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Update Rollup 6 for Microsoft Dynamics CRM 4.0 is available

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Update Rollup 6 for Microsoft Dynamics CRM 4.0 is available

Update Rollup 6 for Microsoft Dynamics CRM 4.0 is now available.

 This update contains many fixes for CRM 4.0.

 See the full list of fixes, installation instructions, and download links at the Microsoft website... Continue Reading

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Microsoft Dynamics CRM Passes 1 Million User Mark and Expands xRM Initiative

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Microsoft Dynamics CRM Passes 1 Million User Mark and Expands xRM Initiative

Microsoft Corp. announced that it has passed the 1 million user mark for Microsoft Dynamics CRM. Customers and partners worldwide are taking advantage of the power of choice, and deploying fast, flexible and affordable CRM and xRM solutions across on-premise, partner-hosted and CRM Online... Continue Reading

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Sage SalesLogix Application Architect - Jump to Error

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Sage SalesLogix Application Architect - Jump to Error

In the Sage SalesLogix Application Architect after completing all of your new web customizations I occasionally run into some errors while building the web platform.  (Imagine that!)

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SugarCRM and MobileCRM

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SugarCRM and MobileCRM

SearchCRM.com has an interesting article on "Has mobile CRM software on smartphones made laptops for the sales force obsolete?"

 The article also shows how Healthscreen Solutions Inc. saved  it $78,000 and $18,000 annually:

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Changing SalesLogix - Latest Account Parameters (or any out-of-the-box Group)

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Changing SalesLogix - Latest Account Parameters (or any out-of-the-box Group)

You get a handful of Groups out-of-the-box when you purchase SalesLogix - some that may be useful, and some not. If you find that they are almost useful, you can take some initiative and make them useful for your organization by copying the group, and then changing the logic. For instance, let's... Continue Reading

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News From Sage Insights via Twitter - Mobile & GPS; iPhone Support

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News From Sage Insights via Twitter - Mobile & GPS; iPhone Support

michaelwallace: learning about some cool new features in SalesLogix Mobile at the Sage Partner conference in Nashville
about 1 hour ago from mobile web · Reply · View Tweet  

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SalesLogix: Using Activity -> Members

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SalesLogix: Using Activity -> Members

When an Activity is scheduled in SalesLogix it is automatically assigned to the user creating the Activity.  This user is the Activity Leader.  The Activity Leader then has the option of adding other SalesLogix users to the Activity via the Members Tab.

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Midwest SalesLogix User Group Meeting in Chicago

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Midwest SalesLogix User Group Meeting in Chicago

Registration is now open for the June 4th Midwest SalesLogix User Group (MSUG) meeting in Chicago. This summer's half day, breakfast included, meeting will take an in-depth look at how to Increase Productivity and Improve Sales in the down economy.

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Simple Enhancements Using Workflow - Microsoft Dynamics CRM

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Simple Enhancements Using Workflow - Microsoft Dynamics CRM

Part of the Microsoft Dynamics CRM base package comes with the Windows workflow engine that allows for codeless workflow deployment. What this basically means is that you are able to update your CRM database without ever leaving Outlook. For example, as a user, when I schedule an activity in... Continue Reading

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