Frank Lee, President of
Workopia, Inc. awarded
Microsoft CRM MVP - Most
Valuable Professional -
only 22 in the world
Talk with a Workopia
Microsoft CRM Specialist |
|
|
21 Microsoft Dynamics
CRM 4.0 and CRM Live
Showcase
Customers -
Workopia helped four of them
Workopia quoted in CRN
article
on Microsoft CRM Live
On-Demand Marketplace
Workopia quoted in
TMCNet article on Microsoft CRM service for
small businesses nationwide
Workopia quoted in
Search CRM article on Microsoft CRM 3.0 as well as one of our
Microsoft CRM 3.0 showcase customers - Euphonix, Inc.
Only
18 Microsoft CRM 3.0
Showcase customers in the
world, Workopia helped
two
Workopia Small Business
Microsoft CRM 3.0
Showcase Study
for
RightNow Business System
Workopia Medium Business
Microsoft CRM 3.0
Showcase Study
for
Euphonix, Inc.
"One of the best investments we
have made. Thanks again!!!"
- David Hernandez
Trifecta Communications
Orlando, FL
"Thanks again for the quick response and
excellent support. You guys rock!!!"
- Aram Sarkissian
Accurel Systems
Sunnyvale,
CA
Workopia quoted in CRN
article
on Microsoft CRM Live
Software As A Service
Workopia quoted in
recent article on Microsoft CRM 3.0 as well as one of our
Microsoft CRM 3.0 showcase customers -
Euphonix, Inc.
|
|
Microsoft CRM How To Guides and Articles
Microsoft Dynamics CRM Online only
Microsoft Dynamics CRM 4.0 and CRM Online
Click
Here for
Microsoft CRM 3.0 and 1.2 How To Articles
|
► |
Using Microsoft Dynamics CRM
4.0
Lot of good links to information and tools to help you get the
most out of Microsoft Dynamics CRM 4.0
|
|
► |
How
To: Installing On Premise Microsoft CRM 4.0 for Outlook
Client
Step by step with screen shots
|
|
► |
How
To: Importing Data using Microsoft CRM 4.0 Import Data Wizard
Importing Data in Microsoft CRM 4.0 Made Easier
Using the Auto Mapping Feature
|
|
► |
How
To: Updating existing data in Microsoft CRM 4.0
In Microsoft Dynamics CRM 4.0, it is possible to export the
Microsoft CRM data, modify and re-import data using a tool
called MSCRM Import
|
|
► |
How
To: Importing Data using Microsoft CRM 4.0 Data Migration
Manager (DMM)
The new Data Migration Manager tool in Microsoft Dynamics CRM
4.0 can be used to import and link multiple related entities
from CSV files
Data migration overview
Fundamentals on DMM Data Map
Record Owner Information Migration using DMM
Pick list and Bit Data Migration using DMM
Migrating Notes and Attachments using DMM
Defaulting the Status and Status Reason attributes
Migration Deletion support in DMM
Advanced Transformations support in DMM
Advanced Transformation Mappings in DMM
Express vs. Standard Mode in DMM
Data migration troubleshooting
Error Handling in Data Migration Wizard
|
|
► |
How
To: Sending an Email When an Opportunity is Assigned
In the email, you can include any attribute information that is
associate to the opportunity
|
|
► |
How
To: Downgrading a license key after you install Microsoft CRM
4.0
You may have to downgrade the license key that you used when you
first installed Microsoft CRM 4.0. For example, you installed
Microsoft CRM 4.0 by using a trial Enterprise license key.
However, you have to downgrade to a Professional license key or
Workgroup license key
|
|
► |
How
To: Deploying Microsoft CRM 4.0 Outlook Client via SMS
Explains the techniques to deploy Microsoft Dynamics CRM 4.0
Outlook Client through Microsoft Systems Management Server (SMS)
|
|
► |
How
To: Bulk Tracking Outlook Contacts to Microsoft CRM 4.0
Microsoft CRM 4.0 introduced a way to "bulk" track, set
regarding or set parent on records in Outlook
|
|
► |
How
To: Backing up your Customizations in Microsoft CRM 4.0
It's a good idea to back up (Export) your Microsoft Dynamics CRM
4.0 Customizations on a fairly regular basis - after you create
or alter any of your Entities, Workflows, Security Roles, etc.
|
|
► |
How
To: Adding related entities' attributes to Microsoft CRM v4.0
view
This is one of coolest features in Microsoft Dynamics CRM 4.0.
It gives us the ability to add attributes from Many-to-1
(Lookup) related entities to a view grid
|
|
► |
How
To: Converting an incoming email to a case (or a lead)
Use the new Microsoft Dynamics CRM 4.0’s workflow capabilities
to automatically convert emails into cases
|
|
► |
How
To: Configuring the Microsoft CRM 4.0 Site Map
|
|
► |
How To: Creating a Custom Search Button on a Contact Form
|
|
► |
How
To: Accessing User-Created Views Through IE Favorites
Here's a way to more quickly access information in Microsoft
Dynamics CRM 4.0 within Internet Explorer (IE) that is relevant
to you
|
|
► |
How
To: Understanding the Microsoft CRM Security Model
Microsoft CRM 4.0 Security Model is the same as 3.0
|
|
► |
How To:
Displaying the Parent Account field from the Microsoft CRM 4.0
contact form in the Outlook 2003 Contacts view
Very useful for folks that like to view Parent Account info in
regular Outlook Contact view, great for sorting and cleanup...
|
Click
Here for Microsoft
CRM 3.0 and 1.2 How To Articles
|
► |
Microsoft
Dynamics CRM Evaluation Online Access 24x7
Sign-up for our online Microsoft Dynamics CRM evaluation
environment sessions. Evaluate the latest version of
Microsoft Dynamics CRM at your own pace without any setup or
demo download (see Microsoft Dynamics
CRM Outlook
and Web Client in action). "Try before you buy"
Contact us for details
|
|
► |
Workopia, Inc.
Customer Case Studies &
Testimonials
|
|
► |
Blog:
Workopia Microsoft CRM Blog
|
|
► |
Workopia selected for Microsoft CRM partner success story
When Workopia executives wanted to better address the customer
relationship management (CRM) needs of smaller businesses, they
turned to the Microsoft Partner Program and Microsoft Dynamics
CRM
|
|
► |
Are you looking for experienced Microsoft CRM consultants?
If you are looking for some expert Microsoft CRM help - contact us to talk to our Microsoft
CRM specialists. We offer
onsite or
remote help assistance to your Microsoft
CRM needs. Free Microsoft CRM assessment.
Contact us for details
|
Microsoft Dynamics
CRM
Microsoft Dynamics CRM is a complete customer relationship management
solution that provides all of the tools and capabilities needed to
create and easily maintain a clear picture of customers from first
contact through purchase and post-sales. With modules for
sales, marketing, and customer service, Microsoft CRM delivers a
fast, flexible, and affordable solution that drives consistent,
measurable improvements in every business process, enables closer
relationships with customers, and helps your company achieve new
levels of profitability.
Workopia, Inc. is the
premier Microsoft
CRM certified specialist serving
small medium size businesses
nationwide.
|
|
 |
