Multi-Currency and CRM 3.0

In my roles as a Microsoft CRM Pre-Sales Technology Specialist in our Enterprise team here in the UK, I am constantly trying to find partner solutions which meet customers’ business requirements. A couple of weeks ago I met some folk from K3 Business Technology, who have developed a comprehensive multi-currency solution for CRM 3.0. I…


Bio – Simon Hutson

Simon joined Microsoft UK in January 2003 as a Microsoft Application Platform Specialist (.NET, BizTalk Server, SharePoint Server, SQL Server), but within a year joined the Dynamics team to help customers and partners leverage the whole Microsoft technology “stack” as part of their ERP and CRM deployments. Prior to this, he spent 10 years working…


Health Monitor and CRM Small Business Edition

One of the greatest challenges for Small Businesses is to maintain their IT infrastructure on a budget. In many cases, having an experienced IT person on staff is simply too expensive. Our friends on the Small Business Server team built a “Health Monitor” feature for Small Business Server 2003. The Health Monitor tracks common system…


Bio – Michael Ott

As the development lead of the programmability team, Michael Ott is responsible for SDK, workflow, and callouts.  Before taking on the programmability charter, he worked on service management functionality in CRM.  Michael fills his free time with photography, reading, poker, and programming.


Feature Spotlight: Bulk Edit

Sometimes we work hard on a feature, struggle to get it into the product, test it in all possible permutations, ship it…and then forget to tell anyone about it.  We seem to have done this with Bulk Edit.  For some entity types (Leads, Opportunities, Accounts, Contacts, Marketing Lists and Cases), you can select a number…


Delegating Customization Privileges

Normally customization of CRM is conducted by two Security Roles: the System Administrator and System Customizer. Typically these Security Roles have privileges to perform all customization tasks. CRM allows for customizations to safely take place in production systems. Many administrators of CRM systems have delegated some basic customization tasks to other users. Here is a…


How to get CRM Server up and running in 15 minutes?

I have heard from few customers and partners asking if CRM supports Blade type servers, where you can install everything you need on a single blade server and then just plug it in and start using it.   Microsoft Dynamics CRM 3.0 “Service Provider Edition” allows you to pre-install CRM server on a single or…


Bio – John Song

John Song is a Program Manager for Microsoft Dynamics CRM team responsible for deployment & management feature area within the CRM product. He has 9 years of IT experience and has spent more than half of that time on Microsoft Dynamics CRM development.  He is one of the original members of the CRM team and…


Bio – Andrew Becraft

Andrew Becraft is a Lead Technical Writer on the Microsoft Dynamics CRM team, responsible for developing Help content, Web articles, and user interface text — or as he puts it, “all the words.” In his spare time, Andrew writes poetry, holds out hope for the Seattle Mariners, blogs about LEGO, shirks yardwork, and plays far…


Campaign Activity Distribution: a Tough Nut to Crack?

Whenever you first start using a new product, it takes some time to get it. As a new member of the Microsoft Dynamics CRM 3.0 team, I’m learning our product the same way you may be doing – playing around in the software, making mistakes, asking for help, and doing a lot of reading. Microsoft…