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Microsoft released Update Rollup 7 for Microsoft Dynamics CRM 4.0 last week. With it, there have been some considerable improvements to the Outlook add-on such as: · Outlook loads much faster – you don’t have to wait for the CRM toolbar to load before you can get to your email. You...
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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 Webinar in July. You can view and download...
Posted to
Dana Sosa
by
dsosa
on
08-17-2009
Filed under:
Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, Inetium CRM Team, Inetium, E-mail, Teams, Accelerator, ExactTarget, Event Management, Email Marketing Automation
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Folks, it's here! Microsoft released Update Rollup 5 for Dynamics CRM 4.0 today. You can read about it here: http://support.microsoft.com/default.aspx?kbid=970141 And download here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=5101d801-976b-4c11-bdfc-000b970ef4a3 As...
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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 features of SHARING recently while working with...
Posted to
Dana Sosa
by
dsosa
on
02-26-2009
Filed under:
Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, CRM Online, Privileges, Sharing, Teams, Cascading
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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 sharing and assignment of record ownership to a particular...
Posted to
Dana Sosa
by
dsosa
on
02-25-2009
Filed under:
Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, CRM Online, Security, Privileges, Sharing, Access, Teams, Cascading
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Microsoft has been releasing "Update Rollup" packages for Dynamics CRM since its inception. That is no surprise. They have typically released two or three of them in the life cycle of the product - the third one for Dynamics CRM 3.0 being released late last year - almost three years after the...
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During a recent CRM implementation, I’ve discovered a couple things about using the Internet Marketing (IM) add-on with landing pages. While it is a neat way to easily integrate a web landing page and capture visitors information as Leads for CRM, there are some limitations. 1. If you have custom...
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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 showcasing her company’s implementation of...
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Throughout my career at Inetium, I have had a love/hate relationship with the Microsoft Dynamics CRM Client for Outlook. I have loved it, for the value it has provided me – the ability to track activities to CRM directly from Outlook, and at the very least sync CRM contacts to Outlook (and ultimately...
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Yep - you heard me right! Update Rollup 1 has been officially released! You can download it here: http://www.microsoft.com/downloads/details.aspx?FamilyID=57c6267b-3b13-49dd-bfed-3cc83633aea7&displaylang=en Some things to note: 1. Obviously, you'll want to back up your system and databases before...
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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 CRM filtered views manually in Microsoft Office Excel...
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So… you say you’re using Microsoft Dynamics CRM 4.0 and you’re using Microsoft Office Outlook … well, then you’re naturally using the Microsoft Dynamics CRM for Outlook client! (If you’re not, you can download it from the link.) One of the most common questions I...
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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 quote here or there… but I’m no Rain...
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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 – after all – gotta keep up with the...
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So - in the spirit of celebrating Inetium's 10 years, and everything that is great about the company, I thought I'd do a series of blog posts on each member of the Inetium CRM Team. You may know some ....many... all of us. But I just wanted to drop a couple sentences about each of my co-workers...