Here is an article on a gadget I wrote for Vista which access MSCRM accounts and contacts: http://mscrmguy.blogspot.com/2006_10_01_mscrmguy_archive.html

Hi all: Since I have left Microsoft I will be losing this blog eventually. Please update your links to this new site: http://mscrmguy.blogspot.com/ John.

Hi all: I have left Microsoft to join a partner, Unis Lumin. My new email address is jstraumann@unislumin.com . John.

. NET Assemblies part Duex - Level 200 Hi all: A partner recently asked me how to pass a GUID to a .NET assembly called from worklow, so here's a simple example of how to do it. Workflow Assemblies

Hi all: Sorry about the delay in new posts, I just got back from a 2 week vacation and since we traveled by car to Florida with our 2-year old and 5-year old, it was no vacation at all. So now I am trying to catch up on my rest and think of a good...

Hi all: The presentations from our recent event in Montreal can be downloaded here: John's CRM presentation Janine's Presentation Tamer's Presentation

In this article, reading MSCRM attributes from an iFrame. Cick here for the article

Hi all: Here is an example of a possible configuration for a web-based portal into the MSCRM Service module. Service Portal

How to add simple iFrames to MSCRM forms. Click here for the article

Have you ever created a pick-list with a significant number of entries, and gotten pretty sick of adding items one at a time in the MSCRM GUI? I faced this recently when I had a customer ask me how to easily create a pick-list with all the countries in...

Today I did my first non-SBS install of MSCRM in a customer’s lab environment. They had SQL Server installed in a named instance which is unsupported by MSCRM, so since I am not a SQL guru (or even a SQL guru in training J ) so I involved a SQL expert...

Hi all: The other day I was at a customer site and they asked if there was a way to see a "rollup" of all the products a particular account has purchased, other than going though their invoices one-by-one. So as an exercise I decided to have a crack...

Hi all: Here is a HOL covering the install of the MSCRM Server... v3 Server Install Enjoy!

As we move into the Enterprise space with MSCRM, we see more and more requests for "failover" and "clustering support". We have just published some new guides on MSCRM clustering: Here is the link for this great info from the Dynamics team http...

A first look at the new Office Snap-in tool for MSCRM.... http://www.mscrmguy.com/hols/snap/snap.htm

Microsoft CRM 3.0 Learning and Certification 3.0 exams became live at VUE testing centers (yesterday) and all core exam training in eCourse format has been released. 1.) Learning Plans – (both Organizational and Individual plans) a. Visit: http...

Hi all: We have launched "Dynamics Snap" a set of tools that 'snap" into Microsoft Office and will further solidify our messaging that Microsoft Office provides unparalleled value for our customers! Read about it: http://www.microsoft.com...

A few weeks ago I posted an entry with a step-by-step guide for creating a Sharepoint Dashboard report. Well that's pretty cool, but soon after that during a demo a customer asked me" What makes you think that everyone in the organization would want to...

I see too many partners out there punting on the subject of the dreaded BIKE SHOP DATA! Here are some tips to work with the bike data in a demo, and some other general tips. Back up your VPC hard drive file (<filename>.vhd)! That way you...

Microsoft CRM 3.0 is available as a 90-day trial version in each language in which Microsoft CRM is available. Each trial version can be converted to full use by applying a commercial license key in Microsoft CRM License Manager. A re-install is not...

Hi all: Over the next little while I am going to be posting CRM v3 overview PPTs. The first is a description of how email works in V3... Grab the deck here v3 Email Overview

On microsoft.com there are some new “hands-on-labs” that a customer or partner can use to walk through the CRM modules. Apparently they are “step-by-step” and have some great info. The only caveat is right now these are limited to 100 concurrent users...

The downloadable Microsoft CRM SDK has now been updated: version 3.0.3. The MSDN online SDK has been published and will be live soon. The updated download can be found here: http://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83...

Microsoft CRM Online Demo's Available Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 3.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the...

While the PTS team is here to support our partner channel, there is only so much support we can provide to the large number (and growing!) of MSCRM partners we have. In order to get help when you get the inevitable "I am away from the office" message...