Microsoft Dynamics CRM                                      Salesforce

Microsoft Dynamics CRM

Tracking Email Blasts in CRM
Typical of Microsoft Office products, there always seems to be multiple ways to accomplish a similar result. For instance, it is common practice for a user of Microsoft Outlook to use the Outlook e-mailing functionality to send an email blast out to many recipients at one time. Even after Microsoft CRM has been implemented, the habit is still to use the standard Outlook form to e-mail one or more recipients at a time. You may find it helpful to know that the "Track in CRM" button, made available by the installation of the CRM Outlook client, allows the end user to track the email to all the recipients of a single email. The email is associated to the record of the CRM recipient based on the email addresses included in the email. This doesn't help when you are looking to employ the fuller Campaign functionality, but this is a great help when you want to just blast out some emails to several recipients for whom you might also have an Outlook group.

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Salesforce

Validation Rules
Validation rules can help improve the quality of your data by verifying that the date entered by a user meets the standards you specify before the user can save the record.

Below is one that validates that the Account Shipping State/Province is a valid two-character abbreviation (if the Shipping Country is US, USA, or blank):

AND (
OR(ShippingCountry = "US", ShippingCountry="USA", LEN(ShippingCountry)=0),
OR(
LEN(ShippingState) < 2,
NOT(
CONTAINS("AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:" &
"IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:" &
"NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:" &
"WA:WV:WI:WY", ShippingState)
)))

To add the above validation rule, simply go to Setup-Customize-Account-Validation Rules.

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