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While doing my CRM Online install, I attempted to set the client up with the CRM Outlook client. It appeared to install properly but then Outlook would not run. When attempting to run it, we would get a message that the program had not shut down properly...
I just blogged about using the Service Calendar as a corporate calendar. I noted that it is not available out of the box in the Outlook client. I've just experimented a bit and managed to expose the Service Calendar in my Outlook client. To do so...
A client of mine actually pointed this out. I'd never thought of this. The owner wants to be able to have a common 'Corporate Calendar' for all CRM appointments. The CRM calendar doesn't do that, nor does the Outlook calendar. Thought...
Well, I guess second time's a charm. I managed to pass the Microsoft Dynamics CRM 4.0 Applications certification exam. This was my second try and I barely passed it. But pass I did. I qualifies me for not only the Microsoft Certified Business Management...
Regional Director and CRM Guru David Yack has just released his latest book, CRM As A Rapid Development Platform. With this book, CRM is not just a CRM application anymore. With its extensive customization features and ability to use external programs...
Microsoft's TS2 team will be presenting Dynamics CRM and ERP briefings at select cities this month. Attendees will receive a copy of Office at the CRM events and a copy of Vista Ultimate w/SP1 at ERP events. Sure hope they have one in San Antonio...
I recently authored a short article on the various courses available on MS CRM and the levels of certification one can achieve. It has been posted to the CRM Team blog at http://blogs.msdn.com/crm/archive/2008/07/23/are-you-certifiable.aspx . Please give...
I have received a few e-mail messages from time to time that I cannot Track In CRM in CRM 4.0. When I do, I receive an error message stating the message is too big. This is interesting because even one word messages will produce this error, as long as...
Today I took, and passed (!!!) the Extending CRM 3.0 certification exam (MB2-498). This was quite an accomplishment for me since I am not a developer (these days, but I used to be one heck of a programmer in the '80s! Maybe again...). I learned an...
When I ran CRM 3.0, I had set the AppMode key in the CRM web.config file to Off. This causes CRM to display in a regular Internet Explorer windows. With it on, CRM strips off all the IE stuff and only displays CRM. Unfortunately with IE7 it also caused...
One of the new features of Microsoft Dynamics CRM 4.0 is the multilingual user interface (MUI). MUI allows individual users to set the language of their choice for using CRM. The CRM deployment must select a base language, like English or German, or whatever...
So, last week I finally took my CRM 3.0 certification exams. I did the Applications exam before we went to Europe in September, 2006. I've been prepared to take the remaining two, Installation & Configuration, and Customization for some time but...
I didn't know this. You can only have a maximum of 8 tabs in a CRM 4.0 (and 3.0) form.
In today's Saturday morning CRM Study Group, the question came up as to whether CRM reports are available while the Outlook client is Offline. I wasn't sure so I gave it a try this evening. When using the Microsoft Dynamics CRM for Microsoft Office...
Microsoft has just released the latest update rollup for version 3.0 It contains hotfixes, etc. that have been released since Update Rollup 2. It requires that you already have Update Rollup 2 installed. There are two files to download, one for the server...
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