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May 2008 - Posts

Tuesday, May 27, 2008 11:46 AM

CRM Plug-in Registration Tool

So I spent most of the weekend working on my TechEd Session. The Plug-in registration tool included as part of the SDK killed me with the XML file and I not getting along. Shawn and Melissa for support called me about some survey partners with CRM and
Posted by Ben Vollmer | 1 Comments
Monday, May 26, 2008 3:37 PM

I REALLY Need to Check my mail box more often

So I went into the DC office the other day and checked my mail box. Can you guess the last time I checked my office mailbox? Yup. Beginning of December. (And it is now Almost the first of June...) It also looks like the team over at EntreQuest are doing
Posted by Ben Vollmer | 0 Comments
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Wednesday, May 21, 2008 12:43 PM

Where do I find?

If I was paid a penny every time that question was asked, I would be a millionaire. Between the Microsoft Partner Portal, PartnerSource, the CRM Website and blogs, finding things takes forever.  The CRM Business Group published a nice list of all
Posted by Ben Vollmer | 1 Comments
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Monday, May 19, 2008 11:12 AM

Workflow - Phone Call Conversion of Lead to Opportunity Posted on CRM Team Blog

Jim Glass was nice enough to post a Workflow Post on the CRM Team Blog. Thanks Jim!   In case you haven't figured it out, I am crazy about the Workflow in CRM 4.0.... I am pretty sure that we have just scratched the surface of what can be done with
Posted by Ben Vollmer | 1 Comments
Friday, May 16, 2008 4:24 PM

Pesky Name Field - Part Deux

This is an alternative method of doing the same thing we talked about with this post.   Jon G from Microsoft Consulting was the first guy to poke a whole in the Pesky Name Field posted last week. He has a point, Client Side Scripts do not work in
Posted by Ben Vollmer | 1 Comments
Friday, May 16, 2008 3:50 PM

Guest Post on CRM Team Blog

Stayed tuned on Monday for a blog on the CRM Team's Blog. I am amazed by the workflow in CRM 4.0 and been playing with it heavily for the past month. And Jim Glass was nice enough to take a post and publish it there vs. here for you to enjoy! So visit
Posted by Ben Vollmer | 0 Comments
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Tuesday, May 13, 2008 12:52 PM

It's official! CRM is now supported in a virtual environment!

As anybody who has been reading this blog knows, we use Virtual PC to demonstrate Dynamics CRM and have been doing so for years. But, until recently, Microsoft's official position on running CRM in a virtual environment was that it was unsupported. That
Posted by chris.kahl | 0 Comments
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Friday, May 09, 2008 3:42 PM

The Pesky Name Field on Custom Entities

When you create a new custom entity by default, it creates a field called Name that is used on lookups, etc. If you don't use the field, it can cause some headaches.  I have been using this as an area to store some information that would make searching
Posted by Ben Vollmer | 5 Comments
 
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