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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No matter how hard writers and editors work to get our content just right , Help is often outdated as soon as a product is released.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
Friday, February 01, 2008 9:49 AM

FAQ: Why do I have two copies of every report after upgrade?

One of the top questions I’ve been getting about upgrade from 3.0 to 4.0 (both internally and externally) is: Why do I have duplicate reports after upgrade? This is actually a “feature” we came up with to work around two problems: 1. Determining which
Posted by crmblog | 4 Comments
Monday, September 24, 2007 2:02 PM

What's up with the two Microsoft Dynamics CRM Products lists?

Have you ever noticed that Microsoft Dynamics CRM has two separate Products lists? One Products list appears in the Sales area, and another appears in Settings. If you’re an administrator, have you ever been frustrated by how many clicks it takes to get
Posted by crmblog | 1 Comments
Thursday, November 09, 2006 8:13 AM

The Challenges of Measuring User Adoption for CRM

So – you recently completed your production deployment of Microsoft CRM and you’re feeling pretty good. One day, the Sales Manager for your organization stops by and wants to know, “How many sales reps are actually using the system?”. How you answer the
Posted by crmblog | 1 Comments
Wednesday, November 08, 2006 12:30 PM

Microsoft Dynamics CRM for the Exchange Administrator

Lately, it seems that I'm increasingly asked to participate in pre-sales activities where someone from the customer's IT department is blocking the purchase of CRM until he (or she) gets a better understanding of CRM's impact on Exchange. Given the mission-critical
Posted by crmblog | 4 Comments
Tuesday, November 07, 2006 8:44 AM

CRM Registry Settings

Today we have a relatively serious topic: Registry Settings. Unfortunately this can be an extremely boring topic – so I have opted for a more casual and sarcastic style. Microsoft Dynamics CRM 3.0 has a boatload of additional settings which many of you
Posted by crmblog | 1 Comments
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Wednesday, October 25, 2006 2:58 PM

Availability of Microsoft CRM v3.0 for Small Business Server 2003 R2

Earlier this month we shared with you our excitement about having completed the development work for “Microsoft CRM V3 R2” (see http://blogs.msdn.com/crm/archive/2006/10/03/Microsoft-CRM-v3-R2-ships.aspx ). We know that you are of course eager to get
Posted by crmblog | 5 Comments
Tuesday, October 24, 2006 5:17 PM

Purging old instances of workflow in Microsoft CRM

CRM by default does not provide a good story for purging old workflow process instances and other workflow tables at regular basis. As the system ages and if there are multiple looping rules present in the system, you will hit a time when workflow rules
Posted by crmblog | 3 Comments
Thursday, October 05, 2006 7:13 PM

Supporting multiple Exchange servers and/or multiple Microsoft CRM implementations

A common misconception is that if CRM user mailboxes are spread across a number of Exchange servers, then the E-mail Router must be installed on every Exchange server. In CRM 3.0, this is not true. Incoming mail is delivered to an individual user's mailbox
Posted by crmblog | 6 Comments
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Tuesday, October 03, 2006 6:51 AM

Microsoft CRM v3 R2 update ships

Last week, we released V3R2, a slipstream release on CRM V3 which enabled seamless compatibility with Windows Small Business Server 2003 R2. History In July, testing identified a number of incompatibilities between CRM v3 Small Business Edition and Small
Posted by crmblog | 8 Comments
Monday, September 18, 2006 12:43 PM

Microsoft CRM's E-mail Subject-Line Tracking Token

Microsoft CRM puts a tracking token onto the subject line of sent email messages. This enables us to identify replies as CRM-related, copy them into the CRM system and create appropriate relationships to other records. In CRM 1.x, this tracking code was
Posted by crmblog | 9 Comments
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Friday, September 01, 2006 3:38 PM

Microsoft CRM V3 Release in East Asia - Preview of System Settings

Microsoft CRM V3 was released in East Asia, namely in Japan and People’s Republic of China (PRC) in May this year. However, the product availability date in these markets may vary. In this blog, I would talk about the East Asia release and the features
Posted by crmblog | 1 Comments
Wednesday, August 30, 2006 11:11 AM

Microsoft Dynamics CRM 3.0 with Office 2007, Windows Vista and Exchange 2007

Office 2007 and Windows Vista With the pending releases of Office and Windows products, a new level of productivity tools and a new generation of operation system will be available to our customers. By releasing a compatibility update for Microsoft Dynamics
Posted by crmblog | 20 Comments
Tuesday, August 15, 2006 4:40 PM

Tracking when users go offline in Microsoft CRM

In versions 1.0 and 1.2 of Microsoft CRM, we used SQL’s merge replication technology as the basis for our offline sync process. Merge replication is great, but it ended up being too heavy-weight for our very simple needs, and in 3.0, we built a synching
Posted by crmblog | 6 Comments
Tuesday, July 25, 2006 2:31 AM

Health Monitor and CRM Small Business Edition

One of the greatest challenges for Small Businesses is to maintain their IT infrastructure on a budget. In many cases, having an experienced IT person on staff is simply too expensive. Our friends on the Small Business Server team built a “Health Monitor”
Posted by crmblog | 1 Comments
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