Here is one question my customers ask me every time I do a Dynamics architecture assessment: "How much storage space do I allocate for the database files?" Well my answer - "Think Spindles*. Not Space!" Reason -" PERFORMANCE" A Spindle here...

It's been almost 2 years since I've blogged on Dynamics CRM. I was with the Presales Technical Support team then - working on Microsoft CRM version 1.2 and 3.0 extensively. As a Consultant now with Microsoft Consulting Services, thought I should get...

I was on call with a partner from EMEA today. He was worried about performance issues he is facing with his CRM system. I strongly recommend every CRM implementation to be followed by Performance tuning as documented here: Optimizing the Performance...

Thanks to Ben for posting this article. Now you can track the actual date of the email than just the Email promotion date. From Ben's Blog ... If I had a nickel.... Date an email is promoted... Now this is a question that comes up all of...

Thanks to Dominic for this detailed post on Exchange 2007 Compatibility with CRM 3.0. It has been a definite pain for partners selling Exchange 2007 along with CRM 3.0. But here is the reason why it is tough to make them work together without Exchange...

I came across this msreadiness webinar on Sales Best Practices for CRM and belive me it is a good one! Mark Krinhop outlines the bestpractices providing tips & tricks that help you close a successful CRM sale. Check out: Sales Best Practices for...

A question coming up time and again. I am not sure if this is already documented somewhere in some form but no harm blogging this information here even if it is already available :-) How does CRM modify the Active Directory? CRM 1.2 use to be very...

at 9/26/2007 10:00 AM PDT This session provides administrators and IT professionals who are experienced using and supporting a Microsoft Dynamics CRM 3.0 environment a good understanding of how to integrate Microsoft Dynamics CRM 3.0 with Microsoft...

I was just going through this blog of Rehman Gul. Pretty neat documentation on CRM-SharePoint BDC Integration. http://rehmangul.wordpress.com/2007/05/08/ms-crm-and-sharepoint-2007-integration/ Regards, pk

A very frequent question from partners and customers... CRM 3.0 Exchange Router CANNOT be installed on Exchange 2007. CRM 3.0 Exchange 2007 Router Update CANNOT be installed on an Exchange 2007 Server. It can only deploy Server Side rules...

Microsoft® invites you to attend a free web seminar on Tuesday, June 19, 2007, 11:00 a.m. – noon Pacific Time, to hear how the company is advancing the state of the art in CRM: Using Microsoft Dynamics CRM and the Federated Model for Consolidated Pipeline...

This link explains in detail how you could make use of the Fax Router Integration in CRM 3.0 CRM 3.0 SBE FAX Integration http://www.microsoft.com/dynamics/crm/using/sales/sbefax.mspx#ERE It talks about Routing Faxes, Creating and adding the Cover...

I see a few partners asking how to go about setting Fiscal Year settings and a few more wanting to know what impact it has with the application. So I decided to write-up a bit on this topic. Fiscal Year Settings in CRM 3.0 Fiscal Year settings basically...

I came across this cool stuff that helps PMs while working on a CRM Project. Invoke systems has developed a set of Visio Shapes for CRM 3.0 You might want to try it at http://www.invokesystems.com/cs/blogs/mscrm/archive/2006/09/25/80.aspx

Microsoft Dynamics CRM 3.0-Exchange E-mail Router Update is available for download at http://www.microsoft.com/downloads/details.aspx?FamilyID=f7656f0f-4195-4a7d-b654-2786787e1422&displaylang=en . Please Note: Regardless of the computer configuration...

A question that repeats itself multiple times to the Presales team: "Do I need to buy SQL CALs for every user accessing CRM apart from the CRM CALs that I purchase? Doesn't a CRM CAL include SQL CALs too?" Well the answer is: "You have to buy...

We have been receiving multiple questions regarding ports that need to be opened for CRM Outlook client to work over VPN. On collaboration with the Dev and Support teams, we were able to put up a list for this. The following are the ports that are...

I got an email today announcing the release of the CRM Solution Accelerator for Siebel. Targeted towards current customers of Siebel systems, this accelerator is a pre-built integration solution that can be used to synchronize the data between Microsoft...

Microsoft Released the Mobile Client last week for CRM 3.0 http://www.microsoft.com/downloads/details.aspx?FamilyID=ea5a3566-7ec8-4afe-bbfa-91e7210c55c4&DisplayLang=en

We saw a few partners asking us about using CRM for a Real Estate Industry. Sonoma has a pretty neat solution. Check http://www.sonomapartners.com/crm-elements-real-estate.aspx

I was browsing through a few add-ons for CRM and came across this cool spell checker for CRM 3.0. And what makes it really cool is that it is FREE! http://www.cwrmobility.com/Products/MicrosoftCRM30SpellChecker/tabid/71/Default.aspx

"Is it possible to search CRM records using Desktop search?" - This is a question we had from one of our partners. Thanks to Joris Kalz's really cool utilitiy found at http://blogs.msdn.com/joris_kalz/archive/2006/02/21/Windows_Desktop_Search_for_Microsoft_CRM...

Ben has taken time to document the method to change the port number of the CRM website after installation. Thanks to his blog at http://blogs.msdn.com/midatlanticcrm/archive/2006/03/08/Changing_Port_Numbers_in_Microsoft_CRM.aspx

We have had this question a few times from partners and customers now. How do we Un-associate an Email that was tracked in CRM by mistake? When a customer associates an email to an account and then wants to move it to an opportunity or remove the...

CRM Clients: Both Outlook and Web Clients are built on .NET technologies and they are accessible in either of two ways: Through a web application that is running in IE Through a CRM client for Outlook The web browser client...