January, 2008

Now my final chart compares the two ways to do a Campaign. You can get a copy of this chart from the Quick Campaign download you may have already downloaded or from here . Enjoy, Jim Schumacher

In this flow chart we walk through a Quick Campaign Scenario with our fictional marketing manager Benjamin. You can download a copy of this chart here . Enjoy, Jim Schumacher

This flow chart is my attempt to make a Campaign Scenario an easy thing for you to do. Enjoy, Jim Schumacher

In previous versions of MSCRM, users have been able to integrate their CRM data with e-mail hosted on Microsoft Exchange servers. This was done through the use of Forward Mailboxes. The method used to determine if incoming e-mail messages should be tracked...

Partners enrolled in a Partner Service Plan for Microsoft Dynamics™ now have unlimited organizational access to online training for Microsoft Dynamics and related business products. If you are not enrolled in a Partner Service Plan, learn more at PartnerSource...

In Microsoft Dynamics CRM 4.0 it is possible to export the MSCRM data, modify and re-import data using a tool called MSCRM Import . There are two ways to use this tool. You can edit the records of MSCRM views in the MSCRM Update tool and submit them back...

The Microsoft Dynamics CRM 4.0 SDK download package has been updated. Version 4.0.1 includes several important changes: 1) The Plug-in walk through in the SDK has been updated to match the readme that is included in the SDK\Walkthroughs folder. 2) The...

Did you ever think about how to maintain high quality data in Microsoft Dynamics CRM when using the Microsoft Outlook client, especially when you are working offline and syncing your data when going online or tracking some outlook data? If yes this post...

The Microsoft Dynamics CRM 4.0 Deployment SDK documentation has been published to the MSDN download center. This documentation provides the information you need to write code using the Deployment Web service. You can create solutions to do the following...

The Microsoft Dynamics CRM 4.0 Client Diagnostics feature is new for the MSCRM 4.0 Outlook Client only. MSCRM Client Diagnostics is intended to aid in diagnosing common issues with Deployment, UI, Synchronization and Offline features. MSCRM Client Diagnostics...