CRM for Outlook Configuration Troubleshooting Wizard updated with new solutions

In April we introduced the Outlook Configuration Troubleshooting Wizard. Since then we have incorporated several changes to increase the number of issues it can help you resolve.  We highly recommend using this resource if you encounter an error configuring the Dynamics CRM Outlook Client. Please also continue providing feedback if you find a solution that…

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CRM 2011 Charts – Know the Real Potential ~ Part Deux

Hello readers, this post is in continuation of my ”Getting to Know Charts” blog series, where we discuss useful features of charts. In the introductory post of this series we learned how to create a 3D chart and a multi series chart. Let’s answer some questions that I raised in the previous post. 1. Using…

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Getting CRM Data into Outlook

One of the first questions people ask when they begin using the Microsoft Dynamics CRM 2011 Outlook Client is “how can I control what CRM data appears in Outlook”? Syncing too much data can reduce performance, but you also want to have information at your fingertips when you need it. In Microsoft Dynamics CRM 2011,…

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Importing two or more entities from a Single File

This post talks about a feature in Microsoft Dynamics CRM 2011 through which you can Import data from a single source file into multiple entities. For example, if you have a single CSV file that has data that you want to split across the Contact and Account entities. You can now do so in a…

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The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client

Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta. I recently downloaded Office 2010 Beta and installed it on my CRM Test server. My CRM test environment includes the following: Windows 2003 Wish it were Windows 2008 but it is on my rather…

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CRM Customization ROI Calculator

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog. When implementing Dynamics CRM or designing a customized solution within Dynamics CRM you will often find yourself asked by the powers-that-be what their Return on Investment (ROI) will be. Since I consult for a living, I get…

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Synchronizing and the Offline Client

One of the great features provided by Microsoft Dynamics CRM Online is the ability to take the application offline (i.e. work on a plane).  This capability is made possible by our S+S (software+services) vision of leveraging the best of services (CRM Online) coupled with the best of software (Outlook).  This is not possible in a…

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Solving the Dashboard Dilemma – Choosing the Right BI Tools for your Job

There’s a funny thing about business intelligence: people are baffled by the technologies involved in building insights but the most challenging things about the discipline have little to do with technology. I’ll grant that using PIVOT and GROUPING SET queries is not trivial but any developer can figure those out in an afternoon. Where I…

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Dynamic Export to Excel feature – How to protect data over the wire

One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data without having to pull up the web client and do…

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“Poor man’s” Business Intelligence for Microsoft Dynamics CRM

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft Dynamics CRM to make better decisions, be more effective and impact the bottom line. Technologies…

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