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...
Dynamics CRM security concepts you should know!
The Microsoft Dynamics CRM security model is a role-based security model, where a role is conceptually some group of users (i.e. Marketing Professionals, Sales Managers...). CRM allows you to create a very granular security structure, with support for...
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...