IT Support Systems

Self-help and IT Support roubleshooting for Microsoft Dynamics CRM 3.0 
Self-help and troubleshooting for Microsoft Dynamics CRM 3.0Top 10 keyboard shortcuts for Microsoft Dynamics CRM 
Accomplish tasks quicker by using simple keyboard shortcuts instead of your mouse.

 

Keep customers coming back with follow-up services 
A repeat customer is the best kind of customer. Use Follow Up activities to schedule a new service activity as part of your check out process.

CRM Data – Microsoft Dynamics CRM Laptop Client 
Hit the road with Microsoft CRM laptop client for Outlook. Set up and activate a local CRM data group then activate and deactivate these local data groups so you can change the data that you want available. With Microsoft Dynamics – it’s all possible.

3 steps to control the Form Assistant Pane 
Customize Microsoft CRM forms to control whether the Form Assistant Pane is open or closed by default.

Are you being served? Follow a service activity from call to reservation 
An at-a-glance diagram of how a service activity is created, from the initial customer call to searching for availability and making the reservation.

Assign leads to regional salespeople using a workflow 
Free up your sales manager’s time by creating a workflow rule that automatically reassigns new leads to regional salespeople.

Follow a lead from creation through closure 
How do you use leads to track potential sales? This article describes how you can convert leads to new records, such as opportunities, and then how to close the opportunity.

Follow a campaign response through the marketing process 
What can you do with a campaign response? This article describes how you can convert campaign responses to various record types and use them to grow your business.

Failover is not supported in a Microsoft SQL Server Reporting Services cluster environment 
Microsoft SQL Server Reporting Services running in a cluster environment cannot provide failover support.

Follow a case from call to closure 
An at-a-glance diagram of how you can take a simple case from the initial customer contact through its resolution

What’s the difference between campaigns and quick campaigns? 
With similar names, it’s sometimes difficult to understand the difference between campaigns and quick campaigns. This article highlights the key differences between these two ways of communicating with potential customers in Microsoft Dynamics CRM.

11 things to know about customization 
The first article in a series of articles that describe some basic customization features and concepts. This article has links to the rest of the articles in the series.

Client extension features 
Include other Web applications within Microsoft Dynamics CRM or customize navigation.

Workflow customizations 
Create automated processes without programming.

Report customizations 
With the metadata-driven design of Microsoft Dynamics CRM 3.0, you can export and import customizations.

Supported customizations 
Protect your investment by using supported customizations.

Form scripting customizations 
Apply business process customizations on the client.

Command-line parameters to specify for the Microsoft Dynamics CRM-Exchange E-mail Router 
As part of the silent installation of Microsoft Dynamics CRM Server, you can specify the incoming and outgoing e-mail servers.

First 6 things to know about customization 
The first article in a series of articles that describe some basic customization features and concepts. This article has links to the rest of the articles in the series.

Transportable customizations 
With the metadata-driven design of Microsoft Dynamics CRM 3.0, you can export and import customizations.

Entity customizations 
Entity customization is about modifying an existing data structure or creating new structures to store data. Modifying and creating relationships between entities provides context for the data that you capture.

Personal customizations 
Users can personalize Microsoft Dynamics CRM. Know what customizations they can perform so that you can focus on customizations that affect all users.

Form and view customizations 
This article describes the basics of customizing forms and views.

Security and customization 
Describes the impact of security on customizations