All English language articles available through the Microsoft Dynamics CRM 4.0 Resource Center http://rc.crm.dynamics.com/rc/regcont/en_us/opdefault.aspx?WTT.rss_f=CRMRC_OP en-us rcerrors@microsfot.com rcerrors@microsfot.com © 2009, Microsoft Corporation. All rights reserved. Mon, 14 Dec 2009 00:00:00 GMT Mon, 14 Dec 2009 00:00:00 GMT Articles http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/thingstoknowaboutcustomization.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT The first article in a series of articles that describe some basic customization features and concepts. This article has links to the rest of the articles in the series. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/thingstoknowaboutcustomization.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campaignresponses.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM, you can record this interest to track for reporting and follow-up. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campaignresponses.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/serviceactivitydiagram.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT An at-a-glance diagram of how a service activity is created, from the initial customer call to searching for availability and making the reservation. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/serviceactivitydiagram.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/neglected.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Besides using the default Neglected Cases, Neglected Accounts, and Neglected Leads reports, you can make your own using Microsoft Office Excel 2003 and Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/neglected.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/exportquotes.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Are the quotes created by your sales force resulting in success?This article gives you a step by step procedure to create a dynamic MicrosoftOffice Excel PivotTable to find out. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/exportquotes.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/multiplepricelists.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Describes how to set up multiple price lists that are based on customer segment by using the product catalog. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/multiplepricelists.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/completecampaigns.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Learn how to manage your campaigns from inception through completion. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/completecampaigns.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/kbcreatearticle.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's valuable information. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/kbcreatearticle.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/bulkclosewrkflow.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT By creating a workflow, you can close multiple activities at once, instead of closing each activity individually. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/bulkclosewrkflow.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailcampresp.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Responses have started flooding in to your e-mail quick campaign. Now what? How about a more focused e-mail blast to only the people who responded? http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailcampresp.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/promoproduct.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT This article describes how to set up a free sample for a product by using the Microsoft Dynamics CRM product catalog. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/promoproduct.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/promopricing.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT This article describes how to use the product catalog in Microsoft Dynamics CRM to set up a price list for a promotion. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/promopricing.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/mailinglabels.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Perform a mail merge and create mailing labels from a marketing list with Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/mailinglabels.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/moneymakinglists.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT You can create a winning business marketing list with Microsoft Dynamics CRM 4.0. Let Microsoft Dynamics CRM help you target the right customers with e-mail marketing lists and more. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/moneymakinglists.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/1-metadatadrivencustomizations.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Microsoft Dynamics CRM uses a meta-data driven design that allows for easier upgrades, powerful extensions and integrations, and a large number of experts and resources to help you customize the application. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/1-metadatadrivencustomizations.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/iframesharepoint.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Customize a Microsoft Dynamics CRM form to display a SharePoint document library. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/iframesharepoint.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/transition.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Don't lose business when a salesperson leaves. Make sure their key sales data is accessible by their replacement, and that no undone tasks are left unassigned. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/transition.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sitemap.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT The Microsoft Dynamics CRM application navigation can be customized using the Site Map. Learn how to edit this XML document using schema validation. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sitemap.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/relationshiproles.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Create and maintain relationships between multiple customer records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/relationshiproles.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quickfind.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Customize the Quick Find view to search on the data that is most relevant. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quickfind.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qualifymarketinglists.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Are your marketing lists incomplete or out of date? Qualify your marketing lists by applying filter criteria to them using Advanced Find. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qualifymarketinglists.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campresproutingdiagram.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT What can you do with a campaign response? This article describes how you can convert campaign responses to various record types and use them to grow your business. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campresproutingdiagram.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/flowcasediagram.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT An at-a-glance diagram of how you can take a simple case from the initial customer contact through its resolution. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/flowcasediagram.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10-formscripting.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10-formscripting.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vacation.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Share your records with specific co-workers, reassign scheduled activities, and send customers a notice that you'll be out on vacation. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vacation.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/localdatagroup.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT When on the road, use Microsoft Dynamics CRM for Outlook with Offline Access to set up and activate a local CRM data group on your laptop. You can activate and deactivate these local data groups to change the data that you want available. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/localdatagroup.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/placeholder.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Learn how to access the Resource Center when no articles are currently available for a specific Help topic. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/placeholder.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/followup.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Schedule a follow-up service activity as part of your check out process. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/followup.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/kbarticlemaintain.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Capture your team's comments and suggestions and then run reports to determine which articles to update. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/kbarticlemaintain.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/timeoffreschedule.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Find out how to update the Service Calendar when an employee calls in sick. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/timeoffreschedule.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/businessclosure.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Use business closures to block out people's schedules, at the same time, during holidays, company meetings, and other times your organization is unavailable for service activities and appointments. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/businessclosure.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/refinelist.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT In Microsoft Dynamics CRM, you can use marketing lists to accomplish a wide variety of goals. Learn how to create useful marketing lists, and then use them to perform a mail merge and print a call-down sheet. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/refinelist.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sharedreminders.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Microsoft Dynamics CRM doesn't have reminders, but you can use the integration with Microsoft Outlook Office to leverage reminders for some activities. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sharedreminders.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/subjecttrees.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/subjecttrees.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/salestripplan.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Create a targeted plan for your next sales trip. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/salestripplan.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/bulkconvert.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Keep your lead list current by bulk disqualifying stale leads or converting a group of leads to accounts, contacts, or opportunities. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/bulkconvert.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/pricing.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Put strategy behind product pricing with Microsoft Dynamics CRM. This flexible pricing engine has the tools you need to calculate product prices based on a variety of pricing methods. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/pricing.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sort.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Quickly scan a list of records by sorting the list on multiple columns. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sort.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/7-reportcustomization.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/7-reportcustomization.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/rescheduleappointments.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT As customers significantly increase their daily activities, trying to schedule time to service a purchased product can be challenging. With the Service Calendar in Microsoft Dynamics CRM 4.0, you can reschedule a customer's service appointment in less than a minute. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/rescheduleappointments.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quantitydiscount.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Set up up a quantity discount price list by using the product catalog in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quantitydiscount.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/camptemplates.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT You can create templates for letters, e-mail messages, and contracts in Microsoft Dynamics CRM. But did you know you can also create templates for and from your marketing campaigns? http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/camptemplates.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/simpleprice.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Describes how to set up a simple pricing scenario that uses a single product at a single price by using Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/simpleprice.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/caseres.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Find out why cases are being resolved by customizing the resolution type. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/caseres.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/defaultvalues.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Help people speed data entry and improve accuracy by adding default values to your forms. Even if you've never written code, you can use JScript to make simple customizations that reduce typing and errors. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/defaultvalues.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/improvesync.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Improve synchronization between Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/improvesync.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/renameentity.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Change the names of entities in Microsoft Dynamics CRM so that they match the nomenclature used in your organization. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/renameentity.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/11-supportedcustomizations.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Understanding how to use supported customizations will protect your investment over time. This article describes the principles behind supported customizations and the types of customizations that are not supported. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/11-supportedcustomizations.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/activities.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Find out how activities are stored, displayed, and entered in Microsoft Dynamics CRM, so that you can customize them to match the tasks of your employees. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/activities.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ocdeleterules.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Understand the rules that determine how records are deleted in Microsoft Dynamics CRM and Microsoft Dynamics CRM for Outlook http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ocdeleterules.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/keyboardshortcuts.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Accomplish tasks quicker by using keyboard shortcuts instead of your mouse. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/keyboardshortcuts.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/trackingcases.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Set up cases to track returns and generate a report to view the data collected. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/trackingcases.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/salesterritories.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Evaluate sales territories using Microsoft MapPoint North America 2004 after gathering information from Microsoft Dynamics CRM and exporting it to Microsoft Office Excel 2003. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/salesterritories.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campquickcampdiagram.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT With similar names, it's sometimes difficult to understand the difference between campaigns and quick campaigns. This article highlights the key differences between these two ways of communicating with potential customers in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/campquickcampdiagram.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/printphonelist.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Print a report of today's phone-call activities while you are waitingin the car, or when you have extra time before a meeting begins. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/printphonelist.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/8-workflowcustomization.aspx?WTT.rss_f=CRMRC_OP Tue, 01 Jan 2008 00:00:00 GMT Workflows are sets of logical rules that define the steps necessary to automate specific business processes, tasks, or sets of actions to be performed on Microsoft Dynamics CRM records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/8-workflowcustomization.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailrouter_deploy_pointer.aspx?WTT.rss_f=CRMRC_OP Fri, 08 Feb 2008 00:00:00 GMT Download this document to learn how to configure the E-mail Router in different environments. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailrouter_deploy_pointer.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/goglobal.aspx?WTT.rss_f=CRMRC_OP Fri, 08 Feb 2008 00:00:00 GMT Follow an IT manager in Switzerland as he takes advantage of new international features to roll out Microsoft Dynamics CRM for his coworkers worldwide. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/goglobal.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ig_pointer.aspx?WTT.rss_f=CRMRC_OP Fri, 08 Feb 2008 00:00:00 GMT This document describes how to deploy and operate Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ig_pointer.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ifd_config_pointer.aspx?WTT.rss_f=CRMRC_OP Fri, 08 Feb 2008 00:00:00 GMT This document describes how to configure the Microsoft Dynamics CRM Web site to make it available from the Internet. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ifd_config_pointer.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/spla_pointer.aspx?WTT.rss_f=CRMRC_OP Fri, 08 Feb 2008 00:00:00 GMT This document is for Service Providers deploying Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/spla_pointer.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/downloadupdates.aspx?WTT.rss_f=CRMRC_OP Wed, 20 Feb 2008 00:00:00 GMT Review the software updates available for Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/downloadupdates.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/keymanagement.aspx?WTT.rss_f=CRMRC_OP Thu, 06 Mar 2008 00:00:00 GMT Learn what features and practices you can use to help make Microsoft Dynamics CRM more secure when you access the application over the Internet. Key management determines how digital certificates are generated and issued when Microsoft Dynamics CRM is accessed via the Internet. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/keymanagement.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/help_update_pointer.aspx?WTT.rss_f=CRMRC_OP Tue, 11 Mar 2008 00:00:00 GMT Get the latest update for Microsoft Dynamics CRM 4.0 Help. Based on feedback from customers and partners, this update includes expanded information and clarifications in many topics, as well as bug fixes and new topics to support late-breaking product features. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/help_update_pointer.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstosales.aspx?WTT.rss_f=CRMRC_OP Fri, 11 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstosales.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationtroubleshooting.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationtroubleshooting.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quotesroutingdiagram.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT This article offers an overview of how a quote that you create is converted into an order, and then into an invoice in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quotesroutingdiagram.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importtroubleshooting.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importtroubleshooting.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrateact6.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrateact6.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrateact7.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrateact7.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrategoldmine.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrategoldmine.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/productcatalogdiagram.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT How do you create the complete product catalog in Microsoft Dynamics CRM? Learn about the building blocks of the product catalog, and how to fit them together to create one that your team can use. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/productcatalogdiagram.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tip1servicecalendar.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT Make essential scheduling information visible on your service calendar for appointments and service activities in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tip1servicecalendar.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/scheduling1service.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT A food service scenario is used to illustrate how to schedule service activities, in Microsoft Dynamics CRM, for a business whose primary product is a service, such as scheduling personnel for concession stands. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/scheduling1service.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/scheduling1servicepriorities.aspx?WTT.rss_f=CRMRC_OP Sat, 12 Apr 2008 00:00:00 GMT Is your business itself a service? In this article you can learn about scheduling services in Microsoft Dynamics CRM, if that is your central business activity. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/scheduling1servicepriorities.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/oc_with_sms.aspx?WTT.rss_f=CRMRC_OP Thu, 08 May 2008 00:00:00 GMT When you and your staff are deploying Microsoft Dynamics CRM for Microsoft Office Outlook, an application like Microsoft Systems Management Server (SMS) can give you more control, enhance user-rights management, and increase your network's security. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/oc_with_sms.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/customizingtypecodeformarketinglist.aspx?WTT.rss_f=CRMRC_OP Thu, 08 May 2008 00:00:00 GMT Marketers and system administrators can work together to reduce cost of ownership, improve business logic, and see better ROI by customizing the marketing-list typecode. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/customizingtypecodeformarketinglist.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/services_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 12 May 2008 00:00:00 GMT In these articles, you'll find information, procedures, and graphics that describe how to use Microsoft Dynamics CRM to manage customer service processes. You can get started with Microsoft Dynamics CRM, create customer motivation, improve interactions, and differentiate your customers' impressions. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/services_resources.aspx?WTT.rss_f=CRMRC_OP Service http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowstructurediagram.aspx?WTT.rss_f=CRMRC_OP Mon, 12 May 2008 00:00:00 GMT In this article, managers and decision makers can learn about the components of a workflow to determine how to use this productivity tool to make job processes more efficient, integrated, and cost effective. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowstructurediagram.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_defaulttypemarketinglist.aspx?WTT.rss_f=CRMRC_OP Sat, 17 May 2008 00:00:00 GMT Marketers creating a default type for a marketing list can help improve efficiency, ROI, and data integrity. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_defaulttypemarketinglist.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_creditinvoice.aspx?WTT.rss_f=CRMRC_OP Thu, 12 Jun 2008 00:00:00 GMT Quick tip: Use one of these techniques to credit a product to an invoice. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_creditinvoice.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/mirror_org_db.aspx?WTT.rss_f=CRMRC_OP Thu, 12 Jun 2008 00:00:00 GMT Database mirroring in Microsoft SQL Server 2005 helps ensure that your critical data is always available by maintaining a hot standby database. As with any distributed database technology, it is important that you monitor the activity of the distributed system to make sure that synchronization is ongoing and to know when failovers occur. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/mirror_org_db.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstomarketing.aspx?WTT.rss_f=CRMRC_OP Thu, 07 Aug 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstomarketing.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addcolumnspersonalview.aspx?WTT.rss_f=CRMRC_OP Thu, 07 Aug 2008 00:00:00 GMT Adding columns to your personal views makes it possible to see different information, all in a list, without opening individual records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addcolumnspersonalview.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addviewcolumns.aspx?WTT.rss_f=CRMRC_OP Fri, 05 Sep 2008 00:00:00 GMT In Microsoft Dynamics CRM, there are two ways to add columns to a view or remove existing columns. The first method is to create a saved view with the columns you want. The second method is for a System Administrator or System Customizer to make changes to System views. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addviewcolumns.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sql_cluster.aspx?WTT.rss_f=CRMRC_OP Fri, 05 Sep 2008 00:00:00 GMT You can install Microsoft Dynamics CRM Server so that it can use a clustered Microsoft SQL Server environment. A cluster of computers that are running SQL Server can reduce system downtime because, if one of the computers in the cluster that is running SQL Server fails, there will be an automatic failover to another computer that is running Microsoft SQL Server. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sql_cluster.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/intromultitenancy.aspx?WTT.rss_f=CRMRC_OP Fri, 05 Sep 2008 00:00:00 GMT Learn about Multi-tenancy in Microsoft Dynamics CRM 4.0 from a slide presentation and white paper brought to you by Microsoft and Scribe. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/intromultitenancy.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/toarchiveornot.aspx?WTT.rss_f=CRMRC_OP Fri, 05 Sep 2008 00:00:00 GMT This article contains information about the things you should consider and changes you can implement before archiving your Microsoft Dynamics CRM database. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/toarchiveornot.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm3outlookclientupgradeto4.aspx?WTT.rss_f=CRMRC_OP Fri, 19 Sep 2008 00:00:00 GMT This article contains the steps that you must perform and issues to address when you upgrade to . http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm3outlookclientupgradeto4.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/cattrackedemail.aspx?WTT.rss_f=CRMRC_OP Thu, 09 Oct 2008 00:00:00 GMT Use the Category field and set up a workflow in Microsoft Dynamics CRM to help you keep track of e-mail messages. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/cattrackedemail.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurepicklists.aspx?WTT.rss_f=CRMRC_OP Thu, 09 Oct 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurepicklists.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/fieldConfiguration.aspx?WTT.rss_f=CRMRC_OP Thu, 09 Oct 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/fieldConfiguration.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoservice.aspx?WTT.rss_f=CRMRC_OP Fri, 10 Oct 2008 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoservice.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/controlAccessToRC.aspx?WTT.rss_f=CRMRC_OP Sat, 08 Nov 2008 00:00:00 GMT You can control which users have access to the Microsoft Dynamics CRM Resource Center using methods to customize the application navigation areas of Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/controlAccessToRC.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/cloneRecords.aspx?WTT.rss_f=CRMRC_OP Sun, 09 Nov 2008 00:00:00 GMT People frequently want to create a new record based on an existing record. This can save a lot of time that would otherwise be spent entering data. You can enable people to create new records from existing records without writing code. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/cloneRecords.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidDupeDetect.aspx?WTT.rss_f=CRMRC_OP Tue, 09 Dec 2008 00:00:00 GMT This video walks you through the steps for running a duplicate detection job. Then, you learn how to merge or delete any duplicate records. Length: 3:50 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidDupeDetect.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurestatusreason.aspx?WTT.rss_f=CRMRC_OP Fri, 16 Jan 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurestatusreason.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidAdvancedFind.aspx?WTT.rss_f=CRMRC_OP Fri, 23 Jan 2009 00:00:00 GMT In this video, learn the steps for running queries in Advanced Find, including entering the criteria, or fields, that will help you filter your search. Also, save your Advanced Find search results as a personal view that you can access any time you want. Length: 3:11 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidAdvancedFind.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/8stepstoadvfind.aspx?WTT.rss_f=CRMRC_OP Fri, 13 Feb 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/8stepstoadvfind.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoreporting.aspx?WTT.rss_f=CRMRC_OP Fri, 13 Feb 2009 00:00:00 GMT Learn the options for analyzing your Microsoft Dynamics CRM data, and find out how to get the information you need quickly. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoreporting.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gettingstarted_resources.aspx?WTT.rss_f=CRMRC_OP Fri, 13 Feb 2009 00:00:00 GMT Read these articles and view these videos to learn how to get started with Microsoft Dynamics CRM. You'll find information about the different areas of Microsoft Dynamics CRM, tips on how to become productive quickly, videos that give helpful step-by-step instructions, and ways that you can help others get set up with Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gettingstarted_resources.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configrouter.aspx?WTT.rss_f=CRMRC_OP Sun, 15 Feb 2009 00:00:00 GMT This article summarizes the things to consider when you plan a Microsoft Dynamics CRM 4.0 E-mail Router deployment. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configrouter.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/upgradebestpractice.aspx?WTT.rss_f=CRMRC_OP Sun, 15 Feb 2009 00:00:00 GMT Follow the recommended process for a successful upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0 with minimum system downtime. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/upgradebestpractice.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoCS.aspx?WTT.rss_f=CRMRC_OP Fri, 27 Feb 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoCS.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailrouter_failovercluster.aspx?WTT.rss_f=CRMRC_OP Thu, 12 Mar 2009 00:00:00 GMT Deploying Microsoft Dynamics CRM E-mail Routers in a multiple-server failover cluster configuration can increase availability. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailrouter_failovercluster.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/secure_comm.aspx?WTT.rss_f=CRMRC_OP Thu, 12 Mar 2009 00:00:00 GMT Make connections between computers that run Microsoft Dynamics CRM 4.0 applications more secure. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/secure_comm.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/blog-troubleshoot-offline-sync.aspx?WTT.rss_f=CRMRC_OP Thu, 26 Mar 2009 00:00:00 GMT This blog post describes how to identify problems with offline synchronization with Microsoft Dynamics CRM for Outlook and resolve them. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/blog-troubleshoot-offline-sync.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimport.aspx?WTT.rss_f=CRMRC_OP Thu, 16 Apr 2009 00:00:00 GMT You can import your contacts from Outlook and integrate their information into Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimport.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importnonascii.aspx?WTT.rss_f=CRMRC_OP Thu, 16 Apr 2009 00:00:00 GMT Quick tip: How to import data that contains non-English characters into Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importnonascii.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimportcategories.aspx?WTT.rss_f=CRMRC_OP Thu, 16 Apr 2009 00:00:00 GMT You can import Outlook contact data that contains data in the Categories field into Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimportcategories.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimportnotes.aspx?WTT.rss_f=CRMRC_OP Thu, 16 Apr 2009 00:00:00 GMT You can import Outlook contact data that contains data in the Notes field into Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimportnotes.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/marketing_resources.aspx?WTT.rss_f=CRMRC_OP Thu, 30 Apr 2009 00:00:00 GMT For the marketer, the following articles describe how to use Microsoft Dynamics CRM to increase customer interaction, leverage prospects, and automate marketing processes. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/marketing_resources.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sales_resources.aspx?WTT.rss_f=CRMRC_OP Thu, 30 Apr 2009 00:00:00 GMT In these articles, you'll find information, procedures, and graphics that describe how to use Microsoft Dynamics CRM to automate the sales process. You can learn about getting started with Microsoft Dynamics CRM, boosting your productivity, and growing your business. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/sales_resources.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/reporting_resources.aspx?WTT.rss_f=CRMRC_OP Thu, 30 Apr 2009 00:00:00 GMT You can use the links in this article to go to useful content about using reports in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/reporting_resources.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/workflow_resources.aspx?WTT.rss_f=CRMRC_OP Thu, 30 Apr 2009 00:00:00 GMT You can use the links in this article to go to helpful and needed content about using the workflow feature for your sales, service, and customization tasks in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/workflow_resources.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ifd_common_issues.aspx?WTT.rss_f=CRMRC_OP Fri, 15 May 2009 00:00:00 GMT This document describes how to configure a Microsoft Dynamics CRM Web site for access outside of a firewall or intranet. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ifd_common_issues.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmonpremtoonline.aspx?WTT.rss_f=CRMRC_OP Fri, 15 May 2009 00:00:00 GMT Exercise the power of choice by migrating your organization. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmonpremtoonline.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/customization_resources.aspx?WTT.rss_f=CRMRC_OP Sat, 16 May 2009 00:00:00 GMT These articles are about customizing Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/customization_resources.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configuring_resources.aspx?WTT.rss_f=CRMRC_OP Thu, 28 May 2009 00:00:00 GMT IT professionals can use the links in this article to go to content about configuring Microsoft Dynamics CRM features for business units, permissions, campaigns, synchronization, product pricing, corporate holidays, and more. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configuring_resources.aspx?WTT.rss_f=CRMRC_OP Configuration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm_server_nlb.aspx?WTT.rss_f=CRMRC_OP Fri, 29 May 2009 00:00:00 GMT Deploying Microsoft Dynamics CRM in a multiple-server network load-balanced configuration can increase performance, availability with optimal resource utilization, throughput, and response time. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm_server_nlb.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurespn.aspx?WTT.rss_f=CRMRC_OP Thu, 11 Jun 2009 00:00:00 GMT This document explains when service principal names (SPNs) may be required for different Microsoft Dynamics CRM configurations, and how to set an SPN. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configurespn.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm_perf_counters.aspx?WTT.rss_f=CRMRC_OP Thu, 11 Jun 2009 00:00:00 GMT This article provides an overview of the performance counters that are available for monitoring Microsoft Dynamics CRM 4.0 functionality. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm_perf_counters.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/refreshtestenviro.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT This article describes best practices for refreshing a Microsoft Dynamics CRM test environment to keep it in synch with your production environment. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/refreshtestenviro.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/counting_records.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/counting_records.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm4_resources.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT This article contains a list of Microsoft Dynamics CRM documentation and other resources that you can access to find information, procedures, and Blog posts about deploying, administrating, and extending Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm4_resources.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importpricelist.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT This article includes step-by-step instructions about how you can import your existing price list into Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importpricelist.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/urfaq.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/urfaq.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmports.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT If your network will have users connecting through a firewall, this article explains what network ports are used for Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmports.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_multipletabs.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT Open a new tab rather than a new window when you navigate to a different part of Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/qtip_multipletabs.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tips_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT This article describes tips to help you use the List Web Part for Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server (MOSS) 2007 (MOSS 2007) Web site or a Microsoft Windows SharePoint Services 3.0 Web site to view and modify Microsoft Dynamics CRM data. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tips_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Configuration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/usertips.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT The Microsoft CRM community is sharing their best practices, shortcuts, and tips for using Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/usertips.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/use_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Tue, 15 Sep 2009 00:00:00 GMT This article describes how you can use the List Web Part for Microsoft Dynamics CRM 4.0 and Microsoft Office SharePoint Server (MOSS) 2007 (MOSS 2007) Web site or a Microsoft Windows SharePoint Services 3.0 Web site to view and modify Microsoft Dynamics CRM data. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/use_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migration_resources.aspx?WTT.rss_f=CRMRC_OP Wed, 28 Oct 2009 00:00:00 GMT You can use the links in this article to go to useful content about migrating records to Microsoft Dynamics CRM using the Data Migration Manager. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migration_resources.aspx?WTT.rss_f=CRMRC_OP Migration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/and_resources.aspx?WTT.rss_f=CRMRC_OP Wed, 28 Oct 2009 00:00:00 GMT In these articles and resources you'll find information, procedures, and graphics about deploying and administrating Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/and_resources.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importtools.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importtools.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/advfind_andgroupings.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Using and AND query can return unexpected results. You may have better results using a sub-query approach to your search. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/advfind_andgroupings.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/import_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT You can use the links in this article to go to useful content about importing records to Microsoft Dynamics CRM using the Import Data Wizard. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/import_resources.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/downloads.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Review the software downloads available for the latest version of Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/downloads.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch3_XRM_dev_SBSbook.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT In this chapter, which is from the book CRM as a Rapid Development Platform, you can explore how the Microsoft Dynamics CRM declarative data modeling, security model, dynamic SOA Web Service creation, and other platform services make it a fast and easy platform for development. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch3_XRM_dev_SBSbook.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch10_dev_offiline_ProgCRMbook.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This chapter from the book "Programming Microsoft Dynamics CRM 4.0" will show you how to design high-value solutions with guidance from Microsoft Dynamics CRM experts. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch10_dev_offiline_ProgCRMbook.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch2_getaround_SBSbook.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This chapter from the book "Microsoft Dynamics CRM 4.0 Step by Step" gives you thebasic information you need to learn to navigate and use Microsoft Dynamics CRM. Included in the chapter are a guideto the user interface and instructions on setting personal options, using lookup fields, and finding additional help information. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch2_getaround_SBSbook.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch15_usingAF_sbsbook.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Download this free copy of a chapter from Microsoft Dynamics CRM 4.0 Step by Step. It provides straightforward and useful tips for using the Advanced Find feature to search for records and create views. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/ch15_usingAF_sbsbook.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configure_ifd_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This article describes the additional settings in the Microsoft Dynamics CRM Server, SharePoint Server, and List Web Part user's computer to access the List Web Part for Microsoft Dynamics CRM 4.0. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/configure_ifd_lwp_crm4.aspx?WTT.rss_f=CRMRC_OP Configuration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationoverview.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT How do you migrate data into Microsoft Dynamics CRM 4.0? This article is an overview of the process of migrating data from an existing customer relationship management system into Microsoft Dynamics CRM 4.0. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationoverview.aspx?WTT.rss_f=CRMRC_OP Migration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/statestatus.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/statestatus.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/deploying_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT For IT staff, these articles describe planning, installing, and migrating legacy data when deploying Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/deploying_resources.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/leadroutingdiagram.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT How do you use leads to track potential sales? This diagram illustratese how you can convert leads to new records, such as opportunities, accounts, and contacts. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/leadroutingdiagram.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowcyclediagram.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT With several ways to create workflows and millions of ways to use them, where do you start? Follow a workflow through a complete life cycle, from creating the workflow through to keeping an eye on it to make sure it's doing what you want it to do. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowcyclediagram.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/opportunitydiagram.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT How do you use opportunities to track likely sales? This diagram illustrates the ways you create opportunities, and then how to close the opportunity. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/opportunitydiagram.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gs_import.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Use the Import Data Wizard to migrate data into Microsoft Dynamics CRM. This is a great option when you are importing just one or two types of records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gs_import.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gS_Outlookclient.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Set up your personnel to use Microsoft Dynamics CRM for Microsoft Office Outlook, and send them instructions how to get started. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/gS_Outlookclient.aspx?WTT.rss_f=CRMRC_OP Getting Started http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importdiagram.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT How do you import data into Microsoft Dynamics CRM? This article is an overview of the process of importing data into Microsoft Dynamics CRM using the Import Data Wizard. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/importdiagram.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoOC.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoOC.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tshootrouter.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Follow these guidelines to troubleshoot common issues associated with Microsoft Dynamics CRM E-mail Router deployment. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/tshootrouter.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/reportingissues.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Follow these guidelines to troubleshoot common issues associated with with Microsoft Dynamics CRM reporting. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/reportingissues.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationentities.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT If you are preparing data for migration to Microsoft Dynamics CRM using Data Migration Manager, use this article to determine which entities can be migrated, and for each entity, which attributes are required, which can be used to create a relationship with another record, and those that are calculated. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/migrationentities.aspx?WTT.rss_f=CRMRC_OP Migration http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowlistvalues.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT When assigning dynamic values in the properties for an entity that you are creating or updating in a workflow, drop-down list fields are not available for related entities. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/wrkflowlistvalues.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quicktips_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Short tips to help you use Microsoft Dynamics CRM more efficiently. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/quicktips_resources.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmserverupgradeprocess.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Describes the Microsoft Dynamics CRM 4.0 Server upgrade process. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crmserverupgradeprocess.aspx?WTT.rss_f=CRMRC_OP Deployment http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidconvertrecords.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video walks you through the steps for converting records from one record type to another during the life cycle of a sale. Length: 2:56 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidconvertrecords.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidpersonalviews.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video walks you through the steps for creating a personal view and saving it using Advanced Find. It includes how to set the criteria and how to define which columns are displayed. Length: 2:58 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidpersonalviews.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_simpleworkflow.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video explains how to use workflows to make Microsoft Dynamics CRM do the work for you. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_simpleworkflow.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_emailtemplates.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video explains how you can create e-mail templates and share them across your organization. Length: 4:03 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_emailtemplates.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_reports.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video explains how you can visualize and analyze your customer data by using Microsoft Dynamics CRM reports. Length: 4:11 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_reports.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidsharingassigning.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT This video walks you through the steps of sharing and assigning records. Length: 3:02 minutes http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vidsharingassigning.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_mailmerge.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT Watch this video to learn to use Microsoft Office Word and Microsoft Dynamics CRM to create customer-ready documents with Microsoft Dynamics CRM data. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_mailmerge.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/video_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 02 Nov 2009 00:00:00 GMT The following videos describe how to use Microsoft Dynamics CRM. There are videos to help you get started, get set up, find information for administrators, and learn about features such as workflow and reporting. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/video_resources.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addlookup.aspx?WTT.rss_f=CRMRC_OP Thu, 03 Dec 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addlookup.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/3-formandviewcustomizations.aspx?WTT.rss_f=CRMRC_OP Thu, 03 Dec 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/3-formandviewcustomizations.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/2-securityandcustomization.aspx?WTT.rss_f=CRMRC_OP Thu, 03 Dec 2009 00:00:00 GMT Describes the privileges you must have to access Customization features and how security applies to the customizations that you create. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/2-securityandcustomization.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addcolumnsteamview.aspx?WTT.rss_f=CRMRC_OP Mon, 07 Dec 2009 00:00:00 GMT Adding columns to your team's views makes it possible to see different information, all in a list, without opening individual records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/addcolumnsteamview.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/advancedfind_resources.aspx?WTT.rss_f=CRMRC_OP Mon, 07 Dec 2009 00:00:00 GMT You can use the links in this article to go to helpful and needed content about using the Advanced Find feature in Microsoft Dynamics CRM. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/advancedfind_resources.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/9-applicationintegration.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Include other Web applications within Microsoft Dynamics CRM or customize navigation. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/9-applicationintegration.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/newsletters-email.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT When creating newsletters in Microsoft Dynamics CRM, there are some special considerations. In this article you can learn four steps to creating a periodical that encourages customer interaction, messaging, and loyalty. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/newsletters-email.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/businessunitsandsecurity.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/businessunitsandsecurity.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/5-entitycustomizations.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Entity customization is about modifying an existing data structure or creating new structures to store data. Modifying and creating relationships between entities provides context for the data that you capture. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/5-entitycustomizations.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/4-personalcustomizations.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Everyone can personalize Microsoft Dynamics CRM. Know the personalizations that everyone can perform so that you can focus on customizations that affect the entire organization. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/4-personalcustomizations.aspx?WTT.rss_f=CRMRC_OP Customization http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/popupblocker.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Resolve pop-up blocker errors. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/popupblocker.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailsiglines.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Identify yourself and your company's e-mail messages with a unique, reusable signature line. Using Microsoft Dynamics CRM e-mail templates, you can select the right signature for every business situation. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailsiglines.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailmarketing.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and what scenarios might you use them in? http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/emailmarketing.aspx?WTT.rss_f=CRMRC_OP Marketing http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/6-transportablecustomizations.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/6-transportablecustomizations.aspx?WTT.rss_f=CRMRC_OP http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_duplicatedetect.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Watch this video to learn to create and run duplicate detection rules that will notify you when a duplicate record is created. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_duplicatedetect.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_findanswers.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Watch this video to learn where you can find help, as well as what the various types of information available are. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_findanswers.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_personalize.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT This video will show you how to configure Microsoft Dynamics CRM to better suit where and how you work, as well as keep your personal information current. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_personalize.aspx?WTT.rss_f=CRMRC_OP General Interest http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_productcatalog.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT Watch this video to learn the steps for setting up your product catalog and learn how to use it to add products to other records. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/vid_productcatalog.aspx?WTT.rss_f=CRMRC_OP Sales http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/securityroles.aspx?WTT.rss_f=CRMRC_OP Mon, 14 Dec 2009 00:00:00 GMT This article explains the use of security roles in Microsoft Dynamics CRM and why you may not have access to some features and areas. http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/securityroles.aspx?WTT.rss_f=CRMRC_OP General Interest