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A CRM Riff

A mostly Microsoft Dynamics CRM blog with random riffs on music, Microsoft, and the Northwest.

Signature Lines and CRM

Signatures (aka sig-lines) are a common request with users of the Microsoft Dynamics CRM. We...

Author: Jim Glass Jr Date: 10/24/2006

Microsoft Dynamics CRM Sandbox: A Power User's Tool

Become a member of the Microsoft Dynamics CRM Sandbox to learn about Microsoft CRM and to share your...

Author: Jim Glass Jr Date: 10/20/2006

Help meet your sales quota with an e-mail quick campaign

What is a better feeling at the end of the month than having done all the appropriate things to...

Author: Jim Glass Jr Date: 10/18/2006

John Writes a CRM Gadget for Vista

A buddy of mine John Straumann, up in Canada no less, ;o) blogs about using Vista and Office 2007....

Author: Jim Glass Jr Date: 10/16/2006

It's Goofy Friday Again

It tickles me how much madcap fun and weird announcements seem to happen on Fridays at Microsoft....

Author: Jim Glass Jr Date: 10/13/2006

Create your own Quote template using Microsoft Office Word

You can create your own template by using Office Word that contains your organization's letterhead...

Author: Jim Glass Jr Date: 10/11/2006

Defining the Microsoft Dynamics CRM Users

Part of creating usable, friendly, and must-have software is based on first studying the users and...

Author: Jim Glass Jr Date: 10/10/2006

Organize your data with subject trees

Did you know that you can create, edit, or remove subjects in a subject tree? You can then create...

Author: Jim Glass Jr Date: 10/09/2006

Hot News: Microsoft BizTalk Server 2006 Adapter for Microsoft Dynamics CRM 3.0

This week the Microsoft BizTalk Server 2006 Adapter for Microsoft Dynamics CRM 3.0 was publicly made...

Author: Jim Glass Jr Date: 10/05/2006

The Microsoft CRM Team Blog - A Collaborative Effort

The Microsoft Dynamics CRM team blog is a collaborative effort. Bloggers on this site include...

Author: Jim Glass Jr Date: 10/04/2006

Microsoft CRM 3.0 Implementation Guide 3.0.5 is just released.

As part of CRM team's continuous publishing model, the Microsoft CRM 3.0 Implementation Guide...

Author: Jim Glass Jr Date: 10/03/2006

Our new Blog Digs - Changes abound

The MSDN team rolled out a new version of the blog engine we use here at Microsoft. Version 2.1...

Author: Jim Glass Jr Date: 10/02/2006

Funny Fridays at Microsoft

Fridays are traditionally, at Microsoft at least, days to drink an extra cup of coffee, send a funny...

Author: Jim Glass Jr Date: 09/29/2006

Dynamics CRM Live Made Channel-Ready

I know this is a rehash of this year's highlights, but I really liked this article about Microsoft...

Author: Jim Glass Jr Date: 09/27/2006

Campus Pictures: Fall is Here!

I drove into work this morning around 7 AM and it was still a little dark and the temps were...

Author: Jim Glass Jr Date: 09/26/2006

More on Managing Contacts

Microsoft Outlook synchronizes Contacts that you own and contacts that are part of the local data...

Author: Jim Glass Jr Date: 09/25/2006

Microsoft Dynamics CRM 3.0 Recognized by Top Industry Influencers

Can I brag just a little? :o) Microsoft CRM wins CRM Magazine's 2006 CRM Market Leader Awards and...

Author: Jim Glass Jr Date: 09/20/2006

CRM Teamj's All-hands Meeting

First off, there's ice cream and that very nice. But the thing that strikes me is that there are so...

Author: Jim Glass Jr Date: 09/19/2006

CRM Articles on Microsoft.com

Here are the new articles we posted this week for CRM: Put strategy behind product pricing...

Author: Jim Glass Jr Date: 09/14/2006

Triaged CRM Customer Suggestions

Jerry asks for the list of customer suggestions that was triaged this month. Good question, here...

Author: Jim Glass Jr Date: 09/12/2006

Second-story Rep Pit Band Audition

As some of you know, I took a 27-year hiatus from music. Four years ago I started playing sax again....

Author: Jim Glass Jr Date: 09/11/2006

Dogfooding at Microsoft

After almost 15 years at Microsoft, I'm used to using the new products while they are in beta form....

Author: Jim Glass Jr Date: 09/08/2006

Synchronizing Your Contacts

You can set a personal option to synchronize all of the contacts you own in Microsoft CRM to...

Author: Jim Glass Jr Date: 09/07/2006

Customer Suggestion Triage Team Reviews Your Ideas

The customer suggestion triage team met to look at over twenty suggestions that you posted to the...

Author: Jim Glass Jr Date: 09/05/2006

Labor Day on Lake Sammamish

I invited around 40 people for a labor day BBQ thinking that if half show up we'd be lucky. It was,...

Author: Jim Glass Jr Date: 09/01/2006

Making Community Guru connections at Microsoft

I have added YALL (yet another link list) because I wanted to use this blog as a one place stop to...

Author: Jim Glass Jr Date: 08/29/2006

Free Dynamics CRM Training on the Web

Are you always trying to improve your Microsoft Dynamic CRM 3.0 skills? Here are some ideas that you...

Author: Jim Glass Jr Date: 08/28/2006

Have you published your customizations?

That is the most common reason that customizations are not appearing. This is the final step in the...

Author: Jim Glass Jr Date: 08/25/2006

Why am I called JaAG?

One of the partners thought I should blog about why I call myself JaAG. JaAG is just an expansion of...

Author: Jim Glass Jr Date: 08/23/2006

The Microsoft Dynamics CRM 3 Team Blog

In May we kicked off the CRM team blog and the team has blogged every working day since then. It has...

Author: Jim Glass Jr Date: 08/22/2006

Target Marketing Lists with CRM 3.0

Targeted marketing lists are necessary to a successful campaign. Your marketing team can create a...

Author: Jim Glass Jr Date: 08/21/2006

MicroNews Weekly Comic

Hans has been creating cartoons for us for a few years now, ever since he joined Microsoft as a...

Author: Jim Glass Jr Date: 08/18/2006

Workflow Magic is Just Starting

As you may already know, additional documentation on the workflow feature is available from the...

Author: Jim Glass Jr Date: 08/17/2006

Ubiquity -- New Issue Alert

The Association for Computing Machinery sponsors a Web rag called Ubiquity. ACM delivers resources...

Author: Jim Glass Jr Date: 08/15/2006

Direct E-mail Tips and Tricks

The easiest way to send mail to multiple companies is to used Advanced find to create a list of the...

Author: Jim Glass Jr Date: 08/14/2006

Self-help and troubleshooting for Microsoft Dynamics CRM 3.0

The CRM team has published a list of the most commonly asked questions and possible solutions on the...

Author: Jim Glass Jr Date: 08/11/2006

Why Can't I Access the 'Settings' area?

From my FAQ file: There are several reasons why this may occur: • Using the features requires...

Author: Jim Glass Jr Date: 08/08/2006

Buzzword Bingo Anyone?

I used play a version of this in college. :o) Do you keep falling asleep in meetings and seminars?...

Author: Jim Glass Jr Date: 08/07/2006

TechNet Magazine is free in US

Did you know that you can get the TechNet free if you live in the US? Disaster Recovery Don't be...

Author: Jim Glass Jr Date: 08/03/2006

Create labels for a mailing to your marketing list

Did you know that you can create mailing labels from your marketing mailing lists. You export any...

Author: Jim Glass Jr Date: 08/02/2006

More Fun with Metrics

There are a lot of books out there that talk about the importance of Web metrics. I am constantly...

Author: Jim Glass Jr Date: 08/01/2006

Announcing the Microsoft Dynamics CRM Coding Contest Winners

As we approach the dog days of Summer, it is time to announce the winners of the Microsoft Dynamics...

Author: Jim Glass Jr Date: 07/31/2006

Gotta Have It: custom menus, side tabs, and buttons for Microsoft CRM 3.0

Did you know that you can integrate custom menus, side-tabs, and buttons into the Microsoft CRM 3.0...

Author: Jim Glass Jr Date: 07/28/2006

Summer Reading Program

I just posted this on the CRM Sandbox but thought it was interesting enough to post here to. If you...

Author: Jim Glass Jr Date: 07/27/2006

Las Vegas was Hot and Expensive

Suzy and I are back from our whirl-wind trip to Las Vegas. The Sousa on the Strip performance was...

Author: Jim Glass Jr Date: 07/26/2006

Online Help Updates and a Concert

I have a couple of recommendations on how you can receive notification for online Help updates as...

Author: Jim Glass Jr Date: 07/19/2006

Importing and Exporting Data

The Microsoft Dynamics CRM Data Migration Pack is a downloadable set of tools that can be used to...

Author: Jim Glass Jr Date: 07/18/2006

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