About: Jessica

When working with MS Dynamics CRM Quotes a common question that comes up is “What are the different Quote statuses and what does the system allow the user to do in each status?” This is...

Continuing our discussion of Campaigns in Dynamics CRM, you can access Part 1 here The following are features of “Campaigns” in CRM: Target Marketing Lists – Used to create lists of Leads, Contacts, or Accounts...

An area of Microsoft Dynamics CRM 2011 that I’ve been spending a lot of time on lately is “Marketing.” The Marketing area of CRM has so much functionality that it would be almost impossible to...

This is Part 3 of Queues and Queue Management. To read Part 2, click here. Summary of important considerations when working with Queue Items Queue Item details The Queue Item is separate from the record...

This is Part 2 of Queues and Queue Management, If you would like to read Part 1, Click Here What are some important tasks involved with managing Queues? Default Queues for each user and team...