Microsoft CRM 3.0 Mobile

The Freaky Microsoft Dynamics 3.0 Blog posted information about the Microsoft CRM 3.0 mobile edition.

Joris Kaltz's Update of the PreCaching Tool for Microsoft CRM

Microsoft CRM is using caching techniques to ensure a perfect user experience and a rapid-responding application, but it takes a few seconds when starting Microsoft CRM for the first time. These few seconds could be very long especially when you are doing a presentation.

Joris Kaltz made a new version of the Pre Caching tool for Microsoft CRM. Instead of an the original console application it now resides in the system tray and it gives you a few more options.

Download now!

The tool is based on .NET Framework 2.0 so you have to instal it first: Microsoft .NET Framework Version 2.0 Redistributable Package (x86)

Support Lifecycle information for Microsoft CRM

Here are the links to support lifecycle information for Microsoft CRM:

Microsoft CRM 1.0 Support Lifecycle

Microsoft CRM 1.2 Support Lifecycle

Construction Plans add-on by ACI bv

Microsoft CRM CSA ACI b.v (The company I work for) will soon present their new add-on for 3.0: Construction Plans for Microsoft CRM 3.0

This add-on makes it possible to directly import all the new (and existing) Construction Plans published by REED Business Software (Giant Publisher) in Microsoft CRM.

Website ACI b.v.

Website REED Bouwplannen

Microsoft Dynamics CRM 3.0 Courses coming soon!

Microsoft Dynamics CRM 3.0 courses will start in late February.

#8526 Microsoft CRM 3.0 Installation and Configuration (3 days)
#8525 Microsoft CRM 3.0 Customization (3 days)
#8524 Microsoft CRM 3.0 Service Scheduling (1 day)
#8523 Microsoft CRM 3.0 Service Management (1 day)
#8522 Microsoft CRM 3.0 Marketing Automation (1 day)

Create a Microsoft CRM 3.0 Dashboard with Microsoft SharePoint Portal Server

You can use either Microsoft Office SharePoint Portal Server 2003 or Microsoft Windows SharePoint Services to create a dashboard to display essential data for your users. In this example, you will learn how to use SharePoint Portal Server and Microsoft Office FrontPage to create a dashboard to display a chart of the top open opportunities and their projected revenue.

The first section explains how to create a SharePoint Portal Server page with an Office Web component (a PivotChart), connect it to the Microsoft CRM database, and configure the PivotChart. The second section explains how to create a data view on the SharePoint site by using FrontPage. The final section explains how to replace the default Microsoft CRM home page with your SharePoint Portal Server dashboard.

This article provides the steps to create a dashboard by using SharePoint Portal Server. The steps to create a dashboard by using Windows SharePoint Services are similar, but the names and labels are different than those in SharePoint Portal Server.

Read more

CS2001 error after Windows 2003 R2 update

This week I succesfully updated a Microsoft CRM 3.0 / Windows 2003 server to Windows 2003 R2. After the R2 update I received an error when starting Microsoft CRM:

Unable to generate a temporary class (result=1). error CS2001: Source file 'E:\WINDOWS\TEMP\ksgczw3q.0.cs' could not be found error CS2008: No inputs specified

This problem can be fixed by giving the NETWORK SERVICE read en write access to the WINDOWS\TEMP folder.

WordMailMerge for MS CRM 3

WordMailMerge is a Microsoft CRM Add-On that enables you to create Word-Documents with data from MS CRM. With this Add-On you can start to merge contact,account,..-details into a template directly from the web client and write letter activities back in the MS CRM.

Now you can add additional fields to the mail merge fields when creating a mail merge
WordMailMerge now also you to use nearly every field also custom fields to generate word documents.

Generate word documents with custom entities and insert related informations from accounts.
Create mail merges using quotes, sales orders, invoices and use custom fields
Generate letters and send it as PDF per email.

Read more

Email Spelling Checker Add-On for CRM 3.0 released.

CWR Mobility released their Email Spelling Checker for CRM 3.0 today. It's a freeware add-on that you can download from their product page.

Scribe Software Releases Adapter for Microsoft Dynamics CRM 3.0

Scribe Software Corporation, a provider of data migration and integration software technology for leading Customer Relationship Management (CRM) systems, announced its release of the Scribe Adapter for Microsoft Dynamics CRM 3.0.

Implemented at thousands of CRM customers, by hundreds of Scribe Certified Resellers, Scribe's integration tool, Scribe Insight, has been the keystone to sharing and accessing all important customer data within a company's CRM environment.

Read more...

Microsoft CRM 3.0 Customization Planning Forms

This download includes one file for each customizable entity in Microsoft CRM. Each file includes default forms, views, attributes, and reports for the entity, with tables to add information on what you want to change.

These files are designed to be printed and brought to meetings where managers and employees determine how to customize Microsoft CRM for their specific business needs.

Download

New: The Microsoft Dynamics CRM 3.0 External Connector

This is a new license type, available for Microsoft Dynamics CRM 3.0 – Professional Edition only. It is a license only, and does not include any physical software components.

Microsoft Dynamics CRM 3.0 – External Connector can be used to provide access to Microsoft Dynamics CRM 3.0 data to customers, partners and suppliers through any application/graphical user interface (GUI). External users should not be using the Microsoft Dynamics CRM 3.0 applications & GUIs directly. External Connector license is a per-server license, and hence must be purchased for each server that hosts an application that provides external access to Microsoft Dynamics CRM 3.0 data.

Users who are not eligible to use the External Connector, regardless of degree of use:
All internal users
External users acting in an internal capacity
External users who use CRM Outlook or Web client

CRM External Connector is a license It is not a product, so customers will need to build a portal or use an ISV solution
CRM external connector does not include licensing for any other Microsoft products. If external scenarios integrate with SQL, Sharepoint, or Windows Server, external connectors are also required for these products

Microsoft Dynamics CRM 3.0 Languages and Release Availability

Microsoft Dynamics CRM 3.0 will be available and orderable for customers on pricelists beginning December 1, 2005 in English, followed by language availability according to the table below.


English - 12/1/2005
French - 1/1/2006
German - 1/1/2006
Russian - 1/1/2006
Dutch - 1/1/2006
Spanish - 2/1/2006
Danish - 2/1/2006
Brazilian Portuguese - 2/1/2006
Italian - 2/1/2006
Polish - 3/1/2006
Swedish - 3/1/2006
Hungarian - 3/1/2006
Czech - 3/1/2006
Turkish - 3/1/2006
Norwegian - 3/1/2006
Greek - 4/1/2006
Finnish - 4/1/2006
Portuguese (Iberian) - 4/1/2006
Japanese - 7/1/2006
Chinese Traditional - 5/1/2006
Chinese Simplified - 5/1/2006