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• Running duplicate detection in Microsoft Dynamics CRM 4.0

  A client of mine decided to perform a little summer house cleaning > deleting duplicate records in the company CRM system. Having correct contact information is the key of having reliable CRM system. In CRM 4.0 Microsoft introduced new feature called... Posted Aug 11 2008, 08:17 PM by toni with | with no comments Filed under: crm, duplicate detection

• Reaching user limit in Microsoft Dynamics CRM

  While doing deployments, we have a number of virtual machines that we use as copies of customer production environment; for testing; learning etc. We installed one such machine using a trial key from Microsoft site. As key is only valid for 90 days, it... Posted Apr 21 2008, 08:03 PM by toni with | with no comments Filed under: crm, licensing

• Great tools for CRM administration

  As we are preparing for a local CRM event, I took some time to play with Microsoft Dynamics CRM Demonstration Tools , a set of tools for easier demonstrations. For each CRM presentation I am using CRM VPC image prepared by Microsoft. It is already pre... Posted Apr 09 2008, 10:12 PM by toni with | with 1 comment(s) Filed under: crm, tools

• Where to find Microsoft Dynamics CRM 4.0 product keys?

  We recently sold two copies of CRM 4.0; one upgrade from CRM 3.0 SBE and one new license. The quickest way to kick-off your CRM project is to use a 90-day trial version that can be downloaded here . To upgrade from trial to full version you will just... Posted Mar 25 2008, 10:53 PM by toni with | with 1 comment(s) Filed under: crm, licensing

• Microsoft Dynamics CRM Client installation odyssey

  This blog has moved. Click here to open the new site. When you are presenting Microsoft Dynamics CRM 4.0 to customers bear in mind that one of the key selling points is the strong integration with Outlook 2007. Since Microsoft is manufacturer of both... Posted Mar 04 2008, 11:44 PM by toni with | with 4 comment(s) Filed under: crm, crm client

• Enhancing duplicate detection in CRM 4.0

  This blog has moved. Click here to open the new site. In my previous post I mentioned that duplicate detection could be better in CRM 4.0. Few days ago I found a nice article on how to enhance Duplicate detection. It describes how to use the Soundex algorithm... Posted Jan 14 2008, 11:41 PM by toni with | with 3 comment(s) Filed under: crm, duplicate detection

• MindJet rocks!

  A few years ago a friend of mine recommended me MindManager 1.0. I instantly fall in love with the product. Last year my company purchased MindManager 6.0. I installed it but never found time to test it properly. I liked the concept from day one, but... Posted Jan 06 2008, 04:26 PM by toni with | with 4 comment(s) Filed under: crm, mind manager, sharepoint

• What's new in CRM 4.0 - Part 2

  Microsoft announced CRM4 (Titan) as a very cool product. CRM team has done great improvements, and some of them I listed in Part 1 of this post. The product definitely deserves 4 stars out of 5, but there are some things I would like to change. Here I... Posted Jan 02 2008, 07:18 PM by toni with | with 14 comment(s) Filed under: crm

• What's new in CRM 4.0 - Part 1

  During last few weeks I spent some time with CRM 4.0 which is now in RTM phase. Here are some good blogs that you can use to find out more about CRM4: Microsoft Dynamics CRM Team Blog Philip Richardson Sonoma Partners A Freaky Microsoft Dynamics CRM Blog... Posted Jan 02 2008, 06:56 PM by toni with | with 4 comment(s) Filed under: crm

• CRM4 and Firefox

  I am quite surprised to learn that MS CRM4 (to be released in 2008) will not support Firefox. Very good workaround solution can be found here . Posted Nov 15 2007, 08:01 PM by toni with | with 1 comment(s) Filed under: crm, firefox

• Updating name format in Microsoft Dynamics CRM 3.0

  A client of mine approached me with the following request: We would like to change name format in our CRM. Currently name format is „firstname lastname", and we would like to change it to „lastname, firstname". Microsoft CRM 3.0 allows you to... Posted Jul 26 2007, 06:06 PM by toni with | with no comments Filed under: crm

• Warming Up your Microsoft Dynamics CRM 3.0 on Virtual Machine

  When presenting Microsoft products to potential customers I use my laptop and virtual machines stored on an external hard drive. Currently I am using Western Digital MyBook 500 GB . It's a good hard disk and I'm very satisfied with it. Every time... Posted Jul 23 2007, 03:36 AM by toni with | with 1 comment(s) Filed under: virtual machine, crm