MS CRM Customization : IE Developer Toolbar

Hi Reader,

There are many questions regarding to view the form attributes while doing form customization e.g Hide section on a tab on customertype code etc.

Use the Internet Explorer Developer Toolbar.

http://www.microsoft.com/downloads/details.aspx?FamilyID=e59c3964-672d-4511-bb3e-2d5e1db91038&DisplayLang=en

I hope it will help alot while customizing. I am using this to get help of fields, sections, document elements etc.

Thanks,
Imran
mscrmexpert@gmail.com

Biztalk Adapter- Connected with other applications

Hi Readers,
While studying Microsoft CRM Integration with non-Microsoft Business applications, Microsoft has launched its Biztalk adapter for MS CRM 3.0.

Download link...
http://www.microsoft.com/downloads/details.aspx?FamilyID=4628fca6-388d-45bc-a154-453b920dbcb8&DisplayLang=en

BizTalk® Server 2006 Adapter for Microsoft Dynamics™ CRM 3.0 enables integration between Microsoft Dynamics CRM and Non-Microsoft Business applications and allows the following operations.

• Availability of Microsoft Dynamics CRM as a send Adapter
• Discovery and usage of schema of any Microsoft Dynamics CRM actions and entities.

The user can utilize the above capabilities of the adapter to integrate Microsoft Dynamics CRM with any other Non-Microsoft Business applications using the BizTalk server 2006 mapping capabilities.

Thanks,
Imran

Training of Microsoft CRM 3.0

Hi readers,

Sorry to delay in any technical / informational post. I was away to provide training of Microsoft CRM. I have conduct CRM 3.0 courses and provide users successful training of following courses.

1- Installation & Configuration of Microsoft CRM 3.0 (Course # 8526)
2- Extending Microsoft CRM 3.0 (Course # 8531)
also
3- Customization of Microsoft CRM 3.0

If any body interested in this training, i am available.

Thanks,
Imran

Microsoft CRM 3.0 - Live .... Going Live...

Hi Reader,

Great news for Microsoft CRM 3.0 Developers/ partners - Microsoft CRM Live...

http://www.microsoft.com/dynamics/crm/live/default.mspx

Read the above ....

Thanks,
MS CRM Developer

True Hosted Version Awaits 'Titan' Release

Hi Reader,

Microsoft Ships CRM 3.0; True Hosted Version Awaits 'Titan' Release

read article about Titan.
http://www.crn.com/showArticle.jhtml?articleID=174900864

for more about titan i will post whenever got good things from microsoft

thanks,
MS CRM Developer (mscrmexpert@gmail.com)

Microsoft Dynamics CRM V3 Language Compatibility

Hi All,

alot questions about microsoft language compatibility from different natives.. here is details

Microsoft Dynamics CRM V3 is available in 22 languages, namely English, German, French, Italian, Spanish, Dutch, Danish, Portuguese (Brazilian), Portuguese (Portugal), Czech, Hungarian, Russian, Finnish, Norwegian (Bokmål), Swedish, Polish, Greek, Turkish, Japanese, Simplified Chinese, Hebrew and Arabic*.


for more read..

http://www.microsoft.com/downloads/details.aspx?FamilyID=befd4c00-d3fe-411f-9c3d-2ab1f53811f2&DisplayLang=en

Thanks,

Microsoft CRM Developer (mscrmexpert@gmail.com)

Asterisk Integration with Microsoft CRM 3.0

Hi Reader,

As i have done skype integration with MS CRM.. Now I am doing some more challenging work regarding Asterisk Integration with Microsoft CRM 3.0..

For Asterisk read

http://www.asterisk.org

Please comment on mscrmexpert@gmail.com

Thanks,

MS CRM Developer

Create / Delete Sharepoint Site in MS CRM

Hi All,

was very busy while doing some stuff regarding customization and other projects about MS CRM & Sharepoint.

I have done 2 major work with Sharepoint + Microsoft CRM 3.0.

Create site, while you add new user,contact, customer and upload some company documents for that.. its good experience.

Using that, Any company wants to create specific site for their customer, users, contacts etc and can share some documents with them.. Its great stuff.. Portal integration with Microsoft CRM 3.0..

On the fly creation / deletion of sites from CRM workflow.

If anybody wants similar thing, i can help.. mail me... mscrmexpert@gmail.com

Thanks,
MS CRM Developer

Mapping Order/Oppertunity/Quote Fields

Hi Readers,

its great article about mappings areas for the Invoice Product, Order, Oppertunity, Quote etc.

http://support.microsoft.com/kb/914921

Must read it if you are facing any problem while doing this.

Thanks,
MS CRM Developer

Using Microsoft Dynamics CRM 3.0

Hi Readers,

there is great chapter from working with Microsoft Dynamics CRM 3.0 sample chapter about workflow, must read that if you are interested to see workflow managmeent.

Also

Integration with Sharepoint

Hi readers,

i was busy with integration of Sharepoint Portal with Microsoft CRM 3.0.

Its done now. cheers................... Great for me....

I have created the dashboard and also some other webpage parts.

I was busy that's y no posting on blog..

keep me busy with your posting on mscrmexpert@gmail.com

Thanks,
MS CRM Developer

Titan - Blog

Today, while reading about Titan, I have created a usefull blog for developers, readers, customizers of microsoft crm ...

Titan.. is the future version of Microsoft Dynamic CRM 3.0.

See blog..

http://mstitan.blogspot.com/

Thanks,
mscrmexpert@gmail.com

Next major release of Microsoft CRM, Titan, will be "this time next year"

Hi Readers,

Next major release of Microsoft CRM, Titan, will be "this time next year".

The three main design themes of the Microsoft CRM Titan release will be:

1. Multi-tenancy (handling multiple Microsoft CRM deployments on a single server)
2. Multi-language (supporting multiple languages in a single deployment)
3. Even tighter integration with Microsoft Office 2007

I will try to create another blog about Titan - Microsoft CRM next release.

keep me posting mscrmexpert@gmail.com about titan and keep you online to read this..

Thanks....

Report Creation in Microsoft CRM 3.0 - Demos

Hi All,

Here you can download the videos of Report Creation in Microsoft CRM 3.0. I have done all that.. Great resource..

3 new report video demos are in the downloads section of Sandbox.

Chapter 1 - Using report prefiltering and context sensitive reports
Chapter 2 - Report creation usng Visual Studio
Chapter 3 - Report publishing and enabling prefiltering in reports

see news on sandbox..
http://www.gotdotnet.com/codegallery/news/newsitem.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&newsId=b96c8a40-b67e-4ffc-8828-ae5b82996bb2

Thanks for reading the stuff.. mscrmexpert@gmail.com for any query..

Microsoft CRM 3.0 - Migration from other CRM systems

Hi Readers,

While i was viewing on the posts, there are many posts on how to migrate data from other CRM systems like salesforce, peoplesoftCRM, SugarCRM etc to Microsoft CRM.

Here download the code about Migration from salesforce to microsoft crm 3.0

You can download from: http://gotdotnet.com/codegallery/releases/viewuploads.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404

I am trying to use this for other CRM systems as well.

Thanks,
Imran (mscrmexpert@gmail.com)

Download Microsoft CRM 3.0 Mobile Version

Hi dears,

here is the ship of mobile version of microsoft crm 3.0 , waiting by many clients.

Microsoft Dynamics CRM 3 Mobile

Get in your first look..

Thanks,
CRM Specialist (mscrmexpert@gmail.com)

A great news again ...

Microsoft Dynamics CRM Connector for Microsoft Dynamics GP is now available

see news contents on following link..
http://www.gotdotnet.com/codegallery/news/newsitem.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&newsId=24d81919-9c15-4d99-88d9-e14cf4db48d5

Thanks,
Microsoft cRM Expert (mscrmexpert@gmail.com)

Microsoft CRM 3.0 - Sample Code for RSS (Really Simple Syndication)

Hi,

Please download from here.

Sample to access Microsoft CRM Data using RSS

Announcing the release of sample code that allows you to use RSS, a protocol for delivery of information over the Internet, to easily access Microsoft CRM data! Microsoft CRM provides a secure, central data collection, storage, and modification tool for business data while RSS provides the transport mechanism.

chat with me on mscrmexpert@gmail.com if any query on MSN.

Microsoft CRM 3.0 Mobile Version

Microsoft CRM Mobile Version will release soon...

CRM mobile will be there . while reading the link .. for more read at following link..


http://blogs.msdn.com/midatlanticcrm/archive/2006/03/31/
Microsoft_CRM_3_Mobile_Ships.aspx


Look for the Download link as soon as it is posted. ????

i will keep updates about you while geting information about this version.. really happy to see working with Mobile with CRM.... mscrmexpert@gmail.com will get your queries..

Thanks,
CRM Specialist

Microsoft CRM 3.0 Logical Database Diagrams

Hi All
Microsoft CRM 3.0 Logical Database Diagrams.. are here..
http://www.microsoft.com/downloads/details.aspx?FamilyId=DA8D5048-615E-43C0-AB31-8FB5DA70216B&displaylang=en.


Feel free to contact me if any query... mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 Online Help Update

hi All,
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.

Download...
http://www.microsoft.com/downloads/details.aspx?familyid=309129a8-9a6b-478a-87c8-fd7e7e1e6486&displaylang=en

Let me know if any query.. mscrmexpert@gmail.com

Add extra Attributes of Account.....

Hi Guys,

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........... mscrmexpert@gmail.com

Change the CRM portnumbers, the correct way!.

Hi Guyes,

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 ... mscrmexpert@gmail.com

Some Usefull Links about -------

Hi all,

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.. mscrmexpert@gmail.com

Happy Programming..

Thanks,
Microsoft CRM Specialist

Microsoft CRM Gains Traction Among Enterprises

Hi,

"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.


http://www.crmbuyer.com/story/V8BOgGNZQz9b6h/Microsoft-CRM-Gains-Traction-Among-Enterprises.xhtml


let me know if any query.. on mscrmexpert@gmail.com


Thanks,

List Webpart for Sharepoint for Microsoft CRM

Hi
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.


Download: http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en
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.

Bulk Edit in Microsoft CRM 3

Hi Readers,

It is a great post on how to edit multiple records in Microsoft CRM at the same time.

Check it out at:
http://icu-mscrm.blogspot.com/2006/02/nice-bulk-edit-feature-in-crm-30.html

Feel free to contact me if you have any query.. mscrmexpert@gmail.com

Thanks,

How to send emails automatically from a Campaign in MS CRM 3.0

Hi Readers,

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.

http://support.microsoft.com/kb/911520/en-us

Feel free to contact me, if you have any query.. mscrmexpert@gmail.com

Thanks,
Microsoft CRM Developer

Microsoft CRM in a Clustered Enviroment

Yes we have it in Version 3. :-) No it's not in the Implementation Guide. The instructions are available online now.

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

Some News on Microsoft CRM 3.0 Mobile Version

Hi Readers,

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...

http://www.geekzone.co.nz/content.asp?contentid=5641

Please feel free to contact me, if you have any query.. mscrmexpert@gmail.com

Thanks,
Microsoft CRM Developer

MSF 4.0 and CRM 3.0

Hi All,

Article about MSF 4.0 and CRM.

http://geekswithblogs.net/cyoung/articles/63354.aspx

See Article..

Please feel free to contact me if you have any query .. mscrmexpert@gmail.com

Thanks,
Micorsoft CRM Developer

My Work on Microsoft CRM

Hi All,

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
- AttachmentDownloader
- 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 mscrmexpert@gmail.com

I really happy to see your remarks on my blog..

Keep in touch

Thanks,
MS CRM Specialist.

CRM 3.0 Training Updates

Hi Dear,

See Training about Microsoft CRM 3.0 is available.

https://partner.microsoft.com/US/productssolutions/
business/businesscrm/40025403

mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 Data Migration Pack

Hi,

There is new story about data migration pack of microsoft crm 3.0

http://www.microsoft.com/downloads/details.aspx?FamilyId=3D36AC8E-B485-4F0C-9DEC-C9BACBAD1A73&displaylang=en

download.. Me currently working with it.

Mail me for more details.. mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 -Valuable Books

While studying some books about Microsoft CRM 3.0.. I got the idea to post all the links i have so far about the books on CRM 3.0


1- Microsoft CRM 3 for Dummies

2- Working with Microsoft CRM 3

3- CRM at the Speed of Light

4- CRM Survival Guide

There are other URL's I have, i will update soon..

If you want chat with me mail or on msn mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 - Integration with Great Plains

Hi,

See following integration news about Great plains with MS CRM 3.0



http://blog.sonomapartners.com/2006/02/crm_30_great_pl.html


I have also fact sheet provide by microsoft on GP Integration with CRM 3.0.. I can give u on your request.. Mail me on mscrmexpert@gmail.com

Thanks,

Download Microsoft CRM 3.0 - trial version.

Microsoft CRM 3.0 90-day trial version available:-

Interested in checking out Microsoft CRM 3.0 but you're not ready to buy yet?
Download a fully-functional 90-day trial version of Microsoft CRM and test drive it for yourself!

Microsoft CRM 3.0 is available as a 90-day trial version in each language in which Microsoft CRM is available.

To use the 90-day trial, you will need the convertible trial keys available below.
To get the trial software, download it from this page or re-use Microsoft CRM 3.0 media with a trial key:
Microsoft CRM 3.0 Professional Edition Trial Key (100,000 CAL limit)WHY97-9KFTH-76M7Y-JTVC4-62B78
Microsoft CRM 3.0 Small Business Edition Trial Key (75 CAL limit)M2234-2PCBR-T9Y6R-KJG3V-Y7GRJ

Important: Users will not be warned of impending trial expiration, so be sure that you decide well before day 90 whether to convert to a commercial license. The 90-day trial limit cannot be extended.

It is very nice for you who could not purchase the Microsoft CRM 3.0 and should want to get into that...

For more mail me..or on chat with me on msn.. mscrmexpert@gmail.com

Thanks,

Microsoft CRM Specialist.

Download Microsoft CRM 3.0 Demo's

Microsoft CRM 3.0 Demos.

For Those who are new on CRM 3.0.. want to see demo provided by microsoft.. can see the demo and explore the Microsoft CRM 3.0.. For more see my other blog posting...

Two Demos Available.. Please download following .exe files from the Below Link.

1- Microsoft Dynamics CRM 3.0 Professional Flash Demo_12_2005.exe

20 Microsoft Dynamics CRM 3.0 SBE Flash Demo_12_2005.exe



http://www.microsoft.com/downloads/details.aspx?familyid=B3F029F7-6646-4787-8E4C-6E7C87AA3671&displaylang=en

Thanks,
CRM Specialist.

Microsoft CRM 3.0 Reporting Schedule Wizard

Hi All,

Sorry for no posting, as i was busy with some clients on Microsoft CRM 3.0, Installing, Training and Migrating from 1.2 to 3.0.

About Microsoft CRM 3.0 Reporting Schedule Wizard.

Microsoft has released the Report Scheduling Wizard, an add-on to Microsoft CRM 3.0 that makes it easy to schedule Reporting Services reports and to create snapshots of reports on a schedule. Users with the Report Manager privilege can use the Reports area of Microsoft CRM to define snapshots, share snapshots with other users, and define the schedule for each snapshot.

See following Link.. for more details.
Reporting Schedule Wizard

For more mail me on mscrmexpert@gmail.com

Thanks,
CRM Certified Professional..

CRM 3.0 Mobile

Hi Viewers,


See the mobile feature of Microsoft CRM 3.0 Dynamic CRM.

http://www.geekzone.co.nz/content.asp?contentid=5641

Regards,
mscrmexpert@gmail.com

CRM 3.0 SDK on MSDN

Hi Developers,

The updated (December version) CRM 3.0 SDK is now also available on MSDN.

Visit... http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0microsoftcrmv3d0sdk.asp

Thanks,

MS - CRM Expert

Microsoft CRM Sandbox

See
Microsoft Community Site
http://www.gotdotnet.com/codegallery/messageboard
/messageboards.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&lc=1033

Thanks,

Create a Microsoft CRM 3.0 Dashboard

Hi All,

Creat your dashboard with share point portal server..

See the following link.

http://www.microsoft.com/dynamics
/crm/using/deploy/integratesharept.mspx


or mail me on mscrmexpert@gmail.com

Thanks.

Microsoft CRM 3.0- Important Links

Hi All Reader,

In this post you will get usefull links about Microsoft CRM 3.0. All are in one.

Some links:

My Blog about CRM 3.0

http://microsoftcrm3.blogspot.com

Microsoft CRM Community Site
www.mscrm4all.com

Microsoft CRM 3.0 Online Help http://www.microsoft.com/downloads/details.aspx?FamilyID=309129a8-9a6b-478a-87c8-fd7e7e1e6486

Microsoft CRM 3.0 Implementation Guide
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a

Microsoft CRM 3.0 SDK - Preliminary

http://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-d14b74308c5

Microsoft CRM 3.0 Customization Planning Forms
http://www.microsoft.com/downloads/details.aspx?familyid=269D900E-8442-4086-92A9-7FC851BC5985

Upgrading Supported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=DCC9A13E-A77E-483C-A3F0-F606A4E0B8D9

Upgrading Unsupported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=F3C11BF2-83B2-435C-98D3-63D221C000E7

For Beta access
Specific questions related to the Installation, Configuration
and/or usage of CRM v3 should be addressed to the Early Access
newsgroup. For connection details see:
https://microsoft.order-7.com/CRMPartnerBeta/resources/newsgroups.doc

Mail me -- mscrmexpert@gmail.com

Thanks

http://microsoftcrm3.blogspot.com

CRM 3.0 is here

Hi CRM Users,

Microsoft posted the RTM (Released to Manufacturing) version of Microsoft CRM 3.0 to the MSDN subscriber downloads website! There are two discs of about 900 MB total.

This means that MSDN subscribers can download the Microsoft CRM 3.0 software and start using it in production environments. Of course we will download and install the RTM software ASAP.

Before you try to upgrade your 1.2 enviornments, please remember to run the CRM Upgrade Advisor first. This is a free utility from Microsoft that will identify any potential problems upgrading to CRM 3.0.

For more keep in touch with this blog or mail me - mscrmexpert@gmail.com

Thanks,
http://microsoftcrm3.blogspot.com

Microsoft CRM 3.0- Implementation Guide

Microsoft CRM 3.0- Implementation Guide

Microsoft Release the implementation guide for CRM 3.0. You can download from the following URL.

Download from
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en


Or you want to know more, mail me mscrmexpert@gmail.com

Thanks,

What's New in Microsoft CRM 3.0

What's New in Microsoft CRM 3.0
In Microsoft CRM 3.0, it has some new features such as Service Scheduling and Marketing Automation. It also includes easy deployment and management. Beside new features and simplified deployment and management, it has many enhancements in key areas such as finding data, merging duplicate records, viewing all information about account or contact, easy customization of all entities.

Service scheduling

● Track availability of service resources such as staff, work schedules, and locations.
● Sophisticated scheduling engine manages booking of appointments, service availability, and
can be tuned to optimize scheduling to reduce costs and required resources.
● Integrated with entire Microsoft CRM system so that customer history, demographics, and
preferences can be considered as part of service scheduling, and service history can be used
for data for sales and marketing processes.

Marketing automation

● Plan, create and manage a marketing campaign, including return on investment evaluation.
● List management, including creation, import, and export.
● Connection with sales and service data.
● Campaign templates that are used to drive sales activities.

Improved deployment

● Setup checks the technical environment to ensure that appropriate settings and privileges are
inplace, prior to beginning setup.
● Easier deployment of Microsoft CRM client for Outlook.
● Streamlined deployment for Windows Small Business Server 2003.
● Support for moving from test and development environments to a production environment.
● New Microsoft Exchange integration architecture allows use of existing virus and spam
filteringsoftware, routing of user-to-user e-mail, and multiple Microsoft CRM systems within
one MicrosoftExchange environment.
● Security information is stored within Microsoft CRM, rather than in Active Directory,
simplifying setup and reporting, as well as improving system performance, scalability, and
serviceability.
● Support for running Microsoft CRM in a high-availability environment, with increased
diagnostic and maintenance functions, and ability to provide fault tolerance for each potential
point of failure.

Improved management

● Customization tools now available through one consistent Web interface.
● Enhanced support for VARs and ISVs.
● Support for customizing activities.
● Support for creating new objects.
● Enhanced functionality and extensibility in workflow.
● New secured database views to allow a variety of reporting tools.
● Enhanced form customization, including support for read-only fields, additional form events,
and embedded web pages.

Easier to use reports

● Improved reporting, including parameterized reports.
● Improved report customization, including the ability to modify reports in existing Microsoft
CRMcategories, create additional dynamic and static reports, schedule reports, and e-mail
report results.

Easier to find information

● Finding records is easier, including a more powerful quick find, and an easier to use and more
powerful advanced find, including grouping and time-based queries, and the ability to save
and reuse favorite queries.
● Providing a full view of a customer, such as viewing activities from within account and contact
records, including new filters to show only needed information.
● Providing a full view of an account, including the accounts sub-account and contact’s related
object.
● Clearer view of the relationships between accounts, contacts and opportunities.

Easier to use

● Merge duplicate accounts, contacts, and leads.
● Enhanced user interface, including a new notes interface and improvements to the knowledge
base.
● When leads are converted to accounts, contacts or opportunities, associated activities and
notes are included.

Easier to customize

● Additional customization, including adding entities.
● Improved report customization, including ability to modify reports in existing Microsoft CRM
categories, create additional dynamic and static reports, schedule reports, and e-mail report
results.

For more contact mscrmexpert@gmail.com


Thanks, MVP- MS CRM / .Net

Microsoft CRM 3.0- SDK

Hi all,

Download the SDK of version 3.0

http://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83-bd14b74308c5&displaylang=en

Build you knowledge of Microsoft SDK 3.0

If you want help, write me mail on mscrmexpert@gmail.com


Thanks,

Microsoft CRM 3.0- Beta Release

Hi all Microsoft CRM Partners,

In this week microsoft announced Its beta version of microsoft crm next version 3.0 beta for partners.

As microsoft promised to release of beta of MS CRM 3.0 in Q4 of 2005. Now its time to get this verion.. Keep it mind, it is only for partners and General release will be in First quarter of 2006.

See partner beta on following page.
http://microsoft.order-7.com/CRMpartnerBeta/

The CRM 3.0 Early Access Program will:

Provide partners with the ability to demonstrate the product to prospects to generate interest and momentum

Provide partners with the ability to do tests of the new version and build customizations for their customers that will migrate to the final release of CRM 3.0

Provide partners an opportunity to get familiar and ready to sell/implement Microsoft CRM 3.0 when it becomes generally available (GA) in the marketplace

For more read

https://partner.microsoft.com/global/
productssolutions/business/businesscrm/

Microsoft announces the next version of its CRM product, Microsoft CRM 3.0. Microsoft CRM 3.0 will provide a complete suite of powerful marketing, sales, and service capabilities, all with a familiar and consistent user experience based on Microsoft Office and Microsoft Outlook.


Thanks,

Microsoft CRM Expert

CRM Webservices

Microsoft CRM 3.0 -Webservices

CRM Webservices provides Access to all the Business Entities data (including custom entities and properties) . In Webservices you can Execute Business Operations (business logic and specialized operations) . There is Metadata Webservices to access the CRM Metadata.

See architecture etc.. on

http://crmexpert.blogspot.com/2005/10/crm-web-services.html

For Customization and Data Retrieval.

• Generate Webservices WSDL from customization
• Reference CRM Web services in Visual Studio .NET
• Setup Web service proxies
• Use CRM Web services to Query data
• Build complex Queries
• Get CRM data into a Sharepoint site
• Add requests to CRM from Sharepoint
• Get Quotes owned by a user
• Get Quote products
• Get related data (customer, current and past cases, etc).

There are more coming... Review the Blog daily..... or mail me on mscrmexpert@gmail.com

Thanks,
MS CRM Expert

Microsoft CRM 3.0 - Architecture Extensible

Microsoft CRM V3.0 overview

Focus on Office/Outlook as the design center for CRM

Focus on reducing time and cost in CRM deployments

Focus on a partner-based model for premise & hosted

Scale from small businesses to enterprise departments

Architecture of MS CRM 3.0

See the full picture of MS CRM 3.0 Architecture- Introducing the CRM Web-services

MS CRM 3.0 Includes:

• Web services (SDK)
• Managed Custom code plug in (Pre & Post Callouts)
• Managed Workflow code plug in
• Data Schema customization
• UI customization
• Form client side scripting

For more.... mail me mscrmexpert@gmail.com

Thanks,

MS CRM Expert

http://crmexpert.blogspot.com

Microsoft CRM 3.0 with Dynamics Brand

On September 6-2005, Microsoft announced that their Microsoft Business Solutions products will be rebranded under "Dynamics" brand.

Read In Q&A at microsoft
http://www.microsoft.com/presspass/features/2005/sep05/09-06Brand.mspx


I hope this will help alot ..

Screen Shots of Microsoft CRM 3.0

Read the following link

http://crmexpert.blogspot.com/2005/09/screen-shots-of-microsoft-crm-30.html

Thanks,
MS CRM Expert

Marketing Campaigns with Microsoft CRM3.0

Introduction:-

Today while viewing the flash demo of Micorosoft CRM 3.0. I got to view the new functionality added with this release is Marketing Campaign Management. WOW!!!!!!!!!!!!!!!.

CRM is not just about managing sales and customers, but it is also about integrating communications and initiatives aimed at customers. Marketing is a key activity used to drive awareness, sales, and/or target information to key groups of customers.

Creat a Quick Campaign:

To help you more easily deliver targeted campaigns Microsoft CRM 3.0 have a variety of tools built into Microsoft CRM just for this purpose.

One such tool is what we call, Quick Campaigns. Quick Campaigns enable you to run targeted communications to groups or sets of customers based on criteria that you define. For example, you might have surplus inventory of a particular item – that you would like to move quickly before the end of the quarter.

Unlike a centrally planned and managed marketing campaign such as an advertisement – Quick Campaigns are designed to be more end user driven. So your sales reps could run these campaigns with their customers – quickly and also track the results.

You can also create your campaign with Camapaing Wizard- another tool to create quick campaigns.

There is alot a Spam Filter

Anti-spam features allow you to manage how you communicate with customers – and are rules that apply across the board. So in the case of Aaron Adams, he had already identified that he does not want to be on our mass e-mailings. And thus would not receive the bulk e-mail campaign that we just created.

Me studying it, will post some new in a day or 2. Write mail to me on mscrmexpert@gmail.com

Thanks,

MVP- Microsoft CRM & .Net
http://crmexpert.blogspot.com

Upgrade Microsoft CRM 1.2 to CRM 3.0

Introduction:-

Microsoft just lanuch Upgrad Advisor (Upgrade Wizard) for easy upgrading Microsoft CRM 1.2 to new version as V3.0. Using this wizard ISV's, Customers easily can upgrade previous version to newly version.


You can download this wizard from
Click Here


For more write mail to me mscrmexpert@gmail.com

Thanks,
MS CRM Developer