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CRM Solution Lifecycle Management White Paper Summary

Posted 4 days ago

by Anonymous

The white paper ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management was released last Friday. This white paper is 76 pages of very detailed information on best practices and direction for the whole solution lifecycle. It...
Know Your Enemy: Boosting Your Competitive Intelligence

Posted 5 days ago

by Anonymous

Today's guest blogger is Jacob Cynamon-Murphy, a Sales Engineer at Sonoma Partners Though we may not be fighting a war each day that we are out selling, competition certainly is fierce in most industries, so I'll paraphrase Sun Tzu by saying...
Dev.login.live.com to be Retired in Early June

Posted 5 days ago

by Anonymous

We’ve been notified through the Microsoft MVP channel that the Microsoft Windows Live ID team will be shutting down the Dev.login.live.com endpoint in early June. This endpoint was never meant to be a production endpoint, and apparently there aren...
Site Map Error Troubleshooting

Posted 17 days ago

by Anonymous

A co-worker ran into this pesky Site Map error the other day after importing and publishing customizations into a new organization. Unfortunately the ability to download the log file was disabled and the CRM trace was of no help. Since we...
DefenseReady Daily Standup Released to the Win 8 App Store!

Posted 23 days ago

by Anonymous

We are excited to announce the release of the DefenseReady Daily Standup app on the Windows 8 App Store! DefenseReady is a Dynamics CRM solution built by Permuta Technologies, Inc. that provides DoD and DHS organizations out-of-the-box mission-enabling...
Dynamics CRM 4.0 Mainstream Support has Ended - In Extended Support

Posted 1 month ago

by Anonymous

Microsoft recently provided an update on the support lifecycle for Microsoft Dynamics CRM. Mainstream Support for Dynamics CRM 4.0 has ended, and it is now in Extended Support which goes until 4/10/2018. What this means is that CRM will continue...
Announcing the Sonoma Partners Community Site

Posted 1 month ago

by Anonymous

Our new Sonoma Partners Community is now LIVE! To access the site, click here or “Community” on the Sonoma Partners website toolbar. Check out the key areas of our community site: Blog – find countless articles on MSFT Dynamics CRM...
Sonoma Partners Universal Search Update - Working with CRM Online Once Again!

Posted 1 month ago

by Anonymous

Today's guest blogger is Cherish Orozco, a Consultant at Sonoma Partners Universal Search is now working again for all CRM Dynamics Online customers! As many of you know, Microsoft deployed a patch to CRM Online late February which adversely affected...
Sonoma Partners Dynamic Forms Community Edition – New Release!

Posted 1 month ago

by Anonymous

Today's guest blogger is Cherish Orozco, a Consultant at Sonoma Partners We have just released a new version of the Sonoma Partners Dynamic Forms-Community Edition – 1.2.65.97938. Click here to download. This version includes the following updates...
Sonoma Partners Universal Search Update - CRM Online Patches Applied and Working Once Again!

Posted 1 month ago

by Anonymous

Today's guest blogger is Cherish Orozco, a Consultant at Sonoma Partners Universal Search is now working again for all CRM Dynamics Online customers! As many of you know, Microsoft deployed a patch to CRM Online late February which adversely affected...
Dynamics CRM UR13 and SDK v5.0.15 Released

Posted 1 month ago

by Anonymous

Update Rollup 13 Update Rollup 13 was released last week. This update provides long-awaited support for Windows Server 2012 as well as support for ADFS 2.1. The important thing to note here is that to install CRM 2011 on Windows...
Sonoma Cares at Inspiration Cafe

Posted 1 month ago

by Anonymous

Here at Sonoma Partners we have created a group focused on charity called Sonoma Cares. Sonoma Cares will be giving back on a quarterly basis through donations and volunteering. Last week a group of Sonomans went up to the Inspiration...
Debugging CRM 2011 Plugins with the Plugin Profiler

Posted 1 month ago

by Anonymous

Today's guest blogger is BJ Dibbern, a Senior Developer at Sonoma Partners. There are a bunch of scenarios where you might want to debug plug-ins in CRM 2011 where at first glance it may not seem feasible. Need to debug...
Previewing Yammer for Dynamics MSCRM 2011 Online

Posted 2 months ago

by Anonymous

Microsoft announced the acquisition of Yammer back in June of 2012, and rumors spread throughout the blogosphere about what that possibly could mean for their suite of products, including Dynamics CRM. Recently we all found out. A handful of features...
Convergence 2013 Keynote Recap

Posted 2 months ago

by Anonymous

The Convergence 2013 Keynote kicked off Tuesday with some exciting news of a new version of MarketingPilot that has a new UI with a Windows 8 look and feel as well as the ability to integrate seamlessly with CRM. Microsoft...
Microsoft Dynamics CRM: Product Recap & Roadmap Primer

Posted 2 months ago

by Anonymous

At this week’s Convergence conference, Jujhar Singh (Microsoft Dynamics CRM General Manager of Program Management) presented a session titled “Microsoft Dynamics CRM: Product Recap & Roadmap Primer”. Being software geeks, of course we wanted to learn...
Microsoft Convergence 2013 – Sonoma has Landed

Posted 2 months ago

by Anonymous

The Sonoma Partners team has landed in New Orleans and we’re ready to take the city and Convergence by storm. We’ve got a great group of Sonomans on site in New Orleans this week as well as a decent sized...
The Convergence Mobile Party App is Here!

Posted 2 months ago

by Anonymous

We're super excited to announce that the first-ever Convergence Mobile Party App is now available! We designed this app to be platform independent - meaning you can run it on your iPhone, Android, Windows Phone, BlackBerry, or any other mobile...
Translating Ribbon and Site Map Labels for Managed Solutions

Posted 2 months ago

by Anonymous

Have a managed solution that you love but the ribbon and site map are not translated for your required languages? You came to the right spot! Thanks to my colleague Nick Coolidge, with a few easy steps you can have...
CTI is Not Just for the Big Guys Anymore (Part 2 of 3)

Posted 2 months ago

by Anonymous

After some great feedback from several individuals regarding my first post in this series, I have decided to tweak the content that I had been planning on discussing this time. Originally, I thought I would walk through the installation of...
Previewing the iPad Sales Experience for Microsoft Dynamics CRM 2011 Online

Posted 2 months ago

by Anonymous

Microsoft recently released their iPad Sales Experience for CRM Online. Existing CRM Online orgs should now have the capability to now turn this on by Installing Product Updates. However, new customers that signup for CRM Online will have this functionality...
Announcing Sonoma Partners Editable Grid for Dynamics CRM 2011

Posted 3 months ago

by Anonymous

A common request that we hear from our Microsoft Dynamics CRM clients is the ability to quickly edit records directly in the grid, without having to open up each record one at a time to make updates. The great news...
CRM SDK v5.0.14 Has Been Released!

Posted 3 months ago

by Anonymous

The CRM SDK v5.0.14 was released yesterday and it includes a new utility as well as some insight into the upcoming Yammer integration. Solution Down-level Utility The solution Down-level utility is a brand new tool that has been released in...
Announcing Sonoma Partners’ CRM 2011 Token Engine Library

Posted 3 months ago

by Mike Snyder

Today we are excited to announce the release of Token Engine! Token Engine is a C# library that allows developers to replace tokens in text by using attributes from CRM records or constant data. This is similar to how native email templates...
CRM Mobility Options Demystified

Posted 3 months ago

by Mike Snyder

Today’s guest blogger is Jacob Cynamon-Murphy, a Sales Engineer at Sonoma Partners. I have had the pleasure of delivering a presentation entitled CRM Mobility Options Demystified to several audiences across the United States. Although I continue to get...

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