March 2006 - Posts
We are pleased to announce the on schedule RTM of CRM Mobile 3.0 (US-English) . This release of CRM Mobile embodies the extraordinary hard work and dedication of a focused team. CRM Mobile 3.0 will be available as a web download early next week and will
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So I haven't been posting in a while... Sorry about that. Convergence was a complete blast. I managed to come home to several hundred emails in the inbox. So three days later, I am still with over 100 to go... When I finish plowing through them, posts
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"... Everything Microsoft does, over time, will be available either running as a server or you can run it on-premise or it can be hosted.... Salesforce.com in a sense has gone with a very expensive sales approach, along with hosting. Most people who do
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Announcing the release of the database diagrams for Microsoft CRM 3.0. These Microsoft Office Visio diagrams show the logical database structure for Microsoft CRM 3.0. These diagrams were generated using sample code included in the Microsoft CRM SDK.
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I have been using this tool for a bunch of years. (Since back in the GoldMine days.) This tool is great if you have workflow that you want to go between multiple systems, you want to do something that Microsoft CRM's workflow engine doesn't natively support
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Virtual PC’s can be the best way to demo Microsoft CRM as it allows you demo CRM with out using Terminal Services, a Web Connection or anything but laptop and the image. I get complaints from sales people and sales executives on the performance of VPC
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If you or anybody from your team is headed to Convergence, make sure they pack a spare hard drive with at least 10 GB of Hard Drive Space. (External Hard Drives Only) If you are lucky, you may run across one of us who has a late Beta of the new VPC we
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I saw a brief portion of this at the managed partner meeting in Vienna... This class is going to rock... HURRY... It will fill up quickly!!! Implementing technology solutions is just one part of running a successful solution provider business - and this
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So lets say you have a client in the professional services, government contracting or fundraising organizations. One of the normal requirements for those organizations would be both the “Total” contract value as well as the “monthly” contract value. (So
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I am physically and mentally shot. (For those of you know me that to get mentally shot for me isn't all that hard... Simple math will do it some days.) So I am looking for ideas... You have a topic you want covered? A script you would like to share? An
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So expect next weeks posts to be quite a bit slower. We have convergence coming up, so I have been busy trying to wrap up stuff here in DC before heading to Dallas . So to hold you over, how about some links to a little light reading. The Truth About
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So did you ever want to show a prospect how Microsoft CRM handles security? When I used to do this, I would log off and log back in as another user, which tends to disrupt the flow of my demo. So how do you handle it? It is actually pretty easy to do.
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So how often have you done a presentation and your desktop has dozens and dozens of documents, shortcuts, etc… My desktop looks like a train wreck hit it on most given days. I use my desktop as a dumping ground for things I should work with or look at.
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First Off, this is an ISV you should propose with EVERY CRM Deal you sell. Period. No Exceptions, no excuses. Quote this with EVERY Deal. This is much more than just duplicate detection. Incorrect or duplicate address records can bring even the most well
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Do you have an academic customer? Perhaps you have a customer that has public kiosk workstations. Or are you tired of spending the first 30 minutes of a customer visit addressing the same configuration issues on the receptionist’s computer? Microsoft’s
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Ok.. So those of you who know me or have meet me, know I am not the sharpest tool in the shed. And this post will prove it. I was on the phone the other day with Jan working on the new VPC for partners. Arash has been in there earlier in the day and when
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The Microsoft CRM team has just released the List Web Part for Microsoft Dynamics CRM 3.0. The List Web Part provides Windows SharePoint Services v2 and Microsoft Office SharePoint Portal Server 2003 users with the ability to embed Microsoft CRM data
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So I have been an Entrepreneur as long as I can remember. My first business was started at the ripe old age of 12. My second one was started at the age of 17. The first business book I ever read was “The E-Myth” In this book, the author basically compares
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So the blog has been up for about three months. (Since November) Traffic has WAY exceeded my expectations. Tommorow I was planning on sharing why the blog was created and a little about my thoughts on it... :-) But before that happens, I would love it
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No I am not writing about the Dubai buying a bunch of US Ports … But let’s just say you installed CRM without REALLY reading all of the install screens. And then after the fact you wanted to run http://crm instead of http://crm:5555 So how do you do this?
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Dana from the support group wrote a killer Knowledge Base Article that was just published. When you distribute e-mail activities for a campaign by using Microsoft Dynamics CRM, the e-mail activities are not sent to the recipients automatically. You must
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Yeah, me too.. Menohar, one of the Program Managers on the Connector started a blog. Check it out here: http://blogs.msdn.com/microsoftcrmconnectors/default.aspx He has some great data on the integration points... Nice job Menohar!!!
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Tom Pertzborn sent this article out to the team... Great read... I love the end of it, where it lists sales tools from CRM used by each job role. Read the whole article here. Sales Tools by Job Role CEO · Sales Forecast Accuracy · Forward Looking Visibility
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So I have been slacking in posting links to interesting blog posts... Two of the most interesting I have read in a while are on Michaeljon's Blog. One is a questions that gets asked like once a week that until today there was no good answer for and one
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This isn't focused on CRM, but are a great way how to learn to do assessments for customers around their needs. Think of this as how to do in-depth discovery around some subjects. Being headed by our local Superman of Servers, NS Rana. Learn about conducting
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These events are AWESOME. Lisa did a cool job on these sessions.. The PowerPoint she includes is well worth the price of admission. (Which is free) It comes complete with everything, including her corny jokes. <BG> This is PARTNER Training.... Microsoft
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So as many of you know, I think Mobile CRM is going to be huge over the next year or two. A month or two ago, I wrote about some ways to access Microsoft CRM from Mobile Devices including Pocket PC, Palm and Blackberry. So the BlackBerry is still the
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Matt has a great post on how to edit multiple records in Microsoft CRM at the same time. This was a trick I was not aware of. Very Slick.... Check it out at: http://icu-mscrm.blogspot.com/2006/02/nice-bulk-edit-feature-in-crm-30.html I could see this
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