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Updating CRM data from Excel.

One of the things my customers LOVE about CRM is the ability to dynamically link CRM to Excel Spreadsheets. The next question is normally if I can update CRM from Excel. One of my local partners, Prosoft Systems Intl, wrote a cool application based in
Posted by Ben Vollmer | 3 Comments
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Customer Service Example - AWESOME Job by c360 and MSCRM-Addons.com

So often, all I ever hear about from Partners is horror stories about dealing with other partner. I never seem to hear about the good things that happen. This is a story about something VERY good a partner did for another partner and Microsoft. I was

Dashboards for Microsoft CRM

While I have seen some VERY nice Dashboards for Microsoft CRM, I thought that Scott over at BridgeBuilder did a killer job with these. Here is what he wrote to me about the cool dashboards. Here are some of the dashboards that we've built into Microsoft
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Inline Editable Grids

If you have not checked out this blog yet, I would encourage you to. :-) The guys over at Ascendix are doing some pretty cool stuff around CRM and commercial real estate. They have also released some of their functionality as a more horizontal solution.
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Microsoft CRM Hosted for Microsoft Partners

This is a pretty cool way to be able to use CRM very quickly and easily. PartnerPoint has designed a copy of CRM especially for Microsoft Partners and makes it available for a very reasonable amount. If you needs are bigger, I would recommend a dedicated

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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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
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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,
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Offering Microsoft CRM Hosted to your customers

So one of the biggest advantages Microsoft CRM has is the ability to be able to be on-premise or hosted. ( See Charlie Wood’s great article he has on the SaaS vs on premise with Microsoft CRM. ) The on-premise product has been available for some time,
Posted by Ben Vollmer | 2 Comments
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ISV News: CDC to acquire software firm c360

http://www.businessweek.com/ap/financialnews/D8GV47N85.htm?campaign_id=apn_tech_down&chan=tc This makes life interesting.... c360 is now part of CDC. I am going to withhold comment until I see more of the strategy and thought behind this... CDC is
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ISV Support for Microsoft CRM 3: LinkPoint for Microsoft CRM - Lotus Notes and Novell Groupwise Integration

I have been working with the team over at LinkPoint since they where called VirtualLogix. (ala SalesLogix) They have always done a great job of integration into the email systems most software publishers hate. (i.e., Notes and GroupWise.) So if you have
Posted by Ben Vollmer | 2 Comments
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Live Meeting: Services for ISV Partners

Learn about all of the different services available to partners that develop solutions on the Dynamics platform. (i.e., Add-On's or ISV Solutions.) The Microsoft Dynamics Services ISV Web Seminar is for ISVs that currently integrate or develop with Microsoft

ISV Support for Microsoft CRM 3: KnowledgeSync by Vineyard Software

I have been using this tool for a bunch of years. (Since back in the GoldMine days.) This tool is great if you have workflow that you want to go between multiple systems, you want to do something that Microsoft CRM's workflow engine doesn't natively support

ISV Support for Microsoft CRM 3: Group1 Data Quality Adapter

First Off, this is an ISV you should propose with EVERY CRM Deal you sell. Period. No Exceptions, no excuses. Quote this with EVERY Deal. This is much more than just duplicate detection. Incorrect or duplicate address records can bring even the most well
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ISV Support for Microsoft CRM 3: TenDigits - Blackberry Solution for Microsoft CRM

So as many of you know, I think Mobile CRM is going to be huge over the next year or two. A month or two ago, I wrote about some ways to access Microsoft CRM from Mobile Devices including Pocket PC, Palm and Blackberry. So the BlackBerry is still the
Posted by Ben Vollmer | 2 Comments
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