by RBA | Jul 30, 2012 | Application Development |
On August 21, 2012, I and several of my RBA colleagues will be presenting at the Denver Azure User Group. We’ll be covering the new features available in Windows Azure. Below is short description of the session: In June Microsoft changed the game in cloud computing by...
by RBA | Jul 30, 2012 | CRM |
The first installment of this two part series on duplicate detection in CRM 2011 addressed enabling duplicate detection as well as creating and editing rules. This installment will include the steps to run a rule on a list of records as well as creating and...
by RBA | Jul 23, 2012 | CRM |
In this first installment of a two part series on duplicate detection in CRM 2011, we will look at duplicate detection settings and rules. Let’s start with some basic information on duplicate detection. CRM 2011 allows you to set policies and configure...
by RBA | Jul 18, 2012 | CRM |
Dialogs in CRM 2011 guide users through a business process in a wizard like fashion. You may configure dialogs to present questions and store the responses, dynamically deliver prompts based on the information gathered and update existing records or create new...
by RBA | Jul 16, 2012 | CRM |
Many sales managers start and end their day with the sales pipeline funnel. While the funnel is a valuable representation of revenue by sales stage, it is not the only metric needed to assess the health of a sales organization. Metrics identifying...
