MS CRM Many-to-Many Relationships of the "Native" Kind : CRM 4
Update Process Enhancements with Microsoft Dynamics CRM Online 2015 Update
Dynamics CRM 2011: Sales Force Automation
New ways to reach more prospects with SMS Marketing
Discover new ways to reach more prospects with Microsoft Dynamics SMS Marketing. Watch this video to see how a typical SMS Marketing flow works, and learn how to leverage the high response rates of text messaging for your business. You'll see how to set up text messaging key words and short codes, configure opt-in and opt out workflows, link key words to marketing lists, manage your subscribers, and set up rules to limit touch points and avoid overwhelming them.
Lead Management: Disqualifying Lead
To Disqualify a Lead click Disqualify.
The user must select a reason why the lead is being disqualified
Opportunity : Losing an Opportunity
To close an opportunity with a status of Lost, follow these steps:
In the Navigation Bar, click Sales, and in the Sales area, click Opportunities.
Select an open opportunity in the data grid.
On the Opportunities tab, in the Actions group, click Close as Lost.
Accept the default values for the Status Reason, Actual Revenue and Close Date fields.
Optionally, you can associate a lost opportunity with a competitor by specifying a value in the Competitor field.
Creating Workflows - Microsoft Dynamics CRM 2011
This CRM 2011 video goes through how to create 2 workflows:
Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K
Updating the Account to Relationship Type = Client when an Opportunity is WON.
Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015
Integrated Marketing Management and Microsoft Dynamics Marketing
Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type