Search: Personal

Is Your Insurance Company Ready for Hurricane Season?

June 8, 2011

When I buy property & casualty insurance, I look for carriers that are easy to deal with. When trouble strikes, insurance carriers and agents need to work quickly with their clients.

Watch this new video dramatization of the Alamere Insuran…

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Ruby Gem for SugarCRM: Advanced use

May 27, 2011

This is an article about “advanced” use of the SugarCRM Ruby gem. We’ve previously covered using basic gem functionality, and building a simple rails app using the gem to make a CRM portal, so you might want to take a … Continue reading →

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Bing Map Browser Solution ~ Hierarchical Tree View

May 18, 2011

In case you aren’t aware, Silverlight and JavaScript Web Resources support the SOAP service(Organization.svc) of CRM 2011 in addition to the REST service(OrganizationData.svc). For more details, see here.
SOAP service provides additional capa…

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Show Your Users How to Customize Their Microsoft Dynamics CRM

May 17, 2011

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following:

  • Create custom record list views
  • Create personal e-mail templates
  • A default start page and tab to help you get started faster.
  • How many records to show per page in any list of records. This is a performance optimization. A smaller set of records displays slightly faster.
  • Whether you want the Advanced Find view to open in Simple or Detailed mode by default.
  • Your time zone.
  • The default currency used for your data.
  • Workplace options to control which groups appear within the Workplace area.
  • Your default calendar view.
  • Your default work hours.
  • Whether you want to track your e-mail messages in Microsoft Dynamics CRM.

Cheers,

Carola Klass

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The CRM TechNet Wiki – one person’s perspective

May 11, 2011

Today’s guest blogger is CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. In March a fellow MVP – George Doubinski …

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Getting CRM Data into Outlook

April 14, 2011

One of the first questions people ask when they begin using the Microsoft Dynamics CRM 2011 Outlook Client is “how can I control what CRM data appears in Outlook”? Syncing too much data can reduce performance, but you also want to have information …

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A look back at this year’s SugarCon, SugarUNCon, and SugarCon Code Sprint

April 11, 2011

There’s a lot of buzz coming out of SugarCon this year, from upcoming product features in 6.2, acquistions, partnerships ( and then some ), IBM, and growing the Sugar ecosystem. While these activities definitely caught the wind of the industry analysts, I think some pretty amazing things happened during the festivities that should really excite [...]

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New in Sugar 6.2: Integrating Twitter with SugarCRM: How to Setup a Twitter Connector

April 1, 2011

Editor’s Note: This is article from Hila Shemer is a follow-up from her earlier post about integrating with Facebook, this time looking at integrating with Twitter using the enhanced external services API new in Sugar 6.2 One of the most effective features of SugarCRM is its ability to integrate with social applications to enhance your [...]

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New in Sugar 6.2: Integrating Facebook with SugarCRM: How to Setup a Facebook Cloud Connector

March 25, 2011

Editor’s Note: This is an article from Hila Shemer, illustrating integrating Facebook with SugarCRM using the enhanced external services API new in Sugar 6.2. Stay tuned for more exciting developer features coming in Sugar 6.2, and be sure to be at the SugarUNCon during SugarCon to get a more indepth look at these new features. [...]

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Webcast: The Power of a Personalized Customer Experience

March 23, 2011

In the face of decreasing brand loyalty and slowing growth in new online shoppers, competition for these shoppers is heating up. The challenge now is not only to win the customer, but also retain and drive incremental dollars from these…

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