Power Tips: Dynamics CRM

If there’s a problem relating to Microsoft Dynamics CRM integration or development, we’ve likely run across it. This blog has powerful time-savers we developed because we couldn’t find the answer anywhere else. Now we’re sharing with you!

Reporting Revenue by Product Type in Microsoft Dynamics CRM

Transfer Account Records Without Transferring Ownership – MS Dynamics CRM

Transfer Account Records Without Transferring Ownership in MS Dynamics CRM. Use this helpful tutorial to avoid transferring ownership when shifting accounts

How to Import Marketing List Members in Microsoft Dynamics CRM

In this how-to, I will show you the process I used to assign a client’s contacts to marketing lists in Microsoft Dynamics CRM.The client had approximately 7,500 contacts that needed to be assigned to one or several of 77 marketing lists in Dynamics CRM. Normally, loading data into Microsoft Dynamics CRM is easy.