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February 2006 - Posts

Tuesday, February 28, 2006 7:00 AM

Pricing and Configuration for Microsoft CRM - aka How do I get a price to sell this stuff?

This is an awesome tool…. Well worth the read I promise. <BG> I manage to get a couple of emails a week from partners looking for Microsoft CRM pricing. And of course it is never easy to look at the spreadsheet price sheet and determine exactly
Posted by Ben Vollmer | 0 Comments
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Monday, February 27, 2006 6:38 PM

Running Microsoft CRM without Exchange Part Two

We posted some basic steps back in January. Corporate just released an offical White Paper. Read my blathering on here. Read the Product Group's Offical White Paper here. Thanks Ilana!!! One additional option to look at that isn't mentioned in the paper
Posted by Ben Vollmer | 1 Comments
Monday, February 27, 2006 7:00 AM

Books for Microsoft CRM around Selling and Customization

So I have been making it a practice to start reading materials outside of my day job on a regular basis. Most of the time I have been doing CD's which allows me to listen while driving to customers and partner locations. (Which officially makes my car
Posted by Ben Vollmer | 0 Comments
Friday, February 24, 2006 7:00 AM

ISV Support for Microsoft CRM 3: IntelliSafe Contract Signing Add-in Module

This cool tool is from one of our local Partners located in VA Beach. If you deal alot with contracts and the like, this should help your business out. The most critical event within the sales cycle is getting the contract signed in order to close the
Posted by Ben Vollmer | 2 Comments
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Attachment(s): IntelliSafe.JPG
Thursday, February 23, 2006 7:00 AM

Referencing an External Jscript from an OnLoad Event in Microsoft CRM

Disclaimer: TOTALLY UNSUPPORTED. So I have been spending a ton of time writing some JScript for the new VPC that we are producing right now. It is a complete pain in the neck to publish changes between troubleshooting and playing with JScript. Being the
Posted by Ben Vollmer | 11 Comments
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Wednesday, February 22, 2006 7:00 AM

Using Microsoft CRM in a Clustered Enviroment

Yes we have it in Version 3. :-) No it's not in the Implementation Guide. The instructions are available online now. You can install Microsoft Dynamics CRM 3.0 Server into a clustered Microsoft Exchange or SQL Server environment. A cluster of servers
Posted by Ben Vollmer | 0 Comments
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Tuesday, February 21, 2006 7:00 AM

Removing Quotes, Orders and Invoices from the Contact Record with out Security Role Changes

If you didn't read yesterday's post, you may be a bit lost on how we got some of the items we are using today. So unless you are a sales person, go back and read yesterdays post. So in this scenario, we wanted to be able to hide some entities from their
Posted by Ben Vollmer | 13 Comments
Monday, February 20, 2006 7:00 AM

Viewing Microsoft CRM's DHTML Source Code

So something cool is that Microsoft CRM renders all of it’s pages in DHTML. One of the coolest things that the product group did was the new OnLoad event. So what does that mean to you? So let’s talk about this… How would you like to be able to control
Posted by Ben Vollmer | 4 Comments
Friday, February 17, 2006 8:00 AM

Local Event: Small Business is Big Business @ the Spy Museum

Ingram Micro is pleased to invite you to the Knowledge is Power - Small Business is Big Business on Tuesday, February 21, 2006 at the International Spy Museum in Washington DC. Register Here. Join our industry experts for a complimentary knowledge sharing
Posted by Ben Vollmer | 1 Comments
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Friday, February 17, 2006 7:00 AM

Many to Many in Microsoft CRM 3.0 - Opportunity Accounts

One of the things that has driven a few newer partners who are used to other CRM Systems bonkers has been how to do a Many to Many relationship type in CRM 3. So after consulting with the experts, it can be done and can be done quite easily. In a few
Posted by Ben Vollmer | 17 Comments
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Attachment(s): Opp MM Accounts.zip
Thursday, February 16, 2006 7:00 AM

ISV Support for 3.0 - FieldPoint

These guys make a great advanced Field Service Application for Microsoft CRM. Are you looking to extend CRM 3.0 to support professional service organizations like IT and managed service providers, software companies, consultants, and repair professionals.
Posted by Ben Vollmer | 0 Comments
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Attachment(s): Alert Integration to MS CRM 30.gif
Wednesday, February 15, 2006 7:00 AM

Microsoft CRM Learning Plans

Microsoft Dynamics™ Learning Plans Help your employees focus on specific goals and access the training they need to gain in-depth product knowledge and obtain certifications. Learning plans are a great tool to help your employees get trained on Microsoft
Posted by Ben Vollmer | 0 Comments
Tuesday, February 14, 2006 2:26 PM

Dynamics GP to CRM Integration Datasheet

Equip your organization with a complete view of customer information and broad, deep business management capabilities by combining the power of Microsoft Dynamics TM GP 9.0 and Microsoft Dynamics CRM 3.0. Tightly integrated with the Microsoft® Office
Posted by Ben Vollmer | 2 Comments
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Attachment(s): GP9.0_CRM3.0 Integration_FactSheet.pdf
Tuesday, February 14, 2006 7:00 AM

How to Fold a T Shirt

What does this have to do with Microsoft CRM? Great Question. See the video to see why this was posted... :-) http://blogs.msdn.com/joris_kalz/archive/2006/02/06/525988.aspx
Posted by Ben Vollmer | 1 Comments
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Monday, February 13, 2006 3:09 PM

Displaying Microsoft CRM Business Data in SharePoint Web Parts

Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display Microsoft CRM data. This article accompanies a sample Visual Studio .NET solution that contains sample Web Parts for a Customer Service Portal. This article
Posted by Ben Vollmer | 1 Comments
Monday, February 13, 2006 7:00 AM

Classroom Training Schedule for Convergence 2006 Now Available

Classroom Training Schedule for Convergence 2006 Now Available Looking for Microsoft Dynamics™ CRM classroom training around Convergence? For a complete schedule of classroom training offered before and after the Convergence conference by Microsoft and
Posted by Ben Vollmer | 1 Comments
Friday, February 10, 2006 10:56 PM

Dilbert - Life of a Sales Engineer

I love these Dilberts... And some how my life feels like this... http://dilbert.com/comics/dilbert/archive/images/dilbert2006073271203.gif http://dilbert.com/comics/dilbert/archive/images/dilbert2006026105904.gif
Posted by Ben Vollmer | 0 Comments
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Friday, February 10, 2006 7:00 AM

Webinar: Technical Aspects of the New Integration between Microsoft CRM and Microsoft Dynamics GP

**This Web seminar is intended for the use of Microsoft® CRM partners.** A lot has changed with Microsoft Dynamics CRM and Microsoft Dynamics GP. By attending this session, you will gain knowledge on both the technical and functional aspects of the newly
Posted by Ben Vollmer | 1 Comments
Thursday, February 09, 2006 7:00 AM

ISV Support for Microsoft CRM 3.0 - ExperLogix

ExperLogix has a nice configuration engine that allows you to be able to configure items and create quotes in Microsoft CRM quickly and easily. Their solutions are ideal for any CRM user that needs to do quotes & orders in MS CRM. Presently, they
Posted by Ben Vollmer | 1 Comments
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Wednesday, February 08, 2006 7:00 AM

Multi Currency in Microsoft CRM 3

Arash shows you a cool way to access a web service from a Microsoft CRM form using a little bit of JScript... The cool thing is this gives you some ability to have Microsoft CRM call a Web Service for currency translation and show the other currency in
Posted by Ben Vollmer | 3 Comments
Tuesday, February 07, 2006 7:00 AM

Microsoft CRM Online Demo's Available

Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 3.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers.
Posted by Ben Vollmer | 3 Comments
Monday, February 06, 2006 7:00 AM

Microsoft CRM SDK - Version 3.0.3

This just in from the SDK Team. The downloadable Microsoft CRM SDK has now been updated: version 3.0.3. The MSDN online SDK has been published and will be live soon. The updated download can be found here: http://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83-bd14b74308c5&displaylang=en
Posted by Ben Vollmer | 1 Comments
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Friday, February 03, 2006 7:00 AM

Office Web Parts in December VPC - How to Fix 'em

I have a puzzler for you... Where are the Office Web Parts on the Microsoft CRM Demo VPC? You go to install them and they say they are already installed... What is up with that? So knowing I am NOT a SharePoint Guru, this is the script that works for
Posted by Ben Vollmer | 0 Comments
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Thursday, February 02, 2006 10:09 PM

Microsoft CRM Launch - Baltimore - CHANGE OF VENUE!!!!!

We have been blowing the doors of the number of folks scheduled to go to the Baltimore Launch Event. So if you haven't registered, even if you are a partner, REGISTER NOW. The event was moved from the Pier 5 to: Baltimore Marriott Inner Harbor at Camden
Posted by Ben Vollmer | 0 Comments
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Thursday, February 02, 2006 7:00 AM

Books for Microsoft CRM 3.0

So as you guys can guess there are actually a couple of books coming out for Microsoft CRM 3.0. Wiley is publishing Microsoft CRM for Dummies . This book is being written by David Lee and Joel Scott. (I will let you know how this book turns out... I am
Posted by Ben Vollmer | 6 Comments
Wednesday, February 01, 2006 7:00 AM

How to Hide a Field in Microsoft CRM 3

Ron from Avanade shows us how to hide a field on a form.... Pretty cool. http://ronaldlemmen.blogspot.com/2006/01/hide-form-field.html I haven't checked with support on this or not, so use at your own risk... I will post later how to use this with a drop
Posted by Ben Vollmer | 0 Comments
Wednesday, February 01, 2006 5:40 AM

Microsoft CRM Lemonade Stand Video

About once a day right now I get an email for the Lemonade Video. [:D] Which is an AWESOME video we had last year. I used to have it posted pre-Blog, but in the blog move, it didn't quite make the same jump. [:(] So with a little work, it is now available.
Posted by Ben Vollmer | 2 Comments
 
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