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Time Zones with the Scribe Insight CRM Adapter
With the Scribe Adapter for Dynamics CRM, there is a feature that allows you to customize the time zone that should be used when migrating and integrating date/time fields. This feature is found within...
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The Sales Tax Landscape is Shifting – You’re Wise to be Ready
For years, online retailers have been exempt from collecting sales tax in states where they didn’t have a significant physical presence tying them to the state such as a warehouse or distribution...
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Outlook Client and PeakNFP
One of the many reasons Non-profit organizations choose PeakNFP Donor Management is the integration capability through Microsoft Outlook. This gives the tool some familiarity to users as most of us...
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Employee E-Mail Suite and SP1 Features
With Employee E-Mail Suite you can do just that and more. Integrity Data’s Employee E-Mail Suite allows you to send a password protected earnings statement and additional PDF files, such as a company...
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SRS report crashes when printing with updated version of Internet Explorer
Two users recently ran into an issue where they could no longer print any SRS report using the printer icon in Report Manager, which is a daily process and routine for these users. Internet Explorer...
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How to keep your Outlook Contacts and your PeakNFP (CRM) Contacts separate
Many people would prefer to keep their Outlook contacts in Outlook and their PeakNFP Contacts in PeakNFP but where do you find those settings? If you are running Outlook 2007 you will need to go to the...
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The Power of Data Visualization and Often-forgotten Tools for Data Mining
Data visualization refers to how data or facts are graphically presented in a readable and recognizable manner. This is a generic/general term often used in a business context to describe reporting...
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The Power of Data Visualization and Often-forgotten Tools for Data Mining
Data visualization refers to how data or facts are graphically presented in a readable and recognizable manner. This is a generic/general term often used in a business context to describe reporting...
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Issues when installing GP 2013 service pack twice
There is an issue with Microsoft Dynamics GP 2013 that occurs if the service pack (.msp file) is installed twice or re-applied. In my situation, the service pack was done twice and when running GP...
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Analytics: The Secret Weapon for C-Suite Decision-Makers
Responsible decision-making is often driven by the ability to extrapolate meaningful insights from that accurate and relevant data. Having access to and ability to gain insights from that data is...
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Gamification: A Generation Y Working Method
It is possible you’ve not heard much (if anything) about gamification. That is likely to change. As it relates to organizational management, you are likely to hear much more about gamification in the...
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CRM & Email Marketing Options
It is easy to be confused in the world of internet marketing. For non-technical individuals, email-marketing can be difficult to understand and hard to keep up with. Add business marketing and daily...
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Building Customer Portals
One area of Microsoft Dynamics CRM that has seen an increase in popularity over the last year is the Service module. Part of that increase in adoption can be attributed to the availability of portal...
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CustomerSource? Why Not?
Organizations that are current on the Microsoft Dynamics service plan already pay to access Microsoft’s CustomerSource site, so why not use it? For organizations that strive to be more self–sufficient...
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Tapping Potential
With the release of Microsoft SharePoint 2013, I had the opportunity to connect with Girish Raja – Microsoft Dynamics CRM’s Technical Product Manager for the Corporate Marketing Team – to talk about...
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Plugins Workflows and Jscript
The terms “Plug-In,” “Workflow,” and “JScript” are commonplace for those who are experienced with Microsoft Dynamics CRM. Sometimes, it seems that even users who have a number of years of background...
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Step Up to the Plate or Sit on the Bench
You’re excited –the decision has just been made to purchase and implement a new ERP or CRM project. All the signs are positive. The estimated timeline and responsibilities are defined in a Statement...
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CRM and Outlook Integrations
With Microsoft Office Outlook integration, Microsoft Dynamics CRM inherits Outlook features and innovations including spell check, user defined viewing panes (with drag and drop field views/locations),...
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Create Personal Views in Microsoft Dynamics CRM 2011
For a variety of reasons, Microsoft Dynamics CRM Users often have the need to view data in different ways from each other. Create Personal Views is a great function to speed access to the data needed....
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Creating Contacts and Leads from an Email CRM Tip
There is an easy way to see whether people copied on an email are contacts or leads in Microsoft Dynamics CRM system when using the Microsoft Dynamics CRM for Outlook client. When opening an email that...
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