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Microsoft CRM 4 Email Templates

19 February 2010 10:18
By Darren Bayley
Using email templates in Microsoft CRM is a great way to cut down on retyping the same email time and again. They can also be used to send out by mail merges and also by automated workflows.

The video tutorial link below takes you through setting up a template and then how to use the template when emailing a contact.



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Microsoft CRM 4 Advanced Find and View Sharing

12 February 2010 11:30
By Darren Bayley
The advanced find in Microsoft CRM is a great way to filter your data and then either create a view, run marketing against the results, export to Excel and so on.

The video tutorial link below takes you through setting up a simple advanced find that filters on two entities, it then shows how to save the find as a view and then share that view with others.



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