Effective today, April 28, 2014, we have released an extension for TopLine Designer which allows you to view your custom tables and custom entities in Act! for Web. See below for the download link.
Release notes
Set-up instructions
Note: This only has to be done on the Act! for Web server
Download the file from TopLineDesignerWebV16
Save the zip file to your desktop.
Recently, I shared with you how to save time using email templates in Outlook with Microsoft Dynamics CRM. Today, you will learn how to create email templates using Microsoft Dynamics CRM 2013. There are many options and features for creating email templates in CRM. Today, we will cover the basics.
Act! Premium Mobile provides access to your Act! database on your iPhone®, iPad® or Android™ mobile device. Act! Premium Mobile is now included with your purchase of an Act! Premium license.
The first step to a successful marketing campaign is defining your target market. A target market can be defined into different segments by demographics, geography or products. Once you have designated your target market, your marketing message and activities can be customized to the target market.
If you are like me, you are always looking for ways to save time and work smarter. One of my favorite time savers is using email templates. When you frequently need to contact customers, prospects or co-workers with the same types of information, an email template gives you a jump start on the communication without having to start from scratch.
For those of us who spend quite a bit of our day in Outlook managing email communications, I would like to share a tip on how to easily transition an email into an activity which can then be tracked in your Microsoft Dynamics CRM database.
Flagging an email is a very helpful Outlook feature; however, it falls short when you need to track these items in your Microsoft Dynamics CRM system.
Microsoft Dynamics CRM has always offered many productivity tools inherent with its unmatched Microsoft Outlook integration and stellar sales automation. With the latest release, Microsoft CRM 2013 is taking productivity to a whole new level. Below are my top three productivity enhancements in MS CRM 2013: 1. The auto-save feature gives an instant user benefit: no more worries about losing data.
One of the great new features of Microsoft Dynamics CRM 2013 is the ability to edit certain records directly from within a list.
The best example of this is the product list in the Quote entity. You can now reorder the items in your product list (see 1 in the screenshot below). You simply highlight the row you want to move up or down and click the up/down button to move it.
Several years ago, the manufacturer of Act! instituted an obsolescence policy in line with other software companies. The Act! obsolescence policies are broken down into two sections: upgrade pricing and technical support.
When using the Microsoft Dynamics CRM web client, you can customize your experience using your browser settings. The program can be used with Internet Explorer, Chrome, Firefox and Safari; however, in this example, I am working with Internet Explorer.