Bio – Praveen Upadhyay

“Praveen Upadhyay is a program manager in CRM team. Praveen is passionate about creating a self-service process/task automation experience for MSCRM users. Praveen’s interests include going for long walks with friends and reading books.”

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Simple Sales Process

Scenarioà   Bikes Corp has implemented MSCRM 3.0 in order to ensure profitable customer relationships and happy customers. Bikes Corp. sells all kind of bikes to institutional buyers like government, schools etc. Charlie is the owner of the business. Kevin is the sales manager and Nancy is the super salesperson.   Business Process à  …

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Why You Should be Using Leads

I’m very passionate about Sales Force Automation (SFA) and I’m also a big fan of the Microsoft CRM Leads functionality. Recently I’ve noticed some misunderstandings (both inside and outside Microsoft) surrounding this core SFA feature. Hopefully this post will dispel some of the mystery surround this cool feature.   The CRM Lead entity is a…

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CRM Content Alert for Sandbox

I want to introduce a feature we have in our Microsoft CRM Sandbox so that those of you who haven’t discovered it, will be able to leverage this capability of the Sandbox to your benefit.   What’s Microsoft CRM Sandbox? It is a GotDotNet project created for Microsoft CRM users to share knowledge with other…

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Bio – Shirlene Lim

Hi, I’m Shirlene Lim. Program Manager on the Microsoft CRM Team. I started my Microsoft Career with Microsoft Dynamics CRM in September 2005 (the last few months of the Microsoft CRM v3.0 launch efforts) right after I graduated from Carnegie Mellon University in Pittsburgh (Go Steelers!). Since then I’ve worked on helping the team bring…

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Navigation in Outlook Made Easy

In my last post, I showed you how you could personalize the Workplace. The Workplace is also configurable for the Outlook client, though perhaps doesn’t organize as nicely, since we rely on the Outlook folder structure to provide the navigation. Quite simply, the alphabetization of the folders doesn’t always yield the most desired organization. One…

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It’s your Workplace – Personalize it!

In my last post, I introduced the new navigation model in 3.0 and the Workplace concept. Let’s take a look at how you can personalize your navigation experience in the browser client:       At the bottom of the navigation area of the Workplace, there is a “Personalize Workspace…” link providing access the “Workplace”…

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Microsoft CRM’s New Navigation UI

The New Navigation UI Did you notice that we redesigned the navigation model for V3.0? I’ll bet you did. In 3.0, we adopted the ever popular Outlook style navigation pane (a.k.a. the Wunderbar).   Today, I’d like to introduce the Workplace concept and describe how it fits into our overall navigation model. The focus of…

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Bio – Derik Stenerson

A little about me… My youthful looks can deceive you — I first came to Microsoft on an internship as a Test Engineer on Microsoft Mail 1.37 — anyone remember that far back? After graduation, I joined full time in the email group and worked in various roles on email and scheduling products, including Schedule+…

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Bio – Arash Ghanaie-Sichanie

Arash Ghanaie-Sichanie was the CRM Extensibilty Program Manager. Arash’s personal CRM blog can be found here: http://blog.arash.cc/

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