• Creating a Site in Microsoft Dynamics CRM 2011

      Megha Kainth, 12 May 2012

      As we all know Sites are the physical location where work is done. In Microsoft dynamics CRM 2011 we can assign resources to the site when scheduling a service. In this blog post I will elaborate how to create a site in Dynamics CRM 2011. Click on ‘Settings’ > Click on ‘Business

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    • Templates for Data Import in Microsoft Dynamics CRM 2011

      Megha Kainth, 05 May 2012

      Whenever we want to import some data into our most commonly used applications or software, we need to feed in the data. Microsoft Dynamics CRM 2011 is such a powerful tool which has in-built functionality to create templates for Data import. In simple terms, we don’t have to worry about creati

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    • Install or Remove Sample Data in Microsoft Dynamics CRM 2011

      Megha Kainth, 24 April 2012

      When we deploy a new organisation in Dynamics CRM 2011, the organisation does not have any data in it and if you want to play around with the system to get some hands on experience then first of all you need to enter some sample data into each record. Microsoft has made it easy for you as you can in

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    • Marketing list in Microsoft Dynamics CRM 2011

      Megha Kainth, 12 April 2012

      Microsoft Dynamics CRM 2011 has given us the ability to monitor and manage the progress of our marketing efforts. We can create different marketing lists to manage a specific list of members to send out our marketing material to them. A marketing list can ONLY be based on ONE entity: account, conta

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    • Keyboard Shortcuts for Microsoft Dynamics CRM 2011

      Megha Kainth, 02 April 2012

      Microsoft Dynamics CRM 2011 has a very supportive ribbon; however, most of the times we like to use keyboard shortcuts for all menu options to cut-down on processing time and to speed up our performance.   I also like to use keyboard shortcuts. In this blog post, I will share the keyboard shor

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    • Create, Rename and Delete Business Units in Dynamics CRM 2011

      Megha Kainth, 23 February 2012

      Microsoft Dynamics CRM gives us the ability to create, rename and delete business units.  I will outline how to do this below: To create a new business unit in CRM: Click on Settings > Administration > New. Select an appropriate name for your newly created business unit, look up for its

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    • Sales Literature in Microsoft Dynamics CRM 2011

      Megha Kainth, 10 March 2012

      Last week I had to create Sales Literature in CRM for Magnetism Training Enquiries. I really like the functionality of Sales Literature in Dynamics CRM as we can create product documentation, that we often send to our clients. In this blog post I will explain how to create Sales Literature in Micros

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    • Microsoft Dynamics CRM Starter Pack – What a GREAT deal!

      Megha Kainth, 23 March 2012

      At Magnetism, we have introduced Microsoft Dynamics CRM Starter Pack. A Starter Pack is a fixed-price bundle of CRM enhancements, business analysis, system customisation, training and support. There are different packages and you may find one that will provide all you need to get started.   CRM

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    • Overview of Sure Step Methodology

      Megha Kainth, 18 April 2011

      Sure Step Methodology is an application designed and developed by Microsoft to support the people who are related and linked with projects in Microsoft Dynamics. This post is an effort of mine to familiarize you all with the functionalities and characteristics of Sure Step Methodology.   Sure S

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    • Diagnostic Phase – First Step towards Project Success

      Megha Kainth, 02 May 2011

      Each phase has an important role in Microsoft Dynamics Sure Step Methodology. I believe the most important phase is the Diagnostic phase – yet this phase is often executed poorly. The Diagnostic phase establishes the foundation for the implementation phases and the work done in the Diagnostic phase

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    • Sure Step Methodology - Analysis Phase

      Megha Kainth, 19 May 2011

      The second phase in Microsoft Dynamics Sure Step Methodology is the Analysis Phase. Whereas the Diagnostic Phase involved high-level scoping of the project, the Analysis phase is all about detail.  We must thoroughly analyse the existing and/or planned business processes and procedures of the C

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    • Sure Step Design Phase –the final solution blueprint

      Megha Kainth, 03 June 2011

      The third step in Microsoft Dynamics Sure Step Methodology is the Design Phase. The purpose of the Design Phase is to formulate and design the solution based on the solution requirements as laid out in the Solution Requirements Document (SRD) that will fulfil the business requirements of the Client.

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    • Microsoft Dynamics Sure Step Methodology - Development Phase

      Megha Kainth, 06 June 2011

      The fourth phase in Microsoft Dynamics Sure Step Methodology is the Development Phase. The main aim of the Development Phase is to formulate the customizations, workflows, reports, custom portals, Plug-ins that may be required and to confirm by extensive testing that the component functions come tog

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    • How can I get information out of Dynamics CRM?

      Megha Kainth, 27 July 2011

      Microsoft Dynamics CRM provides an amazing platform for presenting the information generated via different methodologies. This blog post is an attempt of mine to uncover and highlight the different ways through which information can be retrieved from Microsoft Dynamics CRM 2011. 1. Reports – Report

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    • How to create Month to Date Invoice Report in Microsoft Dynamics CRM 2011?

      Megha Kainth, 11 October 2011

      In this blog post, I have elaborated the process and procedure of how to create a Month to Date Invoice Report in Microsoft Dynamics CRM 2011. Dynamics CRM 2011 already has some in-built system reports, however, quite often users customize these reports to make them fit around their unique business

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