• Call center outsourcing 101: Top 10 buzzwords

    Call center outsourcing is becoming a popular alternative to the on-premise, in-house call center. Organizations looking to cut call center costs, address staffing challenges or shift the focus to other areas of their business frequently consider ...  Continue Reading

  • Using the Microsoft CRM Mail Merge Wizard

    The Microsoft CRM Mail Merge option is a new feature that is now available in both the Internet Explorer and Microsoft Outlook client. This chapter from Microsoft Dynamics CRM 4.0 Unleashed gives detailed instructions for using Mail Merge in ...  Continue Reading

  • Microsoft CRM fundamentals

    In Microsoft Dynamics CRM, entities like Accounts, Contacts, Leads, Opportunities, and Cases have the same or very similar functionality. This chapter from Microsoft Dynamics CRM 4.0 Unleashed discusses each of these functions in detail and also ...  Continue Reading

  • Advanced Find in Microsoft Dynamics CRM

    The Advanced Find tool in Microsoft Dynamics CRM has some powerful and useful capabilities. This section gives step-by-step instructions for using Advanced Find in Microsoft CRM, complete with detailed screenshots of the tool in use.  Continue Reading

  • The Microsoft Resource Center in Dynamics CRM

    The Microsoft Resource Center is a new addition to Microsoft Dynamics CRM 4.0. It includes articles, learning and training resources for Microsoft Dynamics CRM users, plus access to a number of Microsoft Dynamics communities and blogs. This chapter ...  Continue Reading

  • Running Microsoft Dynamics CRM workflow and other functions

    Running Microsoft Dynamics CRM workflow can be a tricky process. This chapter from Microsoft Dynamics CRM 4.0 Unleashed explains how to run workflow in Dynamics CRM and gives step-by-step instructions for sharing CRM records with users, assigning ...  Continue Reading