Archive for January, 2010

Dynamics CRM Integrated E-Mail Marketing

Jan. 26, 2010 — Dynamics CRM is a great product, but it’s got some feature gaps. One of the big ones is in e-mail marketing. Hosted e-mail marketing services fill the gap, but it’s a total hassle sending e-mails from a completely separate application! Here’s an introduction to a solution that integrates Dynamics CRM and Constant Contact: C-Cubed from Zero2TenCRM.

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Many-to-Many Relationships

Jan. 18, 2010 – In life, many-to-many relationships are recipes for pandemics. In Dynamics CRM they aren’t quite as bad, but they can be confusing until you get used to them. This article is about the Dynamics CRM variety, although if you prefer the epidemiological I include a link to an article about those.

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Who We Are: A Statistical Self-Portrait of the Dynamics CRM User Group

Jan. 15, 2010 — In the month after our December meeting, we received 23 reponses to our first annual membership survey of the Dynamics CRM User Group. I don’t know what the threshold is for statistical reliability, but what the heck: surveys are fun! Plus, this one was done right in Dynamics CRM (I’ll write a separate article on the how-to of surveys in CRM). Forthwith, the results…

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Sending E-mails with Dynamics CRM Workflows

Jan 12, 2010 — Dynamics CRM workflows can send e-mails, and there are plenty of business processes that can be enhanced by including workflow-generated e-mails. This article provides background information on Dynamics CRM e-mail integration, common scenarios for workflow/e-mail, and some tips and tricks.

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New Year’s Resolution: Focus on the Essentials

Jan. 11, 2010 — I send out a (more or less) monthly e-mail newsletter — here’s the January 2010 edition. In the spirit of the month, it’s a New Year’s Resolution. And speaking of New Year’s Resolutions, I’ve GOT to phone and e-mail my Mom more often this year!

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