Writing a Multi-Currency Aware Roll-up Plug-in

Microsoft Dynamics CRM 2011 localizes in 42 languages. On any base language org, one can install language specific MUI packs and have the UI reflect in the language of the user’s choice. When considering global organizations that use MUI packs, the currency issue also becomes central. CRM has multi-currency handling built into the system. By…

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Adding attachments to Templates and Bulk email

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign. There were also requests to allow usage of attachments in email templates so that whenever some…

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Take Two: Microsoft Dynamics CRM Incubation Week

Guest blogger and CRM MVP Jim Steger brings us up to speed on the 2nd Microsoft Dynamics CRM Incubation Week. You can read more from Jim on the Sonoma Blog and through his CRM books on Amazon. Microsoft wrapped their 2nd CRM Incubation Week last week at the Microsoft Technology Center in Boston, MA. It…

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The First ‘ Microsoft Dynamics CRM Incubation Week’

Wow!! What an incredible experience of hosting our first ever Microsoft Dynamics CRM Incubation week. I would say two key aspects (communal and entrepreneur) made this event a huge success. Five Startups (out of 50+) were invited for a week at MTC Reston to learn, and develop their business idea using Microsoft Dynamics CRM as…

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Managing a telemarketing campaign

Welcome Guy Riddle, CRM MVP, and today’s guest blogger. How do we go about setting up a telemarketing campaign through Microsoft Dynamics CRM? Here is the challenge – we have acquired a list of Companies that we want our telesales team to call, but it is not quite as straightforward as ‘assigning’ a number of…

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