tag:blogger.com,1999:blog-54172960181744443942024-09-14T00:51:09.865-07:00Hi there! Welcome to JayThom's blog! Here you'll find useful information relating to Microsoft Dynamics CRM, SharePoint, CRM Analytics and more. We'll be adding tips, tricks and other useful advice to help you get the most out of your solution. So make sure you subscribe (at the bottom of this page) and feel free to post your questions and comments!Unknownnoreply@blogger.comBlogger10125tag:blogger.com,1999:blog-5417296018174444394.post-46542336040559939472008-10-23T17:24:00.000-07:002008-10-23T17:26:43.226-07:00

Just letting you know that we've moved our blog address to The CRM Guru!Remember to subscribe to receive our new posts! :)

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-22139174476285796012008-10-16T19:08:00.000-07:002008-10-22T17:27:31.344-07:00

Now’s the right time to invest Microsoft Dynamics CRM. Why? "When the economy hesitates, the time to address CRM is before customers react negatively," says Elaina Mango, Executive Director of Consumer Marketing for Verizon. Companies need to focus on leveraging their existing infrastructure and current customers, streamlining marketing communications. Read more from BNET here.A good CRM

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-45613347343604899282008-09-10T20:50:00.000-07:002008-09-10T20:58:51.625-07:00

Sort Documents in SharePoint Libraries You can change the default settings of your My SharePoint document libraries to sort by latest upload. You can then see at a glance what’s changed and what’s new.Open your Microsoft SharePoint document library, and click Modify settings and columns under Actions in the task pane.Under Views, click All Documents.On the Edit View page, find the Sort section.On

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-18648875072643868902008-09-01T22:34:00.001-07:002008-09-03T23:33:43.944-07:00

Baw Baw Shire Council and Microsoft Consulting Services have chosen JayThom and Government software developer, CSS, to implement the Microsoft Dynamics CRM.The Council tendered a specific requirement that its partner would provide strategic direction regarding the Microsoft Dynamics CRM implementation and have a background in Local Government.JayThom's extensive experience with Microsoft Dynamics

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-34122136566871114962008-08-21T19:08:00.000-07:002008-08-21T21:16:38.014-07:00

You should really start making use of your MS CRM's Workflow feature to send your colleagues an automatic email! Do this each time you assign them an Account or Activity. After all they probably have several hundreds, so they probably won't notice an extra 3!We'd love for you to share your ideas...what have you used Workflow for?

Unknownnoreply@blogger.com2tag:blogger.com,1999:blog-5417296018174444394.post-25477599050332675092008-07-10T21:21:00.000-07:002008-11-13T03:15:35.282-08:00

Today, I set up our staff meeting agenda for next Friday using SharePoint. It's awesome and I wish we had done this a long time ago!Basically, I've emailed a meeting request to all JayThom staff members and I'm now monitoring who's accepted to attend or not! (I have to chase up a few who haven't responded yet!). I've also set up an Agenda (things that I want to discuss next week) and I've allowed

Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-5417296018174444394.post-9056205990632941852008-07-09T17:56:00.000-07:002008-11-13T03:15:35.503-08:00

Well done to those people using the Campaign planner in Microsoft Dynamics CRM! We've noticed, though, that not many of you are really using the Campaign Responses area. And fair enough! Most of you were a little unsure as to what they're there for.In a nutshell, the Campaign Responses area helps with you report return-on-investment (ROI) from your marketing campaigns. So say you're planning a

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-42831188654315807722008-06-25T00:05:00.000-07:002008-11-13T03:15:35.610-08:00

If you're a little confused as to the difference between 'hosted crm' and 'on-premise crm', here we'll try to break it down simply:Think of hosted as 'renting'! And on-premise as 'owning'!Hosted CRM means you're renting the software (also known as 'Software-as-a-Service' or 'SaaS'). You generally pay-as-you-go, month-by-month and can pull out at any time (or depending on your contract terms). And

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-54160385983417754152008-06-24T22:55:00.000-07:002008-11-13T03:15:35.660-08:00

Here's a useful site for basic users of SharePoint: the offical Microsoft Office SharePoint Blog. Written by SharePoint experts, this blog will help you SharePoint users understand and use the many rich features of Microsoft SharePoint Products and Technologies. Members of the SharePoint product team will also contribute posts in their areas of expertise. They'd like you to let them know which

Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-5417296018174444394.post-57170955077313309542008-06-09T20:50:00.000-07:002008-11-13T03:15:35.868-08:00

As you are probably aware, it is faster and easier to populate a date field by manually typing in the date instead clicking on the calendar button. What most people don't know, is that you only need to type in the month and day and CRM will auto-populate the year* once you tab to the next field. *CRM will fill in the current year if the month/day has not yet passed. It will fill in the next year

Unknownnoreply@blogger.com1