Top 10 Most Wanted Dynamics CRM Snap-ins

During the course of giving and preparing countless CRM demos as Satya’s demo whipping boy, I’ve made frequent use of our Dynamics Snap-ins because they show off the *cough* harmony *cough* between Office and Dynamics.  Customers always get that faraway “wow, that’s cool!” look in their eyes.  In spite of my reservations about how simple this first wave of snaps seems to me, I have found that customers just love them.  That got me fired up about what I could expect our partner community to contribute.  This is the tip of the iceberg!  I want more snaps!

I’ve always been a big fan of top ten lists, so here is my top ten most wanted snaps for the future:

  1. Meeting Notes Recorder (InfoPath or OneNote?)
  2. Excel Bi-di synch
  3. Project sync
  4. Live Communication Server
  5. adCenter integration
  6. Word proposal generator
  7. Excel forecasting
  8. mashup (DONE!)
  9. LinkedIn integration
  10. Factiva integration (DONE!)
  11. google finance competitive news analysis
  12. google trends campaign search
  13. Sales Pipeline gadget for Vista Sidebar or Windows Live

Note: If you want to build one of these (or better yet, if you already have built one) let me know!  I’d be happy to give you my 2c on how it might get implemented.  But I’ll give you fair warning that I may get bored and will be forced to code some of these up myself. J

- Graham Sheldon

Comments (7)

  1. jj says:

    i would like to see a snapin to an accounting package for small business like quickbooks/microsoft small bus fin or myob

  2. bobby says:

    Hook into Sharepoint 2007!

  3. Charles Burschtin says:

    I would like to create a Sharepoint Document Library integration with MS CRM 3.0, so that whenever a new entity record is created (e.g. a new account or new contact) a SHarepoint site or workspace is automatically created (with the entity’s GUID and Name) so that documents can be uploaded.  Can you give me any hints or ideas on how I can do this?  Thank you.

  4. says:

    Can you give more details on the "adCenter" requirement?

  5. angelsun says:

    please mail to me something download about snap-ins,thanks.

  6. Simon Bernie says:

    I have recently installed CRM 3.0 and have found that it is not really friendly with the sync with QuickBooks. Is there anyone out there that can offer help in setting this up. I need to sync Account information, and export activities and cases to Quickbooks for Invoicing.


    Simon Bernie

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