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Bina Limbu Blog

  • 13 Dec

    How to make your Microsoft Dynamics CRM work more for you with Add-on Products

    Posted by: Bina Limbu

    One of the best advantages of Dynamics CRM is its flexibility to be extended or to add the functionality you want. For example you might want to connect your CRM with your accounting software which can help you to reduce lot of double entry while increasing consistency. Add-on products built for that particular purpose can help to create that connection. There are various different add-on products available in the market built by Dynamics CRM solution providers. You can visit Microsoft Dynamics marketplace or pinpoint market to view the list of available add-ons.

    Add-ons are mostly built when customers demand certain ...

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  • 07 Dec

    Connecting your Records in Microsoft Dynamics CRM 2011

    Posted by: Bina Limbu

    To promote your teamwork, collaboration and to best manage business and sales process you can create connections between the records stored in Microsoft Dynamics CRM. You can connect records such as account, contacts, users, quotes, sales orders and other record types and describe the relationships. You can also define the purpose of the relationship by assigning particular roles. For example you can connect two contact records and define the relationship as colleagues or a Manager and employee.

    Let’s take a simple step by step walk in creating connections between records. In this example I will be connecting two contact records ...

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  • 25 Nov

    Check out the new Activity feeds in Dynamics CRM 2011

    Posted by: Bina Limbu

    Activity feeds is one of the latest rollup upgrades in Dynamics CRM 2011. It allows CRM users within the organization to communicate in more social ways and quickly share the latest updates on the activities relevant to the people, accounts, contacts, leads, opportunities etc.

    On social media such as LinkedIn and Facebook, colleagues can follow each other through activity feeds and post comments and share insights and current news.

    Get the flavour of social communication in Dynamics CRM 2011     

    I will show you step by step how to configure Activity Feeds in your Microsoft Dynamics CRM 2011. Please note that if you started using Microsoft Dynamics CRM before October ...

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