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January 2006 - Posts

Tuesday, January 31, 2006 7:00 AM

Effective Demos using email in Microsoft CRM's VPC

Michael Rich posts a great article over on his blog... Well worth the read! http://blogs.msdn.com/microsoft_crm_western_region_news/archive/2006/01/26/518112.aspx
Posted by Ben Vollmer | 0 Comments
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Monday, January 30, 2006 7:00 AM

Event: Microsoft CRM v3.0 Troubleshooting and Technical Overview

There are many new and exciting features with Microsoft CRM v3.0. Attend this comprehensive technical class to learn the new features of Microsoft Dynamics CRM 3.0 and find out how to troubleshoot issues for yourself and your customers. I understand that
Posted by Ben Vollmer | 0 Comments
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Friday, January 27, 2006 7:00 AM

.Net Framework 2.0 and Microsoft CRM 3

So a question I see about once a week is about .Net 2.0 Framework being installed and how do you get CRM to work in that enviroment... Believe it or not, it is documented... :-) But for those of you who will refuse to read the whole IG... Here is the
Posted by Ben Vollmer | 5 Comments
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Thursday, January 26, 2006 8:05 PM

We hit the Big Time

This is WAY cool... How is this for Awesome... We released our earnings today... Guess what products they highlighted? The Xbox 360, SQL 2005, Visual Studio and Dynamics CRM 3.0... How is that for WAY cool? http://www.microsoft.com/msft/earnings/FY06/earn_rel_q2_06.msp
Posted by Ben Vollmer | 0 Comments
Thursday, January 26, 2006 7:00 AM

Updated Microsoft CRM 3 Help Files

If your like me, you get fairly random questions from folks... You know most of them are answered in the help file, but that involved starting your VPC, drinking three cups of coffee and then answering a 30 second answer. So here is the most up to date
Posted by Ben Vollmer | 0 Comments
Wednesday, January 25, 2006 7:00 AM

ISV Support for 3.0 - Axonom Power Trak

This ISV was the first to certify their entire application on v 1.2, and they continue to build out deep, vertical modules for Dynamics 3.0 Their primary focus is High-Tech, multi-channel manufacturers . They also have a world-wide channel that have used
Posted by Ben Vollmer | 0 Comments
Tuesday, January 24, 2006 3:40 PM

Scheduled Reports Wizard and Org Chart for Microsoft CRM 3

Some cool stuff posted today... Michael Rich posted an Org Chart for Microsoft CRM. http://blogs.msdn.com/microsoft_crm_western_region_news/archive/2006/01/24/517051.aspx And Sonoma Partners links to the Scheduled Reports for Microsoft http://blog.sonomapartners.com/2006/01/crm_30_report_s.html
Posted by Ben Vollmer | 0 Comments
Tuesday, January 24, 2006 7:00 AM

End User Training Manual for Microsoft CRM 3 Small Business Edition

This training manual provides an overview of the processes and functionality available to Microsoft Dynamics CRM users. It begins with an introduction to the core concepts of Microsoft CRM and then focuses on marketing automation, sales management, and
Posted by Ben Vollmer | 3 Comments
Monday, January 23, 2006 7:00 AM

Customizing Cases to Track Returned Products in CRM 3

I am guilty of not checking www.microsoft.com/crm very often. I was there to check on something else and found this great article... There are a couple other, but you go find them.... :-) Cases are used in Microsoft Dynamics CRM 3.0 to record customer
Posted by Ben Vollmer | 0 Comments
Friday, January 20, 2006 7:00 AM

Weather and Mapping in Microsoft CRM Service Scheduling

This is way cool from the CRM SandBox. Click here to download it. (look on the bottom right under Downloads) This article is merely an introduction to the possibilities for integrating location-based services into Microsoft CRM. The broader feature-set
Posted by Ben Vollmer | 0 Comments
Thursday, January 19, 2006 7:00 AM

Mobile Devices - Demo Units?

Do you ever wish you could demo Microsoft CRM Mobile? What stops you? Is it a lack of devices in your possession? Is it the lack of a self running demo? The fact that the VPC doesn't support USB? How about we help you with the first two. (You know the
Posted by Ben Vollmer | 0 Comments
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Wednesday, January 18, 2006 8:21 PM

Need Launch Help?

Here is a site that will help you with the launch prep... Has email invites, banners for your web page, print for direct mail and more. Check it out at: http://crm.mrmpslc.com/
Posted by Ben Vollmer | 0 Comments
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Wednesday, January 18, 2006 7:00 AM

Licensing Questions

I seem to get about a dozen emails about licensing... Most of them are answered in what Microsoft calls the Product Use Rights guide. It walks you through what you can and can't do with Microsoft licenses. So PLEASE read this BEFORE you email me your
Posted by Ben Vollmer | 0 Comments
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Tuesday, January 17, 2006 7:00 AM

How to Automate Unsubscribes from Newsletters, etc..

So lets just say you manage a mailing list of several hundred or thousands of folks. Now for whatever reason some folks don't like to get your very informative and witty newsletter. Special thanks to Dana Martens for the answer to the question. :-) You
Posted by Ben Vollmer | 5 Comments
Monday, January 16, 2006 7:00 AM

Your Input Needed... Demo Improvements

We are working on putting together a new VPC that we hope will improve the demo experience. What we need is feedback from YOU!!! We would love to see some things in the image that you have been dying to play with, would love to see, etc… These would be
Posted by Ben Vollmer | 7 Comments
Friday, January 13, 2006 7:00 AM

SQL Reporting Services in Dashboards for Microsoft CRM

In case you hadn't noticed, I am a HUGE fan of doing dashboards based on data in Microsoft CRM. Whichever person here had the idea of the secured views deserves a raise. It is brilliant. SQL Reporting Services is also way cool. So, linking the two of
Posted by Ben Vollmer | 0 Comments
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Thursday, January 12, 2006 7:00 AM

Microsoft CRM Planning and Customization Documents

Ok... For those of you who read these documents in the Mid Atlantic Area, you better use these documents or something like them or better. :-) Not using documents like these, along with a Project Plan, Estimate and Status reports is a sure fire way to
Posted by Ben Vollmer | 3 Comments
Wednesday, January 11, 2006 8:54 PM

Pictures in the morning....

So for those of you who have spent more than 30 minutes with me know my car is top of my earthly belongings list. (Yes even before my bad hair piece.) Well, we had a slight boo boo tonight... A car cut across 355 on the way home and I clipped him. (He
Posted by Ben Vollmer | 0 Comments
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Tuesday, January 10, 2006 7:00 AM

ISV Support for 3.0 - CardScan

Thanks to Umang Vasa for passing this along. I have been using CardScan since Peter sent me a free unit a couple of years ago. Great Unit, Great Functionality. I just had my son convert 10 years of business cards into CardScan and it did an awesome job
Posted by Ben Vollmer | 0 Comments
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Monday, January 09, 2006 7:00 AM

ISV Showcase

Ok... Danny and Michael are NOT in the Mid Atlantic, but they have a cool idea... A Seminar series highlighting ISV's for Microsoft CRM. Read more about it at http://blogs.msdn.com/microsoft_crm_western_region_news/archive/2006/01/07/510437.aspx Leave
Posted by Ben Vollmer | 0 Comments
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Sunday, January 08, 2006 1:16 PM

Local Event: Making Money with Microsoft CRM!

Local Event: Making Money with Microsoft CRM! January 25 @ 3-5pm | Microsoft Reston office Come learn about how you can make money with Microsoft CRM and become a certified Microsoft CRM Partner. We will cover the Certified Software Advisor Program, how
Posted by Ben Vollmer | 0 Comments
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Friday, January 06, 2006 7:00 AM

Microsoft CRM 3.0 Training Update

We have some news on Microsoft CRM 3.0 Training materials and the availability... Some of the materials are available today and are posted at the bottom of this post... Certification exams for MS CRM 3.0 (English version) will be ready by end of March,
Posted by Ben Vollmer | 3 Comments
Thursday, January 05, 2006 7:00 AM

Running Microsoft CRM 3 without Exchange Server

As many of you know, I am a Solution Specialist for Microsoft CRM, which means I am the first line for sales questions generally for CRM in my area. Many of the blog posts here have been a direct result of emails and phone calls from my partners asking
Posted by Ben Vollmer | 13 Comments
Wednesday, January 04, 2006 7:00 AM

Microsoft CRM for Pocket PC, Blackberry, SmartPhone, and Palm

One of the most requested features or things to hit my inbox includes CRM's ability to work with this or that mobile platform. So before we get into the answer, let’s start with a few questions. · What information do you want available on a mobile device?
Posted by Ben Vollmer | 1 Comments
Tuesday, January 03, 2006 7:00 AM

More on Dashboards in Microsoft CRM 3

So, as you probably have seen, there has been no new Diff Disk from me with the new RTM code on it. It turns out that there is an internal team working on a new version of the disk and I am hopefully going to be doing some work on it around dashboards
Posted by Ben Vollmer | 1 Comments
Monday, January 02, 2006 7:00 AM

Hide A Tab based upon Account Type

After seeing some of our top partners such as Invoke and ePartners demo this functionality, I was dying to see how they did it. Then Simon Hutson posted on his blog a script to hide a tab based upon an account being a partner or a customer. Well, after
Posted by Ben Vollmer | 18 Comments
Sunday, January 01, 2006 7:00 AM

Microsoft Licensing 101

Do all of the different licensing programs leave you confused? I know when I first saw Microsoft CRM on a Volume Licensing pricesheet, I thought it was from another planet. Well, there is a Live Meeting to help demystify. If our price sheet confuses you,
Posted by Ben Vollmer | 0 Comments
 
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