Posts forcrm

Microsoft Dynamics CRM Client installation odyssey – part 2

Misc - Toni Frankola - March 10, 2008

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…

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Microsoft Dynamics CRM Client installation odyssey

Misc - Toni Frankola - March 4, 2008

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…

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Enhancing duplicate detection in CRM 4.0

Misc - Toni Frankola - January 14, 2008

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”.…

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What’s new in CRM 4.0 – Part 2

Misc - Toni Frankola - January 2, 2008

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…

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What’s new in CRM 4.0 – Part 1

Misc - Toni Frankola - January 2, 2008

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…

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CRM4 and Firefox

SharePoint - Toni Frankola - November 15, 2007

I am quite surprised to learn that MS CRM4 (to be released in 2008) will not support Firefox. Very good workaround solution can be found here.

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Updating name format in Microsoft Dynamics CRM 3.0

Misc - Toni Frankola - July 26, 2007

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…

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Warming Up your Microsoft Dynamics CRM 3.0 on Virtual Machine

SharePoint - Toni Frankola - July 23, 2007

When presenting Microsoft products to potential customers I use my laptop and virtual machines stored on an external hard drive. Currently I am using Western Digital MyBook 500 GB. It’s a good hard disk and I’m very satisfied with it. Every time you arrive at your customer’s location you need…

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