365blog articles
365blog
Published
1 min read
Adding CRM URLs to E-mail Messages Sent Via Workflow
One of the task that workflow proves very handy is in sending email reminders when tasks are due.
Published
2 min read
Customer service goes “next-gen” with Microsoft CRM
Recently I had the opportunity to work with a customer who was looking to develop what they were referring to as “next-generation” customer service.
Published
2 min read
How do I convert an email into a Lead or a Case?
Welcome Guy Riddle, CRM MVP and today’s guest blogger: I have been asked this question (and seen it posted in newsgroups) so many times over the past three years that I decided it was time to do something about it. For those of you new to Microsoft CRM, let’s paint a couple of scenarios: 1.
Published
2 min read
Product Costs and Pricing Engine
This post describes some basics of how the different ‘cost’ fields in the product entity affect the pricing calculations of the products. The definitions of current cost and standard cost may be changed for your own scenarios. But the description below should help understand how these fields affect pricing.
Published
1 min read
Microsoft CRM’s E-mail Subject-Line Tracking Token
Microsoft CRM puts a tracking token onto the subject line of sent email messages. This enables us to identify replies as CRM-related, copy them into the CRM system and create appropriate relationships to other records. In CRM 1.x, this tracking code was a rather long, rather ugly GUID, preceded by “CRM:” and ended with “:MRC”.
Published
3 min read
Configurable Cascading Relationships
Relationships are a powerful concept in CRM letting users easily relate relevant records to each other. For example an Account may have related leads, cases, activities, opportunities, contacts etc… Relationships also define cascading behavior of related records when their parent record is shared, re-assigned, re-parented, deleted or merged with another record.
Published
4 min read