About Steven Jennings

Steven has more than five years of Microsoft Dynamics CRM implementation expertise. As CRM Team Lead at Affiliated, his main focus is in sales, marketing, and service areas. He has a strong background designing and deploying integrated solutions, he also has over eight years of .NET development expertise. Steven is proficient in all phases of project development, from concept through realization and assists in the management of a team of analysts and developers responsible for the organization's applications development and analysis functions. He evaluates existing applications to determine technical changes, schedules projects and resources, and monitors project timelines. For more information or to contact Steven, feel free to email him here.

Author Archive | Steven Jennings

Webinar – Top New Features in CRM 2015 Update 1

Join this fast-paced webinar presentation on June 17 at 11:30 a.m. ET that delivers quick-hitting tips and best practices for using Microsoft Dynamics CRM. The recently released CRM 2015 Update 1 contains more functionality that allows organizations to leverage out-of-the-box (OOB) features. Here’s what we’ll cover: How to get around the infornation you need quickly How […]

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Microsoft Dynamics CRM Best Practices Webinar – Case Management

Join this fast-paced webinar presentation March 25 at 11:30 a.m. ET and learn more about Case Management in Dynamics CRM. Enable agents to provide differentiated levels of support with flexible Service Level Agreements “SLA’s”. Gain insight into service effectiveness with the ability to track and analyze key metrics like First Response and Case Resolution. We’ll […]

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CRM Best Practices Webinar – Microsoft Social Listening and Dynamics CRM

Join this fast-paced webinar presentation”Microsoft Social Listening and Dynamics CRM” on February 18 at 11:30 a.m. ET and learn more about Microsoft Social Listening. It’s a powerful new service that your organization can use to put social tools in the hands of your sales, marketing, and service teams—helping them connect on social media with your […]

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Dynamics CRM Webinar – Top Enhancements of Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements it’s hard to pick our favorites. Join this fast-paced webinar presentation on January 14 at 11:30 a.m. ET as we will provide an overview of some of our top picks of Microsoft Dynamics CRM 2015 including: Product Enhancements: * Suggestions * […]

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CRM Best Practices Webinar Oct. 28 – Outlook Client Tips & Tricks

Join this fast-paced webinar presentation on October 28 at 11:30 a.m. ET that delivers 15 quick-hitting tips and best practices for using Microsoft Dynamics CRM. Whether you’ve been using CRM for a while or just getting started, we’ll review 15 tips for the Outlook Client including: 1.       Contact Sync 2.       Coloring List Items 3.       Filtering […]

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What’s New – Dynamics CRM 2013 Service Pack 1

Microsoft Dynamics CRM 2013 Service Pack 1, also known as CRM Online Spring ’14 release, will be available in the second quarter (Q2) of 2014.  With Microsoft commitment to an agile release cycle, there are currently several releases in planning and development. The Spring ’14 release will be delivered to our online customers as an […]

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Client-Side Notification in Dynamics CRM 2013 – Form Level Notification (Multiple Notifications from a Single Multi-Textbox) – Part 2

This is the second half of my previous blog on Client-Side Notification in Dynamics CRM 2013 – New Form Level Notification.  On occasion you may need to pull data from Dynamics CRM and display this on the form as a notification. This can been done by getting the value of the field. Code:                  Xrm.Page.ui.setFormNotification(Xrm.Page.getAttribute(“description”).getValue(), […]

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Client-Side Notification in Dynamics CRM 2013 – New Form Level Notification

Microsoft has introduced a few new JavaScript function that are available to display message on the form in Microsoft Dynamics CRM 2013. In the past, we display these message in a text box but never had the functionally to say if this was an ERROR or WARNING or present it in a way that that […]

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Dynamics CRM Webinar on Jan. 8 – Best Practices in Marketing Automation and Dynamics CRM

New research indicates that organizations using a CRM solution, like Microsoft Dynamics CRM, can gain up to a $44 return to every $1 spent on email marketing? Imagine what you could achieve and save if you had an automated sales and marketing machine, fine-tuned and tailored just for your organization. Join Affiliated and ClickDimensions on January 8 at 12:00 p.m. for an informative […]

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Proven Process to Upgrade Your Dynamics CRM 2011 Online System to CRM 2013

Do you or your company have Microsoft Dynamics CRM 2011 Online? Then you are most likely receiving e-mails from Microsoft telling you about the upgrade that is coming. You have been given a date and time for the upgrade, and a list of items that will fail once the upgrade is completed. Here’s what you need […]

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