CRM Labs Solutions

Announcements

• Welcome to the Microsoft Dynamics Labs!

  Jim Glass Jr Thursday, January 13, 2011 6:18 PM
  The Microsoft Dynamics CRM extended team will moderate this forum. We'd like to welcome you to your home for Customer Relationship Management (CRM) Labs. Because Microsoft Forums is fully searchable and archived, you are encouraged to search for your question before you post it in case the question has already been asked and answered.

  Make sure you tell us which version of Microsoft CRM you are working with. It really makes a difference.
  
  The first stop for the serious Dynamics CRM user is the Microsoft Dynamics CRM home page. Here you can meet the team, join the Microsoft Dynamics Community, and find pointers to pertinent blogs.
  
  

  If you want to make a recommendation for a new feature or file a bug go to Dynamics Suggestions.

  
  Feel free to review the CRM Team Blog for the newest happenings in the CRM world.
   

  As Rick said in Casablanca, "I think this is the beginning of a beautiful friendship."
  
  Let us hear from you.

   

• Announcing Wealth Management and CRM for Nonprofit Organizations templates

  Palak KadakiaMicrosoft EmployeeMonday, October 31, 2011 6:55 PM

  The Microsoft Dynamics CRM team has released two new templates on the Dynamics Marketplace!

  Microsoft Dynamics CRM for Nonprofit Organizations

  http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-for-nonprofit-organizations-12884926413

  Available functionality includes donor management, donation management and volunteer management. This replaces the current Donation Management 1.2 for Microsoft Dynamics CRM.

  Microsoft Dynamics CRM for Wealth Management

  This template demonstrates how CRM can be used by wealth managers for effectively managing client relationships. It is available here: http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-dynamics-crm-for-wealth-management-12884926609