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May 2006 - Posts

Wednesday, May 31, 2006 7:00 AM

Source of Icons to help spruce up your custom entities

Tired of your icons looking lame? When you create a new entity, you can associate a new icon with it. Well, it has been amazing to me to see the number of people who leave the default one there. In building a demo system over the weekend, I found some
Posted by Ben Vollmer | 10 Comments
Tuesday, May 30, 2006 7:00 AM

Microsoft CRM 3 Mobile Demo

So I am looking at building a Microsoft CRM 3.0 Mobile Demo unit, that is self contained. Would be interested in knowing what OS you would like the install package built for. Please take the poll or leave a comment. :-) Your browser does not support JavaScript,
Posted by Ben Vollmer | 2 Comments
Thursday, May 25, 2006 5:00 AM

Enough of the teasing... The new VPC has shipped...

VPC is finally really posted... :-) (More info is here. ) Remember to attend the Live Meeting on June 8th and give us your feeedback! Thanks! Ben
Posted by Ben Vollmer | 3 Comments
Tuesday, May 23, 2006 7:30 AM

Why does my “Settings” area disappear during a demo of Microsoft CRM 3?

I have only ever seen this to be an issue on one machine Virtual PC demo environments. But you are in Outlook and you want to show customizations, you open the Web Client and no customization area, and sometimes, no Settings area at all. Why you ask?
Posted by Ben Vollmer | 16 Comments
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Monday, May 22, 2006 7:00 AM

Microsoft CRM 3 for Dummies has shipped!!!

Microsoft CRM 3 for Dummies has shipped!!! I just got my copy from Wiley on Friday. The book is geared towards the end user community. The book covers most of the end user scenarios that Working with Microsoft CRM does not. It covers things like working
Posted by Ben Vollmer | 1 Comments
Friday, May 19, 2006 7:00 AM

ISV for Microsoft CRM 3: Eloqua - Advanced Marketing

I saw this solution at Convergence, but have been really slow in posting this. This solution is way cool. If you want a marketing automation solution to add to Microsoft CRM’s existing marketing automation solution. While CRM’s marketing module may meet
Posted by Ben Vollmer | 2 Comments
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Thursday, May 18, 2006 8:45 AM

Watch this space... New VPC is almost here...

More details will be published a little later today, but we "shipped" the Microsoft CRM 3.0 Demo VPC yesterday. This one has a BUNCH of really cool things configured on it and some AWESOME demo data. (Still Adventure Works Cycle, but much better data.)
Posted by Ben Vollmer | 16 Comments
Tuesday, May 16, 2006 7:00 AM

Build customer loyalty by resolving issues quickly

As a Microsoft Gold Certified or Certified Partner, you now have a way to quickly resolve customers' issues using the same response-management process that Microsoft employs internally. The Web-based Response Management service routes your issue directly
Posted by Ben Vollmer | 0 Comments
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Monday, May 15, 2006 7:00 AM

Fun with JScript: Copying Ship To Address to Bill To Address

Do you have Billing and Shipping Addresses on any of your forms? Do you have customers that keep asking if there is a way to click a button and copy the address from one to the other if they are the same? Well, here is a sample piece of code I built that
Posted by Ben Vollmer | 6 Comments
Friday, May 12, 2006 7:00 AM

Getting Answers to your Microsoft Partner questions

So you have questions about your partner program information, your access to PartnerSource, getting a copy of something like a End User License Agreement, etc… (Non technical and partner related questions. Use the Telephone Partner Technology Specialists
Posted by Ben Vollmer | 0 Comments
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Thursday, May 11, 2006 3:05 PM

Slide Deck for Today's Session: Competing with FrontRange's GoldMine and HEAT

If you want to see the presentation delivered, click here for the Competing with GoldMine session. http://msreadiness.com/WS_abstract.asp?eid=15004119 The recording is available from the above link to watch again within 24 hours or so. If you attended
Posted by Ben Vollmer | 1 Comments
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Thursday, May 11, 2006 7:00 AM

Local Training for Microsoft CRM

One of the most frequent questions I get asked from partners is around Microsoft CRM Training. So one of our local Partner Training centers has stepped up to the plate to offer Microsoft CRM Training to your customers through their partner program. (You
Posted by Ben Vollmer | 1 Comments
Wednesday, May 10, 2006 8:00 AM

Microsoft CRM Wins ISM Real Time Software Award

In the enterprise market space, CRM has moved from being a front office application to being a key part of every organization’s technical infrastructure. Not only does CRM play a role in creating needed internal front-office systems (e.g., support) and
Posted by Ben Vollmer | 0 Comments
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Wednesday, May 10, 2006 7:00 AM

Getting Sales and Technical Pre-Sales Help for Microsoft CRM

Microsoft has a number of resources to help you our partners out during sales cycles. The one you probably see the most of is the Partner Technology Specalists. These are field based resources that cover a geographic area or region. An example of a PTS
Posted by Ben Vollmer | 0 Comments
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Tuesday, May 09, 2006 6:00 PM

Event: Microsoft Dynamics CRM & Genesys - Upcoming Health Care Webinar - May 16th

Industry trend: technology and shifting customer expectations are changing the way healthcare consumer service centers operate Technology and changing consumer expectations are transitioning the way healthcare service providers such as managed care organizations,
Posted by Ben Vollmer | 0 Comments
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Tuesday, May 09, 2006 7:00 AM

Converting from ACT! to Microsoft CRM: Getting your ACT! Together

So believe it or not a ton of questions this week have been about conversions from ACT! for me. Specifically how to convert from ACT! to Microsoft CRM. Converting from ACT! to Microsoft CRM is a pretty easy task, with two items a bit more complicated.
Posted by Ben Vollmer | 0 Comments
Monday, May 08, 2006 7:00 AM

Event: Microsoft Dynamics CRM Compete GoldMine and HEAT

If you are bored this week and want to hear me drone on, click below to register for what is sure to be one of the most boring events you will ever hear. We will be covering the GoldMine and HEAT products from FrontRange Solutions. http://msreadiness.com/WS_abstract.asp?eid=15004119
Posted by Ben Vollmer | 0 Comments
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Monday, May 08, 2006 6:59 AM

Local Event: Meet a Program Manager: Philip Richardson - Customization Program Manager

At Microsoft we have Product Managers and Program Managers. The Product Managers are the sales and marketing part of the team and the Program Managers are the ones responsible for the actual application. If you work at a Mid Atlantic Microsoft CRM partner
Posted by Ben Vollmer | 0 Comments
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Thursday, May 04, 2006 7:00 AM

Competitive Information for Microsoft CRM

So about once a day I get an email from a partner asking for information on a competitor. Did you know we actually have a consolidated location with all of the competitive guides in it? https://mbs.microsoft.com/partnersource/sales/marketing/competitiveinformation/playbooks/
Posted by Ben Vollmer | 0 Comments
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Wednesday, May 03, 2006 7:00 AM

Becoming a Microsoft Dynamics CRM Partner

Seize the Partnering Opportunity: Discover Microsoft Dynamics Attend one or more Web seminars to explore the advantages of partnering with Microsoft to deliver industry-relevant solutions. Plus, learn how its integration with familiar Microsoft applications
Posted by Ben Vollmer | 1 Comments
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Tuesday, May 02, 2006 7:00 AM

ISV for Microsoft CRM 3: VAST

MSDN had a sample for audit trails for 1.2, which was cool if you wanted to write your own code. In the event that you are like me and lazy**, you should look at this product. Anyone with a need to audit or track all changes in MS CRM should look at VAST
Posted by Ben Vollmer | 0 Comments
Monday, May 01, 2006 7:00 AM

New Blog on Microsoft CRM

And this one should actually be interesting unlike this one. :-) The CRM team is actually now blogging! SWEET. These are all of the Program Managment Team from the CRM team who do not want to maintain their own blogs. :-) http://blogs.msdn.com/CRM is
Posted by Ben Vollmer | 0 Comments
 
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