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)

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)

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.

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)

Links for 2007-06-10

Interesting CRM links gathered from all over the Internet

The Oracle of Hapert: MS CRM Roadmap (tags: crm)

Recap most recent items

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)

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?