Wednesday, June 25, 2008

What's the difference between 'Hosted' and 'On-Premise' CRM? And 'SaaS' too?

If you're a little confused as to the difference between 'hosted crm' and 'on-premise crm', here we'll try to break it down simply:

Think of hosted as 'renting'! And on-premise as 'owning'!

Hosted CRM means you're renting the software (also known as 'Software-as-a-Service' or 'SaaS'). You generally pay-as-you-go, month-by-month and can pull out at any time (or depending on your contract terms). And that can also mean that if you don't pay according to the terms, your hosted software provider can pause or terminate your service until payment is received. (Like most services). Using Hosted CRM for your Microsoft Dynamics CRM means you'll pretty much just need a computer, Internet Explorer browser and secure login to access the CRM.

On-Premise CRM means you've actually purchased the software outright, so you own it on your premises and there's nothing your vendor can do to take it away from you! With this arrangement, there are hardware and software system requirements.

Click on the links to get more info about

Tuesday, June 24, 2008

All about SharePoint!

Here's a useful site for basic users of SharePoint: the offical Microsoft Office SharePoint Blog.

Written by SharePoint experts, this blog will help you SharePoint users understand and use the many rich features of Microsoft SharePoint Products and Technologies. Members of the SharePoint product team will also contribute posts in their areas of expertise. They'd like you to let them know which specific features or uses you would like to know about. They also have some guest bloggers who are experts in productivity, time management and collaboration – areas where SharePoint adds significant value. If you're an IT manager reading the blog, please pass the URL to your end-users -- it could save you a lot of time!

Get it here!

Monday, June 9, 2008

Entering Dates in MS Dynamics CRM


As you are probably aware, it is faster and easier to populate a date field by manually typing in the date instead clicking on the calendar button. What most people don't know, is that you only need to type in the month and day and CRM will auto-populate the year* once you tab to the next field. *CRM will fill in the current year if the month/day has not yet passed. It will fill in the next year if the month/day has already passed for the current year.