May
29
Integrating Microsoft CRM with SharePoint
May 29, 2008 | Leave a Comment
Integrating Microsoft CRM with SharePoint is often highly desired, SharePoint is an excellent document management tool and the list management features are unmatched. For more information on how to integrate the two products please visit our website by clicking on the link below:
http://www.chorusit.com/sharepointintegration.aspx
May
15
How to get Internet Explorer to prompt for a username and password when logging into CRM
May 15, 2008 | Leave a Comment
(1) Open Internet Explorer.
(2) Select TOOLS >> INTERNET OPTIONS >> SECURITY Tab.
(3) Choose the “CUSTOM LEVEL” button.
(4) Within the Settings change “USER AUTHENTICATION” to “Prompt for user name and password”
(5) Choose OK >> APPLY.
(6) Close Internet Explorer.
The next time you go to log into CRM via the Internet Explorer, you should be prompted to enter in your username and password.
May
2
Profiles International chooses Microsoft Dynamics CRM to replace Pivotal software
May 2, 2008 | Leave a Comment
Microsoft Corp. today announced that Profiles International Inc., which provides Web-based employee-assessment and talent management solutions to companies across the globe, has chosen Microsoft Dynamics CRM to replace its Pivotal CRM software.
The new Microsoft technology replaces the company’s CDC Software Pivotal CRM, Pivotal ePartner portal, Pivotal MarketFirst electronic marketing application and basic intranet site. Profiles International evaluated software from Oracle’s Siebel, Salesforce.com, SAP, Sage CRM Solutions, Netsuite Inc. and CDC’s Pivotal before selecting the Microsoft Dynamics solution.
For more information on this visit: [Microsoft PressPass]
Apr
18
Microsoft Dynamics CRM 4.0 Implementation Guide 4.1.0 is Now Available!
April 18, 2008 | Leave a Comment
The Microsoft Dynamics CRM 4.0 Implementation Guide update 4.1.0 is now available and contains the following:
- Over 50 corrections and revisions.
-
3 new topics.
- Make Microsoft Dynamics CRM 4.0 Client-to-Server Network Communications More Secure
- Key Management in Microsoft Dynamics CRM
- Network Ports Used By Microsoft Dynamics CRM
- An advanced multitenant architecture that supports multiple customers per server
- Extended global capabilities including user choice of more than 25 languages and pervasive support for multiple currencies
- New business intelligence capabilities including cross-entity views and an end-user ad hoc reporting wizard
- Advanced business process automation based on Microsoft Windows Workflow Foundation
- New collaboration capabilities with Microsoft Office Communications Server 2007 including real-time presence indicators within the CRM application
Mar
22
Microsoft Dynamics CRM 4.0 Software Development Kit
March 22, 2008 | Leave a Comment
The new SDK for CRM 4.0 is now available to download here. I have always found the SDK to be incredibly informative, at Chorus I.T we regularly produce completely bespoke integrations using the SDK from the most simplistic client side code to the more complex bespoke applications. We have been utilising .NET 3.5 to produce some great examples of integration, in one case we have developed a completely bespoke training application that utilises SQL server merge replication to distribute and manage data with 30 disconnected client workstations and then server side we migrate the data (using the SDK) to Microsoft CRM where customer server representatives utilise the information for quality assurance and marketing. The possibilities really are endless, all you need is the SDK, some imagination and a CRM partner with a development team.
Mar
19
SQL Server 2008
March 19, 2008 | Leave a Comment
Microsoft CRM 4.0 is supported on SQL server 2008 you will need to read the following article before you upgrade as there are some known issues. Of course you can contact Chorus I.T for full details.
Mar
3
Add-on Products
March 3, 2008 | Leave a Comment
I have just stumbled across a very nice website that lists add-on products for the dynamic product ranges; obviously I was very interested to see the CRM section as there were some products I have not actually seen. Click here to take a look.
Feb
12
Data Migration in CRM 4.0
February 12, 2008 | Leave a Comment
The new data migration tool in Microsoft CRM 4.0 is fantastic. I have worked with various CRM products over the years and most require the use of expensive third party data migration tools to provide exactly the same functionality of the data migration manager in CRM 4.0. Click here to view a demonstration of the tool in action.
Dec
20
Microsoft Release CRM 4.0
December 20, 2007 | Leave a Comment
Microsoft has announced the release of Microsoft CRM 40 (formally codename titan). Click here to read the full press release. This release includes:
May
11
Updates
May 11, 2007 | Leave a Comment
Apologies for the lack of updates – I have been working hard on a tablet pc application that is integrating with CRM via SQL replication. It has actually been very interesting and is certainly a viable method of developing unrelated offline applications that need to sync data back to the server. We have been able to build a service side process (Well it will be a process!) that looks at the custom database for new records and using the CRM web services creates the relevant records, utilising the callout model we can also push data back the other way. I will look at producing a simple demonstration of utilising replication and how we can integrate that with CRM. Anyhow! I noticed the following process related diagrams on the team blogs that I thought were worth sharing:
http://www.microsoft.com/dynamics/crm/using/services/flowcase.mspx
Links
- Chorus I.T - Microsoft CRM Partners
- CRM Freak
- Happy Fun Boy
- John Straumann
- Microsoft Dynamics CRM page - Chorus Microsoft CRM page
- Ronald Lemmen
- SBSBPI
- Stunware
- The SBS Diva
- UK Microsoft Dynamics CRM Blog
- UK SMB Girl
- VladVille