Category Archives: Best Practice

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client


I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client. One of the differences that … Continue reading

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | Leave a comment

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011


Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

MSCRM 2011 Outlook Client Offline Setup Notes


Here are some good setup notes when preparing a Microsoft Dynamics CRM 2011 Outlook Client for Offline usage:   Fast PC, RAM and Hard Drive When Microsoft CRM Outlook Client is operating in Offline mode – all the processing is … Continue reading

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, ms crm 5.0, Offline, Outlook Client | Tagged , , , | Leave a comment

Set Personal Default View in Microsoft CRM 2011 Web Client


If you are using the Microsoft CRM 2011 Web Client – one of the more useful setting is to set your personal default view.  Often times, the system default view may not be your personal preference.  Also, you may have … Continue reading

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, ms crm 5.0 | Tagged | 7 Comments

Initial CRM 2011 Outlook Client Settings


Here are some good initial Microsoft CRM 2011 Outlook Client settings that I’d suggest.  Note: Your organization’s initial Microsoft CRM settings may be different – always check with your CRM administrator for guidance: Check only “Outlook Synchronization” under the Microsoft … Continue reading

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | 4 Comments

Shortcuts setup in Microsoft CRM 2011 Outlook Client


Here is a good technique to quickly access your common Microsoft CRM 2011 areas(Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client: Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to … Continue reading

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | Leave a comment

Upgrading a Microsoft CRM 4.0 32 bit server environment to CRM 2011


I had recently been asked by one of our CRM customers in the food ingredients manufacturer and distribution business how to upgrade their On-premise Microsoft Dynamics CRM 4.0 to CRM 2011.  In particular – their MS CRM 4.0 Server is … Continue reading

Posted in Best Practice, CRM 2011, CRM On Premise, Deployment Manager, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Upgrade | Tagged | 3 Comments