Geoff Ables - Microsoft CRM

Account-to-Lead

Sat, 07 Jun 2008 19:49:00 GMT

We seem to regulary run into clients who like the idea of converting a Lead into an Account, Contact and Opportunity - but they would also like to be able to convert backwards into a Lead again.

Why? Well, maybe someone in the Lead Management group qualified the lead, but when they passed it along to Sales, they could not longer get in touch with the lead. The options are: (1) make Sales work it until they can get back in touch, (2) train Lead Management to work with Accounts, Contacts and Opportunties, (3) forget about it (which most of them do), or (4) re-create the entire record as a Lead again.

But now there is another alternative (read the full story for the rest)...

Security Role Settings for Reassigning Activities and Cases

Wed, 30 Apr 2008 15:52:00 GMT

Security Roles is one of the trickiest parts of the configuration of Microsoft CRM to understand. We've run into several situations where a very non-intuitive security role setting was resulting in users saying "I cannot reassign an activity to another user" (or a case). Fixing the problem takes 15 seconds if you know where to look - or hours of frustration if you don't.

[NOTE: This is a summary only. View the full BLOG to read the remainder of this entry.]

Web to Lead

Wed, 09 Apr 2008 17:22:00 GMT

Web to lead: Creating a new lead record based on a web form automatically in Microsoft Dynamics CRM 4.0. Complete code for web2lead is included in this entry.

Options for Data Migration and Integration

Wed, 09 Apr 2008 13:02:00 GMT

With Microsoft Dynamics CRM 4.0 there are so many options for migrating, integrating and bulk updating data that it can be quite confusing. This entry presents many of the options and the appropriate time to use each.

[NOTE: This is a summary - read the full BLOG for more info]