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 CRM much of which locked up in the newsgroup archives. To that end I have created the Microsoft Dynamics CRM Wiki . A collaborative Web application... 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 recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business”... Read More... Published: Friday, June 27, 2008, 09:38 AM Tags: Tips and Tricks, Workflow, 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 a literal bug! We have pulled this post because of a potential problem that could inconvience our customers. We will test for the cases reported and put... Read More... Published: Thursday, June 26, 2008, 01:45 PM Tags: Office Integration, Outlook client, 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 at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient... Read More... Published: Wednesday, June 25, 2008, 09:44 AM Tags: MVP, Workflow

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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 company footprint on this blue marble, aka the third rock from the Sun. Just recently the three containers in my office became two and we can mix 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 code that have LOTS of the same classes. Which should you use, when and why? It depends on what you are creating: Plug-ins A plug-in is an assembly... 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 be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that... Read More... Published: Friday, June 20, 2008, 07:02 AM Tags: Customization, Workflow, E-mail

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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 reported on to aid with forecasting and analysis of the results of a marketing campaign. I’m considering writing an article about creating and using this... 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 e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions... Read More... Published: Tuesday, June 17, 2008, 08:55 AM Tags: Tips and Tricks, Outlook client

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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 4.0 because the CRM investment will really pay off - business users can now build their own reports with the report building wizard. Since it’s a wizard... 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. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is... Read More... Published: Friday, June 13, 2008, 08:33 AM Tags: Tips and Tricks, Data Management, Workflow, Analytics Foundation

• 1 Comments 965 Views

  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 a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM... Read More... Published: Thursday, June 12, 2008, 09:04 AM Tags: Data Management, Office Integration, Outlook client, 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. And the new phone system is full of gadgets and gizmos including a headset that hooks into your primary computer instead of the phone itself. The... 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 into Microsoft Dynamics CRM as mail merge templates. We will talk about Different word document formats Different versions of word XML formats... Read More... Published: Tuesday, June 10, 2008, 08:23 AM Tags: Office Integration, Outlook client, 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 manage the CRM server application, its component services, and the computers on which they run. Administrators can tune the pack for their deployment... 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 and BitLocker to Protect Microsoft Dynamics CRM Data on Outlook Clients Running Windows XP or Windows Vista . This document explains how to use Microsoft... Read More... Published: Friday, June 06, 2008, 07:11 AM Tags: Security and Permissions, Enterprise

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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 platform. Of course, I have my own blogroll of people that I follow but it occurred to me that this would be a useful resource for the CRM community... 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 of a newsletter. Sending newsletters to customers and prospects is a common marketing strategy and one that some Microsoft Dynamics CRM marketers have... 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 feature. I will provide some details on the tests and results on a specific hardware environment and some guidance on the deployment side when performing... Read More... Published: Monday, June 02, 2008, 08:15 AM Tags: Data Management