Michael Cross – Microsoft Dynamics CRM Consultant

What’s the best new feature of Microsoft CRM 4.0? Improved workflow functionality Built-in report designer Additional entity relationship options (many-to-many, system-to-system, etc.) Duplicate detection Improved data import and migration functionality Built-in mail merge templates My vote goes to the several new options for entity relationships, including many-to-many, system-to-system, and self-referential. These options go beyond the [...]

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If you ever wonder whether open source software would be good for you (it’s free, isn’t it?), then I recommend you read this article on open source software. The most illuminating part is the last two paragraphs on page 2: “If you take this path, you become a software development firm, and that kind of [...]

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I wrote a case study on designing a fulfillment process using Microsoft Dynamics CRM and posted it on my companies blog. Check it out and let me know what you think. I would love to hear how other people have addressed similiar requirements.

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Do you think that different types of organizations (e.g., customers, prospects, vendors, etc.) or people (customers, prospects, service providers, etc.) should be tracked in different entities within Microsoft CRM 3.0? For example, should you leave customers within the Account entity, and vendors within a custom entity? Why or why not? One reason why you should [...]

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