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  • Watch Out For the Organizer

      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 those ‘meetings’ to CRM. Great. Then I noticed...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Sat, Feb 20 2010

  • CWR on SBS 08

    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 have the CWR client back on my phone. But every time...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Sun, Jan 31 2010

  • CRM on SBS 08

    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 connect. Short story shorter, the issue turned out...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Mon, Jan 18 2010

  • CRM 4.0 Update Rollup 8

    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 . Both 32 and 64 bit versions are available for...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Sun, Dec 20 2009

  • Office 2010 Beta and the Disappearing CRM Customizations

    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 the TP version, I had to install the 32-bit version...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Thu, Dec 3 2009

  • Office 2010 Beta & CRM

    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 all. I had to uninstall the TP before I could attempt...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Mon, Nov 16 2009

  • Where’s My CRM for Outlook Button?

    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. But today I installed the rollup on a client...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Thu, Nov 12 2009

  • Adding a Phone Call Button

    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 is exported from CRM, can be modified, and then imported...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Wed, Aug 26 2009

  • Installing CRM Outlook Client on Windows 7

    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 getting the CRM Outlook client to work on Windows...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Sat, Aug 15 2009

  • All aTwitter

    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 for Twitter. Check out the video at http://crm...
    Posted to Larry's Taco Talk (Weblog) by LarryLentz on Sat, Jul 18 2009
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