In our previous article, we covered how to create a Team in CRM 3.0. Now we're going to put that Team to work.
I think most people start utilizing more of CRM's features as they become more comfortable how the product operates.  One of the features that people have a tendency to discover after using CRM for a […]

One of the things that I recently started adding to my CRM installation process was to create a team called Everyone.
And why, do you ask, do we need a team called Everyone?  Well, it's rather simple. It is less maintenance in the long run to assign shared records within CRM to a Team, than it […]

Here is an example of how to use JavaScript within a CRM 3.0 form to combine the values of the First Name and Last Name fields and put the combined values into the Company field:
 

var firstName = crmForm.all.firstname.DataValue;

var lastName = crmForm.all.lastname.DataValue;

var companyName = "";

if (firstName != null)

{

companyName = firstName + " ";

}

if […]

I really wonder about companies sometimes. Take a look at some of the SPAM I received this morning:

So in a period of less than an hour, I went from having the opportunity of receiving Unlimited Virtual Seminars to merely getting 20% off.
Hmmm….

Some of my customers use Microsoft Excel or Access to pull data from the CRM system in order to produce custom reports, or in one instance, to interface with a third-party bulk-email application.
CRM 3.0 has a set of SQL Database Views, called Filtered Views, that are constructed in such a way that CRM Security roles are […]