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.

Be back soon!

I just finished a rewarding Dynamics CRM project that required a lot of customizations and tweaking. Now, with impeccable timing, I’m going on vacation!

My itinerary? First Buenos Aires, then off to see my family in Santiago, the capital of Chile.

See you in March! Chicago weather should be nicer by then…?

[...]

Clarifying “What-If” scenarios regarding Leads and Opportunities in Dynamics CRM

I recently received an e-mail from El-Noor Rashid with several interesting “what-if” scenarios on what is and what isn’t a Lead and Opportunity in Dynamics CRM.  I gave him my interpretation of what qualifies, but feel free to rehash these scenarios and give your own feedback.

Q: Suppose you have a new contact from an [...]