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Today I’ve been preparing for my trip to Miami tomorrow to teach a CRM class. I logged into my airline and had it send me my flight schedule. I dutifully added that to my Outlook calendar using the e-mailed meeting requests. Great. Then I promoted...
For some time I have really loved CWR Mobility’s CWR Mobile CRM client for the Windows Mobile Smartphone. It worked great for me, until I upgraded my network to Small Business Server 2008 (SBS 08). From then (back in April) to today, I have longed to...
This weekend I set up a new Small Business Server 2008 for a client and included CRM 4.0 Workgroup Edition. I was able to access CRM fine using the web client from the server but when I attempted to access it from the client workstations, it wouldn’t...
Last Thursday, December 17, Microsoft released the latest update to Dynamics CRM, Update Rollup 8. You can find the update files and information on the update from Microsoft KB KB 975995 . Or you can go directly to the download files and information here...
This summer I installed the Technology Preview version of Microsoft Office 2010. It basically played pretty with Microsoft Dynamics CRM. Recently the updated Beta version was released for public download so I eagerly downloaded and installed it. As with...
Today Microsoft made the Office 2010 beta available to MSDN and TechNet subscribers. So tonight I downloaded and installed it. I first attempted to do an upgrade into my existing Office 2010 Technical Preview but the beta didn’t like that very much at...
One of the advertised features of the recently released Update Rollup 7 for CRM 4.0 is the addition of a nice ‘CRM for Outlook’ button on the web application client screen. But I never saw it on my own system. I figured it was something unique in my system...
Recently a client asked me (after a bit of consultation) to add a Create Phone Call button to the Contact form to make it easier for the users to quickly record a conversation with a customer. This can be done by editing the ISV.config. The ISV.config...
Windows 7 was recently released to manufacturing (RTM) and made available to MSDN and TechNet subscribers. So I’ve downloaded and installed it. It’s pretty nice. Naturally I want to be able to run CRM on it. Most of the folks I’ve heard from had no problems...
Have you gotten on the Twitter bandwagon yet? It seems to be snowballing. There was a LOT of Twitter activity this past week at the Microsoft Worldwide Partner Conference in New Orleans. It addition to everything else, they announced a new CRM accelerator...
Yesterday I downloaded the just released (to WPC & MVP) Microsoft Office 2010. I first installed it on my Vista (32bit) notebook which already had Office 2007. The Office ‘10 install proceeded as an Upgrade. It seemed to take a looong time but eventually...
Microsoft has just released a number of new accelerators for CRM 4.0. Have a look here for a full description. One that particularly caught my eye was one for Twitter. You can learn more about it at http://crm.dynamics.com/ . I like to Twitter (follow...
Recently I’ve had problems sending e-mail messages to some recipients. Turns out most of these (all?) use GoDaddy. Today I entered a new Lead into my CRM. My workflow automatically sent the Lead my follow up e-mail. It bounced! The Undeliverable message...
Recently I decided it was about time that I checked out the accelerators for CRM 4.0 that have been released in the past months. You can find the accelerators at http://www.codeplex.com/crmaccelerators . There several of these. I chose the Notifications...
For the last several weeks I’ve been pretty much heads down migrating my Small Business Server 2003 to SBS 2008. One of the last tasks was to move my MS CRM 4.0 over. The plan was to install SQL 2008 on the new SBS 2008 server, install a TEMP CRM organization...
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