A recent Microsoft update to Internet Explorer broke functionality in Dynamics CRM 2011. We've made a small change that corrects this issue in the majority of cases
The special Labs team at Cobalt is tasked with developing new tools for any Dynamics CRM customer. Their first huge success is SnapShot, a tool that allows you to backup and copy any record in your system!
The process for submitting and approving Office Transfers can be done through the Portal by the actual agent or through CRM
Mail merge allows you to use your CRM data withthe formatting functionality of MS Word by allowing the production of multiple (and potentially large numbers) of documents from a single template and a structured data source
You can use its powerful searching capabilities to locate specific records and activities in Microsoft CRM. When you use Advanced Find you can specify one or several search criteria
You should think of an Order as a place holder so that automated processes through the portal and CRM can quickly and easily accept payments
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Publications allow the association to provide a subscription service that gives association members access to magazines or other print material. Publications also support custom pricing and subscription periods based on your business rules.
2 Comments - Also, the vanilla Marketing Lists in Dynamics CRM don't have all the tracking you might want like open rates, click-throughs, bounce rates, etc