Unitek Microsoft CRM Blog

Failure When Upgrading to The CRM 4.0 Outlook Client

Unitek CRM Team — Mon, 09 Mar 2009 23:52:26 +0000

If you’ve upgraded to Microsoft CRM 4.0 and your users lose their Microsoft CRM functionality in the Outlook client, try these steps to correct the problem: In Outlook, go to Tools -> Customize. Click the Toolbars tab. Remove the CRM tool bar listing. Click on each other toolbar listing and click Reset on each one. Click the Options tab and [...]

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How to Add Services and How to Add Rules and Resources For These Dervices in CRM 4.0 - Part 1

Unitek CRM Team — Mon, 05 Jan 2009 22:42:29 +0000

Over the next few blog entries I will discuss how to define services that your organization provides, and how to resources and rules are added to these services to ensure that Microsoft CRM 4.0 selects the appropriate resources. Defining Services Concepts Services are types of work that are scheduled and sold to customers. Users define the services that [...]

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More Than 8 Tabs on a Microsoft CRM Form

Unitek CRM Team — Mon, 15 Dec 2008 18:31:08 +0000

Attempting to get the most use out of business unit or security role specific tabs usually depends on being able to manage a tab or in some cases a ‘section’ for each group. The main risk usually here is that A) It often gets confusing managing all the forms scripting when each business unit or [...]

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Maximizing Your Sales with Microsoft Dynamics CRM 4.0

Unitek CRM Team — Mon, 10 Nov 2008 19:34:39 +0000

I don’t know whether anyone still reads books anymore but I’d thought I would recommend one. Maximizing Your Sales with Microsoft Dynamics CRM 4.0 The book explains, in concise, easy-to-understand language, how to get the most out of this helpful crm software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, [...]

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Customize Microsoft CRM 4.0 Tool Bar by Adding a Custom Button

Unitek CRM Team — Mon, 06 Oct 2008 09:00:50 +0000

After my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I will walk you through all the steps necessary to accomplish this in Microsoft CRM 4.0. High level steps: Add a new [...]

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New Microsoft CRM 4.0 Book Coming Soon!!

Unitek CRM Team — Mon, 22 Sep 2008 09:00:57 +0000

There have been some really good books written for Microsoft CRM 3.0 and CRM 4.0 but there’s another one on the horizon that will address CRM 4.0 in great detail. The book is titled “Maximizing Your Sales With Microsoft CRM 4.0” and is written by Edward Kachinske and Timothy Kachinske. You can purchase from Amazon Edward Kachinske [...]

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Sales Statistics About Microsoft CRM

Unitek CRM Team — Tue, 02 Sep 2008 22:40:30 +0000

I learned some new numbers and statistics about Microsoft CRM: There are now 14,000 customers and 775,000 users worldwide Microsoft added 4,000 customers and 225,000 users in FY08 There are 500 Microsoft Dynamics CRM Online customers This means that Microsoft has about 1/3rd the customer base that SalesForce has (SalesForce has 43,000 customers). We’re catching up !! Post from: Unitek [...]

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Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button

Unitek CRM Team — Mon, 04 Aug 2008 21:55:30 +0000

After my last post, I had a few inquiries as to how to customize Microsoft CRM 3.0’s tool bar. So in this post I will walk through all the steps necessary to accomplish this. I will use the “Quick Email” example/code from my last post. (Send Emails to Deactivated Leads Without Needing to Activate Them [...]

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Unitek’s New Free Microsoft CRM Add-On!

Unitek CRM Team — Fri, 18 Jul 2008 18:46:42 +0000

Unitek’s Microsoft CRM Training Team periodically supplies FREE, useful tools for the CRM community! There is no charge to download and use these tools, either for yourself or your clients, but we do require that you complete a simple contact information form so that we can track the popularity and use of the specific tools. We [...]

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Microsoft CRM Certifications and Technical Education

Unitek CRM Team — Mon, 09 Jun 2008 18:41:17 +0000

I was shocked to learn that a local Bay Area elementary school had recently looked into adding Microsoft A+, Net+, and Security+ to their list of elective courses to take during their school year. I was aware that this was being implemented at the high school and community college levels, but ELEMENTARY! That’s [...]

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