When Opportunity Knocks…

As a Group Program Manager for Microsoft CRM I spend a lot of my time thinking about features that should go into the product.  My role also gives me the chance to participate in the sales cycle for our product.  I spend a lot of time talking to our field sales representatives, channel partners, customers,…

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Bio – Jeff Kelleran

Jeff is a Group Program Manager for the Microsoft CRM team.  Prior to his current role he was the Lead Program Manager for CRM client strategy, and prior to that he was the Lead Program Manager for Microsoft CRM platform infrastructure.     Jeff has a long history with CRM.  Prior to joining the Microsoft CRM…

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Filling in the black hole of doc feedback

Anyone who has send feedback has probably felt like they were throwing a rock into a deep, dark, pit. You listen for a while for the clink that means you’ve hit bottom. Sometimes you hear it, sometimes it takes so long that you step away from the pit slowly. You wouldn’t want to fall into…

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Bio – Crystal Smithwick

Crystal Smithwick is a senior technical writer on the CRM UX team. When she is not crafting fine technical prose, she can be found riding her trusty steed, often in medieval attire, for the Society for Creative Anachronism. A well-rounded crafts person, she dabbles in elaborate culinary creations such as wedding cakes. Her only vice is a…

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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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