Monthly Archives: February 2008

CRM 4.0 Mail merge templates much more usable!

One of the items I tried last weekend was upgrading some of the many Word templates we used in CRM 3.0.  One of the problems that we had in using templates in CRM 3.0, was that it was difficult for … Continue reading

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The Forgetful Road Warrior and CRM 4.0 off-line client for Outlook.

The CRM 4.0 off-line client for Outlook has a some new options that make it even better for the business traveler. CRM 4.0 now allows you to automatically keep your off-line database in sync so you don’t have to remember … Continue reading

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CRM 4.0 Outlook Client Observations after Two Weeks of Operation

Overall our CRM 4.0 implementation process has been relatively painless.  The upgrade went well, less stressful because of thorough backups. The two bumps that we had initially were easy enough to resolve with workarounds.  (See previous blogs).   After two … Continue reading

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Microsoft Dynamics CRM 4.0 Applications Course 8913 review

As an MCT (Microsoft Certified Trainer), I specialize in Microsoft CRM training, so when the new curriculum arrives for CRM 4.0 I have to take these courses right away. The new 8913: Applications in Microsoft Dynamics 4.0 has some significant … Continue reading

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