FY11 – USFederal360™ Civilian Agency Productivity Session FY11 will be the year of culture change as Federal agencies announce their plans for Transparency, Leadership, Governance, Flagship, Participation and Collaboration initiatives. Agencies are moving to an Open Government model where Innovation is key to reaching their mission goals. Microsoft and Engage, Inc. have partnered together to [...]

Export to Excel with Microsoft Dynamics CRM 4.0 The export to excel feature of MSCRM 4.0 is definitely one of the more popular pieces of functionality CRM has got. What’s especially nifty is the “dynamic connection” functionality, which allows your spreadsheets to refresh their data from CRM every time they’re opened. We often make use [...]

Change your Font, Size and Color to Have More Fun Within Microsoft Office Communicator, you have many options.  The ones we will talk about today are how to change the look of your IM sessions.  Below we will show you the steps to change your font size but the same steps can be used to [...]

Change your Title to be more Productive If you’re like me there are times when you have “a thousand” desktop windows open, many of them being Microsoft Office Communicator (MOC) windows. Changing the Title or Subject of a specific Communicator window can help you juggle your windows.

Microsoft Office Communicator Presence Etiquette – Leave a Note In a previous blog post we talked about “presence” as a form of etiquette.  Presence is a quick and easy way for you to let others know your availability.  Another useful etiquette tool is the “Note”.  We are not talking about Thank You notes, although those [...]

Microsoft Dynamics CRM Productivity Series – Creating Shortcuts Are you a technical support person working with many different CRM cases?  Me too. At times I need a quick and easy way to access an open case – so I create a desktop shortcut directly to the case.

Using Microsoft Office Communicator – Tag for Status Change Alerts Waiting for someone to come online so you can chat with them and need a notification when they become available?  You can do that! With Microsoft Office Communications Server 2007 R2, the “Tag” feature is just another tool to help you become more productive in your [...]

CRM’s built in workflow engine is pretty powerful, as anyone who’s worked with it for a while is aware. However, in our experience, a good customer quickly comes up with requirements that go beyond it’s built in capabilities, requiring custom activities. We’re used to writing some basic activities to handle common problems, but now thanks the Shawn Carlton of Microsoft, there’s a robust library of basic workflow activities up on codeplex for all CRM customers and partners.