Saturday, June 23, 2007
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).
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)
Sunday, June 10, 2007
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?
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?
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