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By Ryan Redmond on 3/22/2012 1:07 PM
Too many tradeshows go used by businesses without being capitalized on for leads. It's time to stop wasting money and harvesting all your leads from tradeshows using Microsoft CRM.
By Sam Walker on 2/9/2012 10:58 AM

I had the task of seeing which entities in an on-premise CRM 2011 system were being used.  Here’s a SQL script to run against your CRM database to get the entity, the table name, and the count of records.

This can also be used to troubleshoot disk space issues.

DECLARE @Table TABLE (Table_Name VARCHAR(100), Record_Count INT) DECLARE @Table_Name VARCHAR(100) DECLARE CUR CURSOR FOR SELECT name FROM SYSOBJECTS WHERE xtype='U' and name like '%base' OPEN CUR FETCH NEXT FROM CUR INTO @Table_Name WHILE @@FETCH_STATUS=0 BEGIN INSERT INTO @Table EXEC('SELECT '''+@Table_Name+''',(SELECT COUNT(*) FROM ['+@Table_Name+'])') FETCH NEXT FROM CUR INTO @Table_Name END CLOSE CUR DEALLOCATE CUR SELECT ev.DisplayName, T.* FROM @Table T join (SELECT DISTINCT EntityView.Name, EntityView.LogicalName, LocalizedLabelView_1.Label AS DisplayName FROM LocalizedLabelView AS LocalizedLabelView_2 INNER JOIN AttributeView ON LocalizedLabelView_2.ObjectId = AttributeView.AttributeId RIGHT OUTER JOIN EntityView INNER JOIN LocalizedLabelView AS LocalizedLabelView_1 ON EntityView.EntityId = LocalizedLabelView_1.ObjectId ON AttributeView.EntityId = EntityView.EntityId WHERE (LocalizedLabelView_1.ObjectColumnName = 'LocalizedName') AND (LocalizedLabelView_2.ObjectColumnName = 'DisplayName') AND (LocalizedLabelView_1.LanguageId = '1033') AND (LocalizedLabelView_2.LanguageId = '1033')) as ev on T.Table_Name like cast(ev.LogicalName + '%' as nvarchar(30)) order by Record_Count desc
By rhaden on 11/9/2011 2:59 PM
One of the important efforts toward success with customer relationship management solutions is the process of persuading people to stop hoarding data. As long as half the staff have their own private data silos where they keep their personal notes, the benefits of a good CRM will be slow in coming.

Yet giving everyone access to data invariably brings up security concerns. What's the solution?
By rhaden on 10/12/2011 9:06 AM
You have MS Dynamics 3.0 or 4.0 installed. You love what it does for your business, and you're ready to upgrade to MS Dynamics in the cloud. You've just been waiting for the right time.

Check your watch. The right time is now.

Customer Dynamics is offering a terrific deal on upgrades to MS Dynamics Online right now for companies with MS Dynamics  CRM 3.0 or 4.0 installations.

If you didn't have Customer Dynamics do your installation the first time,  you'll also be upgrading to full customization by experts who really take the time to understand your business and customize your installation to meet your needs. A plan that will work for you now and grow with you in the future will let you make the best use of your resources.

Download a PDF file with the details to share with your team.

Oh -- and if you don't currently use MS Dynamics CRM, you should still call Customer Dynamics. We'll provide the successful installation you need.
By Sam Walker on 4/11/2011 9:04 AM

I've seen a lot of confusion surrounding the syncing among CRM, Outlook, Exchange, and a cell phone, and thought I'd make a simple diagram to hopefully clear the mud.

Here is a scenario to help illustrate the point

  • I enter a contact into Microsoft CRM
  • The Microsoft CRM Outlook Client picks up the contact, and pulls it into my Outlook contacts
  • The Exchange server sees the new contact in my Outlook contacts, and adds syncs it with Exchange
  • My phone, which is connected to my Exchange server and set up to sync contacts, sees the new contact and saves it
  • I can now view my contact record on my phone

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