Recent content by jodonnell

http://www.resco.net/enterprise/company/news.aspx?file=2010-01-19 =================================================== John O'Donnell, MSFT Click here to visit the Dynamics CRM forums and chat with the MVP's http://social.microsoft.com/Forums/en-US/category/dynamics/...

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=471f8670-47b3-4525-b25d-c11a6774615c Overview This white paper, Field-level Security in Microsoft Dynamics CRM: Options and Constraints, provides selected aspects of the conceptual application of the security model in...

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=fb4bb16b-586f-4aae-aa4b-790023e95b61 This white paper, The Microsoft Dynamics CRM Security Model, serves as the core architectural component of a larger "nuts and bolts" article on Security and Authentication in Microsoft...

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=d06e9b99-2f10-43fd-94b4-8014a8dca9ea Overview Many data centers include firewalls between the end-users and the servers and other integrated systems that support an implementation of Microsoft Dynamics CRM 4.0. This...

Sounds like you need to do a contact cleanup of the 3 sales people. Ideally this would mean you would identify duplicates in their outlook and ensure only one contact was in CRM. YOu could then delete the outlook contact for all 3 sales people then have CRM sync the contact down to all 3...

Is there a reason you cannot have the users simply click orders on the left hand side of the opportunity and then create a new order for the opportunity? John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation http://blogs.msdn.com/jodonnell...

There are a few ways to do this. 1 - use a solution from www.scribesoft.com to perform an ongoing integration between your quote database and CRM. For example this might update your CRM system every hour with latest quotes. 2 - build a web page that can read the quote details from sql and...

Unless I am getting this wrong it sort of sounds as if you want to track the contacts related to this opportunity? I would suggest that you could use the relationships tab on the left side of the opportunity to track any related contacts. John O'Donnell Microsoft Dynamics ISV Architect...

I would recommend you go to http://www.microsoft.com/downloads and search on business solutions - crm then get the latest implementation guide for Dynamics CRM 4.0. This explains everything you need to do a complete backup John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft...

Currently private appointments are synced back to CRM as public appointments. This feature has been put in as a request for a future version. John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation http://blogs.msdn.com/jodonnell http://blogs.msdn.com/usisvde...

First hing I would do is take a full back up of your system. After that I would republish all your entities to make sure everything is in sync. Once you have done that do an IISRESET on the web server and test again. John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft...

Upgrade your existing CRM 3.0 system to CRM 4.0 then import than to move it. John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation http://blogs.msdn.com/jodonnell http://blogs.msdn.com/usisvde http://channel9.msdn.com/Wiki/DynamicsCRM/HomePage/

Are you running on Dynamics CRM 4.0? If so the system has a built in dupe checker which would let you run a dupe check process. Let me know if your on CRM 4.0. John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation http://blogs.msdn.com/jodonnell...

Tracking in CRM will let you auto track responses. If you are emailing many people this will cetainly help. Beware though that if you send out many emails you might get blocked for spamming. John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation...

Here are a number of CRM resource pages I found. I ams ure there are many more but these should be a good starting point Our main CRM landing page http://www.microsoft.com/dynamics/crm/default.mspx Microsoft Dynamics CRM 4.0 Videos http://channel9.msdn.com/tags/CRM/ Using Microsoft...