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August 2007 - Posts

Thursday, August 30, 2007 10:13 AM

Improve the Outlook Experience with CRM, part deux

Change your Address Book Provider Settings One feature of CRM is that you can pull address information from CRM into your Address Book within Outlook. Jason Dibble wrote a great article discussing the feature in a Q&A format last November that I recommend
Posted by crmblog | 5 Comments
Wednesday, August 29, 2007 1:03 PM

Vista Gadget: E-mail Enabled Queues

CRM MVP Scott Colson shares with us a solution that his company recently released. Way back when CRM 1.0 came out, we embraced email enabled queues as a key responding to our clients support requests. By replacing an email distribution list with a queue
Posted by crmblog | 0 Comments
Monday, August 27, 2007 9:05 AM

Leads, accounts, contacts, and opportunities

The relationship between leads, accounts, contacts, and opportunities can be a bit complicated. In Microsoft Dynamics CRM, opportunities represent potential sales to people who are already tracked in your database as either accounts or contacts. Therefore,
Posted by crmblog | 6 Comments
Friday, August 24, 2007 9:06 AM

IT Services Use of CRM

In today’s environment, the world is becoming more and more customer focused and various organizations are working on their business strategy to increase and solidify their customer base. An important part of this process includes enabling the employees
Posted by crmblog | 1 Comments
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Thursday, August 23, 2007 8:18 AM

Implementing a Change Request System within CRM

Change, as you know, is inevitable; and nowhere more so than within a Microsoft Dynamics CRM system. We have found that the more people use CRM the more they unlock its potential and the more they would like it customized to better fit their methods of
Posted by crmblog | 12 Comments
Tuesday, August 21, 2007 8:00 AM

Performance Odds and Ends

In this post, I hope to touch on a few areas that can affect performance that maybe not everyone thinks of when planning for and analyzing the performance of their CRM system. Grids and Queries Advanced Find, System Views, and personal Saved Views all
Posted by crmblog | 6 Comments
Monday, August 20, 2007 9:15 AM

Microsoft Dynamics CRM 3.0 Virtual PC Demonstration - August 2007 Release

The Microsoft Dynamics CRM team, okay really mostly Menno , okay really only Menno, has released a demonstration of a virtual PC (VPC) installation. You can download the demo at: http://www.microsoft.com/downloads/details.aspx?FamilyId=57394BC8-5ECC-422E-A066-34189F48F8C8&displaylang=en
Posted by crmblog | 16 Comments
Friday, August 17, 2007 9:48 AM

Update Rollup 1 for Microsoft Dynamics CRM 3.0 Service Provider Edition

We have simultaneously published the following Download Center page and Knowledge Base article at: · Download Center page: http://www.microsoft.com/downloads/details.aspx?FamilyId=31F0D5AC-D2A2-42E4-8A23-55A838CD74E5 · Microsoft Knowledge Base article:
Posted by crmblog | 0 Comments
Thursday, August 16, 2007 6:32 AM

Mail Merge Labels and Update CRM Help

I seem to get a lot of questions about the ability to create mailing labels. So I thought I'd put something here so that I can point to this blog in the future. You can create mailing labels by using a marketing list to determine which accounts, contacts,
Posted by crmblog | 3 Comments
Thursday, August 16, 2007 6:08 AM

Customer Care Framework (CCF): A Contact Center Deployment Scenario (Part 1 of 3)

In a Contact Center environment, internal and external pressures are building up. Their company mandates the Contact Center agent not only answer customer inquiries and resolve their issues but also they expect the agent to be able to up sell and cross
Posted by crmblog | 1 Comments
Tuesday, August 14, 2007 6:33 AM

The Microsoft Certification Logo Builder now includes Microsoft Dynamics certifications!

Today, I am happy to announce that Microsoft Dynamics certifications have been added to the Logo Builder library*. Logo Builder is a tool that enables individuals certified for Microsoft Dynamics to create custom logos based on Microsoft Dynamics certification
Posted by crmblog | 1 Comments
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Monday, August 13, 2007 1:31 PM

Using Database Tuning Advisor with CRM

SQL Server 2005 comes with a tool called Database Tuning Advisor (DTA) that can help you tune your database given a particular workload. The tool is an evolution of Index Tuning Wizard from previous versions of SQL Server. DTA can be a very useful tool,
Posted by crmblog | 8 Comments
Friday, August 10, 2007 1:59 PM

Software: Developer or Tester?

As a software developer, you are expected to write lines and lines of code, spending long hours writing big chunks of code and then delivering the chunks to be tested. This is a big job but now, just part of your job. In the last decade things changed
Posted by crmblog | 1 Comments
Wednesday, August 08, 2007 9:43 AM

Improve Outlook Experience with CRM

Change the Synchronization Settings on the Client in Outlook As Technical Services Account Managers for Dynamics CRM on the Deluxe Support team, my colleagues and I work with many of the largest CRM deployments out there today. I’m going to document some
Posted by crmblog | 3 Comments
Monday, August 06, 2007 10:10 AM

Vertical templates for Microsoft Dynamics CRM

As announced last month at WPC 2007 , Microsoft Dynamics CRM has released its vertical templates for manufacturing and municipal government. These templates include data models, user interfaces, user roles and workflows that showcase Microsoft Dynamics
Posted by crmblog | 2 Comments
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Friday, August 03, 2007 12:22 PM

CRM Queue Gadget

Microsoft CRM 3.0 shipped with an extensive web service API that can be used by various types of applications. I've provided a sample Windows sidebar gadget (or just gadget) that retrieves queue items related to the currently logged in user every predefined
Posted by crmblog | 1 Comments
Thursday, August 02, 2007 10:25 AM

Single Exam Testing Vendor Announced

Sarah send us ... Microsoft Learning has designated Prometric for delivery of its Microsoft professional certification and Microsoft Dynamics exams. Prometric is a global leader in technology-enabled testing and assessment services and a very competent
Posted by crmblog | 0 Comments
Wednesday, August 01, 2007 9:15 AM

Adding Live Maps to Microsoft CRM 3.0

I'd like to introduce Marco Amoedo Martinez , a CRM MVP from Spain and our guest blogger today. Mapping technologies can be very useful for CRM tools. We can position customers on a map and obtain valuable information about where they are, about where
Posted by crmblog | 18 Comments
 
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