Microsoft Dynamics CRM Tips

Business Data Lookup Snap-In: This free tool Integrates Microsoft Dynamics CRM information with Microsoft Office. From Word, Excel and Outlook, business workers can browse, search and insert Microsoft Dynamics CRM data via a Task Pane interface. For example, if a sales manager wants to review the latest campaign to analyze customer contacts and response distributions, from within Excel, she can open the Business Data Lookup task pane and copy the relevant CRM information to her workbook for analysis. Then she can easily share the analysis with others in the organization!

A new Microsoft CRM online help file for v3 is available for download.
 

Free download: The Microsoft Office Information Bridge Framework for Microsoft CRM connects Office with CRM using compatible Web services. By using the Information Bridge Framework, Office users can interact with Microsoft CRM directly from within Word 2003, Excel 2003, and Outlook 2003.  A complete Information Bridge solution comprises the Microsoft Office Information Bridge Framework, the Microsoft CRM data sources that are exposed through Web services, and other custom controls and assemblies created for Microsoft Office Professional 2003.