CRM 3.0 Reporting Video

The CRM 3.0 reporting videos are available once again on the MSDN Code Gallery at They cover an intro, creation, and publishing of CRM reports. Enjoy.


Hosted Customer Relationship Management (CRM)

This is something that comes up periodically and should be very hot in the coming days. This solution has been around for a long time. Microsoft CRM addresses the key opportunities – and challenges – that determine the success or failure of any CRM initiative: user adoption, business fit, and total cost of ownership. The…


Integrating other apps into CRM

Custom buttons can be added using isv.config. Each button can be configured with a URL to open a new page or with JavaScript code to perform the actions you need. You can find information about this in the Microsoft CRM SDK Client Programming Guide. See: The latest online help update includes this information: Client…


On Facebook: the Microsoft dynamics CRM group

I love it when I finally get to spill the beans. I’ve created the Microsoft Dynamics CRM group to talk about all things relevant in the world of CRM. Come check us out and let us know what you think.


How can leads be assigned en masse to a dealer?

By default, Microsoft Dynamics CRM does not include a “dealer” record type. If your implementation includes this type of record, please contact your system administrator or custom solution partner for help with this customization. However, if the dealer you mentioned has a user account in your implementation of Microsoft Dynamics CRM, assigning ownership of records, such as…


Advanced find: Searching by Territories

I saw a question about searching by territories and I thought to myself, “Hmm… another user who doesn’t read the help.” The answer seems easy to me but maybe I’m missing something. To search on territories, you can used Advanced Find. You may want to edit the columns displayed so that territory is included. For…


CRM 3.0: Enterprise Performance and Scalability

There is a new white paper called Microsoft Dynamics CRM 3.0: Enterprise Performance and Scalability.  It provides detailed information about a Benchmark test.  The results demonstrate that a single Microsoft Dynamics CRM 3.0 instance can achieve sub-second response times with 6,000 concurrent users executing a heavy workload against a large, complex database. Um, methinks you may…


Free Second Chance at CRM Certification exam

Today the CRM Team Blog ran this announcement: Starting September 15 and running through Jan. 31, 2008 , all candidates can get a free second chance to pass a Microsoft IT Professional, Developer, or Microsoft Dynamics certification exam. That includes ALL Microsoft Dynamics CRM exam.  Now is the time to go take an exam!  This offer…


School Time with Microsoft Dynamics CRM

Picture from MaryVale8 at photobucket. School systems today face many challenges: tighter budgets, growing districts, new testing and reporting requirements, and the need for better communication with constituents. Yet meeting these challenges is difficult for educational organizations that have limited resources and out-of-date, paper-based service-delivery systems. Now organizations can deploy Microsoft Dynamics CRM 3.0 Professional…



In the TMCnet article titled CRM Growth and Competition on the Upswing, dated today, a study conducted by the T.H.G. Sales Automation in partnership with Microsoft is reviewed.  Adoption Rates Increasing Historically, convincing the Salesforce to actually use a CRM tool has been one of the most serious hurdles in achieving the promise of Return…