TIPS & TRICKS
Microsoft Dynamics CRM
Email Signatures in Microsoft CRM
In the Microsoft CRM client for Outlook, you can use the standard Outlook signature feature for your e-mail message signatures. (To get to the standard Outlook signature feature, in Outlook, on the Tools menu, click Options. In the Options dialog box, the Signatures area is located on the Mail Format tab.) To have that same feature in the Microsoft CRM Web application, you can use personal, global e-mail templates to create and maintain a set of signature e-mail templates for every business situation. Details on how to accomplish this may be found on the Microsoft website at:
http://www.microsoft.com/dynamics/crm/using/customizing/emailsiglines.mspx#EDC
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Salesforce
Scheduling a Dashboard Refresh
With the Spring ’08 release, you can schedule an existing dashboard
to refresh daily, weekly, or monthly so that you can work in Salesforce
without having to wait for the most recent data to refresh. Furthermore,
after a refresh completes you can send an email notification to yourself
and other users that includes the dashboard in HTML format. In email
applications that do not support HTML, the notification displays text
that includes a link to the dashboard in Salesforce. Users can view the
dashboard after they log in. Please note that this feature requires the
Enterprise & Unlimited Editions.
For more information on how to schedule a dashboard refresh, please visit the Help & Training section in Salesforce and type “scheduling a dashboard refresh” in the search box.
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