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Configuring the CRM 4.0 email router to use a POP3 account
[via Vollmer]
Michael Lu has a really cool video showing how to configure the CRM 4.0 email router to use a POP3 account.
Dynamics CRM, Email
(No Ratings Yet)1,987 views
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See Sales Consultant Jeffrey Gitomer at the Toronto CRM 4.0 Launch Event
I was reading my weekly Sales Caffeine e-newsletter today when I saw an image that looked remarkably like that of the CRM logo – mostly because it was.
For you folks in Canada, Super Sales Consultant Jeffrey Gitomer will be the keynote speaker at the CRM 4.0 launch event. If you're in the Toronto area, I'd encourage you to attend.
From the Event Site:
Event Overview
THE MICROSOFT DYNAMICS CRM 4.0 LAUNCH EVENT
CONNECT WITH YOUR CUSTOMERS
Come out to a local launch event and find out how Microsoft Dynamics CRM 4.0 is the right choice to help you build stronger customer relationships!
The Toronto event will feature a Keynote address by published, industry renowned sales consultant Jeffrey Gitomer-who will discuss the importance of building lasting customer relationships and having the right tools to do it!
Sales guru Jeffrey Gitomer is the author of The New York Times best seller 'The Sales Bible' and 'The Little Red Book of Selling', and is also a highly sought-after speaker and syndicated columnist. Mr. Gitomer will be discussing the importance of building lasting customer relationships, and how having the right tools can help.
Microsoft Dynamics™ CRM 4.0 can help provide you with a clearer view of customers, leads and opportunities through a familiar, intuitive interface. Microsoft Dynamics CRM:
- Looks and works like Microsoft Office – so users can get up to speed with little or no training.
- Simplifies data entry – so users can spend more time driving sales and less time performing administrative tasks.
- Integrates seamlessly with familiar tools – integration with applications like Microsoft Office Excel enables users to make better-informed decisions more efficiently.
The newest release of Microsoft Dynamics CRM is more flexible than ever, featuring a variety of options that allow you to tailor your CRM solution to better suit the needs of your business and your people.
Dynamics CRM (No Ratings Yet)1,231 views Loading ... -
Stunnware releases Filtered Lookup for Microsoft Dynamics CRM 4.0
The Filtered Lookup for Microsoft Dynamics CRM 4.0 is the successor of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0. Initially being a workaround to filter lookup results, it grew to a tool set with a lot more functions than initially thought. As of January 2008, the current version of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0 is 1.4.3.
http://www.stunnware.com/Products/FLD4/Default.htm
Customization, Dynamics CRM (No Ratings Yet)2,168 views Loading ... -
Setting the publish date using Windows Live Writer
Windows Live Writer has a "publish date" feature that allows you to set the date and time when an article is to be published on your blog. I've always wanted to use the feature, but I wasn't exactly sure how it works. Luckily Thomas has a really good explanation here. I tested it this weekend and the article was published as requested.
Misc (No Ratings Yet)996 views Loading ... -
CRM 4.0 Workflow: Setting the Primary Contact's Parent Customer
I am becoming more and more impressed with the workflow capabilities of CRM 4.0. I am finding that I can create workflows to automate minor tasks to enhance CRM's functionality or to correct what I consider to be "annoyances."
One of these involves the relationship between the Primary Contact for an Account and that Contact's Parent Customer field.
When I set the Primary Contact on an Account, I would like it to automatically edit that Contact's record and update the Parent Customer field to point back to the Account. It's always seemed fairly logical to me to have these two fields linked, but that's not the way it has worked, until now.
We're going to define a workflow based on the Account Entity ( I've renamed my Account Entity to be Company, but it works just the same ). Here's how the initial workflow configuration will look:
Options:
Start when:
- Record is created
- Record attributes change ( select the Primary Contact Attribute )
Available to Run:
- On demand
Steps:
1) Check for existing data
1a) If the Primary Contact's Parent Customer Attribute does not contain data, perform the next step:
( Basically, if the user has set the Attribute manually, we don't wish to overwrite their work. )
2) Update the Related Entities: Primary Contact record.
3) Set the Parent Customer Attribute:
This will make our workflow look like this:
Publish the workflow. From this point forward, every time you set the Primary Contact for an Account, the workflow rule will run and if you have not already, it will update the Primary Contact's Parent Customer Attribute to point to the Account.
Dynamics CRM, Workflow (No Ratings Yet)3,717 views Loading ... -
CRM 4.0 installation poll results so far
Dynamics CRM (No Ratings Yet)856 views Loading ... -
It's the little things in life that just piss me off. Part II
You know, all things told, everything in my little world is pretty good right right now. Me, Yahweh, and the Universe have reached a relatively copasetic arrangement of a sort. The plusses and minuses of my actions in everyday life more or less equal out.
Until tonight that is, when that everything went horribly wrong.
I stopped by my favorite Mexican restaurant tonight for a margarita and some take out. I didn't eat all of the chips and salsa with my meal so as I was putting the remainder in the fridge, when the following happened:
Just to catch everyone up to speed, you're looking at my kitchen floor. That's the green with yellow-stripes part. The mangled Styrofoam cup held the remainder of my salsa, which you will notice is now all over the green with yellow-stripes part of my kitchen.
The black thing, that you will also notice in the photograph, is the HANDLE TO MY FREAKING REFRIDGERATOR . Which broke off when I attempted to open the fridge tonight.
I'm not exactly sure of the interaction of the handle, me, and the salsa cup, but as you can see, the everyone lost in this totally senseless battle.
So at this point, I'm not exactly sure who I pissed off: God or the Universe. Not that it really matters or anything. It's just something else I have to fix…
By the way, in case you need to know The easiest way to clean salsa off the floor is to use a dustpan and a sponge…
Meanderings (No Ratings Yet)549 views Loading ... -
Movie Review: Shoot 'Em Up
Wow! Talk about gratuitous violence; Shoot 'Em Up certainly lives up to its title. Shots being fired take up about half of the movie. Luckily, the plot doesn't get in the way of the action.
Clive Owen makes a fairly respectable Good Guy with Monica Bellucci providing the Eye Candy.
I also noticed two things that I don't think have ever been covered in cinema before:
1) A love scene involving a fire fight.
2) A shoot-out in mid-air after the parties in question parachuted out from a perfectly good airplane.
Anyway, it's mindless entertainment and something to occupy your time should you get bored. Watch it at home on pay per view so you can fast forward through the talking parts and get back to seeing Clive shooting the bad guys.
Meanderings (No Ratings Yet)591 views Loading ... -
Article on the CRM Team Blog. 1/10/08
Greetings Everyone,
I have an article on the CRM Team blog describing how to add a custom search button to any CRM Entity.
Later, Mitch
Customization, Dynamics CRM (No Ratings Yet)818 views Loading ... -
Microsoft is expanding the CRM Live Early Release Program
For more info, read the CRM Team Blog article.
Dynamics CRM (No Ratings Yet)812 views Loading ...
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