I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues.

Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin rights.

The problem is that the uninstall of the 3.0 client is not very clean, especially with the laptop client, because it leaves behind the SQL Express databases, and there's no easy way to see them. Simply deleting the files after the uninstall is not enough. You actually have to delete the databases from SQL using Management Studio. Since most people don't have management studio installed on their machines, and due to networking differences, many computers w ... Read More »

Microsoft has released the much-anticipated CRM Online (formerly called CRM Live), the Microsoft-hosted, SaaS version of Dynamics CRM 4.0. To sign up, go to the website or contact your Dynamics partner.

I recently performed my first upgrade of CRM 3.0 SBE (on Small Business Server 2003 R2) to CRM 4.0 Professional. Here are some important considerations if you are planning for your own upgrade.

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This doesn't happen often, but when it does, it can be a pain to resolve if you don't follow the right steps.  A client of ours ran into this problem early on, as they were learning how to use MS CRM 3.0

In order to "undo" or "untrack" and email do the following:

1. Make sure the original email still exists in your 'Sent Items'
2. Open your Activities using the 'My Closed Activities' view
3. Delete the email that was incorrectly 'Regarded' (if you don't the following steps will copy the whole record, including the incorrect 'Regarding' field)
4. Go to 'Sent Items' in Outlook
5. Find the email that you need to track (don't open it, just locate and highlight it in the list)
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Regarding MS CRM

Web to lead: Creating a new lead record based on a web form automatically in Microsoft Dynamics CRM 4.0.  Complete code for web2lead is included in this entry.

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With Microsoft Dynamics CRM 4.0 there are so many options for migrating, integrating and bulk updating data that it can be quite confusing.  This entry presents many of the options and the appropriate time to use each.

 [NOTE: This is a summary - read the full BLOG for more info]

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CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.

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Just got word today that I've been re-awarded the Microsoft MVP award for CRM for 2008. Thanks to Microsoft, Customer Connect, and the CRM community!