Getting Small Business CRM Up and Running

One of the goals of the CRM v3 Small Business Edition is to target the small business segment of the market in partnership with the highly successful Windows Small Business Server. This presented a bit of a challenge for us…how do we take CRM, which was designed around having a partner available to configure and customize it,…

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Installing Microsoft CRM in a Demo Environment

Welcome to our first CRM Team Blog “Guest Star” post.  You’ve heard a bunch from people from the product team; we thought it might be interesting to ask some of the CRM experts outside our team to give us their perspective.  Ben Vollmer is a Microsoft Solutions Specialist and runs one of the best CRM…

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Bio – Ben Vollmer

Ben has been a member of the Microsoft CRM field team for about five years. Before that he was involved in consulting around a variety of CRM packages including Microsoft CRM.  Outside of work, he enjoys spending time with his expanding family and cars. He regularly blogs at www.businessnone.com. Check in there for his unique sense…

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Microsoft Dynamics CRM 3.0 Marketing Automation

There are three basic pillars of a CRM Application – Sales, Service and Marketing. Microsoft Dynamics CRM 3.0 enabled the Marketing Automation module. This post lists the features provided by the Marketing Automation Module (a.k.a. MA) in Microsoft CRM 3.0 and describes one feature deeply.   The features supported in MA for Microsoft CRM 3.0…

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Communication that Works for You

One of my biggest frustrations at Microsoft is the fact that so much of our content only goes 1 way: from Microsoft out.  We may post it on a Web site, send it as an e-mail or put it in Help, but ultimately it is one-to-many communication.  And very often it is left to get…

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Bio – Kate Harper

Kate Harper is the User Experience Group Manager for Microsoft CRM in the Microsoft Business Unit.  She manages design, usability, and user assistance for the group.  Before moving to MBS, Kate was the UA manager for MSN.  In her 11 years at Microsoft she has managed the Visual Languages UA team, directed the documentation and…

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Bio – Humberto Lezama Guadarrama

I’m Humberto, tech geek, loving husband, grateful son and brother.   I’ve been in the IT industry for quite a few years now. My passion is everything related to the “Web”; I love the way the Web empowers people to achieve their full potential. I started to work on Web Apps well before I finished…

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Microsoft CRM plug-ins

As an intern on the team that is currently looking into future enhancements of the Marketing Automation (MA) capabilities of Microsoft CRM (MS CRM) I have noticed many opportunities in which ‘pluggable’ components may play an important role to enrich the functionality that we offer in this area. Currently, version 3.0 already has many areas…

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A Rose By Any Other Name: Outlook client naming

Once upon a time I owned a feature called “Microsoft Business Solutions Customer Relationship Management 1.2 Sales for Outlook client”.  I liked to brag that my feature used every word ever.   It wasn’t always like this and it is no longer like this.  The browser based client has pretty much always just been called…

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Deploying Outlook client to managed environments

Did you know that it’s possible to deploy the Microsoft CRM client for Outlook out to managed desktop environments – even if users are running with limited user privileges?   One of the lesser known capabilities for the 3.0 release is support for deployment of the CRM client for Outlook using Group Policy.  It works…

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