East Region Microsoft CRM Blog

This Blog is focused on Microsoft Dynamics CRM. It specalizes in news for CRM partners and customers.

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  • Blog Post: Dynamics CRM to ERP integration news!

    If you’ve been a Dynamics CRM or GP partner for a while you have most likely heard of, and probably even used, Scribe Software’s Insight tool for data migration or integration.  They’ve been the go-to solution for many long-time Dynamics partners and for good reason – they really know their stuff...
  • Blog Post: Mea Culpa, mea culpa…I’ve been a very bad blogger!

    There has been so much information coming out over the past couple of months it seemed like not a day went by that I didn’t say to myself, “I really ought to post something on that!” and yet with my travel schedule and sincere desire to try out this thing they call “work/life balance” and actually take...
  • Blog Post: Scribe Advance Training Class

    I am very tardy in publishing this. :) Last month I was invited by the fine folks over at Scribe Software to attend their Level 2 Scribe Insight Training program. I have been using Scribe since dirt was formed, but since joining Microsoft 4 years have not used to it for anything other than demo’s and...
  • Blog Post: CWR Mobility Mobile CRM Client

    CWR Mobility has long been the Dynamics CRM client of choice for running on a Windows Mobile device. Here's a link to their web site: http://www.cwrmobility.com/ The following excerpt from their web site covers the major features of the mobile application: As a smart client application for field...
  • Blog Post: Ten Digits MobileAccess for Dynamics CRM

    Ten Digits and Microsoft announced an alliance right before the Worldwide Partner Conference to provide CRM Mobile clients for both Blackberry and Windows Mobile devices.  Full press release below: http://www.microsoft.com/presspass/press/2008/jul08/07-03MobileBlackberryPR.mspx Here's the link to...
  • Blog Post: CRM 4.0 Mobile News

    As much as I depend on my laptop to get my work done, I think I value my Windows Mobile device even more. I can keep abreast of the most critical email and text messaging traffic and convert what would often be wasted time into productive time. I have all my contacts, appointments, to-do's and even a...
  • Blog Post: Updating CRM data from Excel.

    One of the things my customers LOVE about CRM is the ability to dynamically link CRM to Excel Spreadsheets. The next question is normally if I can update CRM from Excel. One of my local partners, Prosoft Systems Intl, wrote a cool application based in Excel enables bi-directional updating to CRM. ...
  • Blog Post: Customer Service Example - AWESOME Job by c360 and MSCRM-Addons.com

    So often, all I ever hear about from Partners is horror stories about dealing with other partner. I never seem to hear about the good things that happen. This is a story about something VERY good a partner did for another partner and Microsoft. I was recently on a customer call with a partner in North...
  • Blog Post: Dashboards for Microsoft CRM

    While I have seen some VERY nice Dashboards for Microsoft CRM, I thought that Scott over at BridgeBuilder did a killer job with these. Here is what he wrote to me about the cool dashboards. Here are some of the dashboards that we've built into Microsoft CRM. The possibilities are endless and these are...
  • Blog Post: Inline Editable Grids

    If you have not checked out this blog yet, I would encourage you to. :-) The guys over at Ascendix are doing some pretty cool stuff around CRM and commercial real estate. They have also released some of their functionality as a more horizontal solution. Check out their blog for some pretty cool tips...
  • Blog Post: Microsoft CRM Hosted for Microsoft Partners

    This is a pretty cool way to be able to use CRM very quickly and easily. PartnerPoint has designed a copy of CRM especially for Microsoft Partners and makes it available for a very reasonable amount. If you needs are bigger, I would recommend a dedicated solution, but if you only have a few staff members...
  • Blog Post: ISV for Microsoft CRM 3: Eloqua - Advanced Marketing

    I saw this solution at Convergence, but have been really slow in posting this. This solution is way cool. If you want a marketing automation solution to add to Microsoft CRM’s existing marketing automation solution. While CRM’s marketing module may meet the needs of clients, for those clients that want...
  • Blog Post: Getting Answers to your Microsoft Partner questions

    So you have questions about your partner program information, your access to PartnerSource, getting a copy of something like a End User License Agreement, etc… (Non technical and partner related questions. Use the Telephone Partner Technology Specialists for your pre-sales questions .) The Dynamics...
  • Blog Post: Event: Microsoft Dynamics CRM & Genesys - Upcoming Health Care Webinar - May 16th

    Industry trend: technology and shifting customer expectations are changing the way healthcare consumer service centers operate Technology and changing consumer expectations are transitioning the way healthcare service providers such as managed care organizations, hospitals, healthcare insurance...
  • Blog Post: Offering Microsoft CRM Hosted to your customers

    So one of the biggest advantages Microsoft CRM has is the ability to be able to be on-premise or hosted. ( See Charlie Wood’s great article he has on the SaaS vs on premise with Microsoft CRM. ) The on-premise product has been available for some time, so we aren’t going to focus on them right now. For...
  • Blog Post: ISV News: CDC to acquire software firm c360

    http://www.businessweek.com/ap/financialnews/D8GV47N85.htm?campaign_id=apn_tech_down&chan=tc This makes life interesting.... c360 is now part of CDC. I am going to withhold comment until I see more of the strategy and thought behind this... CDC is the same group of folks that own Pivotal (Yes...
  • Blog Post: ISV Support for Microsoft CRM 3: LinkPoint for Microsoft CRM - Lotus Notes and Novell Groupwise Integration

    I have been working with the team over at LinkPoint since they where called VirtualLogix. (ala SalesLogix) They have always done a great job of integration into the email systems most software publishers hate. (i.e., Notes and GroupWise.) So if you have a client who has Lotus Notes, Novell GroupWise...
  • Blog Post: Live Meeting: Services for ISV Partners

    Learn about all of the different services available to partners that develop solutions on the Dynamics platform. (i.e., Add-On's or ISV Solutions.) The Microsoft Dynamics Services ISV Web Seminar is for ISVs that currently integrate or develop with Microsoft Dynamics Great Plains, Solomon, Axapta...
  • Blog Post: ISV Support for Microsoft CRM 3: KnowledgeSync by Vineyard Software

    I have been using this tool for a bunch of years. (Since back in the GoldMine days.) This tool is great if you have workflow that you want to go between multiple systems, you want to do something that Microsoft CRM's workflow engine doesn't natively support and you don't want to write a .Net Assembly...
  • Blog Post: ISV Support for Microsoft CRM 3: Group1 Data Quality Adapter

    First Off, this is an ISV you should propose with EVERY CRM Deal you sell. Period. No Exceptions, no excuses. Quote this with EVERY Deal. This is much more than just duplicate detection. Incorrect or duplicate address records can bring even the most well crafted CRM initiative to a grinding, ineffective...
  • Blog Post: ISV Support for Microsoft CRM 3: TenDigits - Blackberry Solution for Microsoft CRM

    So as many of you know, I think Mobile CRM is going to be huge over the next year or two. A month or two ago, I wrote about some ways to access Microsoft CRM from Mobile Devices including Pocket PC, Palm and Blackberry. So the BlackBerry is still the one I get weekly requests on how to connect between...
  • Blog Post: ISV Support for Microsoft CRM 3: IntelliSafe Contract Signing Add-in Module

    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 the business. The IntelliSafe Vault add-in for...
  • Blog Post: ISV Support for 3.0 - FieldPoint

    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. Take a look at the recorded demonstrations...
  • Blog Post: ISV Support for Microsoft CRM 3.0 - ExperLogix

    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 have over 300 customers worldwide. Clients include...
  • Blog Post: Books for Microsoft CRM 3.0

    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... I am the Technical Editor, so I get to make sure they...
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