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East Region Microsoft CRM Blog

This Blog is focused on Microsoft CRM. It specalizes in news for CRM partners and customers, customization tools for demos and local events in the Microsoft East Region.

News

  • Welcome to the Mid-Atlantic CRM Blog, formerly owned and operated by Ben Vollmer, a CRM legend ;). My name is Chris Kahl and Ben has asked me to take over the care and feeding of this most valuable resource. Like Ben, my job is to help partners and customers with Microsoft CRM in the Eastern US. This blog is a great and searchable information source. Feel free to subscribe to the RSS feed to stay current with Dynamics CRM. Any tools discussed here are for DEMO only. You should NOT use these in a production environment unless you test them. Microsoft Support DOES NOT support these tools. Everything here is provided as-is with no warranty.

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Looking for some new cool CRM add-ons?
Our friends at Prosoft just announced 4 new add-ons for Microsoft CRM. Incredibly, one of them is even free. Yes - FREE! Apparently Frank and his developers love working with Dynamics CRM 4.0 so much they do this stuff for fun and then give some of it Read More...
Accelerators for Microsoft Dynamics CRM
I know you have all been waiting (some more patiently than others!) for information on where to access the recorded training sessions and where to download the CRM Accelerators.  A central repository has been established on PartnerSource for the Read More...
It just keeps getting better and better...
I am more and more impressed with the tremendous amount of talent we have on the CRM Product Team.  I had the chance to meet with some of them over the past month or so and talk about where we are going with the product and what we need to help our Read More...
Creating a Dashboard using MOSS, Excel Web Services, Excel 2007 and Microsoft CRM
There is a new CRM Partner blog with some great data on it around Dashboards. Thanks to the team over at I.B.I.S. for publishing some of their consulting knowledge for the rest of us.  Enjoy this quick read. Creating a Dashboard using MOSS, Excel Read More...
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 Read More...
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 Read More...
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 Read More...
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 Read More...
Creating Phone Calls from Cases
One of the most often complaints I have heard is that CRM is sometimes too "Window" happy. In 4.0 the product team made some huge strides to make it less clicky. And they gave us some REALLY cool tools to do some of it ourselves. The new Workflow as a Read More...
Demo Tips: Patch Tuesday!
So this should be a Demo 101 tip. If you are running your demos in a virtual environment like I do, make sure that your host machine gets all of it's patches BEFORE you launch your virtual machine in full screen. (What is Patch Tuesday?) Last week for Read More...
Web 2.0 API Directory
About once a week I get a question about if there is a Web Service that does x or y. (Usually something like Exchange Rates, or Maps) Here is a cool site I was shown that has a great list of Web Service Interfaces, some example mashups and what is required Read More...
Microsoft Dynamics CRM 4.0 RTM VPC Now Available
I swear I have fielded about a dozen questions about this in email in the past couple of days. :-) Well, the good news that the VPC is now available. This VPC is set to expire in April 2009. The partner tat built this also worked on some Demo Tools. Here Read More...
Demo2Win Supply List
I know it has been two weeks since our Demo2Win Class in the DC office.  In the class we talked about some things that EVERY presenter should have with them. This list here is not exhaustive, but should give you an idea of some things I carry with Read More...
Demo2Win is Coming! Register Today
Demo2Win is one of the best classes I have ever been to. If you EVER give demo's to customers, this class is for you. These classes are heavily subsidized... So hurry up and register before they sell out. I am doing two of them as ain instructor, so watch Read More...
Microsoft CRM 4.0 Release Candidate 0 VPC is now available
Thanks for the release of this... :-) We are fortunate to have partners who can do this much faster and better than we can internally. :-) (We beat my guess by 6 days...) This Microsoft Dynamics CRM 4.0 RC0 VPC is designed to allow you to demonstrate Read More...
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