Consulting Dynamics

DIAGNOSE | ANALYZE | DESIGN | DEPLOY

Think Spindles. Not Space!

Here is one question my customers ask me every time I do a Dynamics architecture assessment: "How...

Author: PKCRM_1 Date: 04/25/2009

Back again!

It's been almost 2 years since I've blogged on Dynamics CRM. I was with the Presales Technical...

Author: PKCRM_1 Date: 04/25/2009

Performance tuning Microsoft Dynamics CRM 3.0

I was on call with a partner from EMEA today. He was worried about performance issues he is facing...

Author: PKCRM_1 Date: 10/10/2007

Now you can track the actual date of the Email!

Thanks to Ben for posting this article. Now you can track the actual date of the email than just the...

Author: PKCRM_1 Date: 10/10/2007

CRM 3.0 and Exchange 2007 Compatibility

Thanks to Dominic for this detailed post on Exchange 2007 Compatibility with CRM 3.0. It has been a...

Author: PKCRM_1 Date: 09/27/2007

Sales Best Practices for Microsoft Dynamics CRM - a good one!

I came across this msreadiness webinar on Sales Best Practices for CRM and belive me it is a good...

Author: PKCRM_1 Date: 09/24/2007

CRM 3.0 Effect on Active Directory

A question coming up time and again. I am not sure if this is already documented somewhere in some...

Author: PKCRM_1 Date: 09/24/2007

Microsoft Dynamics CRM 3.0 integration with MOSS 2007

at 9/26/2007 10:00 AM PDT This session provides administrators and IT professionals who are...

Author: PKCRM_1 Date: 09/23/2007

SharePoint BDC Catalog with CRM

I was just going through this blog of Rehman Gul. Pretty neat documentation on CRM-SharePoint BDC...

Author: PKCRM_1 Date: 08/07/2007

CRM Exchange Router setup in an already existing Exchange 2007 Environment

A very frequent question from partners and customers... CRM 3.0 Exchange Router CANNOT be installed...

Author: PKCRM_1 Date: 08/02/2007

Using Microsoft Dynamics CRM and the Federated Model for Consolidated Pipeline Forecasting and Reporting

Microsoft® invites you to attend a free web seminar on Tuesday, June 19, 2007, 11:00 a.m. – noon...

Author: PKCRM_1 Date: 06/07/2007

Getting the most out of Microsoft Dynamics CRM FAX Integration

This link explains in detail how you could make use of the Fax Router Integration in CRM 3.0 CRM 3.0...

Author: PKCRM_1 Date: 02/16/2007

Fiscal Year Settings and Sales Quotas in CRM 3.0

I see a few partners asking how to go about setting Fiscal Year settings and a few more wanting to...

Author: PKCRM_1 Date: 02/11/2007

Real Cool! Visio Shapes for CRM.

I came across this cool stuff that helps PMs while working on a CRM Project. Invoke systems has...

Author: PKCRM_1 Date: 02/04/2007

CRM Compatibility pack for Exchange Server 2007 - Download released!

Microsoft Dynamics CRM 3.0-Exchange E-mail Router Update is available for download at...

Author: PKCRM_1 Date: 01/31/2007

Do we need to buy SQL CALs for every CRM user?

A question that repeats itself multiple times to the Presales team: "Do I need to buy SQL CALs for...

Author: PKCRM_1 Date: 01/05/2007

Ports to be opened for configuring CRM Outlook Client over VPN

We have been receiving multiple questions regarding ports that need to be opened for CRM Outlook...

Author: PKCRM_1 Date: 01/04/2007

CRM 3.0 Solution Accelerator for Siebel Released!

I got an email today announcing the release of the CRM Solution Accelerator for Siebel. Targeted...

Author: PKCRM_1 Date: 12/14/2006

CRM Mobile Client Released

Microsoft Released the Mobile Client last week for CRM 3.0...

Author: PKCRM_1 Date: 04/09/2006

CRM Elements for Real Estate

We saw a few partners asking us about using CRM for a Real Estate Industry. Sonoma has a pretty neat...

Author: PKCRM_1 Date: 04/09/2006

Spell checker for CRM 3.0 - FREE!

I was browsing through a few add-ons for CRM and came across this cool spell checker for CRM 3.0....

Author: PKCRM_1 Date: 03/08/2006

Windows Desktop Search Integration with CRM

"Is it possible to search CRM records using Desktop search?" - This is a question we had from one of...

Author: PKCRM_1 Date: 03/08/2006

Changing port numbers in CRM

Ben has taken time to document the method to change the port number of the CRM website after...

Author: PKCRM_1 Date: 03/08/2006

How to Un-associate/Un-track an email activity in CRM 3.0 Outlook client?

We have had this question a few times from partners and customers now. How do we Un-associate an...

Author: PKCRM_1 Date: 03/06/2006

Outlook Client vs. the Web browser Interface

CRM Clients: Both Outlook and Web Clients are built on .NET technologies and they are accessible in...

Author: PKCRM_1 Date: 03/06/2006