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April 2007 - Posts

Monday, April 30, 2007 7:49 AM

Cherry Picking from the CRM Blog-O-Sphere

I was so pleased with the blogs this morning I thought I'd share some of my CRM favs with you. Aaron Elder at invokesystems talks about Programmatic Updates to CRM UserQuery Records. The goal? To update each user’s off-line contacts filtered view to a
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Friday, April 27, 2007 12:48 PM

CRM v3i-Compatibility release now available for download

FYI.., new Client image, for compatibility with Office12 and Vista, is now available for download in the following languages.. Simplified Chinese, Japanese At this location (below) on the Download Center at: http://www.microsoft.com/downloads/details.aspx?FamilyID=740e1b3b-11c3-4aef-b2e3-8309e0cf1bb0&DisplayLang=en
Posted by crmblog | 1 Comments
Wednesday, April 25, 2007 7:13 AM

Comparing CRM 3.0 and "Titan" Databases

Hi, I am currently looking for customers and partners who are interested in sharing their CRM 3.0 database with us. We will be using them internally to test our upgrade scenarios to make sure the upgrade from CRM 3.0 to Titan will be successful and as
Posted by crmblog | 2 Comments
Tuesday, April 24, 2007 7:56 AM

SDK, an Overloaded Term

“ -[A] You should put that in the SDK -[B] The SDK? But I’m using the SDK, I’m calling the webservice. Do you want me to put it in a plug-in or something? -[A] No, just put it in the written SDK -[B] Oh, you mean on the onLoad event of the form -[A] No,
Posted by crmblog | 0 Comments
Monday, April 23, 2007 8:59 AM

CRM 3.0 Service Provider Client for MS Outlook

Now Microsoft Dynamics CRM client for Microsoft Office Outlook can be installed and run on computers that run Windows Vista-based operating systems and/or Office 2007-based applications. Microsoft Dynamics CRM clients for Microsoft Office Outlook enables
Posted by crmblog | 5 Comments
Friday, April 20, 2007 6:29 AM

Worldwide Partner Conference - Roadmap to Success

It’s that time again, and we’re excited to be gearing up for Microsoft Worldwide Partner Conference 2007 to be held July 10-12 at the Colorado Convention Center in downtown Denver. There will be people from the marketing, apps, and support teams attending.
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Thursday, April 19, 2007 12:45 PM

Weighted Revenue

For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an
Posted by crmblog | 1 Comments
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Wednesday, April 18, 2007 8:08 AM

Integrating Windows Explorer Files and Folders into CRM Tabs

I was very excited when the CRM team asked me to write a post for this blog since I had just finished putting together a solution for a client that integrated files and folders into a CRM tab. I thought it would be something that a lot of people would
Posted by crmblog | 14 Comments
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Tuesday, April 17, 2007 12:36 PM

Bulk-tracking old e-mails

You can use the Microsoft Dynamics CRM Outlook client to track emails one at a time using the “Track” button. You can also use the CRM Exchange router to automatically track received emails without any user interaction. But what if you have several hundreds
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Monday, April 16, 2007 7:35 AM

Allowing Large Attachments

Large attachments are blocked by default by Microsoft Dynamics CRM for security reasons. To allow large attachments, you need to configure IIS to accept large amounts of streamed data. This allows HTTP connections to remain OPEN longer, which may open
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Friday, April 13, 2007 6:38 AM

Unsupported Scripting

I often review some the technical for this blog. Often many samples which are submitted are of an unsupported nature. The following exchange is quite common (let’s call that other person ‘Mort’ after the classic Microsoft Persona ). Phil: Sorry that’s
Posted by crmblog | 2 Comments
Thursday, April 12, 2007 8:28 AM

Scheduling report inside CRM

SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.0. One of the cooler features is the ability to generate on-demand and scheduled report snapshots. After releasing
Posted by crmblog | 2 Comments
Wednesday, April 11, 2007 7:54 AM

Opportunity! Improve Our Training Materials

You can help us to improve our training materials for the upcoming “Titan” release of Microsoft Dynamics CRM. We are authoring training material for the next release of Microsoft Dynamics CRM, and we want to know how our customers and partners feel about
Posted by crmblog | 4 Comments
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Tuesday, April 10, 2007 9:44 AM

First 6 things to know about customization

Taken from the Microsoft.com Using CRM site : You have to customize, or supervise customization of, Microsoft Dynamics CRM 3.0 and you do not have time to attend training or read a long book. You have opened Microsoft Dynamics CRM and are familiar with
Posted by crmblog | 0 Comments
Monday, April 09, 2007 8:01 PM

Channel 9, now in Russian

I have recently made a general video about CRM for a Russian version of Channel 9 on www.gotdotnet.ru with technical evangelist Alexander Lozhechkin ( allo@microsoft.com , Microsoft Russia). The demo scenario I used is similar to the one we had at Convergence
Posted by crmblog | 0 Comments
Friday, April 06, 2007 8:54 AM

Why is some sharing info missing from the UI?

I’ve seen this question come up on the newsgroups, as well as internally. A user will have access to some particular Account, Contact, etc. when their role doesn’t allow it and neither they nor a team of which they’re a member is listed in the sharing
Posted by crmblog | 4 Comments
Thursday, April 05, 2007 8:01 AM

CRM Security Model Internals

In this post I’ll describe some of the CRM Security Model internals. I’ll describe how roles and privileges are used under the covers, how security is enforced for different operations, and some of the internal structures that make it possible. Overview
Posted by crmblog | 2 Comments
Wednesday, April 04, 2007 5:32 AM

Customization Planning

Recently I receive d the 'mantle' of the owning our Account + Contact data in our CRM dogfood system. It had been a while since we made significant changes to the use of these entities, so I needed a strategy before I commenced customization. I won't
Posted by crmblog | 1 Comments
Tuesday, April 03, 2007 10:18 AM

Introducing Microsoft Dynamics CRM Tips

Do you have tips that you have learned while using CRM? Here is your chance to submit that great idea that made you famous in the company but isn't generally known by the CRM community. Check out the CRM Tips page . Here are some examples from the CRM
Posted by crmblog | 3 Comments
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Monday, April 02, 2007 8:32 AM

How to order Microsoft Dynamics Training Materials

This guide describes you can order Microsoft Dynamics training materials. You can either download electronic materials or order printed materials. The ordering methods vary, depending on your role. If you have questions about how to obtain training materials,
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