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East Region Microsoft CRM Blog
This Blog is focused on Microsoft CRM. It specalizes in news for CRM partners and customers, customization tools for demos and local events in the Microsoft East Region.
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East Region Microsoft CRM Blog
Many to Many in Microsoft CRM 3.0 - Opportunity Accounts
Posted
over 7 years ago
by
Ben Vollmer
18
Comments
One of the things that has driven a few newer partners who are used to other CRM Systems bonkers has been how to do a Many to Many relationship type in CRM 3. So after consulting with the experts, it can be done and can be done quite easily. In a few...
East Region Microsoft CRM Blog
Removing Quotes, Orders and Invoices from the Contact Record with out Security Role Changes
Posted
over 7 years ago
by
Ben Vollmer
15
Comments
If you didn't read yesterday's post, you may be a bit lost on how we got some of the items we are using today. So unless you are a sales person, go back and read yesterdays post. So in this scenario, we wanted to be able to hide some entities from...
East Region Microsoft CRM Blog
Referencing an External Jscript from an OnLoad Event in Microsoft CRM
Posted
over 7 years ago
by
Ben Vollmer
11
Comments
Disclaimer: TOTALLY UNSUPPORTED. So I have been spending a ton of time writing some JScript for the new VPC that we are producing right now. It is a complete pain in the neck to publish changes between troubleshooting and playing with JScript. Being...
East Region Microsoft CRM Blog
Dilbert - Life of a Sales Engineer
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
I love these Dilberts... And some how my life feels like this... http://dilbert.com/comics/dilbert/archive/images/dilbert2006073271203.gif http://dilbert.com/comics/dilbert/archive/images/dilbert2006026105904.gif
East Region Microsoft CRM Blog
Microsoft CRM Online Demo's Available
Posted
over 7 years ago
by
Ben Vollmer
4
Comments
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 information they need to truly impress customers...
East Region Microsoft CRM Blog
Viewing Microsoft CRM's DHTML Source Code
Posted
over 7 years ago
by
Ben Vollmer
4
Comments
So something cool is that Microsoft CRM renders all of it’s pages in DHTML. One of the coolest things that the product group did was the new OnLoad event. So what does that mean to you? So let’s talk about this… How would you like to be able to...
East Region Microsoft CRM Blog
Microsoft CRM Lemonade Stand Video
Posted
over 7 years ago
by
Ben Vollmer
2
Comments
About once a day right now I get an email for the Lemonade Video. [:D] Which is an AWESOME video we had last year. I used to have it posted pre-Blog, but in the blog move, it didn't quite make the same jump. [:(] So with a little work, it is now available...
East Region Microsoft CRM Blog
Running Microsoft CRM without Exchange Part Two
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
We posted some basic steps back in January. Corporate just released an offical White Paper. Read my blathering on here. Read the Product Group's Offical White Paper here. Thanks Ilana!!! One additional option to look at that isn't mentioned in the...
East Region Microsoft CRM Blog
Books for Microsoft CRM 3.0
Posted
over 7 years ago
by
Ben Vollmer
6
Comments
So as you guys can guess there are actually a couple of books coming out for Microsoft CRM 3.0. Wiley is publishing Microsoft CRM for Dummies . This book is being written by David Lee and Joel Scott. (I will let you know how this book turns out......
East Region Microsoft CRM Blog
How to Hide a Field in Microsoft CRM 3
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
Ron from Avanade shows us how to hide a field on a form.... Pretty cool. http://ronaldlemmen.blogspot.com/2006/01/hide-form-field.html I haven't checked with support on this or not, so use at your own risk... I will post later how to use this with...
East Region Microsoft CRM Blog
Displaying Microsoft CRM Business Data in SharePoint Web Parts
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display Microsoft CRM data. This article accompanies a sample Visual Studio .NET solution that contains sample Web Parts for a Customer Service Portal. This article...
East Region Microsoft CRM Blog
Microsoft CRM SDK - Version 3.0.3
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
This just in from the SDK Team. 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...
East Region Microsoft CRM Blog
Dynamics GP to CRM Integration Datasheet
Posted
over 7 years ago
by
Ben Vollmer
2
Comments
Equip your organization with a complete view of customer information and broad, deep business management capabilities by combining the power of Microsoft Dynamics TM GP 9.0 and Microsoft Dynamics CRM 3.0. Tightly integrated with the Microsoft® Office...
East Region Microsoft CRM Blog
Multi Currency in Microsoft CRM 3
Posted
over 7 years ago
by
Ben Vollmer
3
Comments
Arash shows you a cool way to access a web service from a Microsoft CRM form using a little bit of JScript... The cool thing is this gives you some ability to have Microsoft CRM call a Web Service for currency translation and show the other currency in...
East Region Microsoft CRM Blog
ISV Support for 3.0 - FieldPoint
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
These guys make a great advanced Field Service Application for Microsoft CRM. Are you looking to extend CRM 3.0 to support professional service organizations like IT and managed service providers, software companies, consultants, and repair professionals...
East Region Microsoft CRM Blog
ISV Support for Microsoft CRM 3: IntelliSafe Contract Signing Add-in Module
Posted
over 7 years ago
by
Ben Vollmer
2
Comments
This cool tool is from one of our local Partners located in VA Beach. If you deal alot with contracts and the like, this should help your business out. The most critical event within the sales cycle is getting the contract signed in order to close...
East Region Microsoft CRM Blog
ISV Support for Microsoft CRM 3.0 - ExperLogix
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
ExperLogix has a nice configuration engine that allows you to be able to configure items and create quotes in Microsoft CRM quickly and easily. Their solutions are ideal for any CRM user that needs to do quotes & orders in MS CRM. Presently, they...
East Region Microsoft CRM Blog
Microsoft CRM Learning Plans
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
Microsoft Dynamics™ Learning Plans Help your employees focus on specific goals and access the training they need to gain in-depth product knowledge and obtain certifications. Learning plans are a great tool to help your employees get trained on Microsoft...
East Region Microsoft CRM Blog
How to Fold a T Shirt
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
What does this have to do with Microsoft CRM? Great Question. See the video to see why this was posted... :-) http://blogs.msdn.com/joris_kalz/archive/2006/02/06/525988.aspx
East Region Microsoft CRM Blog
Using Microsoft CRM in a Clustered Enviroment
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
Yes we have it in Version 3. :-) No it's not in the Implementation Guide. The instructions are available online now. You can install Microsoft Dynamics CRM 3.0 Server into a clustered Microsoft Exchange or SQL Server environment. A cluster of servers...
East Region Microsoft CRM Blog
Office Web Parts in December VPC - How to Fix 'em
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
I have a puzzler for you... Where are the Office Web Parts on the Microsoft CRM Demo VPC? You go to install them and they say they are already installed... What is up with that? So knowing I am NOT a SharePoint Guru, this is the script that works for...
East Region Microsoft CRM Blog
Classroom Training Schedule for Convergence 2006 Now Available
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
Classroom Training Schedule for Convergence 2006 Now Available Looking for Microsoft Dynamics™ CRM classroom training around Convergence? For a complete schedule of classroom training offered before and after the Convergence conference by Microsoft and...
East Region Microsoft CRM Blog
Books for Microsoft CRM around Selling and Customization
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
So I have been making it a practice to start reading materials outside of my day job on a regular basis. Most of the time I have been doing CD's which allows me to listen while driving to customers and partner locations. (Which officially makes my car...
East Region Microsoft CRM Blog
Webinar: Technical Aspects of the New Integration between Microsoft CRM and Microsoft Dynamics GP
Posted
over 7 years ago
by
Ben Vollmer
1
Comments
**This Web seminar is intended for the use of Microsoft® CRM partners.** A lot has changed with Microsoft Dynamics CRM and Microsoft Dynamics GP. By attending this session, you will gain knowledge on both the technical and functional aspects of the newly...
East Region Microsoft CRM Blog
Pricing and Configuration for Microsoft CRM - aka How do I get a price to sell this stuff?
Posted
over 7 years ago
by
Ben Vollmer
0
Comments
This is an awesome tool…. Well worth the read I promise. <BG> I manage to get a couple of emails a week from partners looking for Microsoft CRM pricing. And of course it is never easy to look at the spreadsheet price sheet and determine exactly...
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