Several customers have been asking for more information about the level of compatibility between CRM 3.0 and Exchange 2007. Because of some known limitations, some of which require careful planning, this topic deserves some clarifications. Key facts:...

Part One Part Two Reduce Exchange Traffic by Modifying your Outlook Rule I typically get a number of questions from customers about how email really works in CRM and what roles the Sink mailbox and Exchange Router play in the process. The two work hand...

Modify your Internet Explorer Settings to Reduce Potential Issues Inside and Outside Outlook Part One Part Two Part Three When I work with customers on their deployment, I like to review their installation guide to make sure they have a section addressing...

Sometimes a Microsoft Dynamics CRM 3.0 Laptop Client for Outlook (hereafter referred to as the CRM Outlook Laptop Client) user can experience a hang or bad performance when using the tracking functionality. In this case just setting 'Regarding' field...

Our friends at Sonoma Partners announces that you can pre-order of the Book ' Microsoft Dynamics CRM 4.0 ' on Amazon.com. The book is by the same great authors of the CRM 3.0 book, Mike Snyder and Jim Steger. Mike Snyder and Jim Steger are co-founders...

Today our guest poster is CRM MVP Ayaz Ahmad who also runs the MSCRM Pakistan User Group on Yahoo. Office Open XML is an XML-based file format specification for electronic documents such as memos, reports, books, spreadsheets, charts, presentations and...

If you’re an ISV you should be talking to your partner account manager to get on the Titan rocket now! Hopefully by now it’s starting be apparent to you that CRM “Titan” is on the glide path to release. Since the spring the group I’m in at Microsoft,...

The answer for me is 22. 11 miles each way, totaling 22 miles every day. I pedal my bicycle in good and bad weather, rain, hail or snow. It all started because I had only one car. My wife got the car and I bought a bicycle for $75 in a department store...

CRM MVP Larry Lentz is our guest blogger this month speaking about a topic near and dear to users' hearts, training. Recently I had a CRM training gig in Chicagoland. My student (yes, a class of one) was from a Chicago area company that was about to implement...

I am often surprised to find a coworker or family member who doesn't use the Internet Explorer RSS or really simple syndication tools. Using RSS I am able to click on my favorites (see one below), select feeds, and see which of the many blogs I follow...

You may remember the blog posts on retrieving a list of contacts with upcoming birthdays in Microsoft CRM. There were some comments, questions, and a flaw in at least one of the SQL Scripts used to pull birthdays where it would not work in all scenarios...

Have you ever noticed that Microsoft Dynamics CRM has two separate Products lists? One Products list appears in the Sales area, and another appears in Settings. If you’re an administrator, have you ever been frustrated by how many clicks it takes to get...

The CRM Engineering for Enterprise team has released two white papers that provide prescriptive guidance for the CRM Service Scheduling module. Together, these papers can be used to plan, design, deploy, and optimize a successful, high-performing service...

This month I am pleased to introduce Jeremy Hofmann, a former colleague from Crowe Chizek ( http://www.crowecrm.com) . Jeremy is a Manager in Crowe’s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North...