The Web Entrepreneur's Customer Service Toolbox: 100 Hacks and Resources

I recently come accross an article of InsideCRM.com For the interested people, please read the article below and let me know you opinion.

Solution Server Error in '/Reports and ReportServer' Application

After a short chat with Michael I was able to solve this issue. If you have the same problems, please ensure that the ASP.NET versions are set correctly (2.0 for SQL and 1.1 for CRM) and add Network Service to the folder permissions and grant write access. See screenshot below.

Server Error in '/Reports and ReportServer' Application

After installing Microsoft SQL Server 2005 Enterprise Edition, I checked the Reports and Reportserver but received the following errors:





Does anyone have experiences with this kind of problems? Please let me know and leave a message on my post. Thanks in advance.

Update RFP's London UK

Last friday I received a phone call of one of my colleagues in London that one RFP that I have worked on has been won by Atos Origin UK. Congratulated with this assignment. Let's hope that this will be a succesfull implementation and perhaps I can help my colleagues in the UK.

Hyves Microsoft Dynamics CRM Community Created

Today I started a new community on Hyves for Microsoft Dynamics CRM. Please join this community if you like, for more information check Hyves:)

2nd error update regarding vanishing tab names

Just had a look at the Titan newsgroups and it seems that this issue is already reported as a bug for the CTP3 release. Hopes that this will be solved in the next release.

1st error solved regarding Reporting Error CTP3

Just had a quick contact with Menno te Koppele and he indicated me that I need to install the SRS connector of the SQL 2005 CD. I just installed SP2 of SQL 2005, but that wasn't enough.
On the server cd of Microsoft Dynamics CRM 4 CTP3 you can also find a folder of the SRSDataConnector. Please run the setup and this should solve your problems.
Many thanks to Menno.

Upgrade Errors CRM 3.0 to CRM 4 CTP3

Hello all,


During a upgrade of CRM 3.0 to CRM 4 CTP3, I recieved some error. Please post a comment I you have any experiences with these errors. Thanks in advance.

The erros I received are:

1. Reporting Error: Reports cannot be run because the Connector for Microsoft SQL Server Reporting Services, a required component for reporting, is not installed on the server that is running Microsoft SQL Server Reporting Services.
2. Custom Entities Error: An error has occurred. For further information, contact your system administrator. There are no tabs available in the custom entities.

Microsoft Dynamics Sure Step Methodology

Just a short post regarding the Microsoft Dynamics Sure Step Methodology. For Microsoft CRM 1.2 was the ITK (Implementation ToolKit). This toolkit could also be used for Microsoft Dynamics CRM 3.0. Microsoft Dynamics has released a new toolkit for the Dynamics Suite, so not just for CRM only. This methodology can be used for all versions included the new Titan release.

Microsoft Dynamics Sure Step provides partners, customers and Microsoft Consulting Services with end to end, business process flows that guide users through field-tested best practices, proven project management principles and user-friendly tools, enabling deployment, migration, configuration and upgrade of Microsoft Dynamics products.

Please note these events are only for Partners on a Service Plan.

Hans at London Atos Origin

Hello, the next two weeks I will be in London for Atos Origin. I will help Atos Origin UK with some CRM proposals and as a Business Analyst Roll. Please check my personal blog for my stories of pictures.

Microsoft Dynamics Newgroups

When having a problem, please check the Microsoft Dynamics Newsgroups and perhaps you find your sollution on this website. You can also find related KB articles regarding Dynamics issues here.

Beeckestijn Business School - Leergang CRM

Just arrived home after my first class of the "Leergang CRM" at Beeckestijn Business School. I must say, following an eductions in combination with work is best heavy. But nothing to complain, the content of this education is very instructive. The first teacher was Egbert Jan van Bel. Please search the best man on Google. He is one of the best Marketing Director in the Netherlands and a well know teacher in the CRM world. Two of his famous books are Event Driven Marketing and "KlotenKlanten". Looking forward to my next college. I will keep you guys informed on my blog.

Giving Training MB2-421&422 at Compu'Train

I will be giving the CRM 3.0 MB2-421 & MB2-422 training the next 6 working days at Compu'Train The Netherlands. Today 6 new potential CRM consultants are started at Atos Origin. I will be giving them a full trainings program of the installation & configuration and customization of Microsoft Dynamics CRM 3.0. Any suggestions or comments can be posted here, so please leave your messages. Thanks in advance.

Useful download links

Today I posted a few links of programs that I often use. These programs are running under Operating Systems Windows XP and Vista.

• Total Commander 7.02 (Alternative program for the Windows Exporer.)http://www.ghisler.com/
• Alcohol Software 52% 1.9.6.5403 (Very handy program for reading and burning ISO-files. This program creates a virtual CD/DVD drive on your pc.) http://www.free-downloads.net/programs/Alcohol_52__Free_Edition
• SnagIt 8.2.3 (Very useful program to capture images / screenshots and videos.) http://tweakers.net/meuktracker/15393/SnagIt-8.2.3.html
• Microsoft Virtual PC 2007 (Of course this program is a must. If you want to run more than one operating system on your pc, then you can create virtual pc's know as so called virtual images. All Microsoft images can be run in VPC and this version supports Operating System Microsoft Vista.) http://www.microsoft.com/downloads/details.aspx?FamilyID=04d26402-3199-48a3-afa2-2dc0b40a73b6&DisplayLang=en

Microsoft Dynamics CRM 3.0: Compare editions

Microsoft Dynamics CRM 3.0 is available in two editions: Microsoft Dynamics CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition. Key distinctions between Microsoft CRM Small Business Edition and Microsoft CRM Professional Edition are outlined below. Click on the images to enlarge.

Microsoft Dynamics CRM 3.0 VPC (Extended May 2006 Edition)

Microsoft released on september 6th the extended may image of 2006. The ZIP files can be downloaded on the Microsoft Corporate Site. Note that this image wil expire on the 30th of June 2008.

Annoucement 1st CRM User Group, October 4th

Today is my first workday after my vacation. I recieved an invitation for the 1st CRM User Group Session in The Netherlands. The topic for this meeting is: Implmentation and Migration of Microsoft Dynamics CRM. Ronald Lemmen will be the guest participant. He is a CRM MVP of Avanade. Check also the website of the Dynamics User Group for the latest news and meetings. I will post a summary of this meeting after the 4th of October.

Microsoft Dynamics CRM 3.0 Virtual PC Demonstration - August 2007 Release

Yes, finally after my vacation to Hammamet Tunesia I read on Menno's blog that the new image has been released on august 16th. I am downloading the image right now and I will let you guy know the new features and perfomance on my laptop. To be continued in the next two weeks...

Just back home from my holiday

Dear Blog readers,

First I must apologize for not posting any messages/articles on my blog. I have been to Tunesia for 15 days and not been able to go on the internet from my hotel. I will update my blog in the next two weeks.

With kind regards,

Hans Veldman

Start with twitter

This I saw on Menno's Blog: Twitter??? W'hat's that??? So....
Today I started with twitter. From this moment on you can follow all my activities regarding my blog, so are you curious, please check the website and follow me.

Quick Create Account and Contact

Today I discovered how to create a quick Account or Contact. I am working with Microsoft Dynamics CRM 3.0 for more than two years now, but never discovered this functionality. So please check a few screenshots I took of my image.


Open your CRM website







Click on New Account







Click on Parent Account or Primary Contact


Click on New (on the left below) in the field Lookup Records










Quick Create Account and Contact Field

Your working day with Microsoft Dynamics CRM

As mentioned in my previous blog, the booklet is finally online. A CRM Blog colleague Simon Hutson has posted this booklet on his blog. The booklet can be read online or download a .pdf copy here.

Microsoft Dynamics CRM 3.0 Download Links

Below you find an overview of useful downloads concerning Microsoft Dynamics CRM 3.0:

• Update Rollup 2 for Microsoft Dynamics CRM 3.0 (KB 927751) http://www.microsoft.com/downloads/details.aspx?FamilyID=81674da5-ffef-492a-a7b1-7e1f1951b05f&DisplayLang=en
• Microsoft Dynamics CRM 3.0c Client for Vista & Office 2007 http://www.microsoft.com/downloads/details.aspx?FamilyId=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en
• Microsoft Dynamics CRM 3.0 List Web Part http://www.microsoft.com/downloads/details.aspx?FamilyID=bc9b3526-decf-4057-a530-91840c0d5401&DisplayLang=en
• Microsoft CRM 3.0 SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-bd14b74308c5&DisplayLang=en
• Microsoft Dynamics CRM 3.0 Time Zone Data Updates (KB 925874) and Microsoft Dynamics CRM 3.0 Update Time Zones Wizard (KB 932984) http://www.microsoft.com/downloads/details.aspx?FamilyID=8a7319e6-5b86-4e7a-9be1-763f2072be21&DisplayLang=en
• Microsoft Dynamics CRM 3.0-Exchange E-mail Router Update http://www.microsoft.com/downloads/details.aspx?FamilyID=f7656f0f-4195-4a7d-b654-2786787e1422&DisplayLang=en
• Update Rollup 1 for Microsoft Dynamics CRM 3.0 (KB922815) http://www.microsoft.com/downloads/details.aspx?FamilyID=08badb01-4984-458e-96e6-4f08622cfe63&DisplayLang=en
• Microsoft CRM 3.0 Online Help Update http://www.microsoft.com/downloads/details.aspx?FamilyID=309129a8-9a6b-478a-87c8-fd7e7e1e6486&DisplayLang=en
• Microsoft CRM 3.0 Implementation Guide http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en
• Microsoft Office Business Scorecard Manager – CRM Analyzer Template Samples http://www.microsoft.com/downloads/details.aspx?FamilyID=d171bd57-bd3a-44f3-8554-286e5432b9d6&DisplayLang=en
• Microsoft Dynamics CRM 3.0 Data Migration Pack http://www.microsoft.com/downloads/details.aspx?FamilyID=3d36ac8e-b485-4f0c-9dec-c9bacbad1a73&DisplayLang=en
• Microsoft Dynamics CRM 3.0 Performance and Stress Testing Toolkit http://www.microsoft.com/downloads/details.aspx?FamilyID=1a25db7c-5060-417c-86db-6377a84ee650&DisplayLang=en
• Microsoft Dynamics CRM 3.0 Mobile http://www.microsoft.com/downloads/details.aspx?FamilyID=ea5a3566-7ec8-4afe-bbfa-91e7210c55c4&DisplayLang=en
• Microsoft CRM 3.0 Logical Database Diagrams http://www.microsoft.com/downloads/details.aspx?FamilyID=da8d5048-615e-43c0-ab31-8fb5da70216b&DisplayLang=en
• Microsoft CRM 3.0 Report Scheduling Wizard http://www.microsoft.com/downloads/details.aspx?FamilyID=a101d4d9-6463-4a45-899b-3c3ee979c4d0&DisplayLang=en

Microsoft Dynamics CRM 3.0 Courses & Certifications

Below you find an overview of all available courses and certifications for Microsoft Dynamics CRM 3.0. I did all my courses at Compu'Train and InfoSupport Belgium.

The following courses are available at Compu'Train (http://www.computrain.nl/):

• Microsoft Dynamics CRM 3.0 Installation & Config. - 3 Days
• Microsoft Dynamics CRM 3.0 Customization - 3 Days
• Microsoft Dynamics CRM 3.0 Applications Professional - 2 Days
• Microsoft Dynamics CRM 3.0 Administration - 2 Days
• Microsoft Dynamics CRM 3.0 Data Migration - 1 Day
• Microsoft Dynamics CRM 3.0 Sales Management - 1 Day
• Microsoft Dynamics CRM 3.0 Marketing Automation - 1 Day
• Microsoft Dynamics CRM 3.0 Service Management - 1 Day
• Microsoft Dynamics CRM 3.0 Service Scheduling - 1 Day

The following courses are available at InfoSupport Belgium (http://www.infosupport.be/Home):

• Microsoft Dynamics CRM 3.0 Fast Track - 5 Days
• Microsoft Dynamics CRM 3.0 Installation & Configuration - 3 Days
• Microsoft Dynamics CRM 3.0 Customization - 3 Days
• Microsoft Dynamics CRM 3.0 Applications - 4 Days
• Microsoft Dynamics CRM 3.0 Extending Microsoft CRM 3.0 - 3 Days
• Microsoft CRM 3.0 Customization and Microsoft CRM 3.0 Installation & Configuration - 5 Days
• Microsoft CRM 3.0 Customization + Certification - 4 Days
• Microsoft Dynamics CRM 3.0 Sales Management - 1 Day
• Microsoft Dynamics CRM 3.0 Marketing Automation - 1 Day
• Microsoft Dynamics CRM 3.0 Service Management - 1 Day
• Microsoft Dynamics CRM 3.0 Service Scheduling - 1 Day

The following certifications are available for Microsoft Dynamics CRM 3.0:

• MB2-421 Installation & Configuration
• MB2-422 Customization
• MB2-423 Application
• MB2-424 Extending Customization

C.V. Hans Veldman

Contact Information

• Hans Veldman
• Birth Date: 7 May 1979
• Birth Place: Hualien (Taiwan)
• E-mail: hansveldman@live.nl
• Mobile Phone: +31 (0)653783645

Experience

• Microsoft Dynamics CRM Business Consultant - iRelate B.V. Nederland (Present)
• Business Consultant Microsoft Dynamics CRM - Atos Origin Nederland B.V. (2005 - 2007)
• ITM Trainee - PinkRoccade (2004 - 2005)
• IT Support - Call2 (2004)
• Manager Trainee - Mac Donald's Stadskanaal, Appingedam and Winschoten (2004)
• Project Management - Regio Politie Groningen (2003)
• Employee / Trainer - Mac Donald's Winschoten (1998 - 2004)
• Promesse Implementation Efficiency The Key to Quality - Hulpmiddelen Centrum Groningen (2004)
• Quiktrak Prince II Project Management - Regio Politie Groningen (2003)
• Administrative Organization PROTOS - Informatie Beheer Group (2001)

Projects

• DSM Technical Consultant Microsoft Dynamics CRM 3.0 (present)
• AKZO ANCR Functional Consultant Microsoft Dynamics CRM 3.0 (present)
• Business Annalist CRM Atos Origin UK London (present)
• Equens Technical & Functional Consultant Microsoft Dynamics CRM 3.0 (present)
• DSM Microsoft Dynamics CRM 3.0 Implementation (present)
• ABN AMRO BUNL “Ken Je Klant" Business Consultant Management Information & Reporting (2007)
• CRM 422 - Customization Course for Atos Origin internal (2007)
• CRM 421 - Installation and Configuration Course for Atos Origin internal (2007
• Antonveneta ABN AMRO Italy Business Consultant Due Diligence Management Information (2007)
• XPG Leader Microsoft Dynamics CRM Atos Origin Nederland B.V (present)
• Thermphos Microsoft Dynamics CRM 3.0 Implementation (2007)
• AKZO ANCR Microsoft Dynamics Implementation (2007)
• NMa Technical Consultant Microsoft Dynamics CRM 3.0 (2006 - 2007)
• Writing RFP's Microsoft Dynamics CRM Implementations (2005 - present)
• ING Postbank Business Object ITIL Reports (2006)
• Microsoft Access 2003 Course for Atos Consulting (2006)
• ABN AMRO BUNL "Ken Je Klant" Business Consultant Management Information & Reporting
• De Goudse Verzekeringen Technical Consultant Microsoft Dynamics CRM 3.0 (2006)
• Atos Origin Internal Pilot Microsoft Dynamics CRM 3.0 Technical & Functional Consultant (2005 - 2006)
• ABN AMRO Wholesale "Know Your Client" Business Consultant Business Objects Management Reporting (2005)
• ABN AMRO Wholesale "Know Your Client" Business Consultant Data Gathering & Quality (2005)
• ING Postbank Local Support (2004 - 2005)
• V.O.C. Computer Course Microsoft Windows XP 7 Office XP (2004)

Educations

• CRM Master at Beeckestijn Business School (2007)
• Bedrijfskundige Informatica Hanzehogeschool Groningen (2000 - 2004)
• Biotechnologie Noordelijke Hogeschool Leeuwarden & Van Hall Instituut (1998 - 2000)
• HAVO Dollard College Winschoten
• MAVO Dollard Collega Oude Pekela

Diplomas

• Master CRM (2007)
• Bachelor of Technology (BI) (2004)
• Propedeuse HIO (2002)
• Prodedeuse Biotechnology (2000)
• HAVO (1998)
• MAVO (1995)

Certificates

• CRM 3.0 422 Customization (2007)
• CRM 3.0 423 Application (2006)
• CRM 3.0 421 Installation & Configuration (2006)
• ITIL Foundation (2004)
• MCP 70-270 Windows XP Professional (2004)
• ITIL Apollo 13 (2004)

Courses

• Recommendation Skills Training - Atos Origin Nederland B.V. (2007)
• Hosted Microsoft Dynamics CRM 3.0 – Info Support België (2007)
• Extended Microsoft Dynamics CRM 3.0 – Info Support België (2006)
• Hosted and Mobile Microsoft Dynamics CRM 3.0 – Info Support België (2006)
• Course Banking - Atos Origin Nederland B.V. (2006)
• Microsoft Dynamics CRM 3.0 Fast track – Info Support België (2006)
• Microsoft Dynamics CRM 3.0 Installing and Configuration – Compu’Train (2006)
• What’s New in Microsoft Dynamics CRM 3.0 – Compu’Train (2006)
• Business Objects 6.5 - Atos Origin Nederland B.V. (2005)
• Microsoft SQL Server 2000 Reporting Services – Compu’Train (2005)
• Microsoft SQL Server 2000 OLAP and Data Warehousing – Compu’Train (2005)
• Microsoft SQL Server 2000 Querying – Compu’Train (2005)
• Introduction to Microsoft.NET Development – Compu’Train (2005)
• Power center and Microsoft Analysis Server – Compu’Train (2005)
• Microsoft CRM 1.2 Application – Compu’Train (2005)
• Microsoft CRM 1.2 Customization – Compu’Train (2005)
• Microsoft CRM 1.2 Installation and Configuration – Compu’Train (2005)
• CRM Master Class – Atos Origin Nederland B.V. (2005)
• Introduction Class PinkRoccade (2005)
• ITIL Foundation Class – Call2 (2005)
• Introduction Class - Call2 (2005)

Experiences

• Analyses
• Business Consultancy
• Business Processes
• Data Analyses
• Data Quality
• Data Integrity
• Functional Design
• Microsoft Dynamics CRM Implementations
• Information Analyses
• Proposal Writing
• Technical Architect
• Technical Design
• Business Object Reporting
• Management Information / Reporting
• Training
• Helpdesk Activities
• Leadership
• Project ManagementAdministrative Organization
  

Annoucement my new blog

Today I started my new blog regaring Microsoft Dynamics CRM. You can find download links, add-ons, reviews, solutions and of course my experiences with Microsoft Dynamics CRM here. Please don't hesitate to e-mail me for any kind of questions and suggestions. Hope you enjoy my blog.