Archive for March, 2008

Watch The Big Lebowski in your browser

Friday, March 21st, 2008

Watch The Big Lebowski on Hulu! Cool! :)

Session: Implementing Microsoft Dynamics CRM Live in 60 Minutes or Less

Saturday, March 15th, 2008

Focus on configuring the application to meet your needs, not your environment

Define Implementing

Business Process Analysis Infrastructure Assessment Installation Configuration Data Migration Training

Quick and Easy Setup/Configuration

Quick Setup

Signup Wizard User Invitations

Easily Configurable

Import customizations and workflow

Quick Deployment Easily Adopted

Once you get confirmation email, setup

Login with Live ID Quick profile information Select Default Currency Live CRM environment

Convergence Session: 10 Cool Things Customers Have Done With Microsoft Office SharePoint Server 2007 and Microsoft Dynamics GP

Wednesday, March 12th, 2008

10 Cool Things Customers Have Done With Microsoft Office SharePoint Server 2007 and Microsoft Dynamics GP

Session Conducted by Jon Jonasson & Pam Misialek

Excel Reports

Access from Outlook Connect a Reports Library within MOSS by going to Actions -> Connect to Outlook. Requires MOSS for this connectivity functionality.

Dundas Dashboards

Graphical display Dundas graphics are available for download (”Gadgets”). Embed them [...]

Convergence’s Green Initiative

Tuesday, March 11th, 2008

One of the things that I noticed is pretty cool here at Convergence is their “Green Initiative”. In particular, every registered attendee received a Nalgene-ish reusable water bottle and there are water coolers EVERYWHERE for you to fill up. This takes the place of having free bottled water throughout the venue.

They say that [...]

Convergence Session: Using SharePoint with Microsoft Dynamics CRM for Dashboards, Analytics, and Document Collaboration

Tuesday, March 11th, 2008

Common Dashboards for SharePoint

My Dashboard

Activities, Opportunities, Accounts

Role Based

Metrics, Team Roll-Up

Sales Manager Marketing Manager Customer Service

The Dashboard Top 3

Page viewer Web Part is your friend Send as a short-cut Folder Home Page

Other Ideas

Link specific dashboard webpages (coming from SharePoint) directly from Outlook

Right-Click on a folder within Outlook and go to Properties -> Home Page to set URL

Marketing Activities (Marketing Campaigns, [...]

I’m at Microsoft Convergence This Week

Tuesday, March 11th, 2008

I’m down in Orlando, FL this week at the Microsoft Convergence Conference.

For those not sure, Dynamics is Microsoft’s ERP Suite that is comprised of the following products: * Dynamics GP (previously known as Great Plains) * Dynamics SL (previously known as Solomon) * Dynamics NAV (previously known as Navision) * Dynamics AX (previously known as Axapta) * Dynamics CRM (previously [...]