East Region Microsoft CRM Blog

During a customer, sales or service lifecycle, requirements for data entry can change as a customer goes from being a prospect to a customer, from a cold opportunity to a hot opportunity, from a inquiry case to a system down case. Using Jscript...

This contains sample code that demonstrates how to implement dynamic picklists on a custom entity. It creates a custom entity named “Dynamic Picklist Test” that contains Industry and Sub-Industry picklist fields. When a value for Industry is selected...

Flash Demos are a great way to should prospects and customers Microsoft CRM 3.0 in a self running enviroment. While I always prefer to do a customized in person demo, these are a great intoduction to Microsoft CRM. Karen Smith just published these to...

To show Microsoft CRM work with Small Business Server's fax server, you just need a few minutes and a little bit of patience. [:D] Here are the steps: Add a fax/modem device for the VPC Ensure that the Windows and the CRM Fax services...

This is a great article on the differences and how Visual Studio now has some stuff in it that will help with this... Not that is 100% applies to software deployment, such as in the case of CRM. But MSF is sometimes used as a methodology, but it is really...

I make it a habit to look at other CRM Blogs. I just finished reading Simon's post on hiding tabs. I don't like the way he did it, as it doesn't take into account what happens if a value changes while the user is editing the form, so look for a snippet...

http://www.microsoft.com/downloads/details.aspx?FamilyID=a8edfc7b-01d8-4500-845b-01370d4eed21&DisplayLang=en Is the final location. You can download the VPC for Demo's only and it is timebombed to expire at some point in the near future. Happy Downloading...

There is a ton of data on how to and what it will take... Simon has posted the link to a great webinar that tells you about the "rest" of the Microsoft stack and how hosting works with it. Are you planning on hosting? If so, let me know so we can start...

Make sure you read Monday's CRM Newsletter that you sign up to on PartnerSource. We are distributing a NEW VPC with the RTM code and a bunch of goodies. I am doing demos all day on Monday and Tuesday, so it may be Wed, but you will have a "new" Goodies...

Want to know the bits and bytes of how CRM's new replications works? Yeah me too. :-) If your so inclined and need a cure for not sleeping... Here you go. http://msdn.microsoft.com/library/default.asp?url=/library/en-us/replsql/reploptions_752r.asp...

Ran across a great blog. I only have one MAJOR beef. Almost everything I have read on the thing is WAY unsupported. I personally have never done any unsupported customizations for clients, but have seen them done. :-) (For those of you who know me, know...

This is Part Two of this post. Thanks to Jon Goodwin of ePartners for this link... The last sentence made me laugh... (REALLY Hard) http://www.theregister.co.uk/2005/12/22/salesforce_outage/ The best article I’ve seen on the salesforce.com outage...

One of my things to play with as things quiet down at the office in between the 25th and 1st, would be Business Scorecard Manager. I think it is a natural fit between CRM and BSM. So for those of you interested in BSM and CRM, here are some BSM Resources...

Am I going to regret this post? Probably... This will probably be the one that gets me fired. :-) Why is life so great to me some days? So now, IF you had a client that allowed you to go offline, you could keep working... But sync'ing with Salesforce...

I have been asked for the URL for the launch videos from a bunch of partners that want to host them on their websites.... Since I am not sure if everybody has a streaming media servers, I decided to make it easy on y'all. Here are the launch videos in...

Ok.. I get this question about three times a day... It is answered in the pricing white paper, but here it is broken down.... :-) Open is most customers. :-) Select and EA customers are the larger Microsoft customers. :-) Contact your LAR or Disty for...

I am sure these will posted somewhere on PartnerSource or the Microsoft Partner site, but here is the newest video for Microsoft CRM. I LOVE the Lemonade Stand one, but it was getting a bit long in the tooth for me... (I have a bad case of ADD, so anything...

So in the past couple of weeks, I have been to several events with local partners. IF YOU AREN'T DOING EVENTS, YOU SHOULD START NOW!!!! We will start in order they happened from oldest to most recent... Intelligix had an AWESOME event at the opening...

This isn't offical and I haven't gone to Product Management to see if it is true or not, but.... Here is a decent article on Microsoft CRM 3.0 Mobile... http://www.geekzone.co.nz/content.asp?contentid=5641

To make it easier for you to invite customers, Corporate has created an email template. http://www.microsoftcrmdemo.com/CRMLaunchInvite.zip Remember the Awards we have for partners who drive the most attendees for the Launch.... :-) http://blogs.msdn...

Drive customers to the Microsoft CRM Customer Launch Tour and you can win one of three XBox 360s the Mid Atlantic Area. NOW is the time to spread the word to your customers, prospects and suspects. As mentioned below, Microsoft CRM will be launched...

The tools to help our Partners sell, deploy and support Microsoft Dynamics GP continue to roll out! The Microsoft® Dynamics™ GP Consultant Toolkit for both GP 8.0 and GP 9.0 released to PartnerSource today. This toolkit, which is available exclusively...

This information will also go out in the Partner Insights Newsletter, which you should be subscribing to anyways... :-) Here is the pricing released today on the call with Kevin. https://partner.microsoft.com/global/productssolutions/business/40023291...

This is a white paper you can share with prospects. A great little three pager. :-) This is NOT product specific, but rather talks about CRM in general. This three-page report by Nucleus Research looks at how the adoption of a customer relationship...

As our ISV community lets me know that their solutions are 3.0 ready, I will post some of them here. Two of our most attached to CRM is c360 and Scribe. Here is some text we just got from Scribe yesterday. We are working with Scribe to get some training...