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January 2008 - Posts

Thursday, January 31, 2008 9:14 AM

CRM 4.0 Campaign vs. Quick Campaign Flow Chart

Now my final chart compares the two ways to do a Campaign. You can get a copy of this chart from the Quick Campaign download you may have already downloaded or from here . Enjoy, Jim Schumacher
Posted by crmblog | 3 Comments
Thursday, January 31, 2008 8:28 AM

CRM 4.0 Quick Campaign Scenario Flowchart

In this flow chart we walk through a Quick Campaign Scenario with our fictional marketing manager Benjamin. You can download a copy of this chart here . Enjoy, Jim Schumacher
Posted by crmblog | 4 Comments
Wednesday, January 30, 2008 12:54 PM

CRM 4.0 Campaign Scenario

This flow chart is my attempt to make a Campaign Scenario an easy thing for you to do. Enjoy, Jim Schumacher
Posted by crmblog | 2 Comments
Tuesday, January 29, 2008 8:03 AM

What's New in Microsoft Dynamics CRM 4.0 E-mail Integration

In previous versions of MSCRM, users have been able to integrate their CRM data with e-mail hosted on Microsoft Exchange servers. This was done through the use of Forward Mailboxes. The method used to determine if incoming e-mail messages should be tracked
Posted by crmblog | 17 Comments
Monday, January 28, 2008 9:41 AM

CRM 4.0 Training Resources

Partners enrolled in a Partner Service Plan for Microsoft Dynamics™ now have unlimited organizational access to online training for Microsoft Dynamics and related business products. If you are not enrolled in a Partner Service Plan, learn more at PartnerSource
Posted by crmblog | 6 Comments
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Friday, January 25, 2008 10:48 AM

CRM Data Import Tool

In Microsoft Dynamics CRM 4.0 it is possible to export the MSCRM data, modify and re-import data using a tool called MSCRM Import . There are two ways to use this tool. You can edit the records of MSCRM views in the MSCRM Update tool and submit them back
Posted by crmblog | 23 Comments
Thursday, January 24, 2008 9:10 AM

Microsoft Dynamics CRM 4.0 - SDK Update download is live!

The Microsoft Dynamics CRM 4.0 SDK download package has been updated. Version 4.0.1 includes several important changes: 1) The Plug-in walk through in the SDK has been updated to match the readme that is included in the SDK\Walkthroughs folder. 2) The
Posted by crmblog | 6 Comments
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Wednesday, January 23, 2008 10:06 AM

Duplicate Detection in Outlook

Did you ever think about how to maintain high quality data in Microsoft Dynamics CRM when using the Microsoft Outlook client, especially when you are working offline and syncing your data when going online or tracking some outlook data? If yes this post
Posted by crmblog | 6 Comments
Tuesday, January 22, 2008 11:03 AM

CRM 4.0 Deployment SDK is now available!

The Microsoft Dynamics CRM 4.0 Deployment SDK documentation has been published to the MSDN download center. This documentation provides the information you need to write code using the Deployment Web service. You can create solutions to do the following:
Posted by crmblog | 4 Comments
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Tuesday, January 22, 2008 8:59 AM

Introducing MSCRM Client Diagnostics

The Microsoft Dynamics CRM 4.0 Client Diagnostics feature is new for the MSCRM 4.0 Outlook Client only. MSCRM Client Diagnostics is intended to aid in diagnosing common issues with Deployment, UI, Synchronization and Offline features. MSCRM Client Diagnostics
Posted by crmblog | 5 Comments
Monday, January 21, 2008 10:13 AM

Duplicate Detection while creating/updating records in Titan

Welcome to the next in the series of posts on Duplicate Detection in Titan. In case you missed the action before this, refer to the following posts:- 1) Duplicate Detection - First step towards maintaining Data Quality 2) Duplicate Detection Rules Defined
Posted by crmblog | 9 Comments
Friday, January 18, 2008 7:41 AM

Multi-tenancy in CRM 4

For this blog, I wanted to provide an overview of the multi-tenancy capabilities we added in CRM 4.0. Multi-tenancy refers to a single CRM server being able to support multiple organizations. With CRM 4, you might have noticed that we create a new database
Posted by crmblog | 16 Comments
Thursday, January 17, 2008 9:02 AM

CRM 4: System-wide Duplicate Detection

Here I am continuing the duplicate detection story of CRM 4.0 with a new aspect of this feature. Organizations face a common problem where in spite of several policies and guidelines in place users end up entering duplicate data in MSCRM system via data
Posted by crmblog | 21 Comments
Wednesday, January 16, 2008 8:32 AM

Growing Buzz among Microsoft Dynamics CRM ISVs

I wanted to share the growing buzz about Microsoft Dynamics CRM 4.0 Platform adoption among my managed ISVs. We are seeing a lot more interest and successes in CRM Platform adoption in various vertical industries. See below the first of these success
Posted by crmblog | 2 Comments
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Tuesday, January 15, 2008 8:45 AM

MSCRM 4.0 Mail Merge Basics

All, this is my first blog and I am not sure if this is a good format or not. I am attempting to present the MSCRM 4.0 Mail Merge feature in a manner I hope to get you started right away. A Little about MSCRM Mail Merge Mail Merge in CRM was first implemented
Posted by crmblog | 26 Comments
Monday, January 14, 2008 8:16 AM

Can you develop plug-ins and custom workflow activities with .NET Framework 3.5?

Can you develop plug-ins and custom workflow activities with .NET Framework 3.5? Microsoft Dynamics CRM 4.0 uses the .NET Framework 3.0, so this is the version that is officially supported. However, the .NET Framework 3.5 uses the same underlying Common
Posted by crmblog | 2 Comments
Friday, January 11, 2008 8:26 AM

Part 2: Happy Birthday via Workflow using Custom Workflow Activity

In Part 1 of this two part blog series, I discussed how to Send E-mail to contacts on annual basis, based on a Custom Attribute that is updated with Client-Side scripting. There is another way to accomplish the same goal using a Custom Workflow Activity
Posted by crmblog | 9 Comments
Thursday, January 10, 2008 9:23 AM

Creating a Custom Search Button

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . Occasionally I get a request from a customer to create a custom search screen that will allow them to perform specific queries that they use on a frequent basis.
Posted by crmblog | 2 Comments
Wednesday, January 09, 2008 7:04 AM

Choice Begins Today

Say good-bye to the one-size-fits-all and one-way CRM systems of yesterday, and say hello to the Microsoft Dynamics CRM Live. Beginning today, Microsoft Dynamics CRM Live has officially reached our second early-access release and is expanding access for
Posted by crmblog | 10 Comments
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Tuesday, January 08, 2008 8:36 AM

Part 1: Happy Birthday via Workflow using Client-Side Scripting

If you are like me, then you probably enjoy being wished a happy birthday. The birthday congratulations usually take the form of an e-mail or a phone call. If the business tries to does this for every customer, it can become unmanageable. Enter Workflow.
Posted by crmblog | 8 Comments
Monday, January 07, 2008 7:24 AM

Microsoft Dynamics CRM 4.0 SDK

The Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) is now ready for download on MSDN . The SDK is for developers, system customizers, and report writers. It contains all new information about creating plug-ins, working with custom workflow
Posted by crmblog | 7 Comments
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Friday, January 04, 2008 8:35 AM

Microsoft Dynamics CRM 4.0 : Data Migration Manager with John O'Donnell

John O'Donnell , Microsoft Dynamics ISV Architect Evangelist, is on Channel 9. He demonstrates the new Data Migration Manager tool in Microsoft Dynamics 4.0 showing how it can be used to import and link multiple entities from CSV files. John O-Donnell
Posted by crmblog | 26 Comments
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