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Integrating CRM using SQL Integration Services (SSIS)

Today we welcome our guest blogger CRM MVP Darren Liu from the Crowe company. Many Microsoft Dynamics CRM (MSCRM) implementations involved integration with other systems. When I think of integrations between systems, the common approaches pop up immediately
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Using Workflow to Maintain an Audit Log

Today we welcome back guest blogger Guy Riddle , a long time CRM MVP who shares his insight with us. Out of the box, Microsoft CRM provides some basic record audit information – who & when created a record and who & when it was last updated by.
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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

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

Generating a Welcome to CRM Email

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . One of the things that I’ve always wanted to do with CRM is to automatically generate a welcome message when a new user is added to CRM. With the enhanced workflow
Posted by crmblog | 2 Comments

Moving from CRM 3.0 SBE to 4.0 Phase I

CRM MVP Larry Lentz returns as a guest blogger. You can read more from Larry at his blog . For some time I’ve been meaning to, wanting to, upgrade my Small Business Server 2003 SP1 server to SBS 2003 R2. The release of CRM 4.0, which requires SQL 2005
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Microsoft Dynamics CRM Data Import

CRM MVP Ronald Lemmen returns as a guest blogger. You can read more from Ronald at his blog . This post will dive deep into the possibilities for Data Import for Microsoft Dynamics CRM. Discussed will be the options which Microsoft gives for importing

The Value of CRM Training

CRM MVP Larry Lentz is our guest blogger this month speaking about a topic near and dear to users' hearts, training. Recently I had a CRM training gig in Chicagoland. My student (yes, a class of one) was from a Chicago area company that was about to implement
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Bio - MVP Larry Lentz

Larry Lentz is a Microsoft Dynamics CRM MVP, an MCSE, a Microsoft Certified Database Administrator, and a Microsoft Certified Trainer . He is the owner of Lentz Computer Services (LCS), LentzComputer.net , which he founded in 1989. LCS was the first Microsoft
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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

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

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

CRM Appointments - Who is the Organizer?

Guy Riddle , a long time CRM MVP tackles another hard point for some of his customers and shares his insight with us. On the face of it the CRM Appointment is fairly straightforward, even though there are a number of key attributes to consider, such as
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Advanced metadata service scenarios

MVP Michael Höhne is our guest blogger this week. A few weeks ago Mitch Milam showed how to use the EntityMetadata class of the metadata service to get the attribute names of the primary key and primary field. Even though it was a very basic example,

Take back control of your CRM Servers

Deploying Microsoft CRM successfully is only half the battle. What can you do once the system is live to ensure a high level of up time? In this article one of our MVP’s, John O’Donnell from Crowe Chizek talks about the new Microsoft CRM 3.0 MOM 2005
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