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March 2008 - Posts

Monday, March 31, 2008 11:33 AM

Microsoft Dynamics CRM Tips for Smaller Businesses

I have been devoted to CRM for smaller businesses since 2000, because I feel this is an area where significant improvement to operations and profits can be made. I initially deployed Siebel and starting in 2003 switched to the practical Microsoft Dynamics
Posted by crmblog | 3 Comments
Monday, March 31, 2008 9:27 AM

Microsoft Dynamics CRM Online

As reported on ChannelWeb : "Microsoft is making it clear that its software-as-a-service CRM application, now being rolled out to the general marketplace, isn't just for small businesses. So the vendor is changing its name to Microsoft Dynamics CRM Online
Posted by crmblog | 1 Comments
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Friday, March 28, 2008 10:35 AM

Contextual SharePoint Document Libraries and Folders with Microsoft Dynamics CRM

In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with Microsoft Dynamics CRM. During these sessions I covered a number of live demonstrations of how you can extend and integrate Microsoft Dynamics CRM.
Posted by crmblog | 11 Comments
Thursday, March 27, 2008 9:12 AM

Viewing Schedules in Microsoft Dynamics CRM

Managing resources is one of the critical activities in running your business. And one of the critical aspects of managing resources is to manage resource schedules. Microsoft Dynamics CRM provides a powerful tool for managing resource schedules for your
Posted by crmblog | 2 Comments
Wednesday, March 26, 2008 10:07 AM

Using the Auto Mapping Feature

In Microsoft CRM 4.0, the Import Map Editor doesn't create lookup mapping by default. You may notice this when trying to import the data with lookup type columns. For example, see the import file with columns as indicated below. You may want to import
Posted by crmblog | 4 Comments
Tuesday, March 25, 2008 10:47 AM

Cash In with Microsoft Dynamics Communities

As a follow up to the blog post from a few weeks ago, I figured I should let you in on the big secret with regards to the ‘cold hard cash’ I referenced. If you didn’t make it to Convergence Orlando, you missed out on your chance to win one of 6 Microsoft
Posted by crmblog | 3 Comments
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Monday, March 24, 2008 7:26 AM

Data Migration Manager: Advanced Transformation Mappings

Today I will talk about what are advanced transformation mappings and how are they used while migrating data into Microsoft CRM using the Data Migration Manager. As we all know, Microsoft CRM Data Migration Manager comes as an easy to use tool for migrating
Posted by crmblog | 5 Comments
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Friday, March 21, 2008 9:13 AM

MSCRM v4 E-mail: Configuring for a Small Business

If you read my previous post on deploying and configuring e-mail integration for the enterprise , then this post will seem familiar. In many ways, deploying an e-mail integration solution for MSCRM in a small scale business, say less than 50 users, requires
Posted by crmblog | 2 Comments
Thursday, March 20, 2008 9:39 AM

Dynamics CRM 4.0 License Key

Microsoft Dynamics CRM 4.0 license keys for products obtained in Volume Licensing are embedded in media -- the keys do not appear on MVLS as they do for some products; nor are they printed on the media itself (DVD) or on the media sleeve. The physical
Posted by crmblog | 3 Comments
Thursday, March 20, 2008 9:37 AM

Customizing Report Templates

Most users who run our out-of-the-box reports realize at some point that these generic reports aren’t always a perfect fit for their business needs. The task of developing reports which are useful by all Microsoft Dynamic CRM users is nearly impossible,
Posted by crmblog | 2 Comments
Wednesday, March 19, 2008 9:06 AM

Customizing for Multiple Languages

With the introduction of Multi-language User Interface or MUI packs in Microsoft Dynamics CRM 4.0, customizers now have the added benefit of being able to select what display language should be used. A given organization may have English, Japanese, and
Posted by crmblog | 1 Comments
Tuesday, March 18, 2008 7:38 AM

Update Rollup 3 for Microsoft Dynamics CRM 3.0

The Microsoft CRM Sustained Engineering team has released Microsoft Dynamics CRM 3.0 Update Rollup 3 on Monday, March 17th. Update Rollup 3 is a well tested, cumulative set of updates for Microsoft Dynamics CRM Server 3.0 and Microsoft Dynamics CRM Client
Posted by crmblog | 7 Comments
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Monday, March 17, 2008 8:11 AM

How to get better performance from the MetadataService

You may have noticed that in 4.0, the MetadataService is considerably slower at retrieving data that it was in 3.0. In fact, you’ll still see the difference if you compare the 2006 MetadataService endpoint and the 2007 endpoint. Why is this? The reason
Posted by crmblog | 4 Comments
Friday, March 14, 2008 8:25 AM

Mail Merge and more...

Hope you are having fun with enhanced mail merge functionality in Titan and others in general. In this article I would like to touch on a number of topics about mail merge support in Microsoft Dynamics CRM 4.0. a) Many faces of mail merge. b) Mail merge
Posted by crmblog | 12 Comments
Thursday, March 13, 2008 8:54 AM

Migration Deletion support in Data Migration Manager

Before reading this post, it is recommended to go through the brief introduction and demo of Data Migration Manager (DMM) available at: http://blogs.msdn.com/crm/archive/2008/01/04/microsoft-dynamics-crm-4-0-data-migration-manager-with-john-o-donnell.aspx
Posted by crmblog | 4 Comments
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Wednesday, March 12, 2008 9:21 AM

Printing Quote for customer

Arne had a great post before covering the basic of mail merge in CRM. Check it out if you are new to mail merge ( http://blogs.msdn.com/crm/archive/2008/01/15/mscrm-4-0-mail-merge-basics.aspx ) In this article I would like to take you though an important
Posted by crmblog | 2 Comments
Wednesday, March 12, 2008 9:12 AM

Updated Help content released for Microsoft Dynamics CRM 4.0

No matter how hard writers and editors work to get our content just right , Help is often outdated as soon as a product is released. Someone fixes a bug three weeks before release – long after Help was locked down – and a new required field magically
Posted by crmblog | 1 Comments
Tuesday, March 11, 2008 8:32 AM

Migrating Notes and Attachments using Data Migration Manager

In Microsoft Dynamics CRM 3.0, there was no straight-forward way to import a bunch of attachment into CRM without writing some code. This has changed in 4.0. The Data Migration Manager supports migrating Notes and Attachments (collectively called annotations)
Posted by crmblog | 11 Comments
Monday, March 10, 2008 10:21 AM

Fixing Time Consuming E-mails with large text bodies in CRM

Customers noticed an issue with large e-mails taking a significant amount of time to process when saving them. This issue was addressed in the Microsoft Dynamics CRM 4.0 release. I'd like thank CRM MVP Michael Höhne for investigating the buffer solution
Posted by crmblog | 0 Comments
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Monday, March 10, 2008 8:51 AM

Accessing CRM Live Web Services

This topic is about new authentication mechanism for accessing CRM Web Services that was in Dynamics CRM Live – Passport Authentication. This new method requires you to jump a few more hoops before you can make your first web service call (after all we
Posted by crmblog | 2 Comments
Friday, March 07, 2008 1:24 PM

Importing Data in CRM 4.0 Made Easier

Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues while importing data. If one of these is the case, then you are at the right place. Importing data into CRM was never this easier. It would be good if
Posted by crmblog | 26 Comments
Friday, March 07, 2008 8:17 AM

SDK 4.0.3 Available on Downloads

Version 4.0.3 of the Microsoft Dynamics CRM 4.0 SDK is now available for download! This version contains lots of great new information, including the 1 st phase of the Report Writers Guide and a vastly improved Plug-in registration tool . Also included
Posted by crmblog | 2 Comments
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Friday, March 07, 2008 8:02 AM

Developing Plug-ins for CRM 4.0

CRM 4.0 enhanced the concept of plug-ins (called callouts in earlier versions). Plug-in’s are now supported on lot of messages. Plug-in model is actually a 1:1 mapping of Messages and Requests. In order to automate the business logic through a plug-in
Posted by crmblog | 19 Comments
Thursday, March 06, 2008 9:44 AM

Bulk Track your Contacts

I already received tons of emails on my new blog and one of them was from Joshua. Joshua asked if I knew a tool that could help him and his colleagues link all of their contacts to their corresponding accounts in a drag and drop kind of fashion. Phew
Posted by crmblog | 1 Comments
Wednesday, March 05, 2008 8:57 AM

Proximity Search in MapPoint – Drawing Microsoft Dynamics CRM data on Maps

Today we welcome CRM MVP Ayaz Ahmad as our guest blogger. Proximity Search allows you to find businesses located around a reference point you provide. For example, hotels or restaurants can provide the nearest location of all automatic teller machines
Posted by crmblog | 1 Comments
Tuesday, March 04, 2008 10:15 PM

Investigating CRM V4 Performance

The purpose of this blog is to investigate in detail a benchmark run conducted with the CRM V4 Performance toolkit (see http://blogs.msdn.com/crm/archive/2008/02/29/microsoft-dynamicstm-crm-4-0-performance-toolkit.aspx or www.codeplex.com/crmperftoolkit
Posted by crmblog | 1 Comments
Monday, March 03, 2008 8:13 AM

Microsoft Dynamics Community activities at Convergence

Are you ready for Convergence!? The Microsoft Dynamics events team and many other supporting employees are heads down as we countdown these last 2 weeks before the event. Whether you’ve been to Convergence before or not, it is sure to be a highly valued
Posted by crmblog | 2 Comments
 
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