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Saturday, December 22, 2007

Links for 2007-12-22

Interesting CRM links gathered from all over the Internet

Download details: Microsoft Dynamics CRM 4.0 Data Migration Manager - Using the Microsoft Dynamics CRM 4.0 Data Migration Manager, you can convert and upload data from another customer relationship management (CRM) system to Microsoft Dynamics CRM 4.0. The Data Migration Manager includes default data maps to convert sour (tags: crm titan crm4.0 microsoft)

Sunday, November 25, 2007

Links for 2007-11-25

Interesting CRM links gathered from all over the Internet

CRM Watcher: Update WordMailMerge for Microsoft CRM 3.0 - The new version 2.64 of WordMailMerge for MS CRM 3.0 has some great new features in it. (tags: sharepoint crm)

Wednesday, November 21, 2007

Links for 2007-11-21

Interesting CRM links gathered from all over the Internet

Displaying Microsoft CRM Business Data in SharePoint Web Parts - Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display Microsoft CRM data. This article accompanies a sample Visual Studio .NET solution that contains sample Web Parts for a Customer Service Portal. This article incl (tags: sharepoint crm microsoft)

Saturday, November 10, 2007

Links for 2007-11-10

Interesting CRM links gathered from all over the Internet

How to detect a duplicate entry in Microsoft CRM 3.0 - The Code Project - C# WebServices - CRM systems are great but they are very prone to human error, the ease of data entry is sometimes counterproductive especially if you want to keep your data clean. In one of my projects the client required that CRM be up to date with all the latest dat (tags: crm microsoft)

Wednesday, November 7, 2007

Links for 2007-11-07

Interesting CRM links gathered from all over the Internet

Overview CRM Connector to SharePoint, MOSS, SharePoint web part solutions - KWizCom.com - KWizCom CRM Connector to SharePoint, now supports MOSS 2007 - enables users to better manage documents linked to any CRM entity (Account, Lead, Product etc.). (tags: crm microsoft sharepoint)

Sunday, November 4, 2007

Links for 2007-11-03

Interesting CRM links gathered from all over the Internet

Common MS CRM performance problem - When loading forms the list of which reports are relevant and so on, are also loaded from the Reporting server. This can, in some cases, take some time, and in some bad cases, really afect the load time of forms. MS created a hotfix for this, that can (tags: crm microsoft)

Microsoft Dynamics CRM Team Blog : My Favorite Features in Microsoft Dynamics CRM 4.0 - SmartNav - Features in Microsoft Dynamics CRM 4.0 - SmartNav (tags: crm microsoft)

Sunday, October 14, 2007

Friday, October 12, 2007

Links for 2007-10-12

Interesting CRM links gathered from all over the Internet

Dynamic MSCRM: Mail Merge from Web Client - Mail Merge has been revamped and improved greatly in the new release of MSCRM. Custom fields can now be used in Mail Merges, something that users have been wanting for a long time. The other large improvement is the capability to run a Mail Merge from the (tags: titan crm)

Ben Riga's Deep Shift : Titan now available to all Dynamics Partners - MS CRM 4.0 (Titan) now available to all Dynamics Partners (tags: crm microsoft titan)

SharePoint+CRM Six: Microsoft CRM 3.0 - How to Videos for Users (tags: crm training video microsoft)

Sunday, August 26, 2007

Links for 2007-08-26

Interesting CRM links gathered from all over the Internet

Generate Excel 2007 Sheets from MSCRM Data â€" OpenXML Show « Ayaz Ahmad [MVP - MSCRM] - Office Open XML is an XML-based file format specification for electronic documents such as memos, reports, books, spreadsheets, charts, presentations and word processing documents. The specification has been developed by Microsoft as a successor of its bi (tags: crm excel asp.net)

Wednesday, August 22, 2007

Links for 2007-08-22

Interesting CRM links gathered from all over the Internet

SharePoint+CRM Six: SharePoint 2003 & 2007: SharePoint 2003 to 2007 CSS Style sheets - In WSSv3, all SharePoint styles are defined in CORE.CSS in the folder on the SharePoint host Server: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\STYLES\CORE.CSS (tags: sharepoint crm css)

Monday, August 20, 2007

Links for 2007-08-20

Interesting CRM links gathered from all over the Internet

InfoWorker Solutions: MSCRM 3: Filtered view of SharePoint document library - The simplest way to add a document archive to MSCRM is to use a single, shared SharePoint document library for all MSCRM accounts and then use filtered views from MSCRM to make it look like each account have their own document library. This technique of c (tags: sharepoint crm)

Sunday, August 19, 2007

Links for 2007-08-19

Interesting CRM links gathered from all over the Internet

Download details: Virtual PC Demonstration Resources for Microsoft Dynamics CRM 3.0 - This page contains a set of resources and demo scripts that can be used with the Microsoft Dynamics CRM 3.0 VPC of May 2006. New demo scripts will be placed here as they become available. (tags: crm scripts)

Download details: Virtual PC Demonstration of the Microsoft Dynamics CRM 3.0 Professional Edition Business Application - Microsoft Dynamics CRM 3.0 release Virtual PC Demonstration. This demo is a one computer setup with Microsoft CRM 3.0 server and Microsoft CRM 3.0 client for Outlook. This demonstration also contains Microsoft Exchange Server 2003, Microsoft SQL Server 20 (tags: crm vpc)

Thursday, August 16, 2007

Links for 2007-08-16

Interesting CRM links gathered from all over the Internet

Microsoft Business Solutions Newsgroups Home (tags: crm)

Microsoft CRM 3.0 Tips: The inevitable sprawl of the onload event - I thought I would post an article together on how we can still use the onload event, but keep the code outside of the actual form, moving it into a more central and manageable library. (tags: crm javascript)

Tuesday, August 14, 2007

Links for 2007-08-14

Interesting CRM links gathered from all over the Internet

Invoke Systems Microsoft Dynamics CRM 3.0 Developer's Weblog : Speed Racer - Call CRM at speeds that would impress even Trixie! (tags: crm performance tuning)

CodeGuru: Microsoft CRM Integration: Oracle Database Access from MS CRM - Today's article topic is a customization possibility demonstration for a user Web interface of Microsoft CRM. As an example, I'll use MS CRM integration with ASP.Net application, accessing customer data access when customers are stored in an Oracle 10g da (tags: crm oracle)

Microsoft Dynamics CRM @ Joris Kalz's WebLog : Updated version of the windows desktop seach integration - Thanx to the power of Microsoft Windows Desktop Search (WDS) it is very easy to integrate it with Microsoft CRM. By integrate Microsoft CRM with WDS users can easily search from the desktop to find any object inside of Microsoft CRM. This is just one more (tags: crm Desktop search)

Microsoft Dynamics CRM Team Blog : Using Database Tuning Advisor with CRM - SQL Server 2005 comes with a tool called Database Tuning Advisor (DTA) that can help you tune your database given a particular workload. The tool is an evolution of Index Tuning Wizard from previous versions of SQL Server. DTA can be a very useful tool, b (tags: crm performance tuning)

Download details: Microsoft CRM 3.0 Logical Database Diagrams - A series of diagrams showing the logical database structure for Microsoft CRM 3.0. (tags: crm)

Microsoft Dynamics CRM 3.0: Bulk Import - The Microsoft CRM 3.0 Bulk Import Wizard helps you to import bulk data into default and custom attributes of the Lead, Account, Contact and Campaign Response system entities. The data can be retrieved from a spreadsheet, Microsoft Word document, comma-sep (tags: crm)

Invoke Systems Microsoft Dynamics CRM 3.0 Developer's Weblog : Invoke Systems Visio Shapes for Microsoft CRM 3.0 - Announcing Invoke Systems Microsoft CRM 3.0 Shapes for Microsoft Visio. When doing any Microsoft CRM development effort, Project Managers will need to work with our clients to gather requirements and design solutions within Microsoft CRM. Typically a lar (tags: crm)

SSW Microsoft CRM Suggestions (tags: crm)

Microsoft CRM Best Practices - Bikes Corp has implemented MSCRM 3.0 in order to ensure profitable customer relationships and happy customers. Bikes Corp. sells all kind of bikes to institutional buyers like government, schools etc. Charlie is the owner of the business. Kevin is the sal (tags: crm workflow)

Wednesday, August 8, 2007

Links for 2007-08-08

Interesting CRM links gathered from all over the Internet

MS CRM and SharePoint 2007 Integration: « Rehman Gul [MVP - SharePoint] - SharePoint 2007 provides integration with quite a few Microsoft products including Dynamics, SQL Server Reporting Services, PerformancePoint, etc. Today, we will specifically talk about SharePoint’s integration with MS CRM. Here is the press release fro (tags: sharepoint crm)

Tuesday, August 7, 2007

Links for 2007-08-07

Interesting CRM links gathered from all over the Internet

Microsoft Dynamics CRM Team Blog : CRM Queue Gadget - Microsoft CRM 3.0 shipped with an extensive web service API that can be used by various types of applications. I've provided a sample Windows sidebar gadget (or just gadget) that retrieves queue items related to the currently logged in user every predefin (tags: crm vista gadgets)

Monday, August 6, 2007

Links for 2007-08-06

Interesting CRM links gathered from all over the Internet

Microsoft CRM (Customer Relationship Management) - Microsoft CRM (Customer Relationship Management) is a Microsoft Business Solution that uses Microsoft .NET-connected technologies to automate day-to-day tasks for sales, customer service, field service, call center, and marketing professionals. Use these (tags: crm)

Sunday, August 5, 2007

Links for 2007-08-05

Interesting CRM links gathered from all over the Internet

Microsoft CRM Architecture - This section contains an overview of the architecture that composes Microsoft CRM 3.0. Built using Microsoft .NETâ€"connected technologies, Microsoft CRM is easy to deploy, customize, and use, accessible from Microsoft Outlook, integrates with other busin (tags: crm architecture)

Download details: Microsoft CRM 3.0 Report Scheduling Wizard - Once installed, the Report Scheduling Wizard is available from the Reports area of Microsoft CRM. It can be used by any user with Report Manager privilege to schedule any Reporting Services report to run on a daily, weekly, or monthly schedule, as well as (tags: crm reporting scheduling)

Microsoft CRM 3.0 Downloads - Factsheets, White Papers, User Guides, Implementation Guides, Documentation: Sonoma Partners - Microsoft CRM Downloads & Documentation (tags: microsoft crm)

Saturday, August 4, 2007

Links for 2007-08-04

Interesting CRM links gathered from all over the Internet

Microsoft Dynamics CRM Team Blog : CRM 3.0 Performance Story - Microsoft CRM V3 was designed with performance in mind. We dedicated significant resource bandwidth and timeline to ensure that we tackle performance issues early and reliably. We laid out a performance plan during the engineering cycle, followed it close (tags: performance ms crm)

Microsoft Dynamics CRM 3.0 Knowledgebase Articles By Microsoft - December 2005 - This is the place for Microsoft Dynamics CRM knowledgebase articles by the Microsoft Dynamics CRM team! These are the all the knowledgebase information recorded by Microsoft covering Bug Fix's and clarifications for users. Bookmark this DynamicsCenter pa (tags: crm)

Friday, August 3, 2007

Links for 2007-08-03

Interesting CRM links gathered from all over the Internet

CRM Extras for Microsoft CRM - Home - The CRM Synchronization tool was created by JustinSB. It is a synchronization program for Microsoft CRM data, so that a remote webserver (or other application) can read and write to CRM without needing to be always-connected to it. (tags: crm)

The JavaScript snippets directory - So here's the complete list of Javascript snippets from "More JavaScript" (tags: crm javascript)

Tricks and Tips from Users of Microsoft Dynamics CRM - This place is for the community to share best practices and tips about using Microsoft Dynamics CRM. The information on this page is provided from users to users. If you are looking for help and don’t find what you need here, see Related Links for links (tags: crm)

http://ronald.lemmen.googlepages.com/LemmenenOzdemir-MSDynamicsCRM3.0.pdf - Together with Sahin Ozdemir, Ronald Lemmen has written an article regarding MS CRM 3.0 for the nr 1 Microsoft Developer magazine in the netherlands: .NET Magazine (http://www.microsoft.nl/magazine). (tags: crm)

Microsoft Dynamics CRM - Microsoft Dynamics CRM 3.0 provides powerful, familiar tools for sales, marketing, and customer service. Both Microsoft Dynamics CRM 3.0 Professional and the Microsoft Dynamics CRM 3.0 Small Business Edition are easy to use, easy to customize, and simple (tags: crm development microsoft)

Microsoft CRM Activities - Activities are the lifeblood of any CRM system and are each assigned an owner who is responsible for completing the activity according to the best practises of your organisation. The owner is a user within the CRM system although the user may be deactivat (tags: crm activities)

Microsoft Office Sharepoint Server 2007(MOSS 2007) And Microsoft CRM Integration - The Code Project - SharePoint Server - The purpose of the integration is to create collaboration sites on SharePoint 2007 as new accounts or opportunities are created in Microsoft CRM. Whenever a new account or opportunity in Microsoft CRM is created, a workflow will be triggered. The work (tags: crm)

Saturday, July 21, 2007

Links for 2007-07-21

Interesting CRM links gathered from all over the Internet

Microsoft CRM 3.0 SDK - Welcome to the Microsoft CRM 3.0 Software Development Kit (SDK). This SDK contains a wealth of resources, including code samples, that are designed to help you build powerful vertical applications using the Microsoft CRM platform. (tags: microsoft crm)

Creating SharePoint document library folders from CSV file - Ian Morrish - WSSDemo Blog - I had to create hundreds of folders in an Enterprise Document Library template based site based on a CSV extract from a CRM system. I did not have server access to had to think of a remote solution. Creating local folders and then using the drag and dro (tags: crm sharepoint)

Friday, July 20, 2007

Links for 2007-07-20

Interesting CRM links gathered from all over the Internet

New Booklet: Working With Microsoft Dynamics CRM - A couple of months ago the CRM product team started work on a new 84-page CRM booklet which fills the gap between the between the product datasheets (available for download here) and books such as "Microsoft CRM for Dummies" and "Working with Microsoft Dy (tags: crm documentation tutorial)

Sunday, July 15, 2007

Links for 2007-07-15

Interesting CRM links gathered from all over the Internet

Guardian Information Systems - Microsoft CRM 3.0 SDK - Welcome to the Microsoft CRM 3.0 Software Development Kit (SDK). This SDK contains a wealth of resources, including code samples, that are designed to help you build powerful vertical applications using the Microsoft CRM platform. (tags: crm sdk)

Guardian Information Systems - Microsoft CRM 3.0 SDK - This class represents an activity that tracks the delivery of a letter. The activity can contain the electronic copy of the letter. (tags: crm webservice)

Integrating Your Web Site into Microsoft CRM - Sales persons were having to manually copy information out of e-mails generated by our Web site and paste that information into forms within the CRM system. Obviously, this is not a model of efficiency. So, we decided to look into the possibility of havin (tags: crm webservice api)

Download details: Microsoft Dynamics CRM 3.0 Server MP for MOM 2005 - The Microsoft Dynamics CRM 3.0 Server Management Pack for MOM 2005 monitors the Microsoft Dynamics CRM 3.0 Server Application event log and performance counters. This management pack includes event rules for the Microsoft CRM Server, Exchange Router, and (tags: crm mom performance monitoring)

Friday, July 13, 2007

Links for 2007-07-13

Interesting CRM links gathered from all over the Internet

Microsoft Dynamics CRM Team Blog : New Whitepaper: Optimizing the Performance of MS Dynamics CRM 3.0 - This white paper discusses how to optimize the performance of your Microsoft Dynamics CRM 3.0 system. You’ll learn how re-indexing, de-fragmenting, and regularly maintaining your databases can increase the speed with which Microsoft Dynamics CRM accesse (tags: crm performance tuning)

Customer Effective: Blog - By default CRM does not add indexes to CRM customized entities. (OK, it adds the primary key but that is it). So if you have a customized entity, and created some views to access this data, and then shove a lot of data into these entites, your users may r (tags: crm custom indexes performance tuning)

UK Microsoft Dynamics CRM Blog : Large Scale CRM Customer Deployments & Scalability Benchmarks - In addition to case studies, it is also important to have accurate server hardware sizing for project costing purpose, as well as benchmarking the performance of the system under a representative workload. To help with this task, we will soon be releasing (tags: crm performance indexes tuning)

Microsoft Dynamics CRM 3.0 updates and hotfixes - The following table lists the updates that have been released for general distribution. To view the specific article that is associated with the update, click the link to see the Microsoft Knowledge Base article that is listed in the table. To download on (tags: crm patches hotfixes)

Download details: Update for Internet Explorer for Windows XP Service Pack 2 (KB923996) - When visiting a Web page that uses a custom pop-up object, Microsoft Internet Explorer 6 can close unexpectedly and generate an error in the Mshtml.dll file. (tags: crm ie bugfix patches)

Gustaf's MS CRM & SharePoint Blog: Simple CRM and SharePoint integration example - The integration I created was to automatically create a workspace when a new account was created. The following steps describe how this was made possible: (tags: crm SharePoint2007 sharepoint)

Gustaf's MS CRM & SharePoint Blog: Kerberos / Trust Delegation - As some of you might have experienced the easiest way to deploy MS CRM 3 is to have SQL Server and SQL RS on the same machine, this will let you duck from a lot of problems, so if you don't know better and have no reason not to, choose this setup. (tags: kerberos crm)

BTS Bits : Using Microsoft BizTalk Dynamics CRM Adapter -€" Part 1 - Recently, I have been working on an integration project where few exiting systems were getting integrated with Microsoft CRM System 3.0. We architected to use BizTalk CRM adapter to synchronize and integrate data with CRM system. We could not locate a goo (tags: biztalk crm)

Microsoft Dynamics CRM Team Blog : Released: Microsoft Dynamics CRM 3 Server Management Pack for MOM 2005 - Microsoft Dynamics CRM 3.0 Server Management Pack (mp) enables automated monitoring and alerting administrators for some service availability, performance, or configuration issues with Microsoft CRM 3.0 deployment. The MP can be customized to better meet (tags: crm mom)

Customer Effective:Â Microsoft CRM Customization - Microsoft CRM customization is designed for maximum flexibility and low total cost of ownership. Microsoft CRM adapts easily and affordably to meet business and industry-specific needs for mid-market companies. (tags: crm)

Download details: Performance and Stress Testing Toolkit - The Microsoft Dynamics™ CRM 3.0 Performance and Stress Testing Toolkit is a tool that was created by the Microsoft® CRM product team to formalize performance testing of Microsoft CRM 3.0. This toolkit facilitates load testing for particular customer sc (tags: crm)

Over View - Microsoft CRM creates over 120 entities when you install the software, and you can add an almost unlimited number of custom attributes to the customizable entities. However, you will most likely want to track business data that does not fit neatly into on (tags: crm)

Tuesday, July 10, 2007

Links for 2007-07-10

Interesting CRM links gathered from all over the Internet

Microsoft Dynamics Snap for Microsoft CRM 3.0: Sonoma Partners - As part of the Microsoft CRM integration with Microsoft Office, Microsoft offers Microsoft Dynamics Snap which is a collection of software programs that "snap" in to Microsoft Office 2003. (tags: crm snap office microsoft)

Sunday, July 8, 2007

Links for 2007-07-08

Interesting CRM links gathered from all over the Internet

Update Rollup 2 for Microsoft Dynamics CRM 3.0 is available - This article describes the details about Update Rollup 2 for Microsoft Dynamics CRM 3.0. This article also describes the hotfixes and the updates that are included in Update Rollup 2 for Microsoft Dynamics CRM 3.0. (tags: crm microsoft patches)

c360 Import Manager for Microsoft Dynamics CRM - c360 Import Manager is a powerful data import tool built specifically for Microsoft Dynamics CRM. Import Manager makes it possible to import data from one or more data sources, create new records of a given entity in the CRM database, and create relations (tags: crm tools microsoft)

c360 Forums

Support forums for the products of c360.

c360 Forums

Friday, June 29, 2007

Links for 2007-06-29

Interesting CRM links gathered from all over the Internet

Adding Custom Menu Links « Ayaz Ahmad [MVP - MSCRM] - Adding Menu link to MSCRM is as easy as adding nodes to xml file. This can be done by editing ISV.config file located at path /_Resources/. MSCRM provides CustomMenu tag that can be introduced at: 1. The MenuBar element inside the Grid (tags: crm customizing custom)

A CRM Riff : Gotta Have It: custom menus, side tabs, and buttons for Microsoft CRM 3.0 - Did you know that you can integrate custom menus, side-tabs, and buttons into the Microsoft CRM 3.0 Web application and Microsoft CRM 3.0 client for Microsoft Office Outlook. (tags: crm customizing custom menu)

Wednesday, June 27, 2007

Links for 2007-06-27

Interesting CRM links gathered from all over the Internet

Sharepoint.Net: Bulk uploading in Sharepoint (tags: crm)

SharePoint+CRM Six: Microsoft CRM 3.0 - Integrating the CRM UI into SharePoint (Page Links) - Directly integrate the CRM interface into another web application or web page, such as SharePoint. As a result, a list of CRM links for various datagrids used for showing sets of records from CRM. These URL's can be embeded into a SharePoint 2007 page usi (tags: crm sharepoint)

Download details: Microsoft CRM 3.0: Update Rollup No. 2 - Microsoft has released Update Rollup 2 for Microsoft Dynamics CRM Server 3.0 and Microsoft Dynamics CRM client for Outlook 3.0. For more information about this release, see Microsoft Knowledge Base article 927751: Update Rollup 2 is available for Mi (tags: crm update rollup)

Download details: Optimizing the Performance of Microsoft Dynamics CRM 3.0 White Paper - This white paper discusses how to optimize the performance of your Microsoft Dynamics CRM 3.0 system. You’ll learn how re-indexing, de-fragmenting, and regularly maintaining your databases can increase the speed with which Microsoft Dynamics CRM accesse (tags: crm performance)

Download details: Microsoft CRM 3.0 Suggested Hardware for Deployments up to 250 Concurrent Users - Describes general hardware sizing information that will support Microsoft Dynamics CRM version 3.0 with up to 250 concurrent users in a single deployment model. (tags: crm sizing hardware)

GotDotNet User Sample: Microsoft CRM Postcode Address Lookup Integration - This sample show how to integrate Postcode Anywhere's web service for looking up addresses using the postcode with Microsoft CRM 3.0 This is specifically for UK addresses but Postcode Anywhere does support US and International Addresssing. (tags: crm)

Saturday, June 23, 2007

Links for 2007-06-23

Interesting CRM links gathered from all over the Internet

microsoft crm extensibility model (tags: crm microsoft)

Callout Component Development - Callout components can be written in any Microsoft .NET-CLR compliant language such as Microsoft Visual C# and Microsoft Visual Basic .NET. These components are not registered in COM+ as they were in V1.X of the SDK. Component assemblies are defined in an (tags: crm mscrm3.0 callouts)

ms crm 3.0 User Interface style guide (tags: microsoft crm style guide)

Download details: Microsoft CRM Needs Assessment (Beta) - An interview-style application that helps you engage business decision makers in their evaluation of Microsoft CRM. (tags: crm microsoft assessment)

Microsoft Dynamics CRM Analytics Foundation

Microsoft Dynamics CRM Analytics Foundation is a business intelligence solution accelerator for Microsoft Dynamics CRM 3.0 customers and partners. With Analytics Foundation, executives can better track and manage business performance with dashboards and KPIs. Managers and employees can create reports quickly and make better decisions. Sales, marketing, and service employees can identify and act on new opportunities to grow revenue and improve business efficiency with predictive analytics.

Analytics Foundation includes an OLAP cube (UDM) built on the default Microsoft CRM 3.0 schema, dashboards for sales and service, and predictive analytics such as product recommendation, lead potential rating, marketing list generation, and more. Analytics Foundation leverages data management and analytics technologies from the Microsoft Business Intelligence suite of products including SQL Server 2005, SharePoint, Business Scorecard Manager, Excel, and PerformancePoint Server 2007 (when available).

Architecture of MS CRM


Found an interesting presentation about using MS CRM in a business context.

The presentation can be downloaded here
Update 27-4-2009 :link was dead. Found another location.


Monday, June 18, 2007

Links for 2007-06-18

Interesting CRM links gathered from all over the Internet

CRM InfoWorker Solutions: VSTO for MSCRM 3.0 toolkit to be released - Microsoft are leaving IBF behind for MSCRM 3.0, and will be announcing support for MSCRM with Visual Studio 2005 Tools for Office (VSTO). (tags: crm vsto)

CRM InfoWorker Solutions: Integrating Team-Sites into MSCRM - Integrating Team-Sites into MSCRM (tags: crm sharepoint)

Wednesday, June 6, 2007

Links for 2007-06-06

Interesting CRM links gathered from all over the Internet

Download details: Microsoft Dynamics CRM 3.0 List Web Part - The List Web Part for Microsoft Dynamics CRM 3.0 provides a subset of the Microsoft CRM record list functionality. It allows users to view Microsoft CRM records as a list from a SharePoint dashboard, open records in Microsoft CRM 3.0 from the list, and co (tags: crm sharepoint webparts)

Saturday, June 2, 2007

Large Sharepoint document library integrated in MS CRM

In our MS CRM 3.0.project we have the need for integrating a Sharepoint document library in MS CRM 3.0 for storing the account correspondence. We have about 100.000 accounts and an average of 5 Word documents per client. Question is whether Sharepoint will perform sufficiently and if we will hit some built-in boundaries. According to this info the limit of the number of documents will not be a concern for now but performance is. Recommandation is to store the documents in a folder structure and not in a flat structure.

What would be the best practice ?

Options I can think of are:

1. One folder per client
2. a folder per letter of the alphabet
3. another option.

Somebody any additional ideas?

Friday, May 25, 2007

Links for 2007-05-25

Interesting CRM links gathered from all over the Internet

Pimp My CRM - This website gives an overview of all add-ons available for Microsoft CRM. Add-ons can be used to enhance your Microsoft CRM system. It gives you extra functionality. The enhancements are various. (tags: microsoft crm)

Friday, May 18, 2007

Links for 2007-05-18

Interesting CRM links gathered from all over the Internet

Ronald Lemmen - CRM, C# and Cme: CRM Blog world - Here's a list of MS CRM blogs maitained by Ronald Lemmen. Starting with the Microsoft people, then MVP's and then the other bloggers. Some blogs are marked with [inactive]. Those are blogs that have mentioned to stop or which do not have any CRM related (tags: crm microsoft)

Microsoft CRM 3.0 (tags: crm customizing customization custom)

Microsoft Debuts Multitenant CRM Offering to Partner Community: New version of Microsoft Dynamics CRM delivers the power of choice to customers with on-premise, partner-hosted and Microsoft-hosted deployment models. - New version of Microsoft Dynamics CRM (version 4 code named Titan) delivers the power of choice to customers with on-premise, partner-hosted and Microsoft-hosted deployment models. (tags: crm titan microsoft)

Tuesday, May 15, 2007

Links for 2007-05-15

Interesting CRM links gathered from all over the Internet

Microsoft CRM Developers - News and thoughts from the world of CRM and SBS (tags: crm)

CRM Watcher: December 2006 - CRM Watcher is the source for the latest Microsoft Dynamics CRM News and Downloads. (tags: crm)

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