Creating a CRM Sub-Report for a Chart Report Using Visual Studio 2005

Zahara Hirani (Crowe Customer Relationship Management Blog) explains in detail how to make a Dynamics CRM sub-report for a chart report by using Visual Studio 2005.

Creating a sub report for a chart report using Visual Studio 2005
1. Open Visual Studio 2005.
2. Click on the File menu on the menu bar, point to Open, and then click Project/Solution.
3. In the New Project pop-up,
a. Under Project Types, select the Business Intelligence Projects. Under Templates, select Report Server Project Wizard.
b. Give the project a new name (e.g. AdventureWorksReports). Browse to a location where you wish to create the project.
c. The Solution Name will be automatically populated with the Project Name that you specified earlier.
d. Click OK.
4. Click the View menu bar, and select Solution Explorer.
5. This should open the solution Explorer on the right.
6. Right click Shared Data Sources

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Generate Excel 2007 Sheets from MSCRM Data

Ayaz Ahmad (MVP) has a nice post on his blog about generating Excel 2007 sheets based on CRM data (Office Open XML).

Office Open XML is an XML-based file format specification for electronic documents such as memos, reports, books, spreadsheets, charts, presentations and word processing documents. The specification has been developed by Microsoft as a successor of its binary office file formats and was published by Ecma International as the Ecma 376 standard in December 2006. The format specification is available for free at Ecma International.

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Microsoft Dynamics CRM Selected by Reed Smith

After extensive evaluation, Microsoft Dynamics CRM and CRM4Legal by Client Profiles Inc. have been chosen by Reed Smith LLP to provide innovative CRM technologies and consultancy services.

The technology and services from Microsoft Corp. and Client Profiles are designed to complement and enhance the firm’s ongoing commitment to advancing its reputation as a global leader in client service among law firms. Reed Smith is one of the 15 largest law firms.

Reed Smith has more than 1,500 lawyers in 21 offices throughout the United States, Europe and the Middle East, and has been repeatedly recognized for its excellence in client service. In 2007, Reed Smith was once again named to the BTI Client Service A-Team, ranking fourth among law firms in the United States for developing and maintaining superior client relationships.

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The origin of Customer Relationship Management (CRM)

Dr. Jon Anton is widely credited with originating the term "Customer Relationship Management" (CRM). He is a leading authority in the industry and has assisted over 400 leading companies, across more than 25 key market sectors in improving their customer service strategy/delivery.

Dr. Jon has developed techniques for calculating the ROI for customer service initiatives, with more than 75 published papers on customer service and call center methods in industry journals. In 1997, one of his papers on self-service was awarded the best article of the year by Customer Relationship Management Magazine.

Dr. Jon is the editor for a series of professional books entitled Customer Access Management, published by the Purdue University Press. In total, Dr. Jon has published thirteen professional books

Dr. Jon's formal education was in technology, including a Doctorate of Science and a Master of Science from Harvard University, a Master of Science from the University of Connecticut, and a Bachelor of Science from the University of Notre Dame. He also completed a three-summer intensive Executive Education program in Business at the Graduate School of Business at Stanford University.

CRM books by Dr. Jon Anton

Microsoft Dynamics CRM 3.0 Virtual PC Demonstration - August 2007 Release

New virtual PC Demonstration with Microsoft Dynamics CRM 3.0

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The Certified for Microsoft Dynamics program

The Certified for Microsoft Dynamics program helps you to differentiate your innovative software solutions in the marketplace with a distinctive logo and a portfolio of marketing benefits.

Certified solutions can inspire more confidence with new customers by their status of having met Microsoft's most demanding standards for partner software solutions.

They can also attract more leads by being featured prominently in Microsoft solutions directories.

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The Microsoft Certification Logo Builder now includes Microsoft Dynamics certifications

The Microsoft Dynamics certifications have been added to the Logo Builder library. Logo Builder is a tool that enables individuals certified for Microsoft Dynamics to create custom logos based on Microsoft Dynamics certification achievements.

Now, according to your individualized exam transcript, you can create and display the logo associated with you proven expertise in specific Microsoft Dynamics technologies and applications. This includes creating multiple logos for different purposes.

You can find the Microsoft Dynamics member site at https://mcp.microsoft.com/dynamics.

Microsoft Office Outlook Connector 3.0 available

Microsoft Office Outlook Connector 3.0 enables you to use your Live / Hotmail / accounts within Outlook:

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PowerSearch for Microsoft Dynamics CRM 3.0

PowerSearch provides a powerful search routine including a full document search feature.I'ts possible to simplify the use of CRM by providing one page where all records could be found, presented and favourites can easily be accessed.

- Easy configurable search over all entities(depends on the security role)
- Quick search on documents saved in CRM through an index-service which subscribes all documents within CRM.
- By defining related fields for your search criteria, you will receive a compact overview of all records (quotes,cases,...) associated to e.g. an account or a contact.
- All entities, advanced search, reports and websites can be accessed from within one page in CRM through the Favorites-functionality.
- Possibility to changing each label as you want.(Multilanguage)
Important statistics like revenues, cases ,... can be presented.

Download trial version

Watch demo

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CRM Queue Gadget

This is a Vista sidebar gadget that polls recently created queue items from a specified CRM server. CRM server name, polling interval, and queue type are configurable through setting page.

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Microsoft Response Point Phone System Software

Microsoft Response Point phone system software was designed for small businesses with simplicity in mind. Backed by industry leading hardware vendors like D-Link, Quanta and Uniden, Microsoft Response Point offers a breakthrough voice-activated user interface, simplified setup and system management, and the calling capabilities your business needs.

Microsoft Response Point features include:
- Phone and service configuration wizards
- Phone auto discovery
- One-touch voice commands
- Automated Receptionist
- Built in voicemail
- Voicemail to e-mail forwarding
- Incoming call notifications on your PC
- Microsoft Outlook contact integration
- Two-click backup and restore

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Vertical Templates for Microsoft Dynamics CRM

Microsoft has released two vertical templates for Microsoft Dynamics CRM as a part of Microsoft's shared source initiative.These templates include reference data models, pre-defined workflows, and role-based user experiences that showcase how Microsoft Dynamics CRM is relevant to customers in these industries.

Each vertical template includes the following materials:
- CRM Configuration XML Files
- Workflows- User Roles
- Demo Data- Demo Script
- README FileThe templates are designed to work with Microsoft Dynamics CRM 3.0 today and will be updated for the next release of the Microsoft Dynamics CRM product.

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Download Template Manufacturing
Download Template Municipal Government

Mobile CRM in Simplified Chinese

CWR Mobility has made a chinese version of their fantastic Mobile CRM solution for a customer in China and it looks great!

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