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Over the last few months, I've presented at three conferences ( Tech Ed, IT Pro, Microsoft's internal Tech Ready ) about building software as a service solution with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making...
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The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! In the past several months since the release of the CRM 4.0, we’ve had the usual stream of customer issues come in through...
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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...
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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...
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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...
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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...
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The new feature in Microsoft Dynamics CRM 4 and CRM Online that I use every day is instant messaging. Yep, I can IM from inside CRM! If your company has Microsoft Office Communicator enabled and you are using Microsoft Dynamics CRM for Outlook, you can...
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