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|SEPTEMBER 2012 VOLUME 2012 ISSUE 9|
|Welcome Note from Gene Marks
In this month's Microsoft Dynamics CRM newsletter, we help correct double vision and more!
Also — don't forget our upcoming CRM Summit in October. More info below!
I'm Seeing Double!
In order to keep your CRM data (that you worked so hard to gather and cleanse before importing to your CRM system) clean and reliable, duplicate detection rules should be added to your system. Duplicate Detection will identify and prevent identical or similar records. You can define the criteria upon which you wish to detect the duplicate records in the system. There are two kinds of rules that can be defined.
Here are some more tips we know will help you make the most out of Microsoft Dynamics CRM this month.
Showing the Proper Regard: A client recently asked "What is the difference between the Track and Set Regarding options for promoting emails to CRM?" Here's the answer.
The View Is Pretty Good from Here: A client recently asked if it was possible to modify system views and if so how is it done. Read more.
Hello, I Am an Outsourceaholic
Hello. My name is Gene Marks. And I am an outsourceaholic.
In this political environment, it's embarrassing to admit my habit. I frequently hang out with other outsourcers. I know, according to some, that these people are a bad influence on me and America. But it's a well-known secret that there are many outsourceaholics like me who binge on outsourcing. This is an unspoken epidemic in this country. For many of us, outsourcing is a quick high and a way to feel…oh, I don't know…cool and (dare I say it) profitable.
I do a lot of outsourcing at nights and on the weekends, because the people I outsource with (particularly in my industry) work this way. I selfishly hoard my best outsourcers from my friends so I can have them all to myself. I frequently pass out from the excitement of making money from outsourcing. Yes, I have employees. But in my heart, I'm an outsourceaholic. It is an addiction. And I see no cure. Why would I want to be cured of this anyway? It's just too appealing. Read more.
9/19/2012, 12:00 PM EDT
Create quick alerts and reminders from your Dynamics CRM System.
Microsoft Dynamics Tips and Tricks
9/25/2012, 10:15 AM EDT
A review of this newsletter's tips live online. Questions welcome!
A CRM Summit
What CRM Application Is Best for Your Business? Here's Your Chance to Ask the Experts. In Person!
Date: Friday October 12, 2012
Time: 8:30 AM – 12:00 PM
Location: Microsoft Technology Center
45 Liberty Blvd (map)
Malvern, PA 19355
Missed Gene this past month on MSNBC and FOX News?!? Check out Gene on TV.
To see all of our webinars and live events for Microsoft Dynamics CRM and our other products, such as GoldMine, Quickbooks, and more, click here.
The Marks Group, P.C., 45 E City Avenue, #342, Bala Cynwyd PA 19004, TEL: 888-224-0649
Copyright © 2012 The Marks Group, P.C. All rights reserved.