Cisco Web Dialer – Pass Variable
My company calls on behalf of Associations. we have a vendor that we purchased a number to place against each Association. This number is given to us to store in our CRM. Then we provide the Caller ID name we want to show up on the customer’s end to the vendor who then stores all [...]

Answer Question   |  July 13, 2012  7:03 PM
Cisco Web Dialer, Microsoft CRM, VoIP

Can I run SBS 2003 OS with Exchange 2003, Sharepoint Services 2003, and Microsoft CRM
Can I run SBS 2003 OS with Exchange 2003, Sharepoint Services 2003, and Microsoft CRM? If so, do you have any links that will help me get started?

Answer Question   |  May 16, 2010  2:26 PM
CRM, Exchange 2003, Microsoft CRM, SBS, SBS 2003, SharePoint, SharePoint 2003

CRM email reception problem
1)When email is received all new line character gets removed leaving all matter in single line 2) If long string of link is received then it gets broken and only partial link is received

Answer Question   |  May 12, 2010  12:10 PM
CRM, E-mail applications, Microsoft CRM

Importing History into Microsoft CRM 4.0
How do I import history in Microsoft CRM 4.0?

Answer Question   |  April 7, 2010  5:39 PM
Microsoft CRM, Microsoft CRM 4.0, Microsoft CRM History Import, Microsoft Dynamics

Muliple leads, one opportunity
We frequently get multiple leads from same contact before we close a deal. In MS-CRM, we only associate one lead, one opp and currently mark subsequent leads as duplicates. Marketing wants to be able to track all leads associated with won deals. How do other organizations handle this? Was your solution readily adopted by sales [...]

Answer Question   |  June 18, 2009  4:35 PM
CRM, Lead tracking, Microsoft CRM

Comparisons of CRM performance
Can any one tell me about the performance comparisons of different CRM Solutions like MS CRM, Sugar CRM and EnterpriseWizard CRM, which Solution has best Performance?

Answer Question   |  March 16, 2009  8:44 AM
CRM applications, CRM performance comparison, CRM software, EnterpriseWizard CRM, Microsoft CRM, Microsoft Dynamics CRM, SugarCRM

How does Microsoft CRM integrate physically with Outlook?
How does Microsoft CRM integrate physically with Outlook? Is there a different Web server I need to use to ensure that Outlook syncs with CRM Live? Thanks.

Answer Question   |  June 11, 2008  1:18 PM
CRM, CRM integration, Microsoft CRM, Microsoft Dynamics CRM, Outlook CRM

Need advice on CRM application integration for email newsletter system
We are in the process of developing an electronic email newsletter system for one of our client. Could you tell me how we may be able to link to and from their Microsoft CRM database to our email newsletter SQL Server database. For example, we need to link the newsletter with the database of contact [...]

Answer Question   |  June 10, 2008  6:03 PM
CRM, Email campaign management, Microsoft CRM, Microsoft Dynamics CRM, SQL Server

Can you have two instances of CRM 3.0 on the same domain?
Can you have two instances of CRM 3.0 on the same domain? If so, how is it implemented. Also, how does this affect the user roles on the separate instances? What I mean is for example will a user setup as “Sys Admin” on CRM1 have the same level of access on CRM2? Thanks.

Answer Question   |  June 10, 2008  5:59 PM
CRM, CRM software, Microsoft CRM, Microsoft Dynamics CRM

Linking Microsoft CRM to MSSQL Server
We are currently setting up a email newsletter system for one of our client and are looking at linking to and fro their CRM, for example, we need to link our newsletters (stored in MSSQL) to their list of contact emails (Stored in CRM) and write information related to the newsletter usage back to CRM. [...]

Answer Question   |  June 3, 2008  2:07 PM
Microsoft CRM, SQL Server 2000

Need some help with Microsoft Dynamics CRM
I’m trying to use the service calendar in CRM 4.0 but find it is not providing the appointment picks in the form I think I should be seeing. Since the service I want to schedule has a 1-hour duration with a 15 minute interval, I want to see at 8:00 am all of the personnel [...]

Answer Question   |  April 24, 2008  7:35 PM
CRM, CRM software, Microsoft CRM

Help with Microsoft CRM and Quick Campaign creation feature
Is there any way to use the Quick Campaign creation feature to send a bulk email? Rather than having to execute each individual task created, I mean… Right now, if I create a QC to email 100 people, I have to go into each activity and hit “send”. Kinda time consuming… Thoughts? Or, perhaps I [...]

Answer Question   |  April 24, 2008  7:33 PM
CRM, CRM software, Marketing campaign management, Microsoft CRM

Integration of SAP IPM with MS CRM
I need to integrate SAP IPM with MS CRM to retrieve buiness details. Can any body please let me know, how can I achieve it.

Answer Question   |  December 13, 2007  12:52 PM
Microsoft CRM, SAP IPM