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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  • Blog Post: Need help managing your workflows?

    Thanks to our friends at Engage and the Microsoft Public Sector team, there’s a cool collection of workflow utilities to help you tackle some of the more complex requirements your customers are likely to throw at you from time to time.  Thanks to Ben Vollmer for bringing this to my attention so...
  • Blog Post: More news for CRM Partners

    Many of you are familiar with DemoMate from Impresys , a great tools for capturing and presenting software demonstrations.  Microsoft has been working with Impresys to give partners a better tool to deliver comprehensive demonstrations of Dynamics CRM. For the CRM 2011 launch we will be providing...
  • Blog Post: The new Beta is here!! The new Beta is here!!

    For all of you who read this blog semi-regularly, I'm sure you rushed right over to the CRM 2011 Beta sign up site and have already been notified (or soon will be) that you can activate your very own instance of CRM Online - free!! Enjoy - this is the game changer! "....Things are gonna start...
  • Blog Post: To VPC or not to VPC, that is the question

    With apologies to the Bard, many of our partners have been using Virtual PC images to show CRM 4.0 to prospective customers – often with mixed success.  Trying to run a couple servers on a typical laptop is usually not a very good representation of how the product works in the real world. ...
  • Blog Post: Looking for some new cool CRM add-ons?

    Our friends at Prosoft just announced 4 new add-ons for Microsoft CRM. Incredibly, one of them is even free. Yes - FREE! Apparently Frank and his developers love working with Dynamics CRM 4.0 so much they do this stuff for fun and then give some of it away. How can you not like these guys? Note...
  • Blog Post: Accelerators for Microsoft Dynamics CRM

    I know you have all been waiting (some more patiently than others!) for information on where to access the recorded training sessions and where to download the CRM Accelerators.  A central repository has been established on PartnerSource for the most current information on the CRM Accelerators....
  • Blog Post: It just keeps getting better and better...

    I am more and more impressed with the tremendous amount of talent we have on the CRM Product Team.  I had the chance to meet with some of them over the past month or so and talk about where we are going with the product and what we need to help our partners compete effectively.  There is so...
  • Blog Post: Creating a Dashboard using MOSS, Excel Web Services, Excel 2007 and Microsoft CRM

    There is a new CRM Partner blog with some great data on it around Dashboards. Thanks to the team over at I.B.I.S. for publishing some of their consulting knowledge for the rest of us.  Enjoy this quick read. Creating a Dashboard using MOSS, Excel Web Services, Excel 2007 and Microsoft CRM | I.B...
  • Blog Post: CRM Plug-in Registration Tool

    So I spent most of the weekend working on my TechEd Session. The Plug-in registration tool included as part of the SDK killed me with the XML file and I not getting along. Shawn and Melissa for support called me about some survey partners with CRM and I managed to rope them into helping me.  And...
  • Blog Post: Workflow - Phone Call Conversion of Lead to Opportunity Posted on CRM Team Blog

    Jim Glass was nice enough to post a Workflow Post on the CRM Team Blog. Thanks Jim!   In case you haven't figured it out, I am crazy about the Workflow in CRM 4.0.... I am pretty sure that we have just scratched the surface of what can be done with it by customers and partners.  If you are...
  • Blog Post: Pesky Name Field - Part Deux

    This is an alternative method of doing the same thing we talked about with this post.   Jon G from Microsoft Consulting was the first guy to poke a whole in the Pesky Name Field posted last week. He has a point, Client Side Scripts do not work in Bulk Edits or on Imports, etc. So based upon another...
  • Blog Post: The Pesky Name Field on Custom Entities

    When you create a new custom entity by default, it creates a field called Name that is used on lookups, etc. If you don't use the field, it can cause some headaches.  I have been using this as an area to store some information that would make searching on it much easier and automatically fill in...
  • Blog Post: Creating Phone Calls from Cases

    One of the most often complaints I have heard is that CRM is sometimes too "Window" happy. In 4.0 the product team made some huge strides to make it less clicky. And they gave us some REALLY cool tools to do some of it ourselves. The new Workflow as a part of 4.0 is pretty cool. One of my partners, IBIS...
  • Blog Post: Demo Tips: Patch Tuesday!

    So this should be a Demo 101 tip. If you are running your demos in a virtual environment like I do, make sure that your host machine gets all of it's patches BEFORE you launch your virtual machine in full screen. (What is Patch Tuesday?) Last week for the CRM Launch in Reston, which was held on a Wednesday...
  • Blog Post: Web 2.0 API Directory

    About once a week I get a question about if there is a Web Service that does x or y. (Usually something like Exchange Rates, or Maps) Here is a cool site I was shown that has a great list of Web Service Interfaces, some example mashups and what is required to use these services. :-) This is a pretty...
  • Blog Post: Microsoft Dynamics CRM 4.0 RTM VPC Now Available

    I swear I have fielded about a dozen questions about this in email in the past couple of days. :-) Well, the good news that the VPC is now available. This VPC is set to expire in April 2009. The partner tat built this also worked on some Demo Tools. Here is a quick list of the tools... I will post...
  • Blog Post: Demo2Win Supply List

    I know it has been two weeks since our Demo2Win Class in the DC office.  In the class we talked about some things that EVERY presenter should have with them. This list here is not exhaustive, but should give you an idea of some things I carry with me to make presenting a little easier and more professional...
  • Blog Post: Demo2Win is Coming! Register Today

    Demo2Win is one of the best classes I have ever been to. If you EVER give demo's to customers, this class is for you. These classes are heavily subsidized... So hurry up and register before they sell out. I am doing two of them as ain instructor, so watch out. :) Registration quick link can be found...
  • Blog Post: Microsoft CRM 4.0 Release Candidate 0 VPC is now available

    Thanks for the release of this... :-) We are fortunate to have partners who can do this much faster and better than we can internally. :-) (We beat my guess by 6 days...) This Microsoft Dynamics CRM 4.0 RC0 VPC is designed to allow you to demonstrate the features and functionality of Microsoft Dynamics...
  • Blog Post: Windows Live Messenger IM Control - Use in CRM?

    CRM is not just about an application, rather a set of business processes. One of the ways to reach out to customers is over Instant Messaging. I have seen a number of commerce sites that have drastically improved conversion rates by including chat with them. Up until now, it generally took the installation...
  • Blog Post: Extending Microsoft Dynamics CRM to Office OneNote 2007

    Daniel has a great way to get data from CRM to OneNote. The MSDN article is awesome. Enjoy! In today’s business world, collecting customer information is essential to building customer relationships and a sales pipeline. Through advances in customer relationship management (CRM) systems, organizations...
  • Blog Post: Populating Your Email Inbox in Microsoft Dynamics CRM 4.0 Demo VPC

    Not on your machine... Sure that others will take care of that. :-) But in the Microsoft Dynamics CRM 4.0 VPC, there is NOT a good set of emails in the inbox. Wouldn't it be nice to have a tool to help you? Beth from RSM McGladrey has been bugging me for a couple of weeks about a script to populate...
  • Blog Post: Having Problems with the August VPC?

    About once a day I am getting questions from partners about the August 2007 Image with partners reporting that they are getting requests to log into the application from time to time. So like when you go into settings, customizations or right about that critical part of a demo, you get a log in request...
  • Blog Post: Microsoft CRM Titan VPC Download

    Partners, you can get the new CRM Titan VPC Image NOW... Be sure to start playing with it ASAP. You can download from: https://mbs.microsoft.com/partnersource/products/mscrm/ Enjoy!
  • Blog Post: New Microsoft CRM VPC has arrived...

    Since I have been getting at least three or four emails or calls a day, it rocks that the new VPC is finally published. This VPC was designed with speed in mind, not all of the bells and whistles. We are going to start on a Differencing Disk with some bells and whistles. When playing with the image,...
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