CRM 3.0 Works with Vista and Office 2007

The newly released Microsoft Dynamics CRM V3C has an official build number of 3.0.5300.1361. This download is indeed the full installation of the client that will eventually be replacing CD 2 of CRM 3.0 RTM product. I can’t think of a reason to continue to use older versions of the client or even the client update…

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Vista Keyboard Shortcuts

I’ve been using Vista for a number of months now and I just found the keyboard shortcuts help page which I found very interesting. By using keyboard shortcuts I significantly reduce my use of the mouse which could also reduce my chances of getting carpel tunnel syndrome. The other way to significantly reduce your chances…

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Creating and Managing Workflow Processes and Rules

As you may already know, additional documentation on the workflow feature is available from the Workflow Manager tool on the server that is running Microsoft CRM. However, you may have noticed that we have not provided example templates for you to use. As we work on the next update to Microsoft CRM Help, we will consider…

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CRM Tips: Selling Products in Groups

Creating or editing a unit group is a powerful way to tap into your CRM toolset. Create or edit a unit group A unit group ( A compilation of the different measurements that a product is available in. A unit group contains the base unit in which a product is available, for example, a two-liter bottle. It then…

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Due Dates Work

The due date is intended as an information field to help you manage your activities.  The due date appears in the Activities list. You can use this field in queries and views to display overdue messages. The e-mail message is not sent automatically on this date. We have a specific page on our Web site…

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They Are Painting Our Offices

The CRM team is in a building that was first leased and then purchased. It is not a Microsoft designed building and there are a lot of oddities in it. If you are looking for an office sometimes you come to the end of the hall and the next sequential office is on the other side…

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My ActiveSync World Challenges

I use my mobile device a Pocket PC from Verizon to keep in contact by phone, text, and pager. Indeed my cell phone is in the company address book as a backup number. So I am always connected but have to charge my batteries every night to make sure I’m available. Additionally I have fifteen years…

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Using Workflow to Create Automated Responses

You can use the workflow feature to create an automated response.  The Workflow Manager is a separate tool that you use outside of Microsoft CRM. You can find an overview of the workflow feature in the following Microsoft CRM online Help topic. Creating and Managing Workflow Processes and RulesProcesses and Rules To run more smoothly,…

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Holiday season Observations

Sometimes it is easy to get sucked into the hype and hoopla of the holiday season, rushing to set up parties, getting gifts for those you love, and still managing to work. One of the best things I’ve done in my life was to move close to work. I live a half mile from campus…

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