Dana Sosa

Dana Sosa

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UR What!? How to find the CRM 4.0 Build number in your environment

Lately I find myself saying " So, tell me, what version are you on..." a lot with my CRM 4.0 friends and family. Then I start Bing-ing or Google-ing (depending on the device I find most handy at the moment) for "CRM Update Rollups"...

Published 04-09-2010 10:09 AM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, Outlook Client, Update Rollup
Enrich CRM Records from Excel with CRM 4.0 UR9

Here’s a not so widely publicized little secret (we didn’t find it anywhere in the Microsoft Update Rollup 9 documentation) that Bart Sneary, our CRM Practice Director, inadvertently discovered shortly after we deployed Rollup to CRM here...

Published 03-31-2010 2:23 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, CRM Online, Excel, Data Import, Enrichment, Update Rollup
ExactTarget and the Event Management Accelerator don't play nice...at first.

As part of Inetium’s CRM Essentials Eduction Series, I demonstrated the Microsoft Dynamics 4.0 CRM Event Management Accelerator at our Inetium CRM Essentials meeting back in May. If you weren’t able to attend, we followed this up with a recorded...

Published 08-17-2009 1:05 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, Inetium CRM Team, Inetium, E-mail, Teams, Accelerator, ExactTarget, Event Management, Email Marketing Automation
Getting Started with CRM Online - Setting Up Your Environment

Microsoft Dynamics CRM Online has enhanced its “Getting Started” tools. They’ve included a wealth of information on the new and improved launch page to help you access the resources you need when you need them most. There’s some...

Published 03-13-2009 8:30 AM by dsosa

Filed under: Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, CRM Online, Data Migration, Users, Outlook Client
Sharing and Cascaded Access

A quick follow up to yesterday's post about Dynamics CRM security and cascaded access. Jeremy Winchell, who I consider the sharpest CRM guru I've ever met and an integral member of the Inetium CRM Team, came across some issues with the cascading...

Published 02-26-2009 8:18 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, CRM Online, Privileges, Sharing, Teams, Cascading
Dynamics CRM security concepts you should know!

The Microsoft Dynamics CRM security model is a role-based security model, where a role is conceptually some group of users (i.e. Marketing Professionals, Sales Managers...). CRM allows you to create a very granular security structure, with support for...

Published 02-25-2009 4:29 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, CRM Online, Security, Privileges, Sharing, Access, Teams, Cascading
A Great CRM Success Story

Rachel Lockett, IT Director at IGH Solutions , offers an excellent testimonial for the Microsoft Dynamics CRM platform and for Inetium as her partner of choice. Last November, Microsoft flew Rachel out to Redmond, WA to participate in a video case study...

Published 01-08-2009 12:05 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, Inetium CRM Team, Inetium
YES! You CAN maintain multiple CRM entity views in a single Dynamic Excel Workbook!

Nick Elders, one of my favorite clients who works for Microsoft Dynamics CRM 4.0 user Community Reinvestment Fund, USA taught me something awesome today. I was under the impression that you needed to create ODBC data connections to Microsoft Dynamics...

Published 12-04-2008 12:20 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, Inetium, CRM Online, Excel
What Happens To CRM When I Delete a Record in Outlook?

***Update: Subsequent Microsoft Update rollups have changed this functionality significantly. This blog post applies to CRM 4.0 and it's earlier RU's. So… you say you’re using Microsoft Dynamics CRM 4.0 and you’re using Microsoft...

Published 12-02-2008 10:52 AM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, Inetium, CRM Online, E-mail
Dynamics CRM E-mail Features and Options

Despite what Ted H said about me in his glowing introduction last week, I have not managed to memorize every Microsoft CRM book, blog post, whitepaper, what-have-you that I’ve read in my tenure here at Inetium. I get lucky once in awhile with a...

Published 11-19-2008 3:41 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, Inetium, CRM Online, E-mail
Hi. My name is DANA.

Hi! I'm Dana Sosa, another member of the Inetium CRM Team. I sit right next door to Ted H, who graciously introduced me , along with the rest of our colleagues in his blog last week. I think it's high time I started blogging for the CRM Team too...

Published 11-18-2008 4:18 PM by dsosa

Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, Inetium, CRM Online

Dana Sosa

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UR What!? How to find the CRM 4.0 Build number in your environment

Enrich CRM Records from Excel with CRM 4.0 UR9

ExactTarget and the Event Management Accelerator don't play nice...at first.

Getting Started with CRM Online - Setting Up Your Environment

Sharing and Cascaded Access

Dynamics CRM security concepts you should know!

A Great CRM Success Story

YES! You CAN maintain multiple CRM entity views in a single Dynamic Excel Workbook!

What Happens To CRM When I Delete a Record in Outlook?

Dynamics CRM E-mail Features and Options

Hi. My name is DANA.