Monthly Archives: January 2008

Lessons Learned on SBS2003 MS CRM 3.0 upgrade to MS CRM 4.0

We have finally upgraded to CRM 4.0! We started on Wednesday morning and by Thursday afternoon had most of the problems either resolved or worked around.  We had two major issues: one involved the CRM e-mail router and the other … Continue reading

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Moving to Microsoft CRM 4.0

Last year I went to one of the partner presentations for Microsoft CRM 4.0, code-named Titan at that time. I learned a lot and was impressed.  My normal approach to new releases of software are to wait at least three … Continue reading

Posted in CRM 4.0, Customization, Installation | Leave a comment

CRM 4.0 features we have been waiting for

CRM 4.0 has a bunch of new features we are looking forward to. Here are some features that solve some of our problems: Duplicate checking rules that will make sure that we don’t have problems with duplicate e-mail addresses anymore. … Continue reading

Posted in CRM 4.0 | Leave a comment