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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 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 | 3 Comments
Monday, April 28, 2008 11:26 AM

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
Posted by Ben Vollmer | 1 Comments
Attachment(s): PhoneCallWF.zip
Monday, April 14, 2008 10:27 AM

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
Posted by Ben Vollmer | 3 Comments
Monday, February 11, 2008 3:37 PM

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
Posted by Ben Vollmer | 1 Comments
Monday, February 04, 2008 9:00 PM

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
Posted by Ben Vollmer | 1 Comments
Wednesday, January 02, 2008 5:06 PM

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
Posted by Ben Vollmer | 4 Comments
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Tuesday, November 27, 2007 3:08 PM

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
Posted by Ben Vollmer | 1 Comments
Sunday, November 18, 2007 11:11 AM

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
Posted by Ben Vollmer | 7 Comments
Wednesday, November 07, 2007 7:28 PM

Windows Live Messenger IM Control - Use in CRM?

CRM is not just about an application, rather a set of business processes. One of the ways to reach out to customers is over Instant Messaging. I have seen a number of commerce sites that have drastically improved conversion rates by including chat with
Posted by Ben Vollmer | 2 Comments
Wednesday, November 07, 2007 8:00 AM

Extending Microsoft Dynamics CRM to Office OneNote 2007

Daniel has a great way to get data from CRM to OneNote. The MSDN article is awesome. Enjoy! In today’s business world, collecting customer information is essential to building customer relationships and a sales pipeline. Through advances in customer relationship
Posted by Ben Vollmer | 1 Comments
Tuesday, November 06, 2007 1:05 PM

Populating Your Email Inbox in Microsoft Dynamics CRM 4.0 Demo VPC

Not on your machine... Sure that others will take care of that. :-) But in the Microsoft Dynamics CRM 4.0 VPC, there is NOT a good set of emails in the inbox. Wouldn't it be nice to have a tool to help you? Beth from RSM McGladrey has been bugging me
Posted by Ben Vollmer | 1 Comments
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Attachment(s): EmailPopScript.zip
Friday, November 02, 2007 12:27 PM

Having Problems with the August VPC?

About once a day I am getting questions from partners about the August 2007 Image with partners reporting that they are getting requests to log into the application from time to time. So like when you go into settings, customizations or right about that
Posted by Ben Vollmer | 2 Comments
Monday, October 08, 2007 9:24 PM

Microsoft CRM Titan VPC Download

Partners, you can get the new CRM Titan VPC Image NOW... Be sure to start playing with it ASAP. You can download from: https://mbs.microsoft.com/partnersource/products/mscrm/ Enjoy!
Posted by Ben Vollmer | 10 Comments
Friday, August 17, 2007 7:17 AM

New Microsoft CRM VPC has arrived...

Since I have been getting at least three or four emails or calls a day, it rocks that the new VPC is finally published. This VPC was designed with speed in mind, not all of the bells and whistles. We are going to start on a Differencing Disk with some
Posted by Ben Vollmer | 1 Comments
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