November, 2009

Microsoft Dynamics CRM handles all the reports with Microsoft SQL Server Reporting Services (SRS). SRS is a separate application that you can install on a different server than SQL Server or the Microsoft Dynamics CRM Server if desired. Microsoft Dynamics...

How to import data from a single file into multiple record types Microsoft has released Microsoft Dynamics CRM Online Delivers the November 2009 Service Update earlier this month. To assist organizations with importing their data into Microsoft Dynamics...

Today we welcome guest blogger Jim Steger , developer, blogger, and writer for Sonoma Partners with this report from PDC ‘09. On the last day of PDC09, I had the opportunity to present a brief demo of our internal socialization application (code name...

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key delivered features is enhanced Import Data Wizard . When users are bringing their custom data into Microsoft Dynamics CRM with...

Microsoft Dynamics CRM online Nov 2009 Service Update has several exciting features. One of that is the Import Data Wizard that allows rapid Import of data from within the Webapp or Outlook client. This blog covers how record ownership is resolved and...

This post is from CRM MVP Julie Yack who is at PDC ‘09. Today at PDC Scott Guthrie announced not only loads of cool new features for Silverlight 4, but also the release today of the Beta. So, what in the world does that have to do with CRM? Glad that...

Today’s guest blogger is CRM MVP Joel Lindstrom who blogs at CustomerEffective . Thanks for this security 101 overview. This post is CRM security 101, but I get asked this question fairly often, so it seems that there is some confusion about what the...

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.”  - Rebecca Wetteman, vice president...

A world without choice, for some organizations, would be more reality than fiction.    While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations...

The CRM E2 team is pleased to announce the release of the white paper Field-level Security in Microsoft Dynamics CRM: Options and Constraints, a component of the broader CRM E2 Nuts and Bolts article on Security and Authentication in Microsoft Dynamics...