Creating Custom Reports for MSCRM 2011 online can be pretty tricky. Since you are stuck using FetchXML to write your queries, you are limited to what you can do (as opposed to using a SQL Query). One limitation is using a Union. There is no Union in the FetchXML query language.
Creating Custom Reports for Microsoft Dynamics CRM 2011 Online
Video – Product tour of CWR Mobile CRM for Microsoft Dynamics
Learn how to extend your Microsoft CRM solution to your mobile workers.
This one-hour webinar will provide an overview of key features and functionality, demonstrations on different mobile devices and direct answers to your questions.
Featured Host: Gary Horn from CWR Mobility Gary is a senior sales executive with 14 years of CRM sales and support experience, a command of solution selling and an understanding of CRM transformation.
Microsoft CRM – Show activity notes on main lead, contact or account screen
When you enter notes on an activity it gets written to the history of the corresponding lead, contact or account. This can be difficult for users to use in real-time as they need to first open the lead, contact or account, click on Closed Activities then open each activity to get to the notes.
Microsoft CRM to have a “Metro” User Interface Option
Windows 8 has a tiled or “Metro” style user interface. At Microsoft’s Worldwide Partner Conference Microsoft announced that CRM will also offer an optional “Metro” or tiled user interface option. The tiled interface was originally developed to be more usable on tablets and with touch controls that tablets use.
Keep your marketing lists up to date in Microsoft CRM
Microsoft Dynamics CRM has excellent marketing features including marketing lists. Marketing lists are groups of leads or contacts grouped together for specific marketing purposes. For example if you sell industrial supplies you may have specific marketing lists for certain target markets and specific product or vendor line marketing.
Earn Cash Back for signing up for Microsoft CRM Online!
Microsoft Announces Cloud Easy, a new subsidy for CRM Online and other cloud based applications that are part of Office 365. If you sign up for Microsoft Dynamics CRM Online or Office 365 between July 1st 2012 and Sept 30th 2012 you could qualify for subsidy funds.
Why does my organization need Key Performance Indicators (KPI’s)?
Key Performance Indicators (KPIs) provide your organization actionable metrics in easily accessible, customizable formats so they can be used to increase the effectiveness and efficiency of your operations. What differentiates KPIs from other metrics is they can be generated from all business data to determine key leading and lagging indicators, which ultimately reflect the strategic performance of the organization.
ClickDimensions Product Tour Webinar
Description
Attend this informative session for a full product tour demonstrating how ClickDimensions will improve your company's outreach and extend your customer base through the use of their Automated Email Marketing software.
Product Details
ClickDimensions built-in email marketing capability provides an intuitive experience that allows users to create and send bulk HTML emails with all send, open, click and bounce data reported at the mailing (aggregate) as well as individual recipient level.
Just Published! Two Brand New CRM for Supply Chain Distribution Videos
Microsoft CRM For Wholesale Distribution Webinar Series Videos
More Information on these CRM Solutions:CRM for Supply Chain and Distribution Customer Relationship Management (CRM)
This two-part webinar series is focused specifically on sales effectiveness in the Supply Chain and Distribution space.