Welcome to big CRM stylin’!

Here you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions.

The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user.

Automatically assigning accounts by states with Dynamics CRM

This workflow keeps Sales from singing "This land is my land"

This workflow sings "This Land is Your Land" for you.

The workflow functionality in Dynamics CRM is a powerful tool that can automate your standard business processes.  A typical requirement from sales managers is the ability to auto-assign new accounts (customers) to salespeople by state.

To address that topic, the Customer Effective Blog provided an easy to follow walkthrough that spells out all the steps and considerations required to get the sales team up and running. Let CRM do the work for you.

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