Quickly Create A Personal View – Dynamics CRM 2013

Friday Tip! How to Quickly Create a Personal View in Dynamics CRM 2013 This tip is courtesy of a fairly recent feature in Dynamics CRM 2013. A personal view is a list or group of records that can help you target and segment lists of your CRM records. Most users know they can create a …

Sharing Saved or Personal Views ? Dynamics CRM 2013

Sharing Saved or Personal Views Sharing Saved or Personal Views that you or your users have created is a great way to encourage adoption and use of Dynamics CRM. With some of the UI/UX changes in CRM 2013 the question of how to share Views has come up several times recently. Oddly the ability to …

What Customers Want From Partners

I attended a Convergence Pre-Game customer panel session where 4 customers talked about “what customers want from partners”. I heard some really good insights into what customer’s really want and expect from partners. The session opened with the moderator asking “What one word describes your expectation for a long term, positive relationship with your partner. …

How to Mirror Your iPhone or iPad on a Laptop

Have you ever wished you could display your iPhone or iPad on a laptop or PC? Well, it’s always been a big PITA thanks to Apple and their restrictive lock down policies on these devices. In the past one had to Jailbreak their device to make this happen….and who really likes messing with that? Obviously, …

CRM 2013 Upgrade Considerations and Key Platform Enhancements

A great session on Dynamics CRM 2013 upgrade considerations and key platform enhancements by Matt Barbour, Microsoft Senior Program Manager. Discontinuing support for Windows Server 2003 Windows XP IE7 Exchange 2003 Reworking some of the accelerators several have been around since v4 This is a one way upgrade Must upgrade from ur6 or ur14 or …

7 Things Every Successful Medical Device Sales Rep Needs To Know

7 Things Every Successful Medical Device Sales Rep Needs To Know The knowledge required for medical device sales reps to succeed is constantly expanding, and sales training won?t be enough for them to keep up. A post on the Business 2 Community blog nails all the points about why reps must continuously stay up-to-date with …

Infinity Info Systems Presenting at CRM Users Group (CRMUG)

Infinity Info Systems Presenting at CRM Users Group (CRMUG) in Tampa!   Tampa, Florida is the place to be October 20 ? 24, 2013 for Microsoft Dynamics CRM customers, partners, and prospective customers. Infinity Info Systems is once again contributing our time and talented people in sharing impactful information for increasing your CRM success. Bob …

Dynamics CRM No Code Multi-Select Picklist

How to Create a Dynamics CRM No Code Multi-Select Picklist What is a multi-select picklist you may ask? Here is an example. Let’s say that you need to track multiple specialties for the physicians in your CRM database. E.g. Cardiovascular Disease, Internal Medicine, Gastroenterology. Another example might be, what your contacts interests are; Baseball, Basketball, …

10 Tips to Grow Your Life Sciences Network with LinkedIn and CRM ? Webinar

Join us for a webinar on?10 Tips to Grow Your Life Sciences Network with LinkedIn, Social Media and CRM. Jan Wallen, author of the best selling book “Mastering LinkedIn in 7 days or Less” will be joining me in a webinar on ’10 Tips to Grow Your Life Sciences Network with LinkedIn + Social + …

5 Technology Trends Shaping The Pharmaceutical Industry And Medical Device Innovation

  Technology continues to play a big role in the life sciences industry as organizations seek new partnerships and opportunities for collaboration. A recent article on the IndustryWeek website highlights five important technology trends that will influence the pharmaceutical industry andmedical device innovation?over the next five years. Context-based services. Use ?Big Data? for new value. …