Dana Sosa

My 2 Cents on Microsoft Dynamics CRM

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ExactTarget and the Event Management Accelerator don't play nice...at first.
As part of Inetium’s CRM Essentials Eduction Series, I demonstrated the Microsoft Dynamics 4.0 CRM Event Management Accelerator at our Inetium CRM Essentials meeting back in May. If you weren’t able to attend, we followed this up with a recorded...
Sharing and Cascaded Access
A quick follow up to yesterday's post about Dynamics CRM security and cascaded access. Jeremy Winchell, who I consider the sharpest CRM guru I've ever met and an integral member of the Inetium CRM Team, came across some issues with the cascading...
A Great CRM Success Story
Rachel Lockett, IT Director at IGH Solutions , offers an excellent testimonial for the Microsoft Dynamics CRM platform and for Inetium as her partner of choice. Last November, Microsoft flew Rachel out to Redmond, WA to participate in a video case study...
YES! You CAN maintain multiple CRM entity views in a single Dynamic Excel Workbook!
Nick Elders, one of my favorite clients who works for Microsoft Dynamics CRM 4.0 user Community Reinvestment Fund, USA taught me something awesome today. I was under the impression that you needed to create ODBC data connections to Microsoft Dynamics...
What Happens To CRM When I Delete a Record in Outlook?
So… you say you’re using Microsoft Dynamics CRM 4.0 and you’re using Microsoft Office Outlook … well, then you’re naturally using the Microsoft Dynamics CRM for Outlook client! (If you’re not, you can download it...
Dynamics CRM E-mail Features and Options
Despite what Ted H said about me in his glowing introduction last week, I have not managed to memorize every Microsoft CRM book, blog post, whitepaper, what-have-you that I’ve read in my tenure here at Inetium. I get lucky once in awhile with a...
Hi. My name is DANA.
Hi! I'm Dana Sosa, another member of the Inetium CRM Team. I sit right next door to Ted H, who graciously introduced me , along with the rest of our colleagues in his blog last week. I think it's high time I started blogging for the CRM Team too...