Monthly Archives: February 2009

Creating a Birthday Contact List

Today we welcome our guest blogger CRM MVP Darren Liu from the Crowe Horwath company. Have you ever been asked by someone to get a list of contacts having birthdays during a certain time period from CRM? If so what … Continue reading

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White Paper: SAMPLE – Performance and Scalability Assessment of Customer Implementation

  Overview Working closely with contacts in a variety of technical, support, and field roles, the MS CRM Engineering for Enterprise (E2) team receives documentation and resources from which the broader CRM community can benefit. This paper provides a sample … Continue reading

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Demonstrating Mobile Solutions for Microsoft Dynamics CRM

The old school method of demonstrating mobile software, using a camera suspended over a device, is expensive and unwieldy. Fortunately it is no longer necessary. There are a few ways to project a mobile Microsoft Dynamics CRM application on to … Continue reading

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Windows Live ID, a primer

Windows Live ID is the authentication tool that is part of the Windows Live Service. With it you get free email, blog page, photo galleries, document storage, and more. Social networking tools such as Groups are also available. Groups allow … Continue reading

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Integrating a Firewalled CRM with your Website

Philip Richardson of Business Software in the Cloud A couple of days ago Catherine Eibner posted a short tutorial showing how to integrate MSCRM with your Website. This works great if the back end of your website can access your … Continue reading

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Round Robin Lead Assignment

Mitch Milam’s Microsoft Discussions If you use Microsoft Dynamics CRM and have a sales staff of more than one person, then you have probably encountered to need to assign incoming sales leads equally among your sales staff. The Round Robin … Continue reading

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Bridge2CRM = (Microsoft Dynamics CRM + iPhone)

by menno 24. February 2009 21:42 As you all might know is that I own an iPhone and absolutely love it. For me it is the ultimate device of being able to combine business with my personal life. I can … Continue reading

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Expand A Virtual Hard Disk

Posted by Matt Wittemann of ICU-MSCRM I recently created a new virtual server for development purposes, and made the newbie mistake of leaving the maximum hard drive size set to 16GB. Even though I set it up to be a … Continue reading

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Preview: Mobile Express for Microsoft Dynamics CRM 4.0

Preview: Mobile Express for Microsoft Dynamics CRM 4.0 We work all the time and everywhere. Getting information, giving information, communicating and keeping up. It is only natural that an application designed for letting businesses connect with their customers should be … Continue reading

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Change Activity History to "All" instead of "Last 30 Days"

David Fronk Dynamic Methods Inc. 2/13/2009 09:13:00 AM While there have been other bloggers out ther who have blogged about this topic (Stunnware, CustomerEffective, etc) this request is made so often and the answer isn’t always the easiest to find…so … Continue reading

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