March, 2008

I have been devoted to CRM for smaller businesses since 2000, because I feel this is an area where significant improvement to operations and profits can be made. I initially deployed Siebel and starting in 2003 switched to the practical Microsoft Dynamics...

As reported on ChannelWeb : "Microsoft is making it clear that its software-as-a-service CRM application, now being rolled out to the general marketplace, isn't just for small businesses. So the vendor is changing its name to Microsoft Dynamics CRM Online...

In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with Microsoft Dynamics CRM. During these sessions I covered a number of live demonstrations of how you can extend and integrate Microsoft Dynamics CRM....

Managing resources is one of the critical activities in running your business. And one of the critical aspects of managing resources is to manage resource schedules. Microsoft Dynamics CRM provides a powerful tool for managing resource schedules for your...

In Microsoft CRM 4.0, the Import Map Editor doesn't create lookup mapping by default. You may notice this when trying to import the data with lookup type columns. For example, see the import file with columns as indicated below. You may want to import...

As a follow up to the blog post from a few weeks ago, I figured I should let you in on the big secret with regards to the ‘cold hard cash’ I referenced. If you didn’t make it to Convergence Orlando, you missed out on your chance to win one of 6 Microsoft...

Today I will talk about what are advanced transformation mappings and how are they used while migrating data into Microsoft CRM using the Data Migration Manager. As we all know, Microsoft CRM Data Migration Manager comes as an easy to use tool for migrating...

If you read my previous post on deploying and configuring e-mail integration for the enterprise , then this post will seem familiar. In many ways, deploying an e-mail integration solution for MSCRM in a small scale business, say less than 50 users, requires...

Microsoft Dynamics CRM 4.0 license keys for products obtained in Volume Licensing are embedded in media -- the keys do not appear on MVLS as they do for some products; nor are they printed on the media itself (DVD) or on the media sleeve. The physical...

Most users who run our out-of-the-box reports realize at some point that these generic reports aren’t always a perfect fit for their business needs. The task of developing reports which are useful by all Microsoft Dynamic CRM users is nearly impossible...