15
Dec
How-to series: Create-and-deploy a “template” organization
Okay, now this post is going to show how to quickly export a complete CRM 4.0 organization, which includes:
- customizations
- reports
- workflows
- mail-merge templates
- email templates
- contract templates
- plugins (only those who have been deployed to the database)
- data
18
Oct
CRM 2011 : Adaptez vos modèles d’emails à la nouvelle version !
Finalement, il n’en fallait pas plus à Microsoft pour adapter sa plateforme CRM aux demandes des partenaires (dont moi 
) : il est désormais possible d’attacher un ou plusieurs document(s) dans les modèles d’emails !
7
May
How can I export my templates?
Here is a reminder for everyone (me included) on how to export your Microsoft CRM templates (either personal or global).
