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 [...]
On each project, which involves CRM 4.0, we always encounter a new issue. We are usually installing CRM on a clean box but something new always comes up
The latest error we encountered when we opened CRM from browser:
Error on page
Line: 194
Char: 1
Error: Object expected
Code: 0
I found a very simple solution for this problem [...]
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 [...]
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 [...]
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 for [...]