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Business Card Design and Data Entry

I recently returned from the Convergence 2007 conference in San Diego. At such events one acquires a neat little stack of business cards. I finally got around to entering them into our CRM system the other day and I had some interesting observations.
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CRM Toolbar Ribbon

After the release of V3C, where we ‘ribbonized’ the CRM toolbar in the new Office 2007 Ribbon, I’ve been getting questions about why the CRM ribbon chunk appears in once place, but not in others. More often than not, this behavior is by design. To set
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When is a Browser not a Browser?

I’ve recently had discussions with some colleagues about the user experience of the CRM Web Client, particularly in light of changes in behavior in IE 7. If you’ve been keeping up to date on the blog, you know from Michael Lu’s recent post that CRM startup
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Geographic Scheduling in CRM

I’m going to beat the service scheduling horse one more time. That last time I posted on this topic I provided some information about the scheduling models that CRM’s service scheduling can handle. In that previous post I noted that service scheduling
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Making CRM Terminology Intuitive

What is terminology in Microsoft CRM? Terminology is what we use to describe the collection of terms used for specific items in CRM, from entities/record types to wizard names to field labels. I spend a lot of time researching terms across Microsoft and
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SharePoint Document Libraries in Microsoft CRM

One of the key ways that you can integrate other web applications with Microsoft CRM is to use the Iframe control. When using Iframes to SharePoint Technologies pages you may want to remove the navigation and title bar chrome so that the document library
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Multi-lingual Support for Microsoft Dynamics CRM

I’m posting this blog so as to clarify the position of Multi-lingual support for Microsoft CRM from product prospective. Current Status Microsoft Dynamics CRM V3.0 although is available in 22 languages, there is no multi-lingual User Interface Support.
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Navigation in Outlook Made Easy

In my last post, I showed you how you could personalize the Workplace. The Workplace is also configurable for the Outlook client, though perhaps doesn’t organize as nicely, since we rely on the Outlook folder structure to provide the navigation. Quite
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It's your Workplace - Personalize it!

In my last post, I introduced the new navigation model in 3.0 and the Workplace concept. Let’s take a look at how you can personalize your navigation experience in the browser client: At the bottom of the navigation area of the Workplace, there is a “Personalize
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Microsoft CRM's New Navigation UI

The New Navigation UI Did you notice that we redesigned the navigation model for V3.0? I’ll bet you did. In 3.0, we adopted the ever popular Outlook style navigation pane (a.k.a. the Wunderbar). Today, I’d like to introduce the Workplace concept and describe
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