Wednesday, February 11, 2009

Project Management / Time Tracking with MS CRM 4.0

Here very cool add on for MS CRM 4.0, regarding Project management & time tracking.


Its all about project management etc.



Wednesday, February 04, 2009

Microsoft CRM Development / experts

If you are looking experts team in Microsoft CRM, Sharepoint or .net

Wednesday, October 05, 2005

CRM Web Services


After writing this

I was happy to see the webservices model introduced by microsoft in new version of Microsoft CRM 3.0

MS CRM -Webservices

CRM Webservices provides Access to all the Business Entities data (including custom entities and properties) . In Webservices you can Execute Business Operations (business logic and specialized operations) . There is Metadata Webservices to access the CRM Metadata.

  • Generate Webservices WSDL from customization
  • Reference CRM Web services in Visual Studio .NET
  • Setup Web service proxies
  • Use CRM Web services to Query data
  • Build complex Queries
  • Get CRM data into a Sharepoint site
  • Add requests to CRM from Sharepoint
  • Get Quotes owned by a user
  • Get Quote products
  • Get related data (customer, current and past cases, etc).

There are more coming... Review the Blog daily..... or mail me on


MS CRM Expert

Wednesday, September 28, 2005

Screen Shots of Microsoft CRM 3.0


Some Screen shots of new version of Microsoft CRM 3.0 .

Activity Screen

Setting Screen
Account Page

I have some more screens.. contact me if you would like to see. at ..


MVP- MS CRM & .Net

Marketing Campaigns - In Microsoft CRM 3.0

There is new post about marketing automation in Microsoft CRM 3.0. read that.


Monday, September 26, 2005

Report Builder of SQL Server 2005

Report Builder in SQL Server 2005

Microsoft has redesigned the SQL Server 2005 product family to better meet the needs of each customer segment with four new editions: Express, Workgroup, Standard, and Enterprise.

End-user, ad hoc reporting was the most requested addition to Microsoft® SQL Server™ 2000 Reporting Services. The latest release of SQL Server 2005 Reporting Services includes this highly anticipated functionality. Join this webcast to learn all you need to know about this powerful enhancement to Reporting Services. The discussion will include an examination of its architecture as well as extensive demonstrations of how it works and what you can do with this capability.

Report Builder itself is a ClickOnce WinForms application. That means that end users install it from the browser, but once installed it's not a browser-based application. To get started with Report Builder, browse to your Reporting Services home page - typically, this will have a URL something like http://MySqlServer/Reports (or http://localhost/Reports if you're running the browser on the same box with SQL Server 2005 itself).

A good article on Report Builder.

See feature of SQL Server 2005 on

A webcast on SQL Server 2005 Report Builder...


MVP- MS CRM / .Net

MS CRM 3.0 Fact Sheets with Screen Shot

CRM 3.0 Fact Sheet Released

Microsoft published an "official" Microsoft CRM 3.0 Fact Sheet. This two page PDF lists out some of the new 3.0 features from a high level (categorized under their 3 product launch themes):

Microsoft CRM 3.0 will provide a complete suite of powerful marketing, sales and service capabilities, all with a familiar and consistent user experience based on Microsoft Office and Microsoft Outlook®. Extensive new configuration, customization and integration capabilities will make it easier for customers and partners to deploy highly tailored solutions that help drive measurable business results and offer a low total cost of ownership (TCO).

Microsoft CRM 3.0 is designed to address the three key challenges that determine the success or failure of most CRM initiatives: user adoption, business fit and total cost of ownership. The release is focused on three main themes:

•Works the way you do.

Microsoft CRM 3.0 offers a user experience familiar and comfortable to anyone who uses Microsoft Office or Microsoft Outlook. The Outlook client and Web client interfaces are completely redesigned to provide a look and feel consistent with other Microsoft products, allowing work to be completed more easily. Customers get instant visibility into trends and issues through prebuilt reports and views and can also take live CRM data directly into Microsoft Excel® for online or offline analysis. Microsoft CRM 3.0 provides a complete mobility solution, with a new high-performance engine for role-based synchronization of laptop data as well as an improved client for Microsoft Windows Mobile™.

•Works the way your business does.

Microsoft CRM 3.0 completes the CRM suite by offering a rich marketing automation module for list management, campaign management, marketing resource management and closed-loop response management. The new release also will introduce a sophisticated new service scheduling module, which automatically manages complex scheduling requests that today require specific people, skills and resources. These new modules, along with enhancements to the sales and customer service capabilities previously available in Microsoft CRM 1.2, are highly configurable and workflow-driven, enabling consistent execution of CRM business processes, automated handling of exceptions and alerts, and closed-loop reporting and analysis across the organization.

•Works the way IT wants it to.

The new release extends the configurability, customizability and integration options for Microsoft CRM’s service-oriented architecture. New data objects can be easily added to the system and linked to other predefined objects, with all underlying data storage and Web services automatically generated by the system. A new environmental diagnostics wizard automatically checks more than 100 system and network settings to help ensure a fast and reliable installation, and a new upgrade advisor streamlines the upgrade process for existing Microsoft CRM 1.0 and 1.2 customers. Integration with Microsoft Operations Manager simplifies the management of the overall system.

Download the fact sheet

Also see new screen shots of MS CRM 3.0 on



Microsoft CRM 3.0 ---New Version

MS CRM 3.0

Build lasting customer relationships across sales, marketing and customer service with an affoardable, easy2use CRM solution from Microsoft with Microsoft CRM 3.0

This version of Microsoft CRM 3.0 includes:

1- Native Microsoft Office Outlook experience for managing sales, service and marketing
business processes.
2- Enhanced reporting and analysis tools with Microsoft SQL Server Reporting Services.
3- Innovative and intuitive business design and customization tools.
4- Simplified deployment and management tools for IT Professionals with SDK.
5- Microsoft Upgrad Wizard- with this wizard you can upgrade your existing microsoft version
1.2 to new version 3.0 with out data lost, with some clicks and you can get upgraded reports
6- New Interface -easy to use and understand.

For more see screen shots on

Microsoft CRM 3.0 - Upgrade Wizard from 1.2 to 3.0.

Microsoft CRM 3.0 - Upgrade Wizard.

The Microsoft CRM 3.0 Upgrade Advisor is a diagnostic tool that you can use to determine if your Microsoft CRM 1.2 installation can be upgraded to Microsoft CRM 3.0. This tool generates a report that indicates whether your Microsoft CRM 1.2 implementation can be upgraded to Microsoft CRM 3.0 directly, and if not, lists any problems that will need to be fixed before the upgrade. The report also includes instructions on how to fix problems that are found.

You can download this wizard from

You can read the instructions as following

For more write to me


MVP- CRM & .Net