Bio – David Thacher



David Thacher leads the worldwide R&D effort for Dynamics CRM.  In that role, he is responsible for product development as well as overall strategy and business development for the customer relationship management product line.  His team designs and develops the core CRM product as well as all related products and tools. 


Thacher has directed the CRM business and product group from its inception.  He joined Microsoft in 1988 and has held various leadership roles within the Microsoft Windows NT®, Publisher, Office and bCentral™ teams. He is a graduate of Yale University.

Comments (7)

  1. Sometimes if you go far enough you get back to where you started.   I had a sense of that this…

  2. I sat down with David Thacher, Brad Wilson, and Bill Patterson this past Wednesday to talk about what…

  3. Brian Lowry says:

    how do I share leads in crm your users guide is not helping out at all.

  4. Cynthia Slotta says:

    Share, unshare, or assign a record

    You can set permissions on records that you own for other users or teams. When you set permissions on a record for a user or team, you are sharing the record. For example, you might set read permissions on your case records for a case review team so that the team members can have read access to cases but cannot modify them.

    In Microsoft CRM you can share the following types of records:

    Leads

    Opportunities

    Accounts

    Contacts

    Lists

    Quotes

    Orders

    Invoices

    Campaigns

    Cases

    Contracts

    ——————————————————————————–

    To Share a record

    1. In the Navigation Pane, click the area that you want, such as Workplace, Sales, Marketing, or Service.

    Note that all areas might not be available to you.

    2. In the Navigation Pane, click the record type that you want.

    3. In the list of records, select the record that you want.

    4. On the Actions toolbar, click More Actions, and then click Sharing.

    5. In the Who would you like to share the selected account with dialog box, under Common Tasks, click Add User/Team.

    6. In the Look Up Records dialog box, in the Look for list, select the type of record you want to find.

    7. In the Look for box, type the first few letters of the name of the record to narrow your search, and then click Find.

    8. In the list of available records, click a user or team to select it, and then click >> to add the user or team to the Selected Records list.

    9. Repeat step 8 to add more users or teams.

    10 Click OK.

    11. In the Who would you like to share the selected account with dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.

    12 Click OK.

    Tips

    You can select multiple records by pressing the CTRL key while clicking each record in the record list that you want.

    If you want to limit the permissions on a record you own, you can share the record with yourself. Then, you can to limit the permissions on the record. For example, if you clear the delete permission on a record, you will not be able to delete that record.

    Notes

    To cancel any changes that you have made and retain the previous permission settings, click Reset.

    To select or clear all permissions on a selected item, click Toggle All Permissions of the Selected Items.

  5. Nisim Heletz says:

    The only software software that does Total Relationship Management with multiple virtual environments on a single installation is Tracker TRM.

    http://www.softwareprogressions.com/

  6. Chandrakant.Machhi says:

    How can I display Team (to which the current record is shared or assigned) attribute on the Conact Form?

    I know that we can go to Sharing action to learn about the team which shares the current record, but I wanted to know if we can display the Team attribute as a selection option (at least in read only fashion) on the Contact Form?

    This will avail user to know about Team when they visit Contact Form and there is no need to go to sharing option just for the purpose to know which team it is assigned.

    Thanks.

  7. Sandip Jadhav says:

    David,

    I want to share the Accounts to specific users only, So only those users can see the share Account. In short I like to Hide those Accounts from all other user.

    How can I achieve the above task.

    Thanks

    Sandip Jadhav

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