Tuesday, June 27, 2006
Microsoft CRM System Tray Utility
Ever had the problem with starting Microsoft CRM web browser taking over an existing browser page then try the free utility from Vigence.
When installed it will automatically start CRM when you log in and add an icon to the System Tray. This utility ensures that this doesn't happen by removing an issue that users have with Microsoft CRM. When using this utility to start CRM it will always open Microsoft CRM in a new window. To access CRM at any time just double click on the icon.
Download
Seen on the Microsoft CRM User blog.
When installed it will automatically start CRM when you log in and add an icon to the System Tray. This utility ensures that this doesn't happen by removing an issue that users have with Microsoft CRM. When using this utility to start CRM it will always open Microsoft CRM in a new window. To access CRM at any time just double click on the icon.
Download
Seen on the Microsoft CRM User blog.
Tuesday, June 20, 2006
Saturday, June 17, 2006
Add Maps to Outlook (free add-in)
Map your appointment and meeting locations directly from within Outlook. Get driving directions, print detailed maps, find optimized trip routes, and estimate travel times. Receive reminders based on the estimated travel time. Even save details to view when you’re offline.
Send Outlook appointment location details to others—even those without the add-in.
Quickly locate restaurants, hotels, coffee shops, gas stations and other points of interest near your meeting location and map the best route.
System Requirements: Microsoft Office Outlook 2002 or Microsoft Office Outlook 2003 (U.S. English only)
Download
Send Outlook appointment location details to others—even those without the add-in.
Quickly locate restaurants, hotels, coffee shops, gas stations and other points of interest near your meeting location and map the best route.
System Requirements: Microsoft Office Outlook 2002 or Microsoft Office Outlook 2003 (U.S. English only)
Download
Friday, June 09, 2006
Microsoft Office PerformancePoint Server 2007
Office PerformancePoint Server 2007 is a comprehensive, enterprise-level performance management solution that features robust planning, budgeting, forecasting, scorecarding and reporting capabilities.
Office PerformancePoint Server 2007 provides employees at all levels of the organization with complete information visibility through easy-to-understand scorecards and reports delivered to every desktop.
Key Features:
Office PerformancePoint Server 2007 provides employees at all levels of the organization with complete information visibility through easy-to-understand scorecards and reports delivered to every desktop.
Key Features:
- Integrated Enterprise Data.
- Office Integration.
- Centralized Spreadsheet Management.
- Self Service Throughout.
- Robust Information Security.
- Leverage Existing IT Investments.
Sunday, June 04, 2006
Control the Form Assistant Pane
The Form Assistant Pane is opened by default in the Services area of Microsoft CRM, but closed by default in the other areas. Though this pane can be temporarily opened or closed each time you open a form, for example, an account, order, or invoice form, you may find it more convenient to change the default system-wide.
You can do this in three basic steps: by exporting the form, using a text editor to customize the XML code in the form, and then importing and publishing the form in Microsoft CRM.
1. Export the form for customization
1. In Microsoft CRM, on the Navigation Pane, click Settings, and then click Customization.
2. In the Customization area, click Export Customizations.
3. In the Export Customizations list, select the entity you want to customize.
4. On the More Actions menu, select Export Selected Customizations, and then click OK.
5. In the File Download dialog box, click Save, select a location for the customizations.xml file, and then click Save again.
2. Customize the form
1. Open the customizations.xml file in a text editor such as WordPad.
2. In the customizations.xml file, change this parameter as follows: relatedInformationCollapsed= “false”
A value of “false” opens the Form Assistant Pane by default, while “true” collapses the pane by default. Make sure to use the correct case, because this string is case-sensitive. Not all forms have this code and adding it could cause the form to behave unexpectedly.
3. Save the customizations.xml file.
3. Import and publish the customization
1. In Microsoft CRM, in the Navigation Pane, click Settings, and then click Customization.
2. In the Customization area, click Import Customizations.
3. In the Import Customizations area, browse to the updated customizations.xml file, and then click Upload.
4. On the More Actions menu, select Import Selected Customizations, and then click OK.
5. In Microsoft CRM, in the Navigation Pane, click Settings, and then click Customization.
6. In the Customization area, click Customize Entities.
7. Select the entity you customized.
8. On the Actions toolbar, click Publish.
You can do this in three basic steps: by exporting the form, using a text editor to customize the XML code in the form, and then importing and publishing the form in Microsoft CRM.
1. Export the form for customization
1. In Microsoft CRM, on the Navigation Pane, click Settings, and then click Customization.
2. In the Customization area, click Export Customizations.
3. In the Export Customizations list, select the entity you want to customize.
4. On the More Actions menu, select Export Selected Customizations, and then click OK.
5. In the File Download dialog box, click Save, select a location for the customizations.xml file, and then click Save again.
2. Customize the form
1. Open the customizations.xml file in a text editor such as WordPad.
2. In the customizations.xml file, change this parameter as follows: relatedInformationCollapsed= “false”
A value of “false” opens the Form Assistant Pane by default, while “true” collapses the pane by default. Make sure to use the correct case, because this string is case-sensitive. Not all forms have this code and adding it could cause the form to behave unexpectedly.
3. Save the customizations.xml file.
3. Import and publish the customization
1. In Microsoft CRM, in the Navigation Pane, click Settings, and then click Customization.
2. In the Customization area, click Import Customizations.
3. In the Import Customizations area, browse to the updated customizations.xml file, and then click Upload.
4. On the More Actions menu, select Import Selected Customizations, and then click OK.
5. In Microsoft CRM, in the Navigation Pane, click Settings, and then click Customization.
6. In the Customization area, click Customize Entities.
7. Select the entity you customized.
8. On the Actions toolbar, click Publish.
