Feb
17
When we think of “reporting data”, often the options we conjure up in our heads are simply collections of columns and rows displaying lists of information. However, Microsoft Dynamics CRM 2011 provides us a more dynamic array of options. While I don’t wish to delve into each and every one of them in this article, …
Dec
29
Last week, Scribe Software released the long awaited Scribe Insight 7.5. The biggest new feature of the release is support for Unicode, which is of particular importance for international users, however it also included over 24 bug fixes, several of which I have run into so having them finally resolved is great news! In addition, …
Sep
22
While I have never found a lot of interest in Las Vegas personally, I think I may have found a compelling reason to go this year….Extreme CRM 2011. This is the year’s biggest and most comprehensive CRM-specific conference. What is even more exciting (depending upon your definition of “exciting”) is that I will be a …
Jul
28
Microsoft has just released Update Rollup 3 for Microsoft Dynamics CRM 2011! This Update Rollup provides many new fixes for documented issues and is cumulative, therefore including all of the fixes from Update Rollups 1 and 2. For additional information on Update Rollup 3, please visit the following Microsoft KB article: http://support.microsoft.com/kb/2547347 To download Update …
Jun
29
Yesterday, one of my users replaced their Microsoft Dynamics CRM 4.0 Outlook client with the Microsoft Dynamics CRM 2011 Outlook client for a customer demo and when he tried to revert back to the CRM 4.0 Outlook client, was unable to successfully run the Configuration Wizard. Here was the error that he received: Error| Configuration exception.System.Exception: …
Feb
28
Six years ago, Eric and I left Microsoft to start Summit Group Software. We knew that a key piece of our long term success resided in the incorporation of Microsoft Dynamics CRM. At the time, we were working with version 1.2. Any of you remember that version? No? Well you weren’t missing much. Yes it …
Feb
17
Let me paint you a picture: A consultant (let’s call him Bosh Behl..to protect the innocent) preparing to do a 4 hour workshop on Microsoft Dynamics CRM 2011 for a room full of his customers arrives early onsite to ensure that he can connect to his CRM Hyper-V environment. Before he left the office, it …
Feb
16
Today, February 16, 2011, Microsoft officially released Microsoft Dynamics CRM 2011 On-Premise. While some of you may be Online vs On-premise customers. (http://www.microsoft.com/Presspass/press/2011/feb11/02-16OnPremisesPR.mspx) This newest version of the application carries a number of new features and functionality which have been touted and talked about a lot in the last number of months. However, now that …
Jan
18
Today, I got a call from one of our consultants who happened to be on-site helping a customer. He said that when he went to any account, contact, or lead view in CRM and then tried to do a mail merge it wasn’t displaying all the records in the mail merge that he selected. Stumped? …
Jan
04
When implementing Microsoft Dynamics CRM for customers, it is common to migrate the notes, and if you are migrating data out of a different CRM system like Goldmine or ACT!, the old notes may be in rich text format. RTF text fields will have tags like this encompassing the note or other text field. {\rtf1\ansi\ansicpg1252\deff0\deflang1033{\fonttbl{\f0\fnil\fcharset0 …