Category Archives: CRM ISV Product Reviews

CRM 2011 ISV Product Reviews

Using the Microsoft Demo Hub and Demo Builder

Posted on May 18, 2012 by Steven Jacobowitz

Overview: Building demos historically has been a drain on resources due to the level of effort required in order to meet the stated goals of the prospect in order to win the subsequent business.  In order to close the gap … Continue reading →

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Customizing the Sitemap Using Microsoft’s Site Map Editor:

Posted on May 14, 2012 by Steven Jacobowitz

Undoubtedly one of the first requests I receive with when assisting a new client is to downsize the MSCRM application to include only the “items” they need.   A number of times this includes removing items from the left navigation window … Continue reading →

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Using the Dashboard Reporting Control for Microsoft Dynamics CRM 2011

Posted on April 24, 2012 by Steven Jacobowitz

Recently I noticed a post on the Microsoft Forums regarding the how to render a report through a dashboard using Microsoft CRM.  Microsoft Dynamics Labs actually has a free solution published on the Marketplace called the Dashboard Reporting Control for … Continue reading →

Posted in CRM 2011 Dashboards, CRM 2011 Reporting, CRM Configuration, CRM ISV Product Reviews | 7 Comments

Lotus Notes Customers can Use Microsoft CRM Also!

Posted on April 19, 2012 by Steven Jacobowitz

Recently I was involved with a prospect who was interested in moving their client data into Microsoft CRM 2011.  They were primarily interested in the xRM capabilities, namely the ability to configure the system down to a few very specific … Continue reading →

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