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Upgrade to Microsoft Dynamics CRM 4.0
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Considering an upgrade to Microsoft Dynamics CRM 4.0 from an earlier version (such as CRM 1.2 or CRM 3.0)?  This document describes all of the new features available in Microsoft Dynamics CRM 4.0.  This includes: better Outlook integration, the web reporting wizard, auto-complete for lookup fields, significant improvements in the SDK and many other features.  If you are current on your Microsoft CRM Software Assurance, then the updated software is free - contact us for assistance with checking on your Software Assurance.

MS CRM Customization: Add contact info to phone call
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This is a customizations file to import into Microsoft Dynamics CRM 4.0.  The file contains a single workflow that will automatically put contact information (from a Lead or a Contact) into the description field of a Phone Call activity.  More information can be found in this blog: http://www.askcrm.com/Home/tabid/866/EntryID/75/Default.aspx

Microsoft CRM - Cleaning Up Outlook Tip Sheet
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This document contains tips and “how-to’s” for cleaning up your outlook contact list after going “live” with Microsoft CRM. The examples and screenshots are from Microsoft CRM 4.0. You should check with your CRM Administrator before proceeding.

Microsoft CRM Fundamentals Tip Sheet
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This document contains tips and “how-to’s” for the fundamentals of Microsoft CRM. The examples and screenshots are from Microsoft CRM 4.0. Your company may have customized and changed the names of entities (for example – Accounts may be called Companies or Customers). This should not affect the basic steps. 

CRM Success Slides for PMA09
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CRM Success: Accelerate Business with Customer Relationship Management

This presentation was delivered by Geoff Ables, from Customer Connect, to the the PMA09 converence in Las Vegas on March 2, 2009. A number of attendees have requested to have access to the slides in order to download them to develop their own CRM strategy.

Upgrade to Microsoft Dynamics CRM 4.0
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Microsoft Dynamics CRM 4.0 represents a significant upgrade from previous versions. This paper, published by Microsoft, provides a comprehensive overview of the enhancements that have been made from version 3.0 to version 4.0. If you are considering upgrading your version of Microsoft CRM, this paper provides the information you need to make an informed decision.

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