The ability to get your CRM contacts automatically synchronized to your Outlook address book and mobile phone is a very handy feature in Microsoft Dynamics CRM. Why would you ever manually dial the phone numbers of your customers when you can just set them to appear in your smartphone’s list of contacts? Wouldn’t it also […]
Synchronization vs. Tracking: Understanding Activity Management Options in Dynamics CRM
Long before a company has any CRM system in place they will already have a bunch of customer facing activities like emails and appointments in the personal mailboxes and calendars of their employees. Once a CRM system is implemented, these activities will not magically disappear but rather they will continue to be a key element […]
Eating your own dog food: deleted appointments
In my working team we’ve only recently started to use Microsoft CRM 3.0 for organizing our own work. The CRM system has been already rolled out to 200 users globally, but these databases have been reserved solely for end customer data. Now we finally have a separate CRM environment to manage our team’s internal customer […]
