Microsoft Dynamics Blog

Welcome to Armanino’s Microsoft Dynamics Blog, where you’ll find information on topics across Microsoft Dynamics 365 ERP and CRM, Dynamics GP, Power BI, PowerApps, Flow and more. Use these tips, tricks and insights to get the most out of your applications! Want these articles delivered straight to your inbox? Subscribe to our newsletter below.

Tuesday, October 2, 2012

Adding Microsoft CRM Entities to your Favorites folder in Outlook 2010

Some of you might remember the good old days of dragging and dropping CRM Entities into your Favorites folder in Outlook 2003/Outlook 2007.  We’ll don’t despair, the option is still available, only now it just takes a few more clicks. Here is a guide on how to add Microsoft CRM Entities to your Favorites folder …

Tuesday, October 2, 2012

Long Term Nurture Campaign

I just finished creating a long term nurture campaign for my ERP prospects. These are prospects that entered a sales process but were not converted to a customer. I’ve got a couple of sources for these prospects that fit in nicely to this nurture campaign. I used the workflow features in CRM 2011 along with …

Tuesday, September 18, 2012

Tutorial: Using the Microsoft CRM Online Internet Lead Capture Feature

If you’re not taking advantage of Microsoft CRM Online’s Internet Lead Capture feature then you’re missing out on a valuable tool that’s completely free. You don’t have to be a marketing genius or know any code – just follow this step-by-step guide to using the Internet Lead Capture Feature in Microsoft CRM. Plus for those …

Monday, September 17, 2012

Six Free Open Source Tools to Empower Microsoft CRM Administrators

The CRM community continually creates tools to make all of our lives easier.  I am constantly amazed at what our technically adept friends create, all in the name of making it easier to do our jobs. If you are not familiar with – check it out! The following is a list of my top …

Wednesday, June 27, 2012

Drive Revenue and Serve Customers with CRM

The CRM Software Blog has recently released a nice white paper and accompanying infographic about how companies use CRM in different ways. The white paper includes a number of examples of how companies have used CRM to reach their goals and power their day to day business processes. Also included are a number of helpful …

Tuesday, December 27, 2011

Coremotives Microsoft CRM – Web Forms

A nice little feature that I’ve been using is, “Web Forms”. Coremotives includes the ability to create a web form that can be used to collect user information, create a lead or contact record in CRM, and initiate one or more actions. There are two reason I use this functionality: Help build my e-mailing list Provide …

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