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Customer Effective - 2009 Microsoft Dynamics Financial Services Partner of the Year
Mike Rogers2009-06-26T16:13:49-04:00
Customer Effective was named 2009 Microsoft Dynamics Financial Services Partner of the Year, chosen from a field of nearly 2,000 entrants worldwide. The award recognizes partners who have exhibited excellence in providing innovative and unique solutions based on Microsoft Dynamics...
Tip: Make Microsoft CRM Administration Easier by Organizing Settings Navigation Bar
Joel Lindstrom2009-06-26T14:37:46-04:00
In an XRM deployment, there are typically some entity links that you do not want to display in the main Wunderbar areas, such as administrative type entities or entities that function as master lists to feed lookups. You can display...
Troubleshooting CRM Authentication on Windows Server 2008
Will Wilson2009-06-18T23:47:31-04:00
Windows Server 2008 has been out for a little while now. Many of our installs are still on W2K3 boxes, but we’re starting to see more 2008 installations. I recently had the pleasure of having a very funky set of...
Microsoft Dynamics CRM 4.0 on Windows 7: 1 month review
Joel Lindstrom2009-06-15T16:58:52-04:00
I have been using the Windows 7 Release Client since it was released early May. I intended to post a review, but didn’t want to do it until I had run it for several weeks. With operating systems, I like...
Side-by-Side IFRAMES
Will Wilson2009-06-11T23:12:18-04:00
I was recently asked if it was possible to use a little bit of javascript to create two IFRAMES and have them be side-by-side on a form. Here’s what I came up with: This is the code that does the...
CRM Helper Class for Custom ISV ASPX Pages
Will Wilson2009-06-08T16:57:15-04:00
Most of my development work these days consists of creating custom ASPX pages that reside within the ISV subfolder of CRM. Anyone who’s done more than a couple of CRM-related projects probably has found a need to create some sort...
Client-side Web Service Calls for Microsoft Dynamics CRM 4.0: Parsing The Results
Will Wilson2009-06-02T21:52:41-04:00
This is the final article on client-side web service calls for Microsoft Dynamics CRM. The previous articles I wrote focused on making javascript calls to the MetadataService and CrmService web services and setting up some generic functions for re-usability. With...
Troubleshooting the Microsoft Dynamics CRM Client for Outlook
Will Wilson2009-06-01T12:10:49-04:00
Over at the CRM Team Blog, they’ve just posted a very nice article on troubleshooting issues with the CRM Client for Outlook. Having done my share of troubleshooting for CRM, this post is a big help in trying to make...
The CRM Roadshow Rolls On
Joel Lindstrom2009-05-31T22:17:35-04:00
The Customer Effective CRM Education Day event series kicked off on May 19th in Cincinnati, OH. Customer Effective founders Scott Millwood and Michael Elliott and CRM MVP Joel Lindstrom lead a full day of sessions covering CRM, configuration, building a...
Including External Data In a Microsoft Dynamics CRM 4.0 Report
Joel Lindstrom2009-05-31T21:59:03-04:00
So you want to create a report that references data from another database. Perhaps you want to correlate your CRM data with your ERP data to see how CRM activities are affecting your orders in financials. Of course, you could...
Duplicate Matching Records during XML import
John Whisonant2009-05-29T17:17:03-04:00
One of the nice benefits of CRM is that it is easy to move the system configuration from one environment to another. This is done using the customization export and import functionality. However, sometimes errors occur during the import process....
Lead or Languish: Why Microsoft Dynamics CRM Programs Require Top Management Leadership
Dan Griffin2009-05-18T11:45:03-04:00
Recently, I've been writing for MSDynamicsWorld.com. This website discusses all things Dynamics. There are news articles, best practice advice and general information about CRM as well as AX, GP, NAV and SL. You can check out my latest column on...
SQL 2005 components and Windows XP SP3
Joel Lindstrom2009-05-18T06:51:19-04:00
I recently was involved in a deployment where certain PC's would not install SQL 2005 components. This included Business Intelligence Development Studio (BIDS) 2005, for users who needed to write custom reports, and SQL 2005 Express, for users of Microsoft...
Taylor, Bean & Whitaker Select Customer Effective for Microsoft CRM Project
Mike Rogers2009-05-06T14:21:12-04:00
Growing Needs of Mortgage Lender for Single Information Views Lead to CRM Greenville, SC - - May 5, 2009 - - Customer Effective Inc., a Microsoft Gold Certified Partner and value-added reseller of Microsoft Dynamics CRM, announces that Taylor, Bean...
Scribe Web Services Adapter Product Launch
Joel Lindstrom2009-05-06T09:46:11-04:00
Webcast: Scribe Web Services Adapter Product Launch: Overview and Demonstrations – Thursday, May 14 @ 11am – 12pm EST This webcast will cover the newly released Web Services Adapter for Scribe Insight and Scribe Insight Enterprise. The webcast will include...
Understanding Outlook E-mail Display Formats
Joel Lindstrom2009-05-04T11:16:02-04:00
I got an interesting question from a reader of the CEI blog today. He had just installed Microsoft CRM for Outlook 4.0, and after synchronizing, all of the synched contacts in Outlook had the e-mail address display type set to...
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