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Are you using Email to Salesforce?

I recently did an informal poll of a handful of Salesforce.com users and realized that NONE of them were even aware of Email to Salesforce. Trust me ... it's something worth knowing about and, most likely, something you'll want to think about implementing in your organization. After enabling Email to Salesforce, you can add a Salesforce-provided email address to the bcc line of any email you send and the email will appear in the activity history related list of the correct lead or contact in Sal ...

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Modifying a Completed Task Using Workflow

It is true, a completed task cannot be modified with workflow. For some custom billing functionality, we needed to modify an attribute on a task, after it had been completed. Although I knew workflow could not modify it, I thought I had read where a plug in can handle this with no problem. Well, no, a plug in cannot modify a completed task either. What were we to do?      A coworker, who can’t stand to be told “it cannot be done”, found a solution for us… usin ...

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Quoting and CRM

We've had to do research into quoting tools for a number of clients and prospects recently.  Unfortunately, there doesn't seem to be a single site that has done a good job of listing out the options for Microsoft Dynamics CRM 4.0 when it comes to tools that assist with quoting, bundling, kitting and/or configurating.  Here are some quick results from our research that I hope you will find helpful.

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Changing a document title

At times it is helpful to change the document title of a form. In case you aren't familiar with the term, the document title refers to the text that appears at the top of the tab or window (depending on your Internet Explorer preferences) of a form in MS CRM.

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CRM Solution Accelerators Coming Soon

At the Worldwide Partner Conference (WWPC) in Houston last week, Microsoft announced the rollout of a bunch of Solution Accelerators for Microsoft Dynamics CRM 4.0.  These will be great tools to significantly improve CRM functionality. Best of all, the accelerators are "free" (see caveaut below).

(read the entire posting for more information)

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Test CRM as a Different User

There are times where it is helpful to test your CRM changes logged in as a different user.   This will allow you to see everything that this user would experience. Of course you can physically log on to the users machine, but a better way is to run a simple batch script that will start the CRM web client and prompt you for the users password. The contents of the .bat script would look like: runas /user:LITWAREINC\PaulW "C:\Program Files\Internet Explorer\iexplore  http://moss ...

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Getting Started with Summer '08 ... Cross-Object Formulas

Check out your new orange creamsicle logo in Salesforce! I'll highlight some of the updates in the Summer '08 release in the next few blog entries. One of the highest impact features is the ability to create Cross-Object Formulas - meaning you can use parent record fields on a child record. FINALLY! Prior to this release, various workarounds had to be used ... such as creating workflow to copy a value over, embedding an s-control, etc. Now cross-object formulas will solve the prob ...

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Add a "Copy Address to Clipboard" Button to Your Contact Form

When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example in this entry illustrates how to do this for the Contact.

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How Many Duplicate Records Do You Have?

Microsoft Dynamics CRM 4.0 has built-in duplicate detection which is great, but in 3.0, which many businesses are still using, the only options for duplicate detection were some third-party applications or a a custom-developed one like the minimally functional example in the 3.0 SDK. BEST PRACTICES NOTE: Duplicate detection should be only one of the tools in you data quality arsenal. The best approach is  to have some solid practices that govern data entry, ...

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XRM and CRM 2.0

Traditional CRM needs to evolve to keep pace with customers who are accustomed to two-sided relationships, a la Web 2.0 social media/communities.

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Summer '08 is around the corner

Thanks to gokubi (a really great blog that I read often - it's written by a CRM consultant for non-profits, but has tons of good info for any Salesforce.com user), I just found out that the Summer '08 landing page and release notes are live! Multiday calendar events, inline editing on list views, filtered lookups, and lead conversion improvements are just a few of the many highlights. More info to come ...

Upgrading CRM 3.0 SBE to CRM 4.0 Professional - Part II: The Outlook Client

I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues. Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin right ...

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Upgrading CRM 3.0 SBE to CRM 4.0 Professional

I recently performed my first upgrade of CRM 3.0 SBE (on Small Business Server 2003 R2) to CRM 4.0 Professional. Here are some important considerations if you are planning for your own upgrade

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What are you missing out on?

The last two Salesforce releases - Winter '08 and Spring '08 - were rolled out in rapid-fire last November and February, respectively. Maybe because of the large number of new features in each release, or maybe because of the holidays in between, I've just realized during conversations with a couple of different clients that many folks aren't aware of some of the great new functionality. With the Summer '08 release right around the corner, I wanted to provide a couple of quick refresher cou ...

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Web to Lead with Microsoft CRM

Web to lead: Creating a new lead record based on a web form automatically in Microsoft Dynamics CRM On Premise.  Complete code for web2lead is included in this entry.

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CRM 4.0 Email Tracking Token Can be Turned Off

CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.