Microsoft Dynamics CRM

Dynamics CRM Online: Free Rollout of Social Listening

Posted by Jen Bieker on August 13, 2014

Are you a Dynamics CRM Online Customer? If so, the wait for Social Listening is over.  Microsoft announced it is currently in the process of adding Social Listening for eligible customers for FREE.  The process should be complete by the end of August 2014. Dynamics CRM Social Listening is…

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Pretty Data at Your Fingertips

Posted by Jen Bieker on July 29, 2014

I’m always amazed at how many people in our weekly meetings have spreadsheets and paper lists, or even notepads full of items they need to keep track of.  What do you use for an overview of your daily data?  Sometimes I see people print reports, but…

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Are You Entitled Yet?

Posted by Jen Bieker on July 16, 2014

Included in the Dynamics CRM Spring `14 Update is a new feature called entitlements.  Entitlements help make managing multiple SLA’s (Service Level Agreements) simple and easy. What are entitlements? If you’ve ever tried to manage a support or service center with multiple different levels of SLA…

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Where are my Dynamics CRM 2013 Volume License Keys?

Posted by Jen Bieker on July 10, 2014

Here’s a recent scenario from the Crestwood CRM Support Team.  We thought we should share in case you are having the same issue.  We got a call from a customer: “I am a Microsoft Volume License customer and I bought Dynamics CRM 2013 but when I…

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In Need of Dynamics CRM 2013 Guides, Training, Videos and More?

Posted by Jen Bieker on June 18, 2014

Look no further than the Dynamics CRM 2013 resource site.  It’s packed full of every tool for end users and developers alike, and best of all, it’s free. I really like the way they organized and split the content into different sections, as it makes it…

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CRM Data Cleanup (and more) Made Easy

Posted by Jen Bieker on June 17, 2014

It seems like the last few places I’ve worked have all had one thing in common – large databases of mostly unusable information.  It’s a common occurrence I hear from a lot of people. For example, I would send out an email campaign and receive…

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CRM 2013 Support Configurations are Changing

Posted by Donna Krizik on May 22, 2014

The next two versions of Dynamics CRM will be SP1 and CRM Online Spring ’14 expected later this year. What’s important about that? Not much, but just a few announcements from Microsoft about some CRM and associated products that won’t be supported after those two releases. …

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Dynamics CRM 2013 SDK

Posted by Jen Bieker on May 9, 2014

May 8, 2014 - Microsoft released their Dynamics CRM 2013 Software Development Kit (SDK). The downloadable SDK documentation is designed for developers, system customizers, and report writers. It contains information for writing server side code, custom business logic, integration modules, workflow assemblies, and plug-ins and also provides an architectural overview of Microsoft Dynamics…

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3 Time Saving Tricks for Dynamics CRM 2013

Posted by Jen Bieker on April 23, 2014

Do you know how to create shortcuts, use the pushpins, and view recently opened items in CRM 2013? Here are 3 user time saving tips you can use in Dynamics CRM 2013. 1.  Create Shortcuts to things you use daily in CRM STEPS: Navigate to the item in CRM you want to create…

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Are You Listening to What Your Customers are Saying Online?

Posted by Jen Bieker on April 17, 2014

In today’s market, people are sharing more than ever online.  Social media has changed the way people connect, discover, and share information.  It provides great marketing opportunities -   reach broader audiences, target specific demographics, it’s fast and easy, and doesn’t…

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