Archive for March, 2007

Partner Learning Plans (Consultants) for Microsoft Dynamics CRM

March 20, 2007 Leave a comment

Information for Microsoft Dynamics CRM Certified Software Advisors

Help Your Employees Get Trained
The role-based Learning Plans (currently in Beta) for Microsoft Dynamics can help your employees focus on specific goals and access the training they need to gain in-depth product knowledge and obtain certifications for Microsoft Dynamics.

By becoming trained and certified in various disciplines, your employees can document their knowledge on Microsoft Dynamics CRM and showcase their expertise to your customers. Please refer to the product-based Learning Plans for a full listing of all technical product training for Microsoft Dynamics products.

How Employees Use the Role-based Learning Plans
The role-based Learning Plans are designed to help focus training efforts on the needs of a person in a specific role. You can find a description for each role, and a list of typical role competencies. These can help ensure that the Learning Plan you are using is the right one for you.

The role-based Learning Plans for Microsoft Dynamics CRM are here on PartnerSource.

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Steve Ballmer Demos Microsoft Dynamics CRM “Titan” at Convergence 2007

March 19, 2007 Leave a comment

Upcoming release of Microsoft Dynamics CRM will fuel new choices for customers and new opportunities for partners.

In his keynote address at Convergence 2007, Microsoft Corp.’s biannual event for Microsoft Dynamics™ customers, Microsoft CEO Steve Ballmer gave customers their first look at the future of customer relationship management (CRM) with a live demo of the upcoming Microsoft Dynamics Live CRM service. The Microsoft Dynamics Live CRM service is powered by the upcoming release of Microsoft Dynamics CRM, code-named “Titan,” which uses the same multitenant code base to deliver both on-premise and Software as a Service (SaaS) deployments, and allows customers to choose the right deployment model for their needs at any time. Ballmer outlined the ways in which CRM "Titan" will help deliver new levels of companywide productivity to users as well as the critical role of partners to fulfill Microsoft’s vision to help customers connect business vision with software, people with processes, and companies with communities.

“Microsoft Dynamics CRM is a great example of how we’re combining software and services to create exciting new opportunities for customers and partners,” Ballmer said. “Users get a familiar interface that helps them be more productive, and businesses get the freedom to run the software in-house or buy it as a service — and to change from one to the other if their needs change.”

“Titan” Extends Opportunities for Partners Worldwide

The “Titan” release is specifically designed to open up new opportunities for Microsoft’s global community of value-added resellers, independent software vendors, hosting providers and system integrators, as well as to provide a new platform for on-demand solution partners to plug into. “Our global partner community has a tremendous depth of business and technical expertise, and plays a key role in delivering successful CRM solutions to our customers,” said Brad Wilson, general manager of Microsoft Dynamics CRM. “With ‘Titan,’ our partners will be able to deliver innovative solutions across on-premise, Live CRM and partner-hosted environments.”

With the upcoming “Titan” release, the core platform is extended to offer full multitenancy, a capability that will be leveraged to enable high-volume hosting for the Live CRM service as well as for partner-hosted CRM solutions. The same metadata-driven configuration model is shared by Microsoft Dynamics CRM 3.0 and the “Titan” release, allowing partners and customers to easily build applications in Microsoft Dynamics CRM 3.0 today that can be automatically upgraded to “Titan.”

As part of the rollout of “Titan”, Microsoft will offer an extensive online solution catalog that allows partners to list their products and capabilities that relate to Microsoft Dynamics CRM. The online catalog will include partners that span the on-premise, partner-hosted and Live models for Microsoft Dynamics CRM. This will make it easier for customers worldwide to find Microsoft Dynamics CRM partners that offer solutions and components for their specific industry, region or company size.


The “Titan” release of Microsoft Dynamics CRM is currently planned to be available to customers in the USA via the Live CRM service beginning in the third quarter of 2007, with customers around the world being able to get on-premise and partner-hosted versions in the fourth quarter of 2007. A total of 24 languages will be made available for the “Titan” release.


Cheers, Ross

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Time Zone Changes Require Updates for Microsoft Dynamics CRM 3.0

March 8, 2007 Leave a comment

Two Knowledge Base (KB) articles have been published that provide updated time zone definitions and a Wizard for adjusting dates and times in Microsoft Dynamics CRM 3.0 records that are affected by a change in time zone definitions. This is important for deployments that have users in the United States


Beginning in 2007, Daylight Saving Time (DST) will be extended in the United States. DST will start on March 11, 2007, which is three weeks earlier than usual, and it will end on November 4, 2007, which is one week later than usual. This results in a new DST period that is four weeks longer than in previous years.

How the DST Change Affects Microsoft Dynamics CRM

After the operating system has been updated with new time zone definitions, the updates and wizard synchronise Microsoft Dynamics CRM 3.0 time zone definitions with Microsoft Windows and adjust records associated with dates/times in Microsoft Dynamics CRM 3.0.

Most records in Microsoft Dynamics CRM 3.0, including custom records, include date/time stamps based on current DST rules. For example, activities that are scheduled during the delta period will appear one hour earlier than they should. Microsoft Dynamics CRM 3.0 calculates the Coordinated Universal Time (UTC) value when an activity is created. So if a user creates an appointment while Microsoft Dynamics CRM 3.0 is configured for the old DST rules and the appointment is scheduled during the new DST weeks, the appointment will appear one hour earlier than it should. The Microsoft Dynamics CRM 3.0 Update Time Zones Wizard helps adjust such records appropriately.

The Microsoft Dynamics CRM 3.0 updates and wizard are being released in advance of the United States Daylight Saving Time rules change in 2007, but they can also be used for general adjustments of calendar-related items based on changes in time zone definitions.

For more information, see KB 925874 and KB 932984.

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