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 [...]

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 1. Excel Reports * Access from Outlook * Connect a Reports Library within MOSS by going to Actions -> Connect to Outlook. * Requires MOSS for this connectivity functionality. 2. [...]

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 going [...]

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 [...]

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 [...]