CRM 2011 now even better with added BING

  One of the things we have toyed with for a little while is creating map integrations for CRM 2011 and after some recent conversation with the Microsoft Bing Team we have an approach to move forward on and to give an integrated experience with content and Maps. A couple of the features we wanted to include in CRM 2011 were In CRM 2011 Phase 1 On the left navigation you will have an eMap Icon this will present a Map, that will show all active Account, Contacts and Leads. 1. From the map you can navigate to open any of the displayed CRM records  2. You can use the search capability to find areas and related CRM Records i.e. Search ABC company   3. You ... [More]

Right I have created my Quote in CRM now as a Sales person where is the button to email it to the Customer

So even with the launch and subsequent rollup’s from Microsoft there is no easy way to send a quote or order confirmation out from Microsoft CRM 2011 with the click of a button.  I thought I’d take the time to document the process and then suggest some of the benefits of the ePDF solution from the end user. The functionality to do this is in CRM but if you want to go from creating the Quote record to getting an email to send with the quote or order attached this would be the process Create E-mail and Attach Quote PDF or Order PDF The CRM 2011 Way 1. Click Run Report Dropdown 2. Select the report to run 3. Click „Export‟ button 4. Select Acrobat (PDF) file 5. Select... [More]

October Update - Latest Products released for Microsoft CRM 2011

Hi All Welcome to the October newsletter from the MyCRM Download Centre, AppStore and Marketplace. We would like to share some exiting new developments and new product releases with you this month as we have released 4 great add on products for Microsoft CRM 2011 eCampaign - For on premise installations that require a cost effective, fully integrated email marketing solution for CRM 2011. http://downloads.mycrmgroup.com/eCampaign.aspx eSpell - It would seem it’s been missed out of CRM again so now you can add spell checking to CRM 2011. http://downloads.mycrmgroup.com/eSpell.aspx eNumber - A fully out of the box integrated Auto Number and Auto Naming tool that creates sequenti... [More]