Microsoft Dynamics CRM Resources

I put this page together to keep track of useful links related to Microsoft Dynamics CRM.  I did it as much for my own use as anything but if anyone else finds it useful, all the better. Workflow Microsoft Dynamics CRM: Workflow Authoring Best Practices Gonzalo Ruiz, Business IT Professionals, Inc., Microsoft, January 15, 2010, [...]

ISV Hosting Toolkit for Microsoft Dynamics CRM – Part 2

Part 2 of the “Hosting Toolkit for Microsoft Dynamics CRM” covers the free trial or buy now form and provisioning workflow. It also covers some lessons learned in automating the provisioning process using the Microsoft Dynamics CRM deployment service and CRM web service.

Supporting the Outlook Client for Hosted Microsoft CRM 4.0?

The Outlook interface is a big selling point and makes the CRM experience much better in my opinion. However, if you have ever been involved in technical support for Microsoft CRM, you know that the Outlook client is far and away the source of the most support issues. So, if you host CRM 4.0, here are my questions:

ISV Hosting Toolkit for Microsoft Dynamics CRM – Part 1

In Part 1 of this series of posts I’ll summarize the parts of a toolkit an ISV needs for hosting Microsoft Dynamics CRM…a control-panel is only part of the solution. As an ISV, you want to offer customers a simple sign-up process that starts with a free-trial and is completely self-service. If they have to call you to order your software, many potential customers will move on to the next option, your competitor.

Microsoft Released an “Update to the Update” of Rollup 2 for Microsoft Dynamics CRM 4.0

Microsoft released a new version of Update Rollup 2 for Microsoft Dynamics CRM 4.0. Keeping up with deploying updates can be a lot of work. This is why, unless we need an update to fix a problem, we’ll wait for 3-4 weeks and let everyone else regression-test it first.

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