• Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 3

      Colin Maitland, 26 February 2013

      In my first blog in in this series I described how you can setup a free 30-day trial of Microsoft Dynamics CRM 2011 Online.  I described how to configure some Personal Options and System Settings in Microsoft Dynamics CRM 2011 so that you get the best experience from your trial. 

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 2

      Colin Maitland, 22 February 2013

      In my previous blog I provided instructions on how to setup a 30-day free trial of Microsoft Dynamics CRM 2011. In this blog I will provide instructions on how to configure some of your Personal Options and System Settings for Microsoft Dynamics CRM 2011 so that you get the best experience from

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 1

      Colin Maitland, 18 February 2013

      The Polaris release of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online was recently released.  The Polaris release web application supports multiple web browsers and operating systems. A new process-flow user experience for guiding users through Sales and Customer Service related

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    • Goals Management – Creating a Goal using a Rollup Query

      Colin Maitland, 15 February 2013

      In my previous blog I described how to create a Goal to measure the progress of Sales Representatives in completing Appointments organised on their behalf by Telemarketing Representatives. In this blog I will describe how to create a Goal to measure the progress of a Telemarketing Representativ

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    • Goals Management in Dynamics CRM 2011 – Creating a Goal

      Colin Maitland, 08 February 2013

      In my previous blog I described how to create a Telemarketing Appointments and a Sales Appointments Goal Metric. In this blog I will describe how to create a Goal that uses the Sales Appointments Goal Metric. The following screenshots show the location of Goals on the Site Map in Microsoft CRM 2011.

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    • Goals Management in Dynamics CRM 2011 – Goal Metrics 3

      Colin Maitland, 15 January 2013

      In my last blogs I looked at creating a Goal Metric for measuring scheduled, completed and cancelled Phone Calls to be used in tracking the performance of Telesales Representatives in the successful completion of Phone Calls against a target. In this blog I will look at tracking how the actual

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    • Goals Management in Dynamics CRM 2011 – Goal Metrics 2

      Colin Maitland, 14 January 2013

      In my previous blogs I wrote about the components of a Goal Metric and describe the pre-defined Goal Metrics in Microsoft Dynamics CRM 2011. This blog covers adding a custom Goal Metric for measuring scheduled, completed and cancelled Phone Calls. In my next blog I will look at adding a Goal Metric

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    • Goals Management in Dynamics CRM 2011 – Goal Metrics 1

      Colin Maitland, 17 December 2012

      In my previous blogs I have written about Goal Charts in Microsoft Dynamics CRM 2011. In my next few blogs I will be writing about Goal Metrics. I will use an example of counting the number Phone Calls successfully completed and the number of follow-up Appointments scheduled by Telemarketers. In Mic

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    • Goals Management – Adding Stretch Targets To System Goal Progress Charts

      Colin Maitland, 05 November 2012

      Previously I described how to create new personal Goal Progress charts in Microsoft Dynamics CRM 2011 based on the existing Goal Progress charts with the addition of the Stretch Target value.  In this blog I will describe how to modify the existing system Goal Progress Charts to include the Str

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    • Goals Management – Adding Stretch Targets To Personal Goal Progress Charts

      Colin Maitland, 29 October 2012

      Previously I wrote about some of the predefined charts available in Microsoft Dynamics CRM 2011 for monitoring Goal Progress. These charts cannot be recreated or modified using the Chart Designer in Microsoft Dynamics CRM 2011. In this blog I will be providing instructions for modifying the Goal Pro

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    • Goals Management in Dynamics CRM 2011 - Goal Charts

      Colin Maitland, 26 October 2012

      One of the primary ways in which Goal Progress is viewed in Microsoft Dynamics CRM 2011 is through the use of charts. There are several predefined charts provided for Goal Progress in Microsoft Dynamics CRM. These are: Goal Progress, Percentage Achieved and Todays’ Target vs. Actuals. The fol

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    • Goals Management in Microsoft Dynamics CRM 2011

      Colin Maitland, 22 October 2012

      Goals Management is a key feature in Microsoft Dynamics CRM 2011. At first glance this feature may seem complex to understand and configure, however, a brief investment of time into understanding Goal Management in Microsoft Dynamics CRM will provide a beneficial return. In this series of blogs I wi

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    • Pricing Products – Part 11 – Override Pricing Privileges

      Colin Maitland, 08 October 2012

      The Product Catalog in Microsoft Dynamics CRM is used to define Products and Pricing for use with Campaigns, Customers, Opportunities, Quotes, Orders, and Invoices. Users may add products from Price Lists or add Write-In products to an Opportunities, Quotes, Orders and Invoices. They may also overri

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    • Pricing Products – Part 10 – Campaign Specific Price Lists

      Colin Maitland, 01 October 2012

      In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In my previous blog I wrote about Customer specific Price Lists. In this blog I will be writing about Campaign specific Price Lists and how they are used when con

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    • Pricing Products – Part 9 – Customer Specific Price Lists

      Colin Maitland, 24 September 2012

      In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In this blog I will be writing about Customer specific Price Lists. Customer specific Price Lists may be used to define specific prices and/or specific products a

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