In this blog article I would like to give you more insight into Microsoft Word document that can be uploaded into Microsoft Dynamics CRM as mail merge templates. We will talk about Different word document formats Different versions of word XML formats...

In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that...

Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is...

Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM...

One of the marketing issues I’ve run into in Microsoft Dynamics CRM is that of the routine publishing of a newsletter. Sending newsletters to customers and prospects is a common marketing strategy and one that some Microsoft Dynamics CRM marketers have...

This blog post is intended to provide necessary information regarding performance of the Data Migration feature. I will provide some details on the tests and results on a specific hardware environment and some guidance on the deployment side when performing...

Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business”...

Welcome Matt Wittemann , CRM MVP and today's guest blogger. He is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient...

We moved over the weekend to a new campus. It's taken a few days to get used to the new Advanta campus. And the new phone system is full of gadgets and gizmos including a headset that hooks into your primary computer instead of the phone itself. The old...

Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions...

When I was an CRM MVP I really wanted to create a live FAQ that captured all the knowledge about Dynamics CRM much of which is locked up in the newsgroup archives. To that end I have created the Microsoft Dynamics CRM Wiki . A collaborative Web application...

We are happy to announce availability of the CRM 4.0 Management Pack which will help administrators centrally manage the CRM server application, its component services, and the computers on which they run. Administrators can tune the pack for their deployment...

Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and reported on to aid with forecasting and analysis of the results of a marketing campaign. I’m considering writing an article about creating and using this...

You didn’t want to write code to get insight into your business? Alright, that’s fair. Check out CRM 4.0 because the CRM investment will really pay off - business users can now build their own reports with the report building wizard. Since it’s a wizard...

You may have noticed that the Microsoft Dynamics CRM 4.0 SDK contains Web services, assemblies and helper code that have LOTS of the same classes. Which should you use, when and why? It depends on what you are creating: Plug-ins A plug-in is an assembly...

The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! We have pulled this post because of a potential problem that could inconvience our customers. We will test for the cases reported and...

One of the things that makes me proud to work for Microsoft has been how aware the company is about the company footprint on this blue marble, aka the third rock from the Sun. Just recently the three containers in my office became two and we can mix the...

The MS CRM Engineering for Enterprise team has released the white paper Using Encrypting File System and BitLocker to Protect Microsoft Dynamics CRM Data on Outlook Clients Running Windows XP or Windows Vista . This document explains how to use Microsoft...

A while back I was asked for a list of blogs that track the progress we’re making on the Dynamics CRM platform. Of course, I have my own blogroll of people that I follow but it occurred to me that this would be a useful resource for the CRM community...