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Frank Lee, President of
Workopia, Inc. awarded
Microsoft CRM MVP - Most
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only 22 in the world

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Workopia quoted in CRN article on Microsoft CRM Live
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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
"Go Live"

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 3.0

►	Using Microsoft Dynamics CRM 3.0 Lot of good links to information and tools to help employees get the most out of Microsoft Dynamics CRM 3.0.
►	How To: Copy CRM Record URL to the Clipboard The code copies the URL to a variable and then pastes it into the clipboard when the user clicks the Copy Link button.
►	How To: Troubleshooting Microsoft CRM 3.0 for Microsoft Outlook Find answers to common questions that arise while working in Microsoft Dynamics CRM client for Outlook..
►	How To: Allowing Large Attachments To enable large attachments (4MB +), you need to modify both IIS and CRM settings.
►	How To: Moving Microsoft CRM 3.0 SQL databases from one server to a different server that is in the same domain This article describes how to move Microsoft Dynamics 3.0 CRM SQL databases from one server to a different server that is in the same domain.
►	How To: Bulk-tracking old e-mails If you did deploy the CRM Exchange router, here is a solution to track old emails in CRM...
►	How To: Installing Microsoft Dynamics CRM 3.0 on Microsoft Windows Small Business Server 2003 R2 This document contains instructions about how to install Microsoft CRM 3.0 on Microsoft Windows Small Business Server 2003 R2
►	How To: 2 ways to see combined account and order data This article shows two methods to get data from those Microsoft CRM record types into Microsoft Office Excel. One method uses SQL Query and the other uses the Microsoft Query Wizard
►	How To: Create a report in 15 minutes or less After you follow the steps in this tutorial and install the required tools, it only takes a few minutes to write a useful report and to add it to Microsoft CRM
►	How To: Creating a Microsoft CRM Dashboard with Microsoft SharePoint Use SharePoint and FrontPage to create a dashboard to display a chart of the top open opportunities and their projected revenue
►	How To: Hitting the road (Offline) with Microsoft CRM laptop client for Outlook By synchronizing your data with the head office, you can keep the information on your laptop current. Use personal local data groups to speed up the process and maintain precise control what is available while you are offline
►	How To: Displaying the Knowledge Base object in Microsoft CRM Outlook Client The Knowledge Base object can be exposed in the Outlook Client by updating the Site Map...
►	How To: Displaying a SharePoint document in Microsoft CRM form Add a Microsoft Windows SharePoint Services 2.0 document library view to a Microsoft Dynamics CRM 3.0 Web form
►	How To: Create a Workflow .NET assembly to send campaign e-mail activities automatically in Microsoft CRM 3.0 When you distribute e-mail activities for a campaign by using Microsoft CRM, the e-mail activities are not sent to the recipients automatically. You must open each e-mail activity and then send it manually. This article describes how to create a Workflow .NET assembly to send e-mail activities automatically
►	How To: Import your Outlook contacts into Microsoft CRM 3.0 You can use the Import and Export Wizard in Outlook to quickly prepare contacts for import into Microsoft Dynamics CRM 3.0
►	How To: Displaying Microsoft CRM 3.0 Business Data in SharePoint Web Parts Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display Microsoft CRM data
►	How To: Displaying the Parent Account field from the Microsoft CRM v3.0 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...

Microsoft CRM 1.2

►	Using Microsoft Dynamics CRM 1.2 Lot of good links to information and tools to help employees get the most out of Microsoft Dynamics CRM 1.2.
►	How To: Creating Merge Fields within Microsoft Workflow Excellent undocumented knowledge on field merges within Microsoft CRM 1.2 Workflow, not via templates, more flexible...

►	How To: Adding Custom Fields Microsoft CRM allows easy addition of custom fields to capture important data. The following step by step example with screen shots shows how to perform this...

►	Microsoft Dynamics CRM Evaluation Online Access 24x7 Sign-up for our online Microsoft Dynamics CRM 4.0 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 & Testimonies
►	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.

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