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Monday, June 30, 2008 11:34 AM

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
Posted by Ben Vollmer | 1 Comments
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 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 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 | 4 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 | 4 Comments
Attachment(s): PhoneCallWF.zip
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
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
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
Tuesday, June 26, 2007 4:27 PM

How about a last minute reprieve? VPC expiration date reported wrong...

Michael Rich just reported to us that the Expiration of the VPC will not happen at the end of this week, rather it will bomb on September 20th 2007. Want proof? Pull up a command prompt and type winver . It will display the expiration date. :-) SWEET!!!!
Posted by Ben Vollmer | 0 Comments
Monday, June 11, 2007 9:30 AM

Updating Microsoft CRM from an iFrame Page

Kaspar Christensen a consultant from Denmark published an cool paper on JScript that I swiped some of for TechEd in a session that Jeff Louckes and I did. With very little work, you are able to move data from a HTML Page or ASPX page in an iFrame to the
Posted by Ben Vollmer | 4 Comments
Attachment(s): UpdateCRMForm.zip
Friday, April 06, 2007 2:21 PM

Windows Vista - SuperFetch & ReadyBoost

This is a great article from the Windows Performance Team on SuperFetch and Readyboost. If you read this one and want some more indepth information, they have it... Link to Ask the Performance Team : Windows Vista - SuperFetch & ReadyBoost
Posted by Ben Vollmer | 1 Comments
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