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May 2007 - Posts

Thursday, May 31, 2007 8:21 AM

All Things Digital - Steve Jobs and Bill Gates

It seems I have been reading Walt Mossberg (pictured here with his co-host Kara Swisher) ever since I entered the world of computer software. His latest venture is a Web site called All Things Digital which is full of videos and commentaries. This week
Posted by crmblog | 1 Comments
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Wednesday, May 30, 2007 8:25 AM

The CRM queue and you

Hello, My name is Rubaiyat, and I am one of the newer Program Managers in the Microsoft Dynamics CRM team. Today, I am going to talk about an issue that some customers have faced when using the queue functionality of Microsoft Dynamics CRM, and describe
Posted by crmblog | 1 Comments
Tuesday, May 29, 2007 9:01 AM

Worth a thousand words? Let us know!

As Renee Wesberry blogged here a couple weeks ago, we recently released a series of articles centered around diagrams for the Using Microsoft Dynamics CRM site, based on common questions and feedback from day-to-day users of Microsoft Dynamics CRM. As
Posted by crmblog | 9 Comments
Friday, May 25, 2007 8:21 AM

Tip o' the Week - Copy Record URL to the Clipboard

Sometimes I link send direct links to other CRM users. I don’t always have the outlook client installed (I’m always upgrading, using a different version etc etc) and therefore an unable to take full advantage of the regarding feature. Here is a tiny bit
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Thursday, May 24, 2007 5:36 AM

Citizen Relationship Management

I recently found out about this cool demo on our Government Industry Vertical site. It’s a citizen relationship management portal using CRM as the backbone of the solution. http://www.microsoft.com/industry/government/crmccdemo.html It is a great example
Posted by crmblog | 8 Comments
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Wednesday, May 23, 2007 8:35 AM

Microsoft CRM 3.0 Update Rollup 2 Status Update - and a little Q&A

Hello, Microsoft Dynamics CRM folks, The Microsoft Dynamics CRM Sustained Engineering team is currently targeting June 4th as the Release-To-Web date for Update Rollup 2 for Microsoft CRM 3.0. It has been undergoing pre-release testing for a month, and
Posted by crmblog | 22 Comments
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Tuesday, May 22, 2007 8:34 AM

Date/Time Values in Microsoft Dynamics CRM

Inherent to its nature as a Relationship Management product, Microsoft Dynamics CRM manages the time for all resources of a business as an important part of the system. Managing time values in the CRM system appears to be simple, but in practice it is
Posted by crmblog | 3 Comments
Monday, May 21, 2007 10:23 AM

Writing CRM callouts with filtered views

Aaron Elder, a valued Microsoft MVP and CRM solutions provider provides this guest blog today. A common problem that we often face when writing CRM callouts is how to call Filtered Views from within the callout. We might want to do this, for a variety
Posted by crmblog | 1 Comments
Thursday, May 17, 2007 9:35 AM

Find contacts with upcoming birthdays III

This is the final installment in the trilogy. METHOD 3: Using Excel Dynamic PivotTable 1. Go through the steps in method 1 to create the birthday_day, birthday_month, and birthday_year fields for the Contact entity. 2. Use a Contact View or Advanced Find
Posted by crmblog | 2 Comments
Wednesday, May 16, 2007 8:04 AM

On Being a CRM MVP

What is an MVP? That’s a question I’ve been asking myself since I was first awarded MVP for Microsoft Dynamics CRM in January of 2006. The letters stand for Most Valuable Professional. That sounds nice. But what is it? Well, it’s an award given out by
Posted by crmblog | 0 Comments
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Tuesday, May 15, 2007 7:57 AM

Improve Campaign ROI - Create Campaign Responses More Effectively

I believe that few people disagree that the performance of marketing investments has a far-reaching impact on an organization's ability to compete in an increasingly complex world. I believe following are the typical concerns of Marketers lately 1. How
Posted by crmblog | 0 Comments
Monday, May 14, 2007 9:49 AM

Find contacts with upcoming birthdays II

Note: Continuation from here . METHOD 2: Using Filtered Views Note: This method requires the Client side tools for SQL Server 2000 and/or SQL Server 2005 to be installed in order to execute the statements. Alternatively, the Filtered view statements can
Posted by crmblog | 4 Comments
Friday, May 11, 2007 8:01 AM

What's in your social network?

As a member of the Microsoft Dynamics Community team, I am hoping to reach out to the CRM Community for some insight and feedback into online networking. We are currently looking at features and functionality for Networking and Working Groups for the
Posted by crmblog | 1 Comments
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Thursday, May 10, 2007 7:41 AM

New articles based on customer questions and issues

Hello Everyone, It’s been several months since the last rollup of the CRM articles. Since then, the Community and Content Strategy team has created many new articles in response to customer questions and issues gleaned from support calls. We have several
Posted by crmblog | 2 Comments
Wednesday, May 09, 2007 8:34 AM

Find contacts with upcoming birthdays

Some of us would find searching for birthdays based on the month or day irregardless of the year in the birth date field for the Contact entity interesting. The methodology I am going to describe in my first CRM Team blog can be performed for other date
Posted by crmblog | 3 Comments
Tuesday, May 08, 2007 8:14 PM

CRM List Web Part now supports the Windows SharePoint Services 3

I am happy to announce that the Microsoft Dynamics CRM team has re-released the List Web Part for Microsoft Dynamics CRM 3.0 . With this re-release the CRM List Web Part can now be installed on Windows SharePoint Services 3.0 and Microsoft Office SharePoint
Posted by crmblog | 7 Comments
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Thursday, May 03, 2007 12:57 PM

Business Card Design and Data Entry

I recently returned from the Convergence 2007 conference in San Diego. At such events one acquires a neat little stack of business cards. I finally got around to entering them into our CRM system the other day and I had some interesting observations.
Posted by crmblog | 5 Comments
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Wednesday, May 02, 2007 8:58 AM

Announcing: CRM SDK V3.0.7 Updated

Announcing an update to the Microsoft CRM 3.0 SDK! Download version 3.0.7 of the SDK to get new and updated sample code, topic enhancements, and bug fixes. Here are a few of the changes you’ll find in this version: Learn best practices for writing code
Posted by crmblog | 2 Comments
Tuesday, May 01, 2007 5:29 AM

Microsoft Certification ID’s now for Microsoft Dynamics Exams!

I have exciting news for the Microsoft Dynamics certification community! Now, Microsoft Dynamics certification members have been assigned and sent a Microsoft Certification ID (MCP ID). Today, for the first time, Microsoft Dynamics has its own gated certification
Posted by crmblog | 3 Comments
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