Plan a sales trip in 20 minutes
Create a targeted plan for your next sales trip.

Are your customers buying?
Are the quotes created by your sales force resulting in success? This article gives you a step by step procedure to create a dynamic Microsoft Office Excel PivotTable to find out.

Take advantage of e-mail communication methods
Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and what scenarios might you use them in?

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4 ways to put campaign responses to work for you
A customer responded to your marketing campaign. Now what? Using campaign responses in Microsoft Dynamics CRM, you can record this interest to track for reporting and follow-up.

Save time with a library of campaign templates
By creating a workflow, you can close multiple activities at once, instead of closing each activity individually.

Diagram: What's the difference between campaigns and quick campaigns?
With similar names, it's sometimes difficult to understand the difference between campaigns and quick campaigns. This article highlights the key differences between these two ways of communicating with potential customers in Microsoft Dynamics CRM.

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Diagram: Are you being served? Follow a service activity from call to reservation
An at-a-glance diagram of how a service activity is created, from the initial customer call to searching for availability and making the reservation.

Keep customers coming back with follow-up services
Schedule a follow-up service activity as part of your check out process.

Tailor activities to match your employee's tasks
Find out why cases are being resolved by customizing the resolution type.

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Going global with Microsoft Dynamics CRM
Follow an IT manager in Switzerland as he takes advantage of new international features to roll out Microsoft Dynamics CRM for his coworkers worldwide.

Data migration overview
How do you migrate data into Microsoft Dynamics CRM? This article is an overview of the process of migrating data from an existing customer relationship management system into Microsoft Dynamics CRM.

Make Microsoft Dynamics CRM 4.0 client-to-server network communications more secure
Secure connections between computers that run Microsoft Dynamics CRM 4.0 applications.

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Microsoft Dynamics CRM 4.0 Implementation Guide
This guide contains comprehensive information about how to plan, install, and maintain Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM 4.0 SDK
This package contains the complete software development kit for Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM 4.0 Sample Data (On Premise Edition)
You can use sample data in the Microsoft Dynamics CRM 4.0 Sample Database in marketing and sales presentations or for training people to use Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM 4.0: Planning/Deployment Guidance for Service Providers
These guides and tool provide additional information for Service Providers to plan and deploy Microsoft Dynamics CRM 4.0.

Microsoft Dynamics CRM 4.0 Data Migration Manager
These guides and tool provide additional information for Service Providers to plan and deploy Microsoft Dynamics CRM 4.0.

Optimizing and Maintaining Microsoft Dynamics CRM 4.0
This white paper details techniques, considerations, and best practices for optimizing and maintaining the performance of Microsoft Dynamics CRM 4.0 implementations.

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