Microsoft Dynamics CRM Team Blog

June 2008 - Posts

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  Microsoft Dynamics CRM Wiki When I was an CRM MVP I really wanted to create a live FAQ that captured all the knowledge about Dynamics... Read More... Published: Monday, June 30, 2008, 08:36 AM Tags: Community, Documentation, Wiki

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  Plug-in or Workflow? Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always... Read More... Published: Friday, June 27, 2008, 09:38 AM Tags: Workflow, Tips and Tricks, Plug-in

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  Known Outlook Client Issues The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was... Read More... Published: Thursday, June 26, 2008, 01:45 PM Tags: Outlook client, Office Integration, KB

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  Use Workflow To Set The Primary Contact Welcome Matt Wittemann , CRM MVP and today's guest blogger. He is the director of the CRM practice... Read More... Published: Wednesday, June 25, 2008, 09:44 AM Tags: Workflow, MVP

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  Microsoft's Recycling Program Get's Revamped One of the things that makes me proud to work for Microsoft has been how aware the company is about the... Read More... Published: Tuesday, June 24, 2008, 01:38 PM Tags: Microsoft

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  Web Services & DLLs or What’s up with all the duplicate classes? You may have noticed that the Microsoft Dynamics CRM 4.0 SDK contains Web services, assemblies and helper... Read More... Published: Monday, June 23, 2008, 07:33 AM Tags: SDK

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  Custom Workflow Activity for matching email addresses to customers In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could... Read More... Published: Friday, June 20, 2008, 07:02 AM Tags: Customization, E-mail, Workflow

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  Market Forecasting using Microsoft Dynamics CRM Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and... Read More... Published: Wednesday, June 18, 2008, 08:04 AM Tags: Marketing, Forecasting

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  Quick Tip: Send a shortcut link to a record in an e-mail Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook... Read More... Published: Tuesday, June 17, 2008, 08:55 AM Tags: Outlook client, Tips and Tricks

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  Report on Processes Not Just Data You didn’t want to write code to get insight into your business? Alright, that’s fair. Check out CRM... Read More... Published: Monday, June 16, 2008, 10:57 AM Tags: Workflow, Reporting

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  Use Workflow to Configure Business Data Auditing in Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation... Read More... Published: Friday, June 13, 2008, 08:33 AM Tags: Workflow, Tips and Tricks, Data Management, Analytics Foundation

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  Converting from Business Contact Manager to Microsoft Dynamics CRM Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in... Read More... Published: Thursday, June 12, 2008, 09:04 AM Tags: Outlook client, Data Management, Office Integration, Business Contact Manager

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  Microsoft Dynamics CRM team moves to Bellevue We moved over the weekend to a new campus. It's taken a few days to get used to the new Advanta campus... Read More... Published: Wednesday, June 11, 2008, 08:07 AM

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  Microsoft Dynamics CRM Mail Merge Templates In this blog article I would like to give you more insight into Microsoft Word document that can be uploaded... Read More... Published: Tuesday, June 10, 2008, 08:23 AM Tags: Outlook client, Office Integration, Mail Merge

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  Microsoft Dynamics CRM 4.0 Management Pack for Microsoft Operations Manager 2005 is now available! We are happy to announce availability of the CRM 4.0 Management Pack which will help administrators centrally... Read More... Published: Monday, June 09, 2008, 10:35 AM Tags: Announcement, Setup and Deployment, Administration

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  White Paper: Encrypting MS Dynamics CRM Data on Computers Running Windows Vista and Windows XP The MS CRM Engineering for Enterprise team has released the white paper Using Encrypting File System... Read More... Published: Friday, June 06, 2008, 07:11 AM Tags: Enterprise, Security and Permissions

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  Reading the Right CRM blogs A while back I was asked for a list of blogs that track the progress we’re making on the Dynamics CRM... Read More... Published: Wednesday, June 04, 2008, 07:42 AM Tags: Community, Blogging

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  Publishing a Newsletter in Microsoft Dynamics CRM One of the marketing issues I’ve run into in Microsoft Dynamics CRM is that of the routine publishing... Read More... Published: Tuesday, June 03, 2008, 08:37 AM Tags: Community, Research, Newsletter

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  Microsoft Dynamics CRM 4.0 Data Migration Performance This blog post is intended to provide necessary information regarding performance of the Data Migration... Read More... Published: Monday, June 02, 2008, 08:15 AM Tags: Data Management