Using the Outlook Interface with Dynamics CRM 4.0

This video shows the basic use of the Outlook interface for Dynamics CRM 4.0. The Outlook interface helps improve user adoption of Dynamics CRM, and facilitates the use of CRM functionality.

Tracking Customer References

Occasionally a sales prospect will ask for customer references, and we are always happy to comply. But because we value our existing customers so much, we don't want to "wear them out" with repeated requests, so we try to spread the requests around. The problem then is to always recall whom we have already asked to provide a reference.

What we've started to do is to track these requests by setting up Customer Relationships in CRM. For the prospect account record, we create a new Customer Relationship for each contact that has agreed to provide a customer reference. The Party 2 field can be an Account or a Contact. We've added an additional value for Role 2, to include, "Customer Reference".

With this we can track not only who provided a customer reference for any specific prospect, we can also track which of our clients has provided references, and how often.

E-mail Templates and Quick Campaigns in Dynamics CRM

This short video shows you how easy it is to create an e-mail merge with CRM 4.