Cascading Lookups in Microsoft CRM

Technorati tags: Microsoft CRM One of my most frequest asks of the CRM Product Development team is cascading lookups. So if I select an account, only show me the contacts assoicated with that account. Or one I just did last week, was only show me the vehicles related a contact. (I wish Philip would quit playing…

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Building Parking Stickers

So, I am a little bit redneck… Ok… A LOT redneck. So Customer Effective out of Greenville, SC sent me a screen shot of the parking sticker that they need to put in their cars for their parking lot. This proves that they are at least as redneck as I am. (maybe even a little…

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ZDNet.com – Pick’s Up CRM’s Code Name…

Mary Jo Foley is doing a series on Microsoft Code Names for upcoming releases.   She did get one of the links wrong… The correct link to the CRM Team’s blog post on Code Names. The correct link is: http://blogs.msdn.com/crm/archive/2006/08/28/728400.aspx  Link to » A (Microsoft) code name a day: Titan | All about Microsoft |…

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eBook from Eloqua

What key factors increase the odds of creating better sales leads, ultimately resulting in long-term, happy and profitable customers? Find out in a complimentary eBook from award winning blogger and author Brian Carroll.  Download it now.  http://myleads.eloqua.com/?elqPURLPage=888.  Provided by Eloqua.   These guys have a killer Marketing Automation Solution… You ought to check it out…

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Nominations for Pinnacle Awards @ Convergence 2007 – Ends January 15th

The Convergence 2007 Pinnacle Awards will recognize, honor, and celebrate customers that have achieved outstanding success with their Microsoft solutions as well as Microsoft partners’ solutions. There are three categories for the Convergence Pinnacle Awards: Role Based Customer AwardsExcellence Customer AwardsIndustry Leadership Awards Customers can be nominated by their partners, Microsoft employees, and fellow customers…

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Partner Event: MSDN Subscription Benefits for Dynamics Partners

This is one of two sessions that Tara Walker, Ryan Kaul, Mike Crigler and I are doing for Dynamics Partners. In this event, partners will learn what valuable tools and applications are available to them via the MSDN subscription. Learn how to take advantage of all of the advantages it gives you as a partner,…

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Using Run As with Windows Vista to show CRM’s Security Model

Technorati tags: Microsoft CRM, Demo Tools If you are using the VPC we released in May, you can use this blog post to allow you to be able to use CRM as two web clients at the same time and show how different users have different views of the system. Well wouldn’t you know, that…

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Partner Training – Small Business Specialist Certification

Microsoft and New Horizons are offering a 3 hour Exam Cram, directly after which you can take the exam that’s required for the Small Business Specialist Community.  Get it all done in one shot by attending one of our two scheduled sessions in McLean, VA!  If you do not pass the exam, you may take…

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Renaming the Areas in Microsoft CRM

In my areas I cover, we use Microsoft CRM for a bunch of un orthodox uses. This includes things like Government Contractors, Not for Profits, etc. use CRM for tracking any number of things. As such the “module” areas we have defined do not work for them. So in Government Contracting the word “Sales” is…

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Customer Offer – For Customers Switching to Microsoft CRM from salesforce.com

Get up to 10 additional user licenses for switching to Microsoft Dynamics™ CRM. With the Microsoft Dynamics CRM Switcher offer, current Salesforce.com customers can get either 5 free seats of Microsoft Dynamics CRM 3.0 Professional with a purchase of 20 seats OR 10 free seats with a purchase of 40 seats.   Details and the…

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