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Tag Archive

Address Verification with Microsoft CRM @ Streamline Solutions

Published on September 3, 2009 By The xRM Writing Team

Don’t you find it a mind-numbing task to fill out contact information whether it is on paper or on computer?  Filling addresses is particularly exasperating. There are a myriad of addresses to complete……Billing Mailing, Physical, Postal, Business, Home, Corporate, Shipping. Phew!!! It’s just tiring reading about it, can you imagine filling out all that information? [...]

Learning Made Easy

Published on August 21, 2009 By The xRM Writing Team

Are you tired of reading long drawn out software manuals and user guides? Are you too busy and need to learn an application real quick? How would you like to eliminate all that paper work and just dive straight into the application and start using it? Education is very important to all of us at [...]

Detecting Duplication for Microsoft Dynamics CRM 4.0

Published on August 20, 2009 By The xRM Writing Team

Microsoft CRM 4.0 has the ability to detect duplicate records with the same attribute. To enable this feature you will need to create a duplicate rule. 1.    Click on Settings, Data Management, Duplicate Detection Rule, New.   2.    The above window will have to be filled out: ·         Name the new rule ·         By default [...]

How to avoid a required reboot when installing a patch for the CRM Outlook Client

Published on May 19, 2009 By The xRM Writing Team

Before starting the update process, go to Options from the CRM menu. On the “General” tab, uncheck the bottom checkbox that says “Always run the…Host process” and then click “Ok” button. When manually checking for updates, go ahead and close Outlook by choosing Exit from Outlook’s File menu. This will close Outlook along with the [...]

Microsoft Dynamics CRM 4.0 – Partner Hosted Model

Published on January 6, 2009 By lmclean

The Partner Hosted Model of Microsoft CRM 4.0 Microsoft CRM is available in two slightly different hosted models. One is served up and hosted by Microsoft. Microsoft calls this product CRMLive. The other is served up by Microsoft hosting partners and is called the Partner Hosted Model. Although both offerings are essentially the same product, [...]


Published on December 23, 2008 By lmclean

XRM is the Streamline Solutions strategy to CRM.  It hinges on leveraging Microsoft.  XRM will mitigate risk and pain, make users happy, and provide the intelligence required to manage a business.  To find out more about our unique strategy please let me know and I will be happy to reply.

The Power of the Platform

Published on December 23, 2008 By lmclean

Similar to the power of choice model it is even more important to understand what the power of the platform means.  Microsoft talks about the “platform” all the time.  What does it mean?  How do I leverage it?  Happy to educate anyone if they are interested.  Just let me know.

The Power of Choice

Published on December 23, 2008 By lmclean

One of the biggest advantages Microsoft CRM has over other software publishers is their choice model which allows you to have the product on-premise, hosted, or in a special/unique hybrid model.  Regardless of the model, the user interface and feature set to the user is always the same.  We feel it is important to understand [...]

Update Rollup 1 for Microsoft Dynamics CRM 4.0

Published on December 19, 2008 By The xRM Writing Team

This update will fix over 30 issues with Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Microsoft Office Outlook, and Microsoft Dynamics CRM 4.0 E-mail Router. It’s available for all languages supported by Microsoft Dynamics CRM More information on Update Rollup 1 for Microsoft Dynamics CRM 4.0

Forrester Reports Released

Published on October 4, 2008 By The xRM Writing Team

The independent technology and market research firm, Forrester Research, recently released reports assessing CRM business applications for mid and enterprise markets.  Microsoft Dynamics CRM was ranked as a leader in both markets, coming ahead of competitors like salesforce.com.  Download them here: enterprise-crm-forrester-report midmarket-crm-forrester-report

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