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I have been working wit LinkPoint360 for the past 10 or so years. They have the leading Lotus Notes client for Microsoft Dynamics CRM. Well, they are at it now with Outlook! LinkPoint360 has introduced LinkPoint Vue, an Outlook Add-on for Microsoft CRM that allows immediate access to your CRM data as...

Continue reading "What is your Vue? Do you want to View Data in Outlook with the CRM Outlook Client?"

You can find your copy on PartnerSource. Login to PartnerSource, Click on Sales, Under Demo Tools and then Click on VPC. In that list, you will find the Integrated Call Center Demo VPC and the xRM Demo VPC. The Microsoft Dynamics CRM Integrated Contact Center Demonstration VPC has been released for Dynamics...

Continue reading "xRM and ICC VPC Released to Partners"

Jeff, who is my boss, put a bounty of Dinner at the Ritz to the person on his team who drives the most number of CRM customers. :) So if you are interested, just make sure to put my name on your registration. :) This is open primarily to customers. If you are a partner without a customer, call me. We...

Continue reading "Putting on the Ritz in Atlanta"

The workflow engine in Microsoft Dynamics CRM is an area I personally spend a ton of time playing with. It is like Jscript was in Version 1.x and 3.0 for me. It has A TON of potential that many people have barely scratched the surface of. So in working with a customer over the past month, they wanted...

Continue reading "Creating a Summary with Microsoft CRM Workflow"

One of the biggest missing links to me in Scribe was it’s ability to connect to a full Web Service back end service. Well, with the release of Scribe 6.5, they have the ability do this. For partners ONLY this even is a little later this week and is one I would not miss. Webcast : Scribe 6.5 Product Launch...

Continue reading "Partner ISV Event: Web Services in Scribe"

  Since I changed jobs last year, I was still able to do some Demo2Win Training classes, which if you haven’t attend yet, you really should. One of my favorite parts of the Demo2Win methodology is the creatign of a repeatable process so your customer see exactly where you are going. (And goes there...

Continue reading "Process Diagrams for Demos – Finding Weebles"

It has been 3 and a half years since I started blogging here on MSDN. It has been a fun ride, and one that I will never forget. This blog went from last place to the Top 100 of all blogs on MSDN. (Second only to the CRM Team’s blog.) I did however, make some major mistakes early on. Key amongst...

Continue reading "I have moved on…"

I am very tardy in publishing this. :) Last month I was invited by the fine folks over at Scribe Software to attend their Level 2 Scribe Insight Training program. I have been using Scribe since dirt was formed, but since joining Microsoft 4 years have not used to it for anything other than demo’s...

Continue reading "Scribe Advance Training Class"

Some of my customers over the years have used a Round Robin way. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory.  I haven’t encountered one of these customers in quite some...

Continue reading "Round Robin Lead Assignment using Workflow"

In every CRM application I have ever played with there have been areas I have never been proud to show off to customers or prospects. And adding products to CRM's Sales Orders has been one of those areas for me in CRM since the products inception. While it works well in high dollar low transaction environments...

Continue reading "Inline Grids for Sales Orders in Microsoft Dynamics CRM"