CRM Watcher

CRM Watcher is the source for the latest Microsoft Dynamics CRM News and Downloads.

Tuesday, February 28, 2006

Free Chapter of Microsoft CRM 3.0 Book by Sonoma Partners

Last month, Sonoma Partners announced the release a free sample chapter from their Microsoft Dynamics CRM 3.0 Book.

Based on votes by site visitors, is Chapter 8 - Workflow the winner!

You can download the free sample chapter 8 off their website.

Dynamics Tools by Microsoft

Microsoft Corp. last week rolled out a line of integration tools that it said can more tightly weave together its business applications with the Office productivity suite.

The new Dynamics Snap line of tools, called Snap-Ins, will enable users to trigger workflows or access data in the AX 3.0 (formerly Axapta) ERP and Microsoft CRM 3.0 systems through Microsoft's Outlook personal information manager.

Microsoft said the four Dynamics Snap tools, built under the code name Project Green, can be used to eliminate redundant data entry, boost productivity and more tightly integrate the business proc-esses of multiple Microsoft applications. Product Offerings
Helene Cole, CEO of Altara, a Basking Ridge, N.J.-based integrator, said the updated tools promise to eliminate the time-consuming task of having to enter the same data into Outlook and a corporate AX ERP or Microsoft CRM system.


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Sunday, February 19, 2006

Many to Many in Microsoft CRM 3.0 - Opportunity Accounts

In a few vertical industries, many to many relationships is a requirement.

What usually the need is to tie many accounts to multiple opportunities with multiple roles. So in one deal, a account may be a buyer, in a second deal, it may be the seller and on a third deal it may be a broker.

Read more

Friday, February 17, 2006

Microsoft CRM 3.0 book availability dates

Sonoma Partners will make the Convergence deadline! The Microsoft CRM 3.0 book should hit retail by April 12. The firstcommercial ship date is 3/15, and it usually takes 4 to 6 weeks before there are actual copies available in book stores.

Order your copy now!

Wednesday, February 15, 2006

Displaying Microsoft CRM Business Data in SharePoint Web Parts

This article describes how to use Windows SharePoint Services and Web Part technology to build portals and dashboards that display Microsoft CRM data in a single, unified interface.

Managers can stay better informed about the health of their business unit and understand how they are performing with instant access to key performance indicators and critical metrics. Executives can keep their fingers on the pulse of the business with a single corporate scorecard that covers sales, marketing, and service. Users can save time by embedding frequently used charts or report segments on a single page. With up-to-the minute information, users can spot potential problems and identify opportunities early on.

Read more on the MSDN site

Monday, February 06, 2006

Improving Performance of Microsoft CRM 3.0 by Using a Dedicated Report Server

A new white paper by Microsoft:

To improve performance in high-volume Microsoft Dynamics CRM 3.0 systems, you can run reports on a dedicated report server. This frees up the resources of server that is running Microsoft SQL Server and Microsoft CRM to better service the transaction processing requests generated by users adding, viewing, and updating Microsoft CRM records...

Download

Friday, February 03, 2006

Free Microsoft CRM 3.0 Demo Servers

Microsoft offers the possibility to try Microsoft CRM 3.0 online at http://mscrm.demoservers.com so you (or potential customers) don't have to install Microsoft Virtual PC and download the CRM image!

(registration needed, the service is for free!)