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Thursday, October 22, 2009 7:51 AM

Update Rollup 7 for Microsoft Dynamics CRM 4.0

The Microsoft Dynamics CRM Sustained Engineering team will release Microsoft Dynamics CRM 4.0 Update Rollup 7 on Thursday, October 22, 2009. Once the release is available the links below will take you to the necessary information about Update Rollup 7.
Posted by crmblog | 24 Comments
Tuesday, August 18, 2009 9:31 AM

Synchronizing CRM Contacts I do NOT own to my Outlook

I was challenged with this task back in the 3.0 days.  It is great that CRM automatically syncs my CRM contacts to Outlook.  “What happens when multiple users have the same Outlook contact and try to track in CRM?”  Well if the Contact
Posted by crmblog | 8 Comments
Tuesday, April 07, 2009 9:39 AM

Using the Microsoft Dynamics CRM Online Import Wizard

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM
Posted by crmblog | 8 Comments
Friday, April 03, 2009 9:33 AM

FAQ: Using both BCM and CRM Add-ins with Outlook

Recently it has come to our attention that some customers are installing both CRM and BCM add-ins in Outlook. This will cause Outlook to crash. The error you will see in the Event Viewer: .NET Runtime version 2.0.50727.3082 – Fatal Execution Engine Error
Posted by crmblog | 2 Comments
Tuesday, January 27, 2009 8:21 AM

Microsoft Dynamics CRM Online Traveling Demo

Not so long ago I had the UNIQUE opportunity of presenting Microsoft Dynamics CRM Online to a large audience where the presentation tool could not facilitate a live demo.  In order to conduct this demo I had to create a PowerPoint presentation containing
Posted by crmblog | 2 Comments
Monday, December 15, 2008 10:13 AM

Workflow E-mail Utilities

Today we welcome guest blogger Jim Steger , developer, blogger, and writer for Sonoma Partners with this guest post. The new workflow functionality of Microsoft Dynamics CRM 4.0 opens new and exciting opportunities for developers and end users to easily
Posted by crmblog | 11 Comments
Wednesday, October 08, 2008 7:59 AM

Managing and scheduling a customer reference program in Microsoft Dynamics CRM 4.0

Today we welcome CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective . In a tight economy, it is critical for a company to distinguish itself from competitors. One of the best ways to do this is with a well-managed customer reference
Posted by crmblog | 1 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
Wednesday, August 06, 2008 10:50 AM

CRM4 Outlook Client – Issues and Fixes

The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! In the past several months since the release of the CRM 4.0, we’ve had the usual stream of customer issues come in through our support
Posted by crmblog | 28 Comments
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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
Tuesday, June 17, 2008 8:55 AM

Quick Tip: Send a shortcut link to a record in an e-mail

Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions,
Posted by crmblog | 5 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 | 13 Comments
Thursday, May 29, 2008 8:04 AM

Tracking Instant Message Conversations in Microsoft Dynamics CRM

The new feature in Microsoft Dynamics CRM 4 and CRM Online that I use every day is instant messaging. Yep, I can IM from inside CRM! If your company has Microsoft Office Communicator enabled and you are using Microsoft Dynamics CRM for Outlook, you can
Posted by crmblog | 4 Comments
Friday, April 11, 2008 8:36 AM

Using the CRM Outlook client without a VPN Connection

In version 3.0, the CRM Outlook client could only use Active Directory (AD) authentication to connect to servers. To connect from outside the workplace network, a VPN solution was therefore required. However, this requirement increased complexity, and
Posted by crmblog | 9 Comments
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