Convergence Bloggers Tracks

Creating Solutions: A Custom CRM Usage Log

crmbest

crmbest writes "Philip Richardson has created and blogged about a solution that creates an log of CRM usage. Typically such a log is used to monitor adoption (ie. have you herded your cats into the barn?). In a series of blog posts he takes you through the process of developing the solution and the deployment package."

Bloggers : crmbest
ConvergenceBloggers.net : Tracks : CRM

The Panning Hand

Thom Robbins

Thom Robbins writes " A very cool feature that I just ran across within Outlook and Word is called the panning hand. Let’s say you are reading an email or a news feed in your inbox. If you want to scroll down you can use the scroll bars or turn on the panning hand.Once turned on this gives you the ability to make the hand do the scrolling work."

Bloggers : Thom Robbins
ConvergenceBloggers.net : Tracks : OF

Interview Loki Mgmt Systems on Linex vs .NET and Dynamics AX

Barnaby Jeans

Media by Barnaby Jeans

Office 2007 Beta 2 Technical Refresh in the Wings

Adam Nathan

Adam Nathan writes "Microsoft is prepping to deliver refreshes of its Office 2007 and SharePoint Server 2007 Beta 2 builds. The Beta 2 Technical Refresh (TR) code is likely to be the last of the public Office betas. "

Bloggers : Adam Nathan
ConvergenceBloggers.net : Tracks : AX

Kimberly Tripp, DotNetRocks and SQL Server 2005 SP1

DynamicAccounting.net

DynamicAccounting.net writes "For the DBA's out there supporting GP or the psuedo DBA's just working to keep it running, the DotNetRocks show this week has Kimberly Tripp talking about SQL Server 2005 SP1 and the updates included. Kim really is a trip (pun intended) and listening to her blows my mind."

Bloggers : DynamicAccountingnet
ConvergenceBloggers.net : Tracks : GP

Error Promoting Item to CRM

Larry Lentz

Larry Lentz writes "Often, when I attempt to send an e-mail from Outlook that is tracked in CRM, I receive the error: An error occurred promoting this item to Microsoft CRM. The Microsoft CRM server could not be contacted or the user has insufficient permissions to perform this action. Do you want to send the e-mail? If you click Yes, the e-mail will be sent out, but no corresponding activity will be created in Microsoft CRM. Working with Partner Managed Newsgroups support, it seems that there is a problem with promoting.... "

Bloggers : Larry Lentz
ConvergenceBloggers.net : Tracks : CRM

Dynamics GP 9.0 Service Pack 1

DynamicAccounting.net

DynamicAccounting.net writes "Let the stampede begin. For those of you waiting for the first service pack to upgrade to Dynamics GP 9.0, the first service pack is here. It was actually out last week but I was away for the weekend and didn't get the post out in time. Those of you with Customer Source access can download it here."

Bloggers : DynamicAccountingnet
ConvergenceBloggers.net : Tracks : GP

Microsoft CRM 3 Mobile Demo

Ben Vollmer

Ben Vollmer writes "So I am looking at building a Microsoft CRM 3.0 Mobile Demo unit, that is self contained. Would be interested in knowing what OS you would like the install package built for. Please take the poll or leave a comment. "

Bloggers : Ben Vollmer
ConvergenceBloggers.net : Tracks : CRM

What's Next: Microsoft CRM Mobile 3.0

Frank Lee

Frank Lee writes "We've finally got a chance to play with the just released Microsoft CRM Mobile 3.0, the setup from the implementation guide was pretty straight forward (to us anyway) and our initial environment was up and running in a few hours. We've decided to start with the Dell Axim x51v PDA. The main reason we went with the Axim x51v vs. one of them hot PDA phones is that it will serve as a good baseline - the x51v fullfilled all the Microsoft CRM 3.0 Mobile requirements with extra room to spare... except for the phone part... And it supports VGA screen resolution mode - 480x640 baby!!! "

Bloggers : Frank Lee
ConvergenceBloggers.net : Tracks : CRM

Microsoft Dynamics CRM - Service Provider Edition (Localized)

mennotk

mennotk writes "Maybe a bit late, but here is a post about the localized versions of Microsoft Dynamics CRM - Service Provider Edition. The English version was already launched … these are the localized versions and. the following languages were released to operations Friday the 26th of May "

Bloggers : mennotk
ConvergenceBloggers.net : Tracks : CRM

Managing SQL RAM for CRM

Larry Lentz

Larry Lentz writes "Recently I invested in a couple of 1 GB RAM sticks for my CRM SBE server, giving me a total of 3 GB. I felt I got some benefit from it, but not as much as I had figured. Then more recently I happened to be trying to relieve some memory use on the server so I could run a test VPC briefly. I noticed that I had 4 SQL server instances running. This is as expected with the default instance which CRM uses, SharePoint, SBS Monitoring, and ISA 2004. One of these I noticed was using 1.2 GB! Must be my CRM."

Bloggers : Larry Lentz
ConvergenceBloggers.net : Tracks : CRM

A few Items

Larry Lentz

Larry Lentz writes "I have been working with Partner Managed Newsgroups on a couple of issues, but no solutions yet. One issue I have is that I cannot add new users to my CRM system. When I run the wizard to add a user, all seems to go well until the end when it tells me the user, which was selected from the list of Active Directory users, doesn't exist in Active Directory! "

Bloggers : Larry Lentz
ConvergenceBloggers.net : Tracks : CRM

Troubleshooting Dynamics CRM 3.0

Jim Glass

Jim Glass writes "Find answers to common questions that arise while planning and installing reporting in Microsoft CRM. As the CRM User Experience team identifies new solutions to common issues, they'll update these pages. • Troubleshooting general issues in Microsoft Dynamics CRM 3.0 • Troubleshooting e-mail and Microsoft CRM client for Outlook • Troubleshooting system administration in Microsoft Dynamics CRM 3.0 • Self-help and troubleshooting for Microsoft Dynamics"

Bloggers : Jim Glass
ConvergenceBloggers.net : Tracks : CRM

Running Project Server 2003 with SQL 2005

Aaron Tiensivu

Aaron Tiensivu writes " It is unsupported currently, but it doesn't look too difficult to do. "

Bloggers : Aaron Tiensivu
ConvergenceBloggers.net : Tracks : SQL

Enough of the teasing... The new VPC has shipped...

Ben Vollmer

Ben Vollmer writes "VPC is finally really posted... click the link below..... Remember to attend the Live Meeting on June 8th and give us your feeedback! "

Bloggers : Ben Vollmer
ConvergenceBloggers.net : Tracks : CRM

Merging Accounts

Anne Stanton

Anne Stanton writes "Thanks for great MS CRM Help files Microsoft! Partners do you know there is an update to these files from March? Anyway I totally missed that you can merge two accounts in MS CRM! Thinking it wasn't yet possible and telling my client as such.. my client went off to find the solution on their own (these small clients move really fast!) Needless to say I was thrilled when they found the answer (I really do want clients to be empowered!) and when I asked for the steps to repeat... "

Bloggers : Anne Stanton
ConvergenceBloggers.net : Tracks : CRM

Accessing PartnerSource

Anne Stanton

Anne Stanton writes " recently had a situation where I simply wanted to support my client's interest in accessing either CustomerSource or PartnerSource. They are a licensed Empowered ISV and As it turns out sending an e-mail to Partner Resources with their and The Norwich Group's MBS partner complete contact information just wasn't going to do it. After a couple of incidents that were opened and then closed unsatisfactorly I finally started tapping into other avenues. As it turns out there really is a way to officially request access. "

Bloggers : Anne Stanton
ConvergenceBloggers.net : Tracks : CRM

Weekly Dynamic: Custom Reminders From a Smartlist in v9

DynamicAccounting.net

DynamicAccounting.net writes "In Dynamics GP 9 you can now create a custom reminder based on Smartlist data. The system comes with a number of preset alerts but if, for example, you wanted to get an alert if a specific customer balance was over $20,000, you can do it. Doing this is easy. "

Bloggers : DynamicAccountingnet
ConvergenceBloggers.net : Tracks : GP

CRM on your XBOX?

mennotk

mennotk writes "My topic did fool you didn't it? Ok enough for the joking....I have no clue if there are CRM freakz outthere that also like to play games on consoles such as XBOX 360. But a few minutes ago the news hit me that the best Microsoft Dynamics CRM related application, macro or sample code that is going to be shared on the Sandbox can win a brand new XBOX 360!! "

Bloggers : mennotk
ConvergenceBloggers.net : Tracks : CRM

Exchange Forwarding Rules not working

Guy Riddle

Guy Riddle writes "I was recently alerted to a really neat tool from the Exchange Team - the "MFCMAPI" tool. So what has this got to do with CRM? Well, if you have any users who claim their emails are not appearing in CRM, then this tool might be able to help you find out why. If a user has been upgraded from earlier version of Outlook, there may be some 'rules' sitting in the users account that you cannot see - which may be conflicting with the CRM Exchange Email forwarding rules. "

Bloggers : Guy Riddle
ConvergenceBloggers.net : Tracks : CRM