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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"Execute" API in a Service Oriented world

If you look at Microsoft Dynamics CRM V3.0 web services APIs, you’ll notice a number of drastic improvements compared to the previous versions of CRM.  Besides the facts that you will see a much deeper integration with Visual Studio (IntelliSense = self documenting API = much faster/productive coding) and stronger compliance with web service standards…

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Using Microsoft CRM’s Filtered views with Microsoft Access

With Microsoft Dynamics CRM 3.0 a lot of work was done to allow users to get at the data captured by CRM in different ways. One of the key features in surfacing this data is the Filtered views. Filtered views expose a read-only view of the entities with in the CRM system. These views do…

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Bio – Rich Dickinson

I am relatively new the Microsoft CRM team joining in June of 2005. However, I have been at Microsoft for thirteen years. I spent my first six years in Microsoft Access support starting right after Access 1.0 was released. I then transferred over to the Microsoft Access product group as a Program Manager, where I…

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Bio – Renee Wesberry

Hi, I’m Renee Wesberry. I started at Microsoft as a fledgling tech editor on Commerce Server team, and then as the lone tech editor on BizTalk Server team. I joined the CRM team during version one, and have been here ever since. As Managing Editor, I manage schedules and the publishing calendar. I edit all types…

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Finding Fresh Information About Microsoft CRM 3.0

One of the most exciting things for the Doc team about Microsoft CRM 3.0 is being able to continue writing for you even after we have shipped. Since then, we’ve published about 60 articles to give you end-to-end scenarios, quick tips, and help walking through the tasks you’re telling us you need to get done,…

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Clearing Deletion Tracking in Outlook Synchronization

In 1.x, your options for what was synced between Outlook and CRM were pretty limited.  You could have appointment/contact/task synching either on or off.  (Actually, in v1.0 Alpha, you could have it on or on.  Heard feedback pretty loudly.  Added option.)  If you had it on for all, you got appointments that you were a…

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