Microsoft Dynamics 4.0 presents Accounts and Competitors as different entities. In most cases this setup might be sufficient, but sometimes an account can be a (potential) customer in one segment of your business, and a competitor in another.
While working with my customer last week, this question popped up, and here is the solution to it.
The [...]
As we are approaching Christmas season many corporations will be sending gifts to customers and business partners. For third year in a row we are using Microsoft CRM to organize the process.
Here is how you can do it:
Create a marketing list
If you are sending different kinds of gifts, create one list per gift
Member Type for [...]
Believe it or not, it is time for Microsoft CRM 5.0. It will probably be released as part of Office14 wave (target year 2010) but there is already some information about the new features.
Simon Hutson a very nice post with information about new features, and from SharePoint perspective the most important feature is the ability [...]
A client of mine decided to perform a little summer house cleaning > deleting duplicate records in the company CRM system. Having correct contact information is the key of having reliable CRM system.
In CRM 4.0 Microsoft introduced new feature called duplicate detection, which queries you database in search of duplicate records. The feature is somewhat [...]
While doing deployments, we have a number of virtual machines that we use as copies of customer production environment; for testing; learning etc. We installed one such machine using a trial key from Microsoft site. As key is only valid for 90 days, it expired, but we still wanted to use that VM for demonstration.
We [...]
As we are preparing for a local CRM event, I took some time to play with Microsoft Dynamics CRM Demonstration Tools, a set of tools for easier demonstrations.
For each CRM presentation I am using CRM VPC image prepared by Microsoft. It is already pre-populated with data. However this set of tools might help you to [...]
A client of mine encountered a problem with Outlook 2007 and CRM 4.0. Outlook was constantly restarting with the following error:
Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience.
Please tell Microsoft about this problem.
We have created an error report that you can send to help us improve [...]
We recently sold two copies of CRM 4.0; one upgrade from CRM 3.0 SBE and one new license.
The quickest way to kick-off your CRM project is to use a 90-day trial version that can be downloaded here. To upgrade from trial to full version you will just need to enter customer product key.
We had some [...]
As I wrote in Part 1 of this post, installing and configuring CRM client can be a real adventure [:)]
I am getting ready for another CRM project. Our client will use Microsoft Dynamics CRM 4.0 for Outlook with Offline Access. While installing a client in a testing environment I encountered the following error:
Action Microsoft.Crm.Setup.Client.InstallPstAction faild.
LaunchOutlookInstallerProcess [...]
When you are presenting Microsoft Dynamics CRM 4.0 to customers bear in mind that one of the key selling points is the strong integration with Outlook 2007. Since Microsoft is manufacturer of both programs you are offering your customers a platform value/benefits. If you have a customer that sends a lot of email from Outlook [...]