Friday, March 24, 2006
Microsoft CRM 3.0 Logical Database Diagrams.. are here..
Feel free to contact me if any query... firstname.lastname@example.org
Tuesday, March 21, 2006
You can use this download to view Microsoft CRM 3.0 online Help on a computer that does not have Microsoft CRM installed, or to replace the help files on your Microsoft CRM server and on any computers running the Microsoft CRM laptop client for Microsoft Office Outlook.
Let me know if any query.. email@example.com
Saturday, March 18, 2006
I have been receiving a lot of emails and questions how you could add extra attributes when you convert a lead to an account or just how to map attributes in general. Below i typed out some steps to realize mappings in Microsoft CRM 3.0Entity Mapping by performing the following steps:
- Select Settings, Customization, Customize Entities.
- Choose an Entity to edit.
- Click Relationships.
- Locate the relationship between Entity1 and Entity2 (e.g. Lead and Account).
- Edit that relationship.
- Click Mappings.
- Here you can choose for New, Remove or Generate Mappings.
- Choose New.
- From the Lead Attribute list on the left, select for example an Address Attribute you wish to map to Account .
- On the Account Attribute list on the right, select the appropriate Address Attribute that matches the Lead Attribute.
- Click OK .
- Repeat steps 8 - 11 for each part of the address or any other Attribute that you need to map.
- Save your changes.
- Publish All Customizations.
- Test it
Please feel free to contact me if any query........... firstname.lastname@example.org
You have installed Microsoft CRM 3.0 on your server and either used the default settings during setup or you have created a website manually with, for example, portnumber 5555.At one time you might want to change this and wondering how you should do this, well follow the steps below and your ready to go:----
1) Start the IIS Manager on your CRM Server.
2) Right Click on the CRM WebSite.
3) Select Properties
4) Under WEB Site TAB, click on Advance Button.
5) Select Default and click on Edit.
6) Change the TCP Port number to the desired port Number. Click OK, close IIS Manager.
7) Start a CMD prompt and type IISRESET command.
8) Open Regedit.
9) Goto HKey_Local_Machine\Software\Microsoft\MSCRM
10) Right click SERVERUrl on right side, select modify.
11) Change the old port number to new port number.
12) Close Regedit.You done on the server, now you should fix all the clients, remember they still point to the
URL with the wrong portnumber. On each client you should do this:
1) Open Regedit.
2) Goto HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
3) Right click SERVERUrl on right side, select modify.
4) Change the old port number to new port number.
5) Right click PlatformRoot on right side, select modify
6) Change the old port number to new port number.
7) Right click WebAppUrl on right side, select modify8) Change the old port number to new port number.
9) Close Regedit.
If you made an administrative install of the Microsoft CRM desktop and Laptop client you know you have to specifiy the URL in the default_client_config.xml being used during setup. Edit that XML file and adjust the portnumber as well.
You're all done now!
Warning If you use Registry Editor incorrectly, you may cause serious problems that may require you to reinstall your operating system. Microsoft nor I cannot guarantee that you can solve problems that result from using Registry Editor incorrectly. Use Registry Editor at your own risk.
Please feel free to contact me if you have any query ... email@example.com
Friday, March 17, 2006
Following are some greatfull links while studing any CRM or micorsoft CRM issues etc.. I will keeppost new things for you while i read - study that.. Happy Programming...
The Truth About On-Demand CRM, and not that doesn’t just mean salesforce.com… it covers some other applications.
Now this sounds like a lot of successful CRM deployment…. Salesforce.com recent user group meeting…
How about Mash-ups? I think we used to call them integrations, but that word isn’t cool anymore… Check the Program Manager of Microsoft CRM talking about security considerations…
Some great case studies where just posted to Microsoft.com check them out at: http://www.microsoft.com/dynamics/crm/product/default.mspx
A Great little application I have been using for cropping screen shots and the like… Check it out… Very slick replacement for MS Paint. http://www.eecs.wsu.edu/paint.net/ (Version 2.6 was just released too…)
An article written by our own local Jim Stout from Invoke Systems on CRM system adoption. http://www.crm2day.com/highlights/50220.php (ohh by the way, Aaron and team have moved their blogs to http://www.invokesystems.com/cs/blogs/mscrm/ well worth the read.)
Check out the CRM SnapIn for Word and Excel for Microsoft CRM or Axapta. This is a subset of the upcoming Visual Studio Tools for Office. J http://blogs.msdn.com/satyanadella/archive/2006/02/20/535713.aspx
Press Release on some large enterprise deals we have been working on for a while: http://www.microsoft.com/presspass/press/2006/mar06/03-14CRMDeploymentsPR.mspx
I am busy at the moment with development of an important Add-on.. Pray for me..
Let me know if any query.. firstname.lastname@example.org
Microsoft CRM Specialist
"We are not surprised to see Microsoft looking to target enterprise customers given the scalability of the platform as compared to earlier releases of the product," Benjamin Holtz, CEO of Green Beacon Solutions, told CRM Buyer. The customization capabilities in Version 3.0 allow partners and systems integrators to build vertical or industry specific functionality, he noted.
let me know if any query.. on email@example.com
Friday, March 10, 2006
see article about Microsoft CRM 3.o and Share point List View.
The Microsoft CRM team has just released the List Web Part for Microsoft Dynamics CRM 3.0.
An introduction article will be posted in the highlight section of the core using CRM site this afternoon at: http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en
Introduction about List WebPart
The List Web Part provides Windows SharePoint Services v2 and Microsoft Office SharePoint Portal Server 2003 users with the ability to embed Microsoft CRM data into SharePoint Web part pages and build dashboards that support at a glance status of CRM processes. The List Web Part is designed around the Microsoft CRM list experience supports binding system and user views so that the CRM list can be customized and filtered. The List Web Part also supports SharePoint part to part communications. For example two parts one looking at Accounts and the other at Opportunities, these parts could be connected so that only opportunities for the selected account would be shown.
Tuesday, March 07, 2006
It is a great post on how to edit multiple records in Microsoft CRM at the same time.
Check it out at:
Feel free to contact me if you have any query.. firstname.lastname@example.org
Please review the link of the article Wrote by Microsoft Support person.. About How to send E-mail Campaign Automatically in CRM 3.0
When you distribute e-mail activities for a campaign by using Microsoft Dynamics CRM, the e-mail activities are not sent to the recipients automatically. You must open each e-mail activity and then send it manually. This article describes how to create a Workflow .NET assembly to send e-mail activities automatically.
Feel free to contact me, if you have any query.. email@example.com
Microsoft CRM Developer
You can install Microsoft Dynamics CRM 3.0 Server into a clustered Microsoft Exchange or SQL Server environment. A cluster of servers running Microsoft Exchange or SQL can reduce system downtime because if the active server in the cluster fails there will be an automatic fail-over to another server.
Ohh yeah, this only works with the professional edition. (I don't think Small Business Server allows for clustering... :-
Click Here for the instructions for Exchange
Click Here for the instructions for SQL Server
Click Here for instructions on "clustering" Microsoft CRM
Feel free to contact me if you have any query
This isn't offical and I haven't gone to Product Management to see if it is true or not, but.... Here is a decent article on Microsoft CRM 3.0 Mobile...
Please feel free to contact me, if you have any query.. firstname.lastname@example.org
Microsoft CRM Developer
Article about MSF 4.0 and CRM.
Please feel free to contact me if you have any query .. email@example.com
Micorsoft CRM Developer
Monday, March 06, 2006
Many people wants to know what i have developed so far for the Micorsoft CRM.
Microsoft CRM Work
I have done following add-ons and some customization of the Microsoft CRM.
- Skype Integration with Microsoft CRM
- ACT Data Import / Export utility
- Outlook Add-ons for MS CRM
- Import / Export Connector -Contact List, Leads etc
- Add Direct Call Support
- Spell Checker Add-In
- Search InDoc
- Queue Manipulation (Case Management , Routing etc)
- Activity Restoring
- E-Commerce Integration
- Great Plains Integration with 1.2 only
- Share point portal Web part Creation of the Contacts.
- Customization of many applications and forms of MS CRM.
Besides above, i am doing much more with the Micorsoft CRM development.. You can get details about the above project at email firstname.lastname@example.org
I really happy to see your remarks on my blog..
Keep in touch
MS CRM Specialist.
See Training about Microsoft CRM 3.0 is available.
Wednesday, March 01, 2006
There is new story about data migration pack of microsoft crm 3.0
download.. Me currently working with it.
Mail me for more details.. email@example.com