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Tracking Pipeline Development Over Time in CRM 2015
We’ve come to part 3/3 in the Smarter Sales Process article trilogy. In the earlier posts we talked about customizing the lead qualification process and using calculated fields for opportunity...
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Microsoft Names 2015 Partner Award Winners and Finalists
With July's Worldwide Partner Conference 2015 approaching, Microsoft has once again revealed its annual partner award winners. This year's winners came from 43 categories that "celebrate each of the...
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Strategic Alliance with Lithium: Adding Community Insights to Dynamics CRM
I’m thrilled when we are able to strengthen our Dynamics CRM offerings by partnering with some of the most creative and innovative companies in the industry. These agreements not only provide...
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Microsoft Dynamics CRM Administrator? How about these Top Tasks
I remember when it was difficult to find answers to the easy questions. The "How Do I ......?" Questions.This difficulty has now been resolved with the new Microsoft Dynamics CRM Customer Center. Check...
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14 de Julio: Serie – Infraestructura para Microsoft Dynamics CRM
Ésta sesión será la primera de una serie de eventos donde abordaremos lo referente a la infraestructura en relación a …
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Setup Sales Tax Codes Values using Excel Add-ins
General Ledger > Setup > Sales tax > Sales tax codes To access the table name for the Sales tax codes values, click on the values button from the menu bar, then right click in any field...
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Microsoft Dynamics CRM Many to Many Relationships – Workflow Challenge
I was recently tasked with developing a workflow against a many to many relationship in an already highly customized and active Microsoft Dynamics CRM organization. The workflow needed to share...
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ERP Due Diligence – Critical First Steps
ERP projects can be very complex, time consuming and costly, but they also can have a huge impact to your business by improving productivity, streamlining key processes and enabling growth. Business...
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What to Include in an RFP for ERP Software
Starting a Request for Proposal for ERP Software can be a challenging and overwhelming task. With so many options and variables, where do you even start? We’ve put together a guide to writing a request...
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Accounts Receivable Metrics You Should Be Tracking
Collecting debt from clients can often be a difficult task. No matter what you do, it is not fun and tends to only get serious attention when cash flow is needed or after everything else is done....
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Tip #402: My form script changes aren’t working
“I made an update to a form script in Dynamics CRM, but I don’t think it worked–it still acts the way it used to before I made the change. What’s happening?” What most likely is happening is that your...
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Azure Partner Community: Announcements from Build and Ignite, and preparing...
by Nick Johnson, PMP US Partner Technology Strategist for Microsoft AzureThe Microsoft Azure Partner Community is led by National Partner Technology Strategists from the Microsoft US Partner Team....
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Skype Translate and Micrososft Dynamics
“We are heading towards a new era of computing.”That was the sentiment Satya Nadella delivered in May when he treated us to the first public demo of Skype Translate.Microsoft claims that Skype...
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Tracing and Logging Plugins in Dynamics CRM 2015 Online
Microsoft Dynamics CRM 2015 Update 1 has introduced a new feature for developers to troubleshoot plugins more efficiently when using ITracingService. This feature allows developers to record tracing...
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Exploratory Testing in Agile software development teams
Exploratory testing is investigative testing practice, which involves simultaneous learning about the software under test while designing and executing tests, using feedback from the last test to...
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Commitment Drives Growth: Choate Rosemary Hall and Microsoft Dynamics GP
(Please visit the site to view this video) Students at Choate Rosemary Hall channel a passionate and creative drive for knowledge into a commitment to service, which is evident in the distinctive...
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ERP-backed manufacturing decision-making
Business moves fast. In order to keep up with the ever-increasing speed of the modern global economy, business owners are forced to make quick decisions. How can a manufacturer be sure he or she has...
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CTI integration between CRM USD and Microsoft Lync - Part 2
This is the second part of blog CTI integration between CRM USD and Microsoft Lync - Part 1. The last blog covers how to receive the CTI event in USD. In this blog we will use telephone number provided...
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GP 2015 R2 Feature List - Analytical Accounting Smartlist Reporting Enhancement
With the release of Dynamics GP 2015 R2, too many significant features are introduced to meet the demanding requirements of the community and fulfill their needs. In this series, we are going to shed...
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How to Install the Dynamics AX Enterprise Portal in a Load Balanced...
(Please note this article assumes you have working knowledge of SharePoint, IIS, DNS and host files)1. Create a new Web Application on the SharePoint Central Administration Server. This Web Application...
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