Category: CRM

Microsoft Dynamics CRM 2013: Business rules in detail

Microsoft Dynamics CRM 2013 has introduced a new tool when creating or modifying a data entry form. We can now create Business Rules that apply during data entry. Previous to the 2013 version of CRM we had to resort to using jscript on the form to do any data checking.
The business rules tool should reduce (but at this stage not eliminate) the use of jscript and therefore make forms management a little easier.

Dynamics CRM, the cloud and you

If you have recently considered the question, “should I put my CRM in the cloud”, then this blog is for you. I’ll take you through the reasons for and against hosted CRM in the cloud, and the different choices and considerations available to you. You should find this helps you choose where to locate your business’s CRM system.

How to justify your marketing budget

To justify your marketing budget you need to establish forecasts based on past performance, measure the actual outcomes and match them back against the forecast. Then when you present your budget, you can provide facts based on previous forecasts and actual results. This will give you credibility in your marketing investment requests.

Automatically saving Outlook attachments to SharePoint

With the standard SharePoint integration, in Dynamics CRM saving attachments from Outlook into SharePoint, or attaching documents from SharePoint to an outbound message, can take many clicks and potentially some searching for the right document location.