| Frank Lee님의 프로필Workopia Microsoft CRM &...사진블로그리스트 |  도구  도움말 |
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2009-11-25 Using Advanced Find to list all the Account's Primary ContactsThis week, I was asked by one of our Microsoft CRM customers on how to get a list of all their Accounts' Primary Contacts so they can prepare for a mailing. This is a common request and something that Microsoft CRM Advanced Find function can help. Here are the screen shots of the Advanced Find setup to find and list all the CRM Accounts' Primary Contacts. Enjoy.
  2009-10-26 Creating Permanent Microsoft CRM Outlook Client Favorite FoldersOne of my favorite setup on the Microsoft Dynamics CRM Outlook Client is the "Favorite Folders" shortcuts. It allows me to jump from reading my emails to reviewing my CRM Opportunities in one button click - taking maximum advantage of having Microsoft CRM within Outlook.
 The Problem: Microsoft CRM users experience the following common issue with Microsoft CRM Outlook "Favorite Folders" shortcuts - the shortcuts disappear whenever the Microsoft CRM Outlook Add-in is disabled (mostly due to the lost of network connectivity to the CRM Server).
The Solution: Create Permanent Microsoft CRM Outlook Favorite Folders
1. Open the properties of a CRM entity that you want to create a permanent favorite folder. Copy the "Address" value.
For example: Right mouse button click on the CRM Account entity >> Home Page >> copy the entire "Address" value https://workopia.crm.dynamics.com...
  2. Create a new Outlook Folder and give it a proper name such as "CRM Accounts"
  3. Update the "Address" value property on the new Outlook Folder to same as 1 above. Be sure to check the "Show home page by default for this folder"
  4. Add the new folder to your Outlook "Favorite Folders" by right mouse click on the new folder and select "Add to Favorite Folders"
 5. Test out the new permanent Favorite Folder. Repeat steps 1 to 5 for other CRM entities you like
2009-09-28 Microsoft CRM & Internet Explorer 8 (IE8)As Microsoft Internet Explorer 8 (IE8) becomes more mainstream - I have more folks asking about some of the error messages that come up when using Microsoft Dynamics CRM such as the CRM Window is blocked by popup blocker even when popup blocker is disabled, CRM Outlook Client disables after a few operations, etc.
Here is the setup that I would recommend for folks running Microsoft CRM & Internet Explorer 8 (IE8):
1. Reset Microsoft Internet Explorer 8 (IE8) Security Zones to default level.
This is a good practice for Windows that were upgraded from IE7 since IE 7 may carry over some conflicting settings to IE 8. From IE 8 >> Tools menu >> Internet Options >> Security tab > click "Reset all zones to default level":
 2. If using Microsoft Windows Vista or Windows 7: Enable the Protected Mode for "Trusted sites" security zone
 3. Run the Microsoft CRM Diagnostic if you are running the CRM Outlook Client and fix any items reported
Start >> Programs >> Microsoft Dynamics CRM >> Diagnostics:
 2007-02-11 Business Cards: What To Do With Them - CardScan Microsoft CRMIt's that time of the year again folks - Convergence 2007 is just around the corner! Convergence 2007 will take place in sunny San Diego, California, March 11-14. I was at last year's Convergence 2006 in Dallas, Texas and it was one of the best Microsoft CRM events I'd attended. Where else can you meet folks from different parts of the world, job roles, age groups, etc. that are passionate about Microsoft CRM in one place to network, exchange ideas/experiences and of course - business cards!!!
I love business cards, it is like a permission note to stay in touch with someone (by all means don't abuse this privilege, but always try to add value with each correspondence with the contact - the CRM way)!
How many business cards did I gathered at last year's Convergence 2006 you'd asked? I'd collected about 450+ business cards (excluding duplicate ones) so I'm expecting an abundant supply of business cards this time.. Woohoo...
So, how does an individual goes about dealing with "Business Cards" they'd received?
I had spoken to a few folks about how they deal with business cards - the most common response is that they just toss them in the trash or the "big" brown box under their desk afterwards - very sad! Of course, they did take the ones that are "important" and place those on their desk for entry/follow-up. Why not enter them ALL into their Contact/CRM system?
Here are a few responses:
I mean, we all will and going to be exchanging physical printed business cards with one another and I don't see it ending anytime soon even with all the electronic versions around - vCard, Web 2.0 Contact Application, PDA, etc. Oh well, I guess we just have to TYPE them in unless you have a college intern around!!! Manually, it takes me about a minute to enter each business card and categorize it in Microsoft CRM, with very tired hands afterwards - PAINFUL! There is a MUCH better way - CardScan for Microsoft CRM!!!
Side note: Manual entry of business cards is a poor use of your college intern's time/brain cells. They can help you find/prepare your next "Value added keep in touch email filled with relevant Technology/Business related articles"... Here is how I go about with the business cards I'd received from events:
This is a pretty simple process, takes very little time, and it works very well for me. Side note: Why "Nurture" them? Because they just may help you connect with or influence your next opportunity! But you have to "keep in touch and add value!" Here are the things that I love about my CardScan Microsoft CRM:
Yup, you'd guessed it, I will bring my CardScan Microsoft CRM with me to Convergence 2007! This way I can scan the business cards there and have more time for the family when I get back!
2006-04-03 Convergence 2006: Meeting with Jeff RaikesWow, what a wonderful event - Convergence 2006 rocks! I had a great time meeting with others around the globe that are super passionate about Microsoft CRM as I am - these folks range from Microsoft CRM engineers to Value Added Resellers (VAR). There were a lot of "Love" for Microsoft CRM 3.0!!!
During Convergence, I'd felt like I was in an amusement park - so much to see and play, all the walking back and forth for 4 straight days were worth it, next time I should wear tennis shoes!
The Microsoft CRM General Session with Brad Wilson and David Thacher really showcased the future direction of Microsoft CRM. The big announcement is the new Hosting/Subscription offering! It is here... Salesforce.com better watch-out! It just amazes me how these two Microsoft CRM General Managers have positioned Microsoft CRM 3.0 to be able to serve all three business market segments - Enterprise, Mid-Market and Small Businesses in such a short time frame! My hat is off to you, Brad and David!
Now, it was not all play at Convergence, I did do some work - mind you... I'd co-presented at two Microsoft CRM sessions, one was focused on Microsoft CRM 3.0 Small Business Edition with Sean McNellis and the other was on Microsoft CRM 3.0 Reports with Dana Martens! Sean and Dana are super smart individuals who really know their stuff. They and their teammates are also the ones that help bail-out partners and customers on Microsoft CRM technical issues!!!
Lastly, I was invited to meet Jeff Raikes, President of the Microsoft Business Division. No surprise, we've talked about Microsoft CRM... It was a huge honor to meet Jeff like this, I guessed I had a winning lottery ticket! Jeff is a real down to Earth guy, during his Keynote on Sunday morning, Doug Burgum introduced him as "a farm boy that went to Stanford..." It was very comfortable talking with Jeff, he really listens to you and offers helpful advice when asked. Well, this is a Kodak moment for me, thank you Jeff!
So Jeff, could I get some special seating at the Seattle Mariners baseball games? 2006-03-15 Easier Install: Microsoft CRM 3.0 Less Dependency on Active DirectoryGosh, I've been installing Microsoft CRM since v1.0 (starting with v1.0 Beta in 2002) - All I can say is that 3.0 continues to amaze me on how much easier it is to install and comes with much improved proactive pre-install checks.
For example, here are some observations:
1. Active Directory can be in Mix Mode!!!
2. Microsoft CRM can be installed in any sub-domain within a Domain Forest (no special tweaks needed)
3. The stand alone Windows 2003 Domain Controller(s) does not have to at SP1
I'd recalled back in the days with v1.0 where if you'd missed a step/requirement setup - the whole thing would blow up without much warning... I do not miss those days :-)
2006-03-11 Must Checkout: Microsoft Convergence 2006I'd highly recommend anyone that is serious about Microsoft Dynamics CRM to attend this event. Yours truly will be a speaker for some Microsoft CRM sessions - guess which ones???
Hope to see you all there so we can share good stories about our Microsoft CRM experiences.
Convergence 2006 website:
Convergence 2006 Blogger website:
 2006-03-05 How To: Displaying the Knowledge Base object in Microsoft CRM Outlook ClientHow To: Displaying the Knowledge Base object in Microsoft CRM Outlook Client
This is very helpful when you'd like to access the Knowledge Base from within the Microsoft CRM 3.0 Outlook Client.
2006-01-29 How To: Displaying the Parent Account field from the Microsoft CRM v3.0 contact form in the Outlook 2003 Contacts viewThis is one of the Microsoft CRM 3.0 Customization How To Articles that I've written. My aim is for these articles to be very reader friendly (MSCRM beginners and up) with step by step instructions and lots of screen shots.
How To: Displaying the Parent Account field from the Microsoft CRM v3.0 contact form in the Outlook 2003 Contacts view This is very helpful when you'd like to quickly tell within normal Outlook View which contact is a Microsoft CRM contact. Also good for sorting/cleaning up your regular Outlook contacts and Microsoft CRM Outlook contacts.
2006-01-28 News: My New Microsoft CRM Blog SpaceAlrighty, I will be using this blog space going forward to share my experiences on Microsoft CRM - one of my New Year resolutions!
For a link to my previous Microsoft CRM blog space:
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