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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 of Read More...
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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 the time... It Read More...
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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 Read More...
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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 Microsoft Read More...
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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 much Read More...
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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 Office Read More...
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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 Read More...
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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 to Exchange Read More...
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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 Read More...
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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 Page Read More...
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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 Read More...
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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 Read More...
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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, Read More...
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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 SQL CALs Read More...
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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 used Read More...
