Archive for May, 2008

Dynamics CRM 4.0 Demo during keynote at Office Developer’s Conference in February

May 28, 2008 5 comments

Ben Riga demonstrates CRM Online (formerly CRM Live) during Kurt DelBene’s keynote at Office Developers Conference (ODC) 2008. February 11, 2008.

The 8 minute video showscases the powerful application development platform capabilities of Dynamics CRM 4.0.
Video: CRM Demo during Kurt DelBene’s keynote at Office Developer’s Conference

Cheers, Ross


Implementing the Right CRM System

May 26, 2008 4 comments

Here is a great article written by my boss, James Simpson. James is the director of the Dynamics business in Australia. IT News Australia has just published this article on key considerations when implementing a CRM system and the article discusses local customer examples, like mid-market manufacturer Imaxeon. They switched from to Microsoft Dynamics CRM 3.0 a couple of years ago. They are about to upgrade to CRM 4.0 and have realised great business benefits from their Dynamics CRM implementation.

Read on at:,guest-column-implementing-the-right-crm-system.aspx 

Well done James! Hopefully this guest column will see you as a sought after publisher!

Cheers, Ross

Windows Essential Business Server Beta now available

May 21, 2008 3 comments

The public beta program for Microsoft Windows Essential Business Server 2008 is now open.

Click here to register & download the software:

This is a key milestone in the launch timeline & we’re looking for as many Australian partners as possible to sign-up, trial the software & get started before launch. We’re on track for local availability in Microsoft’s Q1 of FY09 (read July-Sept) & so now’s the time to start to get your head around what Essential Business Server 2008 could mean for both you & your mid-market customers.

For further information:

The Small Business Server 2008 beta will also be available in a couple of weeks. You can register your interest here to get notified of its release.

Cheers, Ross

Microsoft Dynamics CRM Content Links

May 19, 2008 3 comments

A new version of the Microsoft Dynamics CRM Content Links document has now been posted. This document is an up to date document that is a collection of links to content in the following categories:

  • Marketing
  • Partner Specific
  • Support
  • Demand Generation and Readiness
  • Pricing and Licensing
  • Technical and Resource Center Articles

This content is posted across various Microsoft web properties such as PartnerSource, CustomerSource, Microsoft Partner Program Portal and The document is here:

I have added a permanent link to the latest version of this document into the "Key CRM Links" section on the left hand navigation of this blog.

Cheers, Ross

Microsoft Dynamics CRM 4.0 Vertical Accelerator for Healthcare Now Available

May 14, 2008 1 comment

Microsoft has released its Relationship Management Healthcare vertical accelerator. This accelerator, built on Microsoft Dynamics CRM 4.0, showcases how Microsoft Dynamics CRM 4.0 is relevant to customers in the healthcare industry and provides a baseline for partners/customers for further development.  These enabling tools are released as a part of Microsoft’s shared source initiative on Codeplex under the Microsoft Public License.

Click here for the Healthcare accelerator:

The following information can be found on Codeplex:

  • Relationship Management BDM/TDM Deck: This deck tells the story of how health care organizations benefit from using Microsoft Dynamics CRM in managing their patient relationships (includes slides for demos and screenshots).
  • Value Proposition Document:  Identifies and outlines key industry drivers and defines a desired end state possible for two vertical segments of the healthcare industry: (1) healthcare; and (2) health and social services.
  • Demo DIFF File:  Microsoft Virtual PC DIFF Disk for the Microsoft Dynamics CRM 4.0 RTM VPC to make healthcare specific demos.
  • Sample Demo Map:  This document presents a suggested outline for a demonstration of Microsoft Dynamics CRM functionality that is tailored for the healthcare industry.
  • Sample Data Model: A draft data model for configuring Microsoft Dynamics CRM to healthcare.

General Microsoft Dynamics CRM and healthcare information can be found here:

Cheers, Ross

Developing ISV Applications Using Microsoft Dynamics CRM White Paper

As you may know, Microsoft Dynamics CRM 4.0 is built on a sophisticated line-of-business application platform that provides the basic services required by ISVs and developers to build upon.  While this ability is clearly applicable in CRM-type scenarios, Microsoft Dynamics CRM also supports a wide range of other business applications with the essentials required for building, delivering and maintaining them in a multi-tenant Software+Services environment. This white paper explores how, with Microsoft Dynamics CRM, an ISV can quickly build, deploy and manage line-of-business applications.

Click here to go to the download page on

Cheers, Ross

Revealing the Relationships in CRM

I recently came across a really interesting add-on product for Microsoft Dynamics CRM from a partner called SalesCentric (contact them here). SalesCentric have products that visually enhance Microsoft Dynamics CRM. You can see Account, Opportunity and Contact examples below, just click on the small picture to see a large version:

Account Chart

Opportunity Chart

Contact Chart


You can even view videos of these in action from the SalesCentric webs site at 

According to SalesCentric, their Relationship Charts for Microsoft Dynamics CRM will forever increase the value customers achieve from CRM. When sales people have relationships with key decision makers, they sell more, and when you market to customers you know and understand, response rates improve. Relationship Charts helps you achieve both, to increase Net Profit.

An interesting tool that should be able to increase the overall value of the CRM investment some of your clients have made and are making. If you successfully deploy this, drop me a line and let me know about how it is making a difference.

Cheers, Ross