Category Archives: CRM

Created By Glyn Jones Background Using Microsoft Dynamics CRM v4, our client had their main classifications categorised into a number of different levels.  A report was required that could easily pick from the first and second level categories and also … Continue reading →

Created by Nickie Holford What do you do if you want to control access to information in CRM? If you are in the situation of needing to keep distinct sets of customer records separate and their maintenance the responsibility of … Continue reading →

Do you want to know how to set up an alert to warn staff if they enter a future date in CRM? Recently when visiting a client, one of the managers I met in the customer relations team was having issues with … Continue reading →