This was the first time I attended Microsoft’s Convergence, the conference for their Dynamics product family. The event turned out to be quite a positive experience. Sure, there was more than enough marketing hype for MS products, but it certainly wasn’t the only item on the agenda. Plenty of practical examples and real life success […]
Tabbed surfing with IE7 and CRM: the Quick Tabs bug
One of the prominent features of Microsoft CRM’s user interface is that all records are opened into a new pop-up window. While this does make navigation quite consistent throughout the different areas of the application, the downside is that it won’t take long before you have 20 separate browser windows open and you’re forced to […]
Microsoft Dynamics file exchange system
Reinventing the wheel rarely produces a perfectly round object. This is also the case with Microsoft’s attempt to enhance the basic operation of downloading a file from a website. If you have Software Assurance for Microsoft CRM, then you will probably also have the rights to use Microsoft Dynamics Customer Source. I know, figuring out […]
Eating your own dog food: deleted appointments
In my working team we’ve only recently started to use Microsoft CRM 3.0 for organizing our own work. The CRM system has been already rolled out to 200 users globally, but these databases have been reserved solely for end customer data. Now we finally have a separate CRM environment to manage our team’s internal customer […]
Works the way you do, almost
Matt Witteman, an MS CRM MVP, posted a nice wish list of 14 improvements that he would like to see in the product. Out of all these, I agree with almost all of them and would take them up on my list as well, except for the first one, which is the request to have […]
Optimizing IIS Peformance for Microsoft CRM, Part 1
If you ever need to access the MS CRM server from a remote office with not such a speedy connection, you will notice that CRM is not a particularly light weight application. In a WAN environment where the server is located in a different country or even on a different continent as the users, this […]
Switching between Outlook laptop and desktop clients
If you need to support a Microsoft CRM environment where both the desktop (online) and laptop version of the Outlook client are being used, here’s a quick way to switch your own workstation to use a different client mode. Assuming of course that you already have the local SQL database on your machine. Open Regedit […]
Hello CRM
Another day, another Microsoft CRM blog emerges. WordPress just makes it all too easy.