to give your customer money (minimum releasable functionality). If your customer understands this principle, he can pay you to develop 10% of his product’s planned functionality and then have paying end-customers funding all or part of the other 90%. The alternative is paying for all 100% himself, and then realizing that 80% of it is irrelevant, and that he’s missing another 60% of things his end-customers want (I’m making all of these numbers up, but you get the point).

If everything were perfect, I would see a fixed-seat project, where the customer simply pays for x number of full-time developers and testers, and then commits the resources from his own company to work with that dev team daily. There’s no scope, no milestones, and no fixed fee. The customer knows what he’s going to pay for development each week or month, but he doesn’t know what the product is going to look like. Most people will be uncomfortable with this. However, if they’re smart, they’ll gladly accept that uncertainty for the increased agility that will allow them to get early feedback from customers and develop the solution that makes money the fastest.

lundi 15 octobre 2012

HOWTO: Sonoma Partners Universal Search

Sonoma Partners a récemment édité un add-on pour Microsoft Dynamics CRM 2011 permettant de chercher une chaîne de caractères dans les enregistrements de plusieurs entités simultanément.

1. Installer le moteur de recherche

1.1. Télécharger la solution.

Pour installer le moteur de recherche, il faut dans un premier temps télécharger la solution qui contient l’add-on.

Pour cela, aller sur le site de Sonoma Partners en cliquant sur le sur le lien suivant.

Cliquer sur « download and try Universal Search from our website ».

Remplir le formulaire et cliquer sur « Submit Request ».

Un Email avec un lien va être envoyé à l’adresse email indiquée.

Cliquer sur le lien pour télécharger la solution « Sonoma Partners.UniversalSearch-Managed » (fichier zip de 192 ko).

1.2. Importer la solution

Ensuite, il faut importer la solution téléchargée dans le CRM.

Aller dans Paramètres > Solutions et cliquer sur « Importer ».

Importer la solution téléchargée.

Une fois que l’importation a été faite, on peut utiliser le moteur de recherche en cliquant sur le bouton « Universal Search » dans le ruban du menu général.

Dans la colonne « record summary » se trouve l’ensemble des entités sur lesquelles la recherche peut porter. On peut choisir d’effectuer une recherche sur toutes les entités (All) ou sur certaines d’entre elles seulement, en les cochant.

Le moteur de recherche propose par défaut les entités suivantes : Comptes - Contacts - Incidents - Opportunités - Prospects.

Il est toutefois possible de définir les entités disponibles à la recherche en utilisant le configurateur.

2. Configurer le moteur de recherche

Pour configurer le moteur de recherche, aller dans Paramètres > Solutions.

Ouvrir la solution « UniversalSearch ».

Dans la colonne de gauche, intitulée « Available Entities », se trouve la liste des entités disponibles pour la recherche. Dans la colonne de droite se trouvent les entités sélectionnées.

Il est possible de supprimer et d’ajouter des entités pour la recherche à l’aide des deux boutons situés entre les colonnes.

Dans ce cas, je n’ai pas besoin des entités sélectionnées par défaut. Je les supprime donc toutes en faisant une multisélection et en cliquant sur le deuxième bouton.

Inversement, je sélectionne dans la colonne de gauche les entités qui m’intéressent et les rends disponibles à la recherche en cliquant sur le premier bouton.

Une fois que ma sélection est faite, je l’enregistre en cliquant sur « Save ». A tout moment, je pourrai restaurer les entités sélectionnées par défaut en cliquant sur « Restore Defaults ».

Je peux également modifier le nombre de colonnes apparaissant dans le résultat en modifiant la valeur dans le champ « Columns to display ». Par défaut, la valeur est 4, ce qui signifie que les quatre premières colonnes de la vue « Recherche » seront affichées dans le résultat.

Le champ suivant, « Max. records returned », sert à définir le nombre maximum de résultats à afficher par entité.

3. Lancer une recherche

Après avoir configuré le moteur de recherche, je l’ouvre à nouveau.

Les entités disponibles à la recherche sont bien celles que j’ai choisies.

Pour rechercher un enregistrement, je saisis une chaîne de caractères dans le champ de recherche.

Je vais, par exemple, effectuer une recherche sur tous les enregistrements contenant la chaîne « Kery James » en tapant « *kery james ».

Le moteur de recherche m’indique le nombre d’enregistrements trouvés par entités. Dans ce cas, j’obtiens un artiste, 6 disques et plus de 50 titres.

Je peux ouvrir l’enregistrement qui m’intéresse en cliquant sur le lien.

Remarque : les champs disponibles à la recherche sont les champs définis comme critères de recherche. Lorsqu’on modifie les critères de recherche d’une entité, il faut supprimer puis rajouter l’entité en question dans la solution « UniversalSearch » pour que le moteur de recherche prenne en compte cette modification.

It is now possible, in Microsoft Dynamics CRM 2011, to look for a character string in various entities simultaneously thanks to Sonoma Partner’s new add-on.

1. Installing the search engine

1.1. Downloading the solution

To install the search engine in the CRM, you should first download the solution which contains the add-on.

Go on Sonoma Partners’ website by clicking on the following link.

Click on « download and try Universal Search from our website ».

Fill in the form and click on « Submit Request ».

You will receive an Email with a link. Click on the link to download the « Sonoma Partners.UniversalSearch-Managed » solution (zip file, 192 ko).

1.2. Import the solution

Once you have downloaded the solution, you need to import it in the CRM.

Go to Settings > Solutions and click on « Import ».

Import the downloaded solution.

You can now use the search engine by clicking on the « Universal Search » button on the main menu’s ribbon.

In the « record summary » column, you can find the entities available for search. You can either search in all entities or only in the checked entities.

The following entities are available by default : Accounts - Contacts - Cases - Opportunities - Leads.

You can nevertheless choose which entities are available by configuring the search engine.

2. Configuring the search engine

Go to Settings > Solutions.

Open the « UniversalSearch » solution.

You can see two columns, one with the available entities, one with the selected entities.

You can add and withdraw selected entities with the two button between the columns.

Note: the search engine can only be configured in the CRM’s native language. This is why the entities appear in French on this example.

In this case, I don’t need the default entities. To withdraw these entities, I select them and click on the second button.

Then I choose the entities I need in the « Available Entities column » and add them by clicking on the first button.

Once I have chosen my entities, I can click on « Save ». I always have the possibility to restore the default entities by clicking on “Restore Defaults”.

I can also change the number of columns displayed in the result by modifying the value of the “Columns to display” field. The default value is 4, which means the first four columns of the “Research” view will be displayed.

In the same way, I can change the maximum number of records returned by entity in the following field “Max. records returned”.

3. Launching a search

After configurating the search engine, open it.

The available entities are the entities I chose while configuring the search engine.

To look for a record, I enter a character string in the search field.

For instance, I click “kery james” to look for all the records with the “Kery James” string.

The search engine tells me how many records were found in each entity. In this case, I found one artist, 6 discs and more than 50 tracks.

I can open the record I want by clicking on the link.

Note: the available fields for search in the search engine are the fields you made available for search in the CRM. Each time you change the available fields for search in an entity, you need to withdraw this entity and add it again in the “UniversalSearch” solution to make the fields available for search in the search engine.

jeudi 11 octobre 2012

13 CRM Best Practices for 2013

13 CRM Best Practices for 2013 by Paul Pitman at Collier Pickard (11/10/12)

With less than 12 weeks to Christmas, now might be a good time to start planning for 2013. Too early? With these 13 CRM best practices there is no time like the present. Whilst individually each of these will help get your CRM system ready for the New Year, the more you can do, the better the results.

The pundits are in agreement - 2013 will continue the austerity we have seen in 2012. Making sure that your CRM system is delivering in the essential tasks of Acquiring, Retaining and Developing customers need not cost the earth. With careful planning, getting the best out of your system is a team effort that will cement CRM as “the way we do things”.

1. Perfect data is a myth.

Or perfect data is an expensive illusion. Either way, focus on the 20% of your data that yields 80% of your revenue. Don’t ignore the rest – but don’t throw money at trying to achieve perfection in every piece of data.

2. If it is important enough to record, it’s important enough to back-up.

You probably haven’t thought about your back-ups for a while. Sure those nice people in IT are backing everything up – but how long would it take to restore? How up to date is the last backup? A quick email may just save you a time and money in the event of a server crash.

3. Don't assume that it's safe in the cloud.

Feeling smug because your data is in the cloud? So, there should be no problem with checking how easy it is to get a backup, just in case you need to move systems in 2013. Some of the leaders in cloud-based CRM are going to disappear in 2013 – you don’t want to be caught out.

4. Set your users free.

The CRM market has been screaming mobile for the last 5 years. 2013 is the year it becomes reality. Windows RT devices will be appearing near you soon. Does your current CRM platform deliver?

5. Manage your access points.

With more connected users comes the need to manage more access points. Bring your own device (BYOD) and home working necessitates a review of your security settings. How easy would it be for someone to steal your data?

6. Share the burden of data cleaning.

Not just internally by getting everyone to keep their slice of the data up to date. 2013 is the year that social and other data cleaning services will enter the mainstream. Often thought of as only relevant to larger organisations, plunging prices and easy availability will help to automate data cleaning for everyone.

7. Invite your customers in – and ask them to help with the clean-up.

Sounds bizarre? Customer portals are set to take off in 2013. Make sure that there is a compelling reason for your customers to come to your site and update their details and preferences. No compelling reason? What about linking access to content in LinkedIn, Facebook, or other social media? These are all great sources of extra data.

8. Review how you're using your CRM system.

Your relationships are multi-faceted – use the right part of your CRM system to reduce the effort in recording and storing data. Try implementing those bits of the software you never bothered with. No need for Customer Services? Try thinking of it as post-sale customer care. Don’t track opportunities? Think of it as a way of developing a playbook filled with tips that work!

9. Direct mail is making a comeback.

Perhaps in the recent past it was sufficient to just hold email and phone contact details – but as direct mail proves its value, get ready to hold postal address data. Now would be a great time to look at integrating access to the Post Office Address File (PAF).

10. Delete Data!

Yes, you read that right. In your CRM system there is data that needs to be deleted. The Data Protection Act (DPA) sets out guidelines on data retention. Use these to develop a data strategy and implement it. Do it quickly before your data embarrasses you.

11. Save money.

When was the last time you audited the usage of your system? If 20% of the users do 80% of the work, do you really need all of those licences? Do you really need people who can’t or don’t use CRM? If that sounds harsh, just think about the long term value of a customer you don’t know. Impossible to calculate.

12. Spend money.

The flip side to point 11 is to spend money. Invest now for the future in things that can deliver a return. Invest in people, education and tools to make CRM work for your business. Invest in expertise to accelerate those returns.

13. Back your instincts with solid proof.

As a Sales or Marketing professional, believe in superstition. Nothing about the number 13 – or the effect of black cats. If your gut instinct tells you something then go straight to your CRM system for the hard proof.

There they are - 13 things that you can do in 2013 to make your CRM system even better. Of course, you could always get ahead of the crowd and start now!

Did I miss anything? What are your plans for 2013?

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