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.

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 [...]

Great advice for small businesses: Ten ways to implement CRM on a tight budget

Richard Boardman posted ten insightful points to implementing CRM on a tight budget at his The CRM Consultant blog (homepage). This impartial advice is a good start for small businesses that are looking to maximize the potential of their IT budget. I’ve condensed the major points below, but you can visit the article directly here [...]