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

by benvollmer 11. December 2009 23:18

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 you are viewing your inbox in Outlook. LinkPoint Vue increases user productivity by providing immediate access to your CRM data and one click access the functionality you need within Microsoft CRM.

MSCRM_Outlook

LinkPoint Vue provides customers increased productivity and adoption by having the CRM data available as they read their email in their inbox. No more having to search for it by navigating through Microsoft CRM!

Some Features:

  • Instantly view Contact information from Microsoft CRM in your Outlook for each recipient of an email.
  • Quickly view Opportunities, Cases, Notes, Tasks and Event data from Microsoft CRM.
  • View, Edit, or Create a new Contacts, Leads, Opportunities, or Cases directly from LinkPoint Vue with the click of the mouse.
  • Click-to-record the email right into a contact, lead, opportunity or case in Microsoft CRM.
  • Create a case directly from an email
  • Click-to-dial a phone number using VoIP telephones.
  • Get maps and directions to the contact’s address with just a click of the mouse.

Product Overview (PDF)
www.linkpoint360.com/Vue/Resources/LinkPoint360_Vue_MSCRM.pdf

Product Overview Video

http://www.linkpoint360.com/Vue/Resources/VueOverviewMSCRM/VueOverviewMSCRM.html

Installation & Configuration Tutorial

http://www.linkpoint360.com/Vue/Resources/LinkPoint360_Vue_MSCRM_Installation.pdf

Try it out, it only takes about 2 minutes to install and configure:

www.LinkPoint360.com/vue/setup/LinkPointVue.exe

MSCRM_Contact_menu  

MSCRM_Opp_Menu

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ISV News

0

Scribe Advance Training Class

by benvollmer 10. February 2009 21:41

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 and the occasional piece of troubleshooting I get ramped into.

All I can say, is WOW. Scribe has made some HUGE improvements in the software in the past 4 years. If you haven’t looked at Scribe in a while, I would urge you to do so again. If you do use Scribe, this class is for you. It is all of the stuff not in the manual and a TON of tips and tricks on how to get the most out of Scribe.

The class is being offered all across the US, so I would sign up for it if you are interested. They keep them pretty small. Below the photo of the day is a brief description of the class. The next two coming up are at the end of the month in New York City and Boston.

PIC-0009

(J.R.- Interdyn-CFO Consulting /Mark & Ben – IBIS / Glenn- LBMC /Guillermo – eParnters)

This course is designed for technical consultants who implement integrations using Scribe Insight. Through instructor lead discussion and hands-on labs, the students will learn the best practices for building one-way and two-way integrations. Microsoft Dynamics CRM is used as the use-case for hands-on labs and some course materials will center around specific integration methodologies with Dynamics CRM. Students completing this course will have a thorough understanding of the integration design patterns and features Scribe uses when building its own integration templates with Scribe Insight. This is a full two day course.

The course is designed for students that have completed Scribe’s certification training and familiarity with the Scribe Adapter for Microsoft Dynamics is highly recommended. Prior field experience implementing integrations with Scribe Insight will be helpful in understanding the concepts in this course.

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ISV News

0

ISV Support for 3.0 - Scribe Software

by benvollmer 28. July 2008 19:20

As our ISV community lets me know that their solutions are 3.0 ready, I will post some of them here. Two of our most attached to CRM is c360 and Scribe. Here is some text we just got from Scribe yesterday. We are working with Scribe to get some training here for partners before the launch of CRM 3.0 to the public. (Classroom in one of our offices.) If you are doing data migrations or data integrations, I HIGHLY reccommend you check Scribe out.

Announcement for Scribe Resellers

Scribe Announces the Availability of Scribe for Microsoft CRM 3.0!

The Scribe Adapter for Microsoft CRM 3.0 is now available for purchase.

The migration templates for ACT! to Microsoft CRM 3.0, and Goldmine to Microsoft CRM 3.0 are available now.

Existing customers on maintenance are entitled to this upgrade at no cost. Scribe will be proactively contacting customers about the upgrade in January, but the product is available upon request for an existing customer upgrading to Microsoft CRM 3.0. Please contact your salesperson, or sales@scribesoft.com if you require this upgrade immediately.
 
A one hour technical overview of both Scribe Insight 6.0.3 and the Scribe Adapter for Microsoft CRM 3.0 will be held twice on December 8, 2005:

Title: What's New with Scribe for Microsoft CRM 3.0

Date: Thursday, December 8, 2005
Time: 11:00am, ET
Register: https://scribesoft.ilinc.com/register/177609

Date: Thursday, December 8, 2005
Time: 4:00pm, ET
Register: https://scribesoft.ilinc.com/register/177614
This session will be recorded and posted in the Partner Community on December 9th.
 


There is no re-certification required for Resellers who are already Certified.

The Microsoft CRM 3.0 to Great Plains template will be available December 15.

There are no pricing changes with this release. The pricing that went into effect on 10/3/05 remains the same.

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ISV News

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