Hosted CRM Add-Ons: Web to CRM Connector

There are a number of Microsoft CRM add-ons available.  One of them is the  Web to CRM Connector, which allows an end user to easily configure any web form to submit data directly into CRM. This tool eliminates the need for developer resources and hours of programming to achieve the desired result. A user can now either simply upload the source web page or direct the tool to the URL of the source web page. The tool then parses the form and allows the user to map the fields on the web form to attributes in CRM. 








Read More

CRM’s Role in a Challenging Economy

In today’s economic climate, customer loyalty can separate who will stay in business and who will go under. In fact, improving customer loyalty and experience are listed in Forrester’s Trends 2009 report as the top two concerns of business executives.


That’s why companies should demand more from their CRM solution.   To help you navigate through these times, we are offering this informative Microsoft Whitepaper, “Customer Relationship Management: The Winning Strategy in a Challenging Economy,” which covers such topics as the role of CRM, maximizing customer profitability, evaluating your marketing mix, criteria for technology adoption and more.  To get additional details, download it here.

Read More

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

  • 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 CRM add-in and the Hoster process.
  • Now check for updates by selecting All Programs from the Start menu. Then select Microsoft Dynamics CRM 4.0 and choose Update.
  • Restart Outlook after the patch is installed.

Note: If the user doesn’t want to make the permanent change of always having the Hoster process exit when Outlook exits, they can close the Hoster process manually after Outlook has been closed by right clicking on the Dynamics icon in the Notification Area of the Task Bar.

Source : Microsoft Dynamics CRM Team Blog

Read More

Update Rollup 4 for Microsoft Dynamics CRM 4.0

Microsoft has released Update Rollup 4. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 4.0. It includes performance enhancements that are packaged together for easy deployment.

For more information about this release, see Microsoft Knowledge Base article 968176.


 Install Details about Update Rollup 4


  • Update Rollup 1, Update Rollup 2 and Update Rollup 3 are not prerequisites for installing Update Rollup 4
  • The Update Rollup 4 client can be deployed before the server is upgraded to Update Rollup 4
  • Update Rollup 4 can be uninstalled



Source: Microsoft Dynamics CRM Team Blog

Read More

What is Unified Communications?

With the current global business environment, people need to find, communicate, and collaborate with each other as quickly and easily as possible. Businesses want a product that maintains the competitive edge yet is user friendly, cost effective, streamlined and increases efficiency. Microsoft Unified Communications is the solution. It helps businesses reduce operating costs of travel, telecom and IT, while enabling them to improve business outcomes in more sustainable ways.

Unified Communications unites messaging, voice, video, IM and calenders. It is fully intergrated with all Microsoft products. When phone services become software, are managed by a server, and are delivered to desktop applications, interesting things happen:

  • The computer starts to work like a phone.
  • The phone starts to work like a computer.
  • Voice mail becomes email

Read More

What’s New: Social xRM, Part Two

Forrester Analyst Jeremiah Owyang projects that in two years, social networks like Facebook and Twitter will become even more powerful than company websites and traditional CRM systems.  Customer relationships will be built on these platforms and growth will be driven by community and individual brand advocacy.    xRM comes into play again in this new era of “Social Commerce”—it’s a framework that can manage all existing relationships and pave the way for developing new ones as well. Read more about the future of social media and what it means for CRM, here.


Read More