Microsoft Dynamics CRM Team Blog

February 2010 - Posts

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  Using CRM workflow to overcome laziness, I mean, become more efficient CRM MVP Mitch Milam returns as our guest blogger today to talk about one of the most power features of CRM. You can read more from Mitch on his blog . CRM workflow can be used for all sorts of interesting things and can sometimes help you do your job... Read More... Published: Friday, February 26, 2010, 10:24 AM Tags: Tips and Tricks, MVP, Guest Star, Workflow

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  TechNet 2.0 Rollout I’ve been following Keith Combs’ Blahg , Ramblings from another nerd on the grid , and especially the posts about the rollout of the all-new TechNet 2.0. The first in the on-going series is TechNet 2.0 Is Coming – Join the Conversation . Here’s an excerpt... Read More... Published: Wednesday, February 24, 2010, 09:00 AM Tags: Announcement, Blogging, In the news, TechNet

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  Professional Community Resources- find ‘em here CRM MVP and guest blogger Julie Yack shares her list of GO-TO resources for the professional. You can read more from Julie at her blog . It took me a long time to realize how much I love learning and love helping others learn as well. I’ve brought that... Read More... Published: Tuesday, February 23, 2010, 07:50 AM

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  The Microsoft Dynamics CRM “Always On” solution from CA John "O’Donnell shares an opportunity for Microsoft Partners. Simple outages planned or unplanned can significantly damage business productivity.  Data loss and downtime translate directly into lost sales and diminished service and support Read... Read More... Published: Monday, February 22, 2010, 10:15 AM Tags: Announcement, Beta Testing, Partners

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  Update Rollup 9 for Microsoft Dynamics CRM 4.0 The Microsoft Dynamics CRM Sustained Engineering team released Microsoft Dynamics CRM 4.0 Update Rollup 9 on Thursday, February 11, 2010. The links below will take you to the necessary information about Update Rollup 9. Microsoft Download Center: http... Read More... Published: Friday, February 19, 2010, 08:34 AM Tags: International, Downloads, Updates, Announcement, Documentation, Support, Rollups, Language Pack

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  Push and Pull Marketing, CRM and Social Networking Today's guest blogger is CRM MVP Leon Tribe who is a Microsoft Dynamics CRM consultant based in Sydney, Australia. You can read more by him at his blog Leon’s CRM Musings . In this article I will attempt to explain why traditional CRM systems only... Read More... Published: Thursday, February 18, 2010, 07:18 AM Tags: MVP, Guest Star, Marketing, Bookcase, social software

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  MVP Global Summit day 1 for a newbie CRM MVP Julie Yack shares with some observations from her first attendance to the Microsoft MVP Global Summit . Today was the first official day of the annual MVP Global Summit, a coming together of professionals from loads of disciplines, from nearly... Read More... Published: Wednesday, February 17, 2010, 11:34 AM Tags: MVP, Guest Star, Microsoft, Conference

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  Microsoft Security Essentials – Six Months Later I blogged this here in October: We all know folks who won’t spring for anti-virus and malware software. For these kind of friends and family point to this from the Washington Post last year: “ Microsoft 's free new anti-virus product is earning decent... Read More... Published: Tuesday, February 16, 2010, 09:58 AM Tags: Downloads, Tips and Tricks, Microsoft, Security

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  “CRM at the Speed of Light” – Paul Greenberg "I have a saying that one always overestimates what can be done in one year and underestimates what can be done in ten years. We see this over and over..." Paul Greenberg in " CRM at the Speed of Light , 4th Edition". So begins my... Read More... Published: Monday, February 15, 2010, 11:42 AM Tags: Bookcase

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  Microsoft Dynamics CRM: Bulk Email with Merge Fields and Pics Today’s guest blogger, CRM MVP Frank Lee ,  provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers. ... Read More... Published: Wednesday, February 10, 2010, 08:42 AM Tags: MVP, CRM Online, Guest Star, Lead Managment, crm 4.0, Email, Bulk email

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  Nuts & Bolts: Outlook Synchronization in Microsoft Dynamics CRM 4.0 The CRM E 2 team is pleased to announce the release of the Nuts and Bolts article Outlook Synchronization in Microsoft Dynamics CRM 4.0 , which is available for download from the Microsoft Download Center at: http://www.microsoft.com/downloads/details... Read More... Published: Tuesday, February 09, 2010, 08:48 AM Tags: Downloads, Newsletter, crm 4.0, Nuts and Bolts, Outlook

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  Integrating Microsoft Dynamics CRM via App Fabric I am excited about the Microsoft’s Azure initiative. App Fabric is a part of Window Azure platform and as indicated at http://www.microsoft.com/windowsazure , makes it simpler to connect cloud and on-premise applications. It also simplifies the on-premise... Read More... Published: Monday, February 08, 2010, 09:49 AM Tags: Plug-in, Code, crm 4.0, Cloud Services, Azure Services, plugin, App Frabric SDK

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  Importing Data from Salesforce.com to Microsoft CRM Online - Part 3 Welcome back!! I hope you are enjoying the powerful and easy to use Microsoft CRM in your day to day activities. This post is the last in series of the Importing data from Salesforce.com – Part 1 and Importing data from Salesforce.com – Part 2 blogs.... Read More... Published: Friday, February 05, 2010, 10:11 AM Tags: Data Management, CRM Online, Data Migration, Data Import Wizard

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  Trying out Microsoft Dynamics CRM Online even easier in the R4 release The best moments creating software are when you see your hard work directly have a positive impact on your customers. With the recent CRM Online R4 release, one of our design goals was to make it as easy as possible for customers to product. Being a part... Read More... Published: Thursday, February 04, 2010, 08:59 AM Tags: Tips and Tricks, CRM Online, Microsoft, Deployment, CRM Basics, Online

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  Microsoft Dynamics CRM Workflow Customization Taken from the Microsoft Dynamics CRM Resource Center which full of documentation, tips and tricks, and links to more information. This is an example of the content available to you on the Resource Center. The goal of customizing Microsoft Dynamics CRM... Read More... Published: Wednesday, February 03, 2010, 10:45 AM Tags: Documentation, Workflow, Resource Center, CRM Basics

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  Driving better data habits in Microsoft Dynamics CRM through scoring Good data in a CRM system is critical to its ongoing success and usefulness to a business. Months or even years after you have successfully deployed the system, the real measure of its success is how much the system is being used and the value being returned... Read More... Published: Tuesday, February 02, 2010, 08:28 AM Tags: Data Management, Plug-in, Reporting, plugin, JScript

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  Using Microsoft SQL Reporting Services with Microsoft CRM Online Microsoft CRM Online has a built in reporting wizard that allows you to create reports online without any other tools. These reports are persisted in the CRM Online application. This allows you to create reports without any detail knowledge of the report... Read More... Published: Monday, February 01, 2010, 09:05 AM Tags: SQL, CRM Online, Reporting, SRS