Ready-to-Use Business Process Flows

To help you ensure that you follow consistent steps every time you work with customers CRM 2013 includes several ready-to-use business processes for common sales, service, and marketing scenarios Contact to orderTarget sales by using a consistent method to interact with customers Email sales campaign Email prospects, create and qualify leads, develop opportunities, and then close … Continue reading Ready-to-Use Business Process Flows

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New and updated topics to the CRM 2013 Implementation Guide

New and updated topics to the CRM 2013 Implementation Guide Create and edit business rulesAdded two items to the list of Limitations for business rules about how business rules are cached for Microsoft Dynamics CRM for tablets and how lookup values are set. Create and edit processesAdded the "Are processes active when they are imported?" … Continue reading New and updated topics to the CRM 2013 Implementation Guide

CRM 2013: Understanding Portable Business Logic

In CRM 2013  you can do client side scripting without knowing anything about JavaScript! We are introducing a simple declarative interface to help you implement and maintain your fast changing, commonly used business rules. The rules will be applied to Main and Quick Create forms for the web application, Outlook and CRM for Tablets.Thats why we call them Portable. … Continue reading CRM 2013: Understanding Portable Business Logic

Just Released: CRM for Tablets now available in the Windows Store

We just released Dynamics CRM for Tablets to the Windows Store. Dynamics CRM is the essential business tool to help you stay connected and productive wherever you are. Stay up to date with your customer info—even when you’re on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, leads, and … Continue reading Just Released: CRM for Tablets now available in the Windows Store

CRM 2013: Understanding Multi-Entity Search

One of the great features available in the upcoming CRM for Tablets is the ability to execute a Quick Find query across multiple entities at once.  Quick Find is a core feature of Microsoft Dynamics CRM that has been available since version 1 of CRM.  In the web application and Microsoft Dynamics CRM Client for Office … Continue reading CRM 2013: Understanding Multi-Entity Search