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Wednesday, August 19, 2009 7:25 AM

CRM Customization ROI Calculator

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . When implementing Dynamics CRM or designing a customized solution within Dynamics CRM you will often find yourself asked by the powers-that-be what their Return
Posted by crmblog | 5 Comments
Wednesday, July 01, 2009 8:33 AM

Synchronizing and the Offline Client

One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane).  This capability is made possible by our S+S (software+services) vision of leveraging the best of services
Posted by crmblog | 1 Comments
Tuesday, April 21, 2009 8:17 AM

Solving the Dashboard Dilemma - Choosing the Right BI Tools for your Job

There’s a funny thing about business intelligence: people are baffled by the technologies involved in building insights but the most challenging things about the discipline have little to do with technology. I’ll grant that using PIVOT and GROUPING SET
Posted by crmblog | 2 Comments
Monday, January 26, 2009 10:22 AM

Dynamic Export to Excel feature – How to protect data over the wire

One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data
Posted by crmblog | 5 Comments
Monday, December 29, 2008 9:17 AM

“Poor man’s” Business Intelligence for Microsoft Dynamics CRM

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like
Posted by crmblog | 2 Comments
Wednesday, December 17, 2008 9:38 AM

Announcing List Web Part for Microsoft Dynamics CRM 4.0

I am happy to announce that the Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0 . List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ . The List
Posted by crmblog | 8 Comments
Tuesday, November 11, 2008 9:35 AM

Microsoft Dynamics CRM, Email correlation and smart matching

What is correlation and why is it required. One of the important scenarios in email management within CRM is to have the incoming email get associated with the correct object it’s regarding to. Consider the scenario where you have created an email
Posted by crmblog | 11 Comments
Friday, September 26, 2008 8:36 AM

(Simplified) Pivot Table Integration

A business user wishing to integrate Excel pivot tables with an existing database implementation, such as Microsoft CRM, will face a number of challenges that may frustrate and intimidate our end users: Connection points to the data sources are mysterious
Posted by crmblog | 7 Comments
Wednesday, August 27, 2008 8:36 AM

Microsoft Word Proposal for Microsoft Dynamics CRM Online

Over the last few months, I've presented at three conferences ( Tech Ed, IT Pro, Microsoft's internal Tech Ready ) about building software as a service solution with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this
Posted by crmblog | 1 Comments
Monday, August 11, 2008 1:35 PM

MS Word Proposal for CRM Online

Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this content
Posted by crmblog | 3 Comments
Friday, July 11, 2008 6:38 AM

Microsoft Dynamics CRM E-mail Router and Exchange 2007: Keeping it Secure

In the last several months, there have been increasingly greater numbers of questions from customers and partners regarding the configuration of the Dynamics CRM E-mail Router against Exchange 2007 in 'On Premise' deployments.  Specifically, how
Posted by crmblog | 1 Comments
Wednesday, July 02, 2008 11:29 AM

Email router configuration XML file explained

Hi. Many of you have wondered what the various settings in the email router configuration file ( a.k.a Microsoft.Crm.EmailAgent.xml) are. Some of them are pretty straight forward and some are not. In this blog I will try to describe them in detail. Microsoft.Crm.Tools.EmailAgent.xml
Posted by crmblog | 9 Comments
Thursday, June 26, 2008 1:45 PM

Known Outlook Client Issues

The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! We have pulled this post because of a potential problem that could inconvience our customers. We will test for the cases reported and put
Posted by crmblog | 0 Comments
Thursday, June 12, 2008 9:04 AM

Converting from Business Contact Manager to Microsoft Dynamics CRM

Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM.
Posted by crmblog | 5 Comments
Tuesday, June 10, 2008 8:23 AM

Microsoft Dynamics CRM Mail Merge Templates

In this blog article I would like to give you more insight into Microsoft Word document that can be uploaded into Microsoft Dynamics CRM as mail merge templates. We will talk about Different word document formats Different versions of word XML formats
Posted by crmblog | 14 Comments
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