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A CRM Riff
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  • Blog Post: CRM 3.0 Reporting Video

    The CRM 3.0 reporting videos are available once again on the MSDN Code Gallery at http://code.msdn.microsoft.com/mscrmVideo . They cover an intro, creation, and publishing of CRM reports. Enjoy.
  • Blog Post: Hosted Customer Relationship Management (CRM)

    This is something that comes up periodically and should be very hot in the coming days. This solution has been around for a long time. Microsoft CRM addresses the key opportunities – and challenges – that determine the success or failure of any CRM initiative: user adoption, business fit, and total cost...
  • Blog Post: Integrating other apps into CRM

    Custom buttons can be added using isv.config. Each button can be configured with a URL to open a new page or with JavaScript code to perform the actions you need. You can find information about this in the Microsoft CRM SDK Client Programming Guide. See: http://msdn2.microsoft.com/en-us/library/aa681363...
  • Blog Post: On Facebook: the Microsoft dynamics CRM group

    I love it when I finally get to spill the beans. I've created the Microsoft Dynamics CRM group to talk about all things relevant in the world of CRM. Come check us out and let us know what you think.
  • Blog Post: How can leads be assigned en masse to a dealer?

    By default, Microsoft Dynamics CRM does not include a “dealer” record type. If your implementation includes this type of record, please contact your system administrator or custom solution partner for help with this customization. However, if the dealer you mentioned has a user account in your implementation...
  • Blog Post: Advanced find: Searching by Territories

    I saw a question about searching by territories and I thought to myself, "Hmm... another user who doesn't read the help." The answer seems easy to me but maybe I'm missing something. To search on territories, you can used Advanced Find. You may want to edit the columns displayed so that territory is...
  • Blog Post: CRM 3.0: Enterprise Performance and Scalability

    There is a new white paper called Microsoft Dynamics CRM 3.0: Enterprise Performance and Scalability . It provides detailed information about a Benchmark test. The results demonstrate that a single Microsoft Dynamics CRM 3.0 instance can achieve sub-second response times with 6,000 concurrent users executing...
  • Blog Post: Free Second Chance at CRM Certification exam

    Today the CRM Team Blog ran this announcement: Starting September 15 and running through Jan. 31, 2008 , all candidates can get a free second chance to pass a Microsoft IT Professional, Developer, or Microsoft Dynamics certification exam. That includes ALL Microsoft Dynamics CRM exam. Now is the time...
  • Blog Post: School Time with Microsoft Dynamics CRM

    Picture from MaryVale8 at photobucket . School systems today face many challenges: tighter budgets, growing districts, new testing and reporting requirements, and the need for better communication with constituents. Yet meeting these challenges is difficult for educational organizations that have limited...
  • Blog Post: TMCnet reports: CRM GROWTH AND COMPETITION ON THE UPSWING

    In the TMCnet article titled CRM Growth and Competition on the Upswing , dated today, a study conducted by the T.H.G. Sales Automation in partnership with Microsoft is reviewed. Adoption Rates Increasing Historically, convincing the Salesforce to actually use a CRM tool has been one of the most serious...
  • Blog Post: Creating Reports in Microsoft Dynamics CRM

    Can I say that I just don't think people are reading some of the docs? I was in a meeting with a number of customers and one guy was grousing about the lack of a - z templates for reports. My first thought, although I didn't get a chance to say anything was, "Has this guy read the ' Creating reports...
  • Blog Post: Data Cleansing in CRM databases

    Question: We are doing a mail merge to hard copy. Unfortunately many contacts were not typed correctly. For example, some upper and lower case is mixed. Is there a fix in word template that will fix this? Is there a fix in formatting of Contacts cells records? It could save me 25 to 60 hours. Answer...
  • Blog Post: CRM Tricks and Tips from users - Redux

    The Tricks and Tips from Users is for the community to share best practices and tips about using Microsoft Dynamics CRM. The information on this page is provided from users to users. It was just recently updated so you might want to take a peek. If you are looking for help and don’t find what you need...
  • Blog Post: CRM Software Development Kit (SDK)

    Microsoft CRM has a Software Development Kit (SDK) available online and for download. Some of the SDK highlights include: Marketing Automation Marketing campaigns driven through sales: Marketing list management Campaign templates Campaign management Service Management Powerful management across service...
  • Blog Post: Reed Smith picks Microsoft Dynamics CRM

    Addict 3D reports Microsoft Dynamics CRM Selected by Reed Smith , "Microsoft and Client Profiles chosen to deliver global CRM initiative. After extensive evaluation, Microsoft Dynamics™ CRM and CRM4Legal by Client Profiles Inc. have been chosen by Reed Smith LLP to provide innovative CRM technologies...
  • Blog Post: CRM Documentation Feedback

    I monitor the CRM Doc Feedback alias and am amazed that so many people take the time to thank the Community and Content Strategy team for answering their questions. This is a big time hit for the writers and editors but they feel closer to our customers and their challenges by providing this service...
  • Blog Post: CRM Mobile Access from TenDigits

    When I think of the CRM Mobile Express I usually think first about the case studies and videos that TenDigits provides for their CRM Mobile Access offering. These guys match the Blackberry experience up with Microsoft Dynamics CRM. They tout: Always available CRM Multi-tasking interface Proactive alerts...
  • Blog Post: Understanding Contacts and Accounts

    Because contacts and accounts represent different types of customers, it is not possible to convert a contact to an account. Contacts represent individual people, and accounts represent companies or organizations. The information required for each type of record is different, and in general, an account...
  • Blog Post: Have you updated your CRM help?

    We have noticed that many of you still have the online help that shipped when Microsoft Dynamics CRM 3.0 was first released in 2006. We have updated the Help based on answers to commonly asked questions and feedback from the community. Please ask your system administrator to install this update: Download...
  • Blog Post: Nested Business Units

    Microsoft Dynamics CRM supports a single database for a single company. However, you can create as many business units that you like. Business units can be nested and also provide reduced scope and access for users. For more information about how you can use business units to structure your organization...
  • Blog Post: City of London Drives Efficiencies Using CRM

    This just in from my friend Ben Piquard. " City of London Corporation is making more efficient use of resources by multi-skilling its contact centre agents to handle complex enquiries across its range of services and departments. The contact centre is to provide frontline contact for the City of London...
  • Blog Post: CRM Community teamwork

    Getting the CRM community to work as a team is a lot like working with a band. There are lots of parts to coordinate, people to seek out to solo, and administrivia that goes into making any community successful. Thriving is much more fun than just barely existing. There are the standouts who answer tons...
  • Blog Post: CRM Permissions GOTCHA ... AGAIN

    We get a lot of questions concerning permissions. Some of them are not clearly about permissions but upon further inspection we realize it is a permissions issue. It is a good practice to check the properties of the record, so that you can see first hand what your privileges are. For example, why can...
  • Blog Post: The best Partner Conf wrap up I've seen so far...

    Mike Snyder's Partner conference wrap up is a good read for anyone following Microsoft developer and business product lines. My favs follow: During that same Kevin Turner keynote, Microsoft did something I NEVER thought I would see. Microsoft announced HARD dates for when they will ship products...
  • Blog Post: Get your WPC 07 Videos here

    Today is the last day of the Worldwide Partner Conference 07. We have a lot of Microsofties there talking to partners, ISVs, and customers. But if you couldn't make it there is a site with streamed keynotes, video demos and more for you to mine. Click on the picture below to check the conference highlights...
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