A CRM Riff
A mostly Microsoft Dynamics CRM blog with random riffs on music, Microsoft, and the Northwest.
Microsoft Product Build (version) numbers
Aaron Elder of invokesystems has just posted a fine article breaking down the version numbers that...
Author: Jim Glass Jr Date: 02/16/2007
Printing Your to-do activities
If you want to print all your activities that are coming due, you can print the list of activities...
Author: Jim Glass Jr Date: 02/15/2007
Why the CRM Analytics Foundation package is for you?
Microsoft has just announced the release of Microsoft Dynamics CRM Analytics Foundation and I...
Author: Jim Glass Jr Date: 02/12/2007
CRM Customization 101 Syllabus
I was talking to a potential customer the other day who wants to customize his companies...
Author: Jim Glass Jr Date: 02/06/2007
Establishing An Organizational Structure
A well-organized online business structure should reflect the business's existing operational...
Author: Jim Glass Jr Date: 02/05/2007
Adding a product to an order
Adding individual products from the product catalog and individual write-in products to a single...
Author: Jim Glass Jr Date: 02/02/2007
Building the online library
Turning the Pages™ 2.0 is a toolkit that allows libraries and museums to put entire collections of...
Author: Jim Glass Jr Date: 01/31/2007
Creating line items for quotes, orders, and invoices
Our friends at c360 have just the add-on that you might find very interesting - c360 Word Mail Merge...
Author: Jim Glass Jr Date: 01/29/2007
Introducing the Microsoft CRM 3.0 SDK
A reader asks: "Does anyone have a document which describes the detail of all privileges in the Role...
Author: Jim Glass Jr Date: 01/25/2007
Sharing contacts, leads and customer data with the sales team
Recently a customer asked: "How can I share CONTACTS, LEADS, AND CUSTOMER DATA with other sales...
Author: Jim Glass Jr Date: 01/24/2007
Campaign Template Libraries
I noticed this very nice read this morning, fresh off the presses. When you create a marketing...
Author: Jim Glass Jr Date: 01/23/2007
Spaces: Creating your first blog (or getting out there)
If you have ever toyed with the notion of writing a blog, or if you have started a blog or two that...
Author: Jim Glass Jr Date: 01/22/2007
I'm Going to Convergence 2007 in San Diego
The CRM Team Blog just posted the latest on Convergence 2007 and I'm really excited. I'm gonna be...
Author: Jim Glass Jr Date: 01/19/2007
Use Live Search to Support the Children's Hospital
Wowser, how time flies. I meant to blog about this last week. Go to the TeamSeattle site. Live...
Author: Jim Glass Jr Date: 01/17/2007
Microsoft Most Valuable Professional (MVP) Defined
I work with a lot of CRM MVPs and MVPs from other disciplines. So I thought it might make sense to...
Author: Jim Glass Jr Date: 01/15/2007
Managing Campaign Responses
Campaign responses record the fact that one of your customers or potential customers responded to...
Author: Jim Glass Jr Date: 01/11/2007
How to get a performance video of your band
I have been toying with the idea of joining the band wagon and getting nice videos of some of the...
Author: Jim Glass Jr Date: 01/08/2007
Troubleshooting e-mail in MIcrosoft Dynamics CRM 3.0
You can find answers to common questions that arise while working in Microsoft CRM with e-mail. As...
Author: Jim Glass Jr Date: 01/05/2007
Gerunding Your Way into the New Year - 2007
Gerund (source Wikipedia) " In linguistics, a gerund is a kind of verbal noun that exists in some...
Author: Jim Glass Jr Date: 01/03/2007
CRM 3.0 Works with Vista and Office 2007
The newly released Microsoft Dynamics CRM V3C has an official build number of 3.0.5300.1361. This...
Author: Jim Glass Jr Date: 12/21/2006
Vista Keyboard Shortcuts
I've been using Vista for a number of months now and I just found the keyboard shortcuts help page...
Author: Jim Glass Jr Date: 12/19/2006
Creating and Managing Workflow Processes and Rules
As you may already know, additional documentation on the workflow feature is available from the...
Author: Jim Glass Jr Date: 12/18/2006
CRM Tips: Selling Products in Groups
Creating or editing a unit group is a powerful way to tap into your CRM toolset. Create or edit a...
Author: Jim Glass Jr Date: 12/13/2006
Merry Christmas and a very happy New Year!
Designed by my designer friend Elaine.
Author: Jim Glass Jr Date: 12/12/2006
Due Dates Work
The due date is intended as an information field to help you manage your activities. The due date...
Author: Jim Glass Jr Date: 12/11/2006
They Are Painting Our Offices
The CRM team is in a building that was first leased and then purchased. It is not a Microsoft...
Author: Jim Glass Jr Date: 12/08/2006
My ActiveSync World Challenges
I use my mobile device a Pocket PC from Verizon to keep in contact by phone, text, and pager. Indeed...
Author: Jim Glass Jr Date: 12/07/2006
Using Workflow to Create Automated Responses
You can use the workflow feature to create an automated response. The Workflow Manager is a separate...
Author: Jim Glass Jr Date: 12/05/2006
Holiday season Observations
Sometimes it is easy to get sucked into the hype and hoopla of the holiday season, rushing to set up...
Author: Jim Glass Jr Date: 12/01/2006
CRM Suggestions and Extensibility Options
We have a specific page on our Web site for customers and partners to make suggestions for future...
Author: Jim Glass Jr Date: 11/29/2006
Winter Wonderland, In Seattle???
Normally a picture such as this one from my friend and co-worker Peter would elicit oohs and ahs--a...
Author: Jim Glass Jr Date: 11/28/2006
Put strategy behind product pricing
Microsoft Dynamics CRM 3.0 includes a flexible pricing engine that you can use to calculate product...
Author: Jim Glass Jr Date: 11/22/2006
The storm before the quiet
As I drove in this morning the winds were gusting and the rain was coming pretty steadily. A lot of...
Author: Jim Glass Jr Date: 11/21/2006
Displaying Microsoft CRM Business Data in SharePoint Web Parts
Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display...
Author: Jim Glass Jr Date: 11/20/2006
CRM Bulk User Upload Tool
Q: Is any one aware of a tool that will bulk create CRM users? We need to be able to create some CRM...
Author: Jim Glass Jr Date: 11/17/2006
Using The new Windows Live Writer
Andrew Bybee blogged about using the new Windows Live Writer software that is in beta right no. I...
Author: Jim Glass Jr Date: 11/16/2006
CRM Training Videos
I don't know about most people, but sometimes I prefer training videos to classroom or from-the-book...
Author: Jim Glass Jr Date: 11/15/2006
Wikipedia defines 'Riff'
As a jazz saxophonist, of little repute, I enjoy finding a riff in a solo and running with it. To me...
Author: Jim Glass Jr Date: 11/14/2006
Windows Vista releases to manufacturing
I am so happy to see the Vista RTM announcement! I have been using Vista for months now on my...
Author: Jim Glass Jr Date: 11/13/2006
Veterans Day 2006
In Flanders Fields By: Lieutenant Colonel John McCrae, MD (1872-1918) Canadian Army IN FLANDERS...
Author: Jim Glass Jr Date: 11/07/2006
CRM FAQ: Removing messages from In Progress Queue
This is a common question. We’ve added the answer to our Troubleshooting section of the Microsoft...
Author: Jim Glass Jr Date: 11/06/2006
Business Data Lookup Snap-in
Sometimes faxes are the best way to contact your customers. To keep your name in front of your...
Author: Jim Glass Jr Date: 11/03/2006
Leverage marketing lists across your team
Microsoft Dynamics CRM 3.0 includes powerful search features you can use to manage and filter...
Author: Jim Glass Jr Date: 11/02/2006
MS Dynamics CRM and MapPoint Integration
With today’s high gasoline prices and time at a premium, it is important that you plan your business...
Author: Jim Glass Jr Date: 10/30/2006
Keep your service calendar healthy when an employee isn’t!
There are few things a scheduler dreads more than someone calling in sick when the service calendar...
Author: Jim Glass Jr Date: 10/26/2006
New Visio Shapes for Microsoft Dynamics CRM 3.0
I wanted to let you know that the folks at Invoke Systems have created a Visio Shapes download for...
Author: Jim Glass Jr Date: 10/25/2006