Unitek Microsoft CRM Blog

Maximizing Your Sales with Microsoft Dynamics CRM 4.0

Unitek CRM Team — Mon, 10 Nov 2008 19:34:39 +0000

I don’t know whether anyone still reads books anymore but I’d thought I would recommend one. Maximizing Your Sales with Microsoft Dynamics CRM 4.0 The book explains, in concise, easy-to-understand language, how to get the most out of this helpful crm software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, [...]

Customize Microsoft CRM 4.0 Tool Bar by Adding a Custom Button

Unitek CRM Team — Mon, 06 Oct 2008 09:00:50 +0000

After my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I will walk you through all the steps necessary to accomplish this in Microsoft CRM 4.0. High level steps: Add a new [...]

New Microsoft CRM 4.0 Book Coming Soon!!

Unitek CRM Team — Mon, 22 Sep 2008 09:00:57 +0000

There have been some really good books written for Microsoft CRM 3.0 and CRM 4.0 but there’s another one on the horizon that will address CRM 4.0 in great detail. The book is titled “Maximizing Your Sales With Microsoft CRM 4.0” and is written by Edward Kachinske and Timothy Kachinske. You can purchase from Amazon Edward Kachinske [...]

Sales Statistics About Microsoft CRM

Unitek CRM Team — Tue, 02 Sep 2008 22:40:30 +0000

I learned some new numbers and statistics about Microsoft CRM: There are now 14,000 customers and 775,000 users worldwide Microsoft added 4,000 customers and 225,000 users in FY08 There are 500 Microsoft Dynamics CRM Online customers This means that Microsoft has about 1/3rd the customer base that SalesForce has (SalesForce has 43,000 customers). We’re catching up !!

Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button

Unitek CRM Team — Mon, 04 Aug 2008 21:55:30 +0000

After my last post, I had a few inquiries as to how to customize Microsoft CRM 3.0’s tool bar. So in this post I will walk through all the steps necessary to accomplish this. I will use the “Quick Email” example/code from my last post. (Send Emails to Deactivated Leads Without Needing to Activate Them [...]

Unitek’s New Free Microsoft CRM Add-On!

Unitek CRM Team — Fri, 18 Jul 2008 18:46:42 +0000

Unitek’s Microsoft CRM Training Team periodically supplies FREE, useful tools for the CRM community! There is no charge to download and use these tools, either for yourself or your clients, but we do require that you complete a simple contact information form so that we can track the popularity and use of the specific tools. We [...]

Microsoft CRM Certifications and Technical Education

Unitek CRM Team — Mon, 09 Jun 2008 18:41:17 +0000

I was shocked to learn that a local Bay Area elementary school had recently looked into adding Microsoft A+, Net+, and Security+ to their list of elective courses to take during their school year. I was aware that this was being implemented at the high school and community college levels, but ELEMENTARY! That’s [...]

Unitek’s New Free Microsoft CRM Add-on!

Unitek CRM Team — Mon, 26 May 2008 17:11:51 +0000

Unitek’s Microsoft CRM Training Team is pleased to announce that we have a new product for CRM 4.0 that we’re giving away! The add-on, Quick Activity, can be downloaded from our site here: Unitek Microsoft CRM Add-On Quick Activity allows users to add History records with just a couple of clicks. It’s a nice alternative to [...]

Send Emails to Deactivated Leads Without Needing to Activate Them First

Unitek CRM Team — Mon, 19 May 2008 20:44:37 +0000

It happens often that a sales rep wants to send an e-mail to a lead that has been deactivated and they either don’t want to or don’t have the permission to activate the Lead. As you know once a Lead record is deactivated you cannot log an activity against it including sending an E-mail. As [...]

Microsoft Dynamics CRM 4.0 Implementation Guide

Unitek CRM Team — Wed, 30 Apr 2008 23:57:27 +0000

Direct from the Microsoft Dynamics Download Center, this guide contains comprehensive information about how to plan, install, and maintain Microsoft Dynamics CRM 4.0. The Microsoft Dynamics CRM 4.0 Implementation Guide consists of the following documents: Planning Guide: This guide gives you the information and tools that help you get your organization ready for Microsoft Dynamics CRM 4.0. [...]