Welcome to big CRM stylin’!

Here you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions.

The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user.

Video: Introduction to the Outlook Client for Microsoft Dynamics CRM 4.0

Check out my latest demonstration video on the CRM 4.0 Outlook Client! It’s an outline of the general navigation and features of the client, so it’s really nothing new for the seasoned CRM Consultants out there. Rather, this video is targeted for new and prospective clients who don’t live and breathe the CRM world everyday.

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Lucky Seven! Update Rollup 7 for Dynamics CRM improves the Outlook Client experience

My favorite number

Some exciting news lately in the Dynamics CRM world, and all are related to lucky numero seven!

First off, the latest Update Rollup 7 was released to the world.  The most noteworthy changes were made to the CRM Outlook Client, and by itself would make this update HIGHLY recommended.  After starting up [...]

Spotlight: CRM Notifications Accelerator

The CRM Notifications Accelerator is essentially a fancy name for adding RSS feeds to your Views in CRM. It provides a simple way of alerting new CRM records across your organization, without directly accessing CRM. This Accelerator adds key functionality that should be essential for Sales and Customer Service departments.

CRM Notifications Accelerator – [...]

Xobni: an intelligent filter for your Outlook Contacts (free beta download)

Having Xobni in Outlook, I’ve noticed it’s starting to fundamentally change the way I view my Outlook contacts. It’s like a dynamic mini-dashboard for your e-mail contact history and metrics.

The easy way to remember Xobni’s name is that it’s an anagram of the word Inbox. After installation, Xobni takes a few minutes to index [...]

New in CRM 4.0: using the CRM Outlook Client without a VPN connection

This is one of the neatest improvements to Microsoft Dynamics CRM, especially for all remote users. With the Internet Facing Deployment (IFD) mode configured on a CRM server, remote users can now access CRM within their Outlook without the requirement of a VPN connection back to the office.

Navin at the Microsoft CRM Team Blog [...]