SharePoint Use Cases

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 [...]

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 [...]

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 [...]

In my previous post I mentioned that duplicate detection could be better in CRM 4.0. Few days ago I found a nice article on how to enhance Duplicate detection. It describes how to use the Soundex algorithm for duplicate detection. Soundex will detect 3 duplicates in my “Coca Cola problem”. Soundex is a phonetic algorithm [...]

Microsoft announced CRM4 (Titan) as a very cool product. CRM team has done great improvements, and some of them I listed in Part 1 of this post. The product definitely deserves 4 stars out of 5, but there are some things I would like to change. Here I will list the features I would like [...]

During last few weeks I spent some time with CRM 4.0 which is now in RTM phase. Here are some good blogs that you can use to find out more about CRM4: Microsoft Dynamics CRM Team Blog Philip Richardson Sonoma Partners A Freaky Microsoft Dynamics CRM Blog A list of CRM 4.0 downloads can be [...]

A client of mine approached me with the following request: We would like to change name format in our CRM. Currently name format is „firstname lastname”, and we would like to change it to „lastname, firstname”. Microsoft CRM 3.0 allows you to change the name format. However when you change this setting, CRM will inform [...]