CRM Connector to SharePoint

KWizCom CRM Connector to SharePoint, now supports Microsoft Office SharePoint Server 2007.

Enables users to better manage documents linked to any CRM entity (Account, Lead, Product etc.).These document management capabilities are based on Microsoft SharePoint Services, and provide CRM users with the ability to:

- Create document libraries and folders
- Link documents to any CRM entity
- Search for documents from within MS CRM interface
- Expose documents to users who are NOT CRM users (and do not have CRM client license)
- Enables sharing applications beyond a single team-site scope

Read more

Hotfix Request Form; the easy way

This site helps you to obtain a Hotfix the easy way. To obtain a Hotfix, submit your request via this form to Microsoft Online Customer Service and Support and you should expect to receive a download link via email from Microsoft within 8 business hours!

These Hotfixes have not gone through full Microsoft regression testing. Specifically, these Hotfixes have had targeted testing which does not include testing in combination with other Hotfixes. You are encouraged to only install the specific Hotfixes needed to address the problem you have. Please carefully review the associated KB article for each Hotfix you install to verify that this is the fix you need and that there are no known compatibility or installation issues.

Read more

Update of WordConnect (Now English version available)

WordConnect is an alternative for WordMailMerge and the new version is now available in English.

See demo

Read more (pdf)

Create your own calculated fields in Microsoft Dynamics CRM 3.0

PentaLab introduces CField, a new application that enables users to create calculated fields in Microsoft Dynamics 3.0 without generating additional code.

Today Microsoft Dynamics CRM doesn’t natively support the creation of calculated fields, at the same time workflow rules are often inadequate as they do not support complex logic. This is the reason why PentaLab has created Cfield, the first software that, throughout a simple graphic interface, enables users to create their own calculated fields without having to write a single line of code, that is without having developer skills.

With CField anybody can create easily custom-made callouts! You can download a free 30-day trial at the following website: www.pentalab.com/CField

More Dashboards for Microsoft CRM

More Microsoft CRM Dashboard examples, this time by Bridgebuilder.

Read / See more (pdf)

Update of crmlive.com

The crmlive.com site has been updated. You can now sign up for the early access program (US only).

Invoke Systems' PowerTools for Microsoft CRM 3.0

In celebration of their merger with Ascentium, Invoke Systems are releasing their internal "PowerTools" for Microsoft CRM 3.0. This set of tools is completely "unsupported", so use them at your own risk.

Read more

Download

Microsoft Dynamics Live CRM Preview

Microsoft Dynamics Live CRM Preview, delivering a flexible and familiar user experience, through Microsoft Outlook, or a Web browser, with rich configuration and customization capabilities.

See video

Microsoft Announces Product Offerings and Customer Early Access Program for Microsoft Dynamics Live CRM

At its Worldwide Partner Conference today, Microsoft Corp. announced the kickoff of its partner-led customer early access program for Microsoft Dynamic Live CRM, as well as detailed product and pricing information for the new on-demand service. In addition, new pre-configured vertical templates for Microsoft Dynamics CRM were demonstrated for the public sector and manufacturing industries.

“We are excited to bring a whole new level of business productivity and value to the CRM market,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “The new Microsoft Dynamics Live CRM service offers tremendous application configuration capabilities, allowing our customers and our partners to deploy on-demand CRM systems that work the way that each individual business does. Together with our on-premise and partner-hosted offerings, we give customers and partners the ultimate in choice and flexibility in how they deliver CRM capabilities to users.”

Microsoft Dynamics Live CRM will be operated and managed by Microsoft within its datacenters and will offer Microsoft’s partners another fast and flexible way to address the unique customer relationship management (CRM) needs of each customer. Microsoft Dynamics Live CRM will use the same code base as the on-premise and partner-hosted versions of Microsoft Dynamics CRM, a strategy that reinforces Microsoft’s leadership in allowing customers to choose the best deployment option for their business and IT needs at any time.

Read more

More Worldwide Partner Conference news here

Microsoft Dynamics Extends Leadership to Deliver Value to Its Partner and Customer Ecosystem

At its Worldwide Partner Conference 2007, Microsoft Corp. today underscored its commitment to the Microsoft Dynamics ecosystem, announcing investments in technologies and initiatives to strengthen this ecosystem to deliver greater business value to customers and open new markets and opportunities for its partners.

Read more

Convergence 2007 Copenhagen (23-25 October)

Convergence is the premier Microsoft Dynamics event, bringing customers, partners, team members and industry experts together in an environment created for you to discuss solutions, address business needs and establish a true community that can be leveraged throughout the year.

Convergence 2007 Copenhagen site

Free Windows Server 2008 e-book and clinics

Subscribe to the Microsoft Press newsletter and get information about the latest titles from Microsoft Press and more. When you register to receive the access code for the free Windows Server 2008 e-book, you can also sign up for the Microsoft Press Book Connection, a monthly newsletter that provides news about upcoming and recent releases, special offers, and additional information from our expert authors.

The online Windows Server 2008 learning collection of four clinics introduces the new features and functionality in Windows Server 2008. The clinics cover server virtualization, security and policy management, branch office management, centralized application access, and server management. You can take the entire collection of clinics, or just the clinics that interest you.

This free offer includes the following:

Clinic 5936: Introducing Security and Policy Management in Microsoft Windows Server Code Name "Longhorn" (Beta 3)

Clinic 5937: Introducing Branch Office Management in Microsoft Windows Server Code Name "Longhorn" (Beta 3)

Clinic 5938: Introducing Centralized Application Access in Microsoft Windows Server Code Name "Longhorn" (Beta 3)

Clinic 5939: Introducing Server Management in Microsoft Windows Server Code Name "Longhorn" (Beta 3)

Microsoft Learning Announces Exam Delivery Provider Decision

Microsoft Learning announces its decision to move forward with Prometric for delivery of its Microsoft professional certification and Microsoft Dynamics exams.

Pearson VUE will discontinue selling Microsoft professional certification exams after August 31, 2007. To accommodate those who purchase Microsoft professional certification exams through August 31, Pearson VUE will continue to administer the exams through December 31, 2007.

Pearson VUE will discontinue selling and administering Microsoft Dynamics exams after December 31, 2007. Additional details regarding this transition will follow over the next few months.

Read more

Great Dashboard Examples by Sonoma Partners

Sonoma Partners recently built a few dashboards for Dynamics CRM 3.0 by using animated Flash controls from InfoSoft (http://www.infosoftglobal.com/)

The results are available here

Sorting on multiple columns in views

Nice tip by Brian Begley: By holding down the SHIFT Key while clicking on a column header, you can sort on multiple columns in views!

Using Encrypting File System to Protect Microsoft Dynamics CRM Data on a V3c Client Running Windows XP Professional (v2)

This white paper describes how to use EFS with the Microsoft Dynamics CRM clients for Outlook Compatibility Update on a computer running Microsoft Dynamics CRM laptop client for Microsoft Office Outlook (version 2.0)

Download