• Microsoft Dynamics CRM 2011 - Applications

      Vlad Arabajiev, 16 November 2011

      The Microsoft Dynamics CRM 2011 Applications Course covers the following topics: • Marketing Automation Applications • Sales Applications • Service Management Applications • Service Scheduling Applications * This course focuses on getting users comfortable with using Micr

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    • Getting ahead with Customizations in Dynamics CRM 2011

      Vlad Arabajiev, 17 November 2011

      The Microsoft Customization and Configuration course covers the following topics: • Configuring a Microsoft Dynamics CRM Organizational Structure • Managing Users & Teams and Security • Customizing Attributes and Entities • Customizing Relationships and Mappings • 

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    • Microsoft Dynamics CRM 2011, creating custom system charts

      Vlad Arabajiev, 02 December 2011

      The latest Update Rollup 5 in Microsoft Dynamics CRM 2011 introduces some really cool new features. There are improvements in creating and editing System and Personal charts. New enhancements are added in working with Dialogs and Workflows. Data management is also improved, there have been CRM Outlo

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    • Using E-mail templates for quick campaigns in Dynamics CRM 2011

      Vlad Arabajiev, 12 December 2011

      In this blog I will show how to create a quick marketing campaign and use an e-mail template for all participants in the campaign. It is important to design your e-mail template in such way that it looks personal. Potential customers need to feel appreciated and should be looked after with care. The

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    • Dynamics CRM 2011, Use workflows to notify a user when new lead is created

      Vlad Arabajiev, 17 December 2011

      Here we will look into how to use Workflows and setting an E-mail template to notify a user when a new lead is created. This process can save you time when you deal with new leads and want to know when a potential customer can be acquired. Let’s get into it. Please note that in order for this workfl

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    • Microsoft Dynamics CRM 2011, Using Mail Merge to create labels

      Vlad Arabajiev, 27 December 2011

      I will show you how to create Labels for your Contacts from Dynamics CRM 2011. This is done by using Mail Merge. It can be quite useful when you have a large amount of Contacts in your CRM Environment and need to capture their contact details on a Word document. Microsoft Word then further allows yo

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    • Dynamics CRM 2011, Mail Merge Templates showing Quote Information

      Vlad Arabajiev, 04 January 2012

      In this blog I will show you how to use Mail Merge Templates to display all required quote information for a customer. This process saves you a lot of time, when you are dealing with customers who always require a quote before they buy. All you have to do is produce the quote for the customer, then

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    • Custom Fields in Mail Merge, Dynamics CRM 2011

      Vlad Arabajiev, 08 January 2012

      Here we will look how to do a Mail Merge with custom fields. The great thing about Dynamics CRM 2011 is that it allows you to customize the system any way you like. This enables us to create custom fields on any entity we like and then include these in our Mail Merge. It is quite a handy trick to kn

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    • Using Hyperlinks with Mail Merge, Dynamics CRM 2011

      Vlad Arabajiev, 14 January 2012

      We are going to explore the capabilities of Microsoft Word to integrate with Dynamics CRM 2011. We want to create some good looking Mail Merge Templates, include images in them, and hyperlinks. That way we can impress the customer by both the use of nice images and also providing links. Including hy

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    • Managing Mail Merge Templates Using Solutions in Dynamics CRM 2011

      Vlad Arabajiev, 22 January 2012

      In this blog I will demonstrate how you can manage your Mail Merge Templates by using Solutions. The main benefit here is that you have the ability to preserve your Mail Merge templates in a secure place. This comes in quite handy when you are dealing with a number of templates. You might want to cl

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    • How to change the name of a group in the sitemap in Dynamics CRM 2011

      Vlad Arabajiev, 29 January 2012

      In this blog I will briefly describe how to change the name of a group on the site map. I shall use more screenshots rather than explanations as I believe visual learning is also a great way to memorize how to do something and is rather quick. So let’s start with launching Dynamics CRM 2011. The nam

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    • Creating Contract Templates, Contracts and Contract Lines in Dynamics CRM 2011

      Vlad Arabajiev, 03 February 2012

      In this blog we will have a look how to create Contract Templates and then Contracts. It is essential that every contract has contract line items in it. Contract lines items specify the services to be provided. Contract lines show how the customer will be priced and allotment details. Knowing how co

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    • Adding Dynamic Fields from Lead/Contact E-Mail Templates to Global Templates

      Vlad Arabajiev, 10 February 2012

      In this blog post I will show you how to create a Global Email Template in Dynamics CRM 2011 and include dynamic values contained in other template types such as Lead and Contact. The Global Email Template only allows you to insert fields from the User form. This limited functionality can be elimina

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