Sonoma Partners Microsoft CRM and Salesforce Blog

First Week – Wow!

This has definitely been an exciting week for me at Sonoma Partners.  I joined the company on Monday and have been heads down getting to know everyone and working with the sales team.  I am very excited about my decision to join Sonoma and look forward to the months and years ahead!

I am based out of Minneapolis, MN, focused on building Sonoma’s Microsoft Dynamics CRM sales team across the United States.  In my first week we have posted 3 sales positions, welcomed back one of our account executives from maternity leave, and made introductions to some of the new Microsoft field reps across the country.  Next week we will be International – I will let Kara spill the beans on that one.

The CRM business continues to flourish across the country.  xRM is the latest buzz (have you seen the latest video?).  Our Franchisor vertical is gaining lots of traction.  The Sonoma development team created a wicked Enterprise 2.0 application for internal social networking (awesome internal communication tool and of course integrated to Dynamics CRM).  Oh, and the Sonoma Fantasy Football Draft is set for Monday afternoon (should I or shouldn’t I draft Favre … what do you think Josh?).

Learn more about our sales positions: Microsoft CRM Software Sales Consultant

Microsoft Dynamics CRM – Infinite Possibilities

:: Ryan ::

Sonoma Partners and our customers in the Showcase

Back in March 2009 at Convergence, Microsoft interviewed some customers and partners about their experiences with Dynamics CRM. The finished product finally hit the web yesterday. Check it out:


Sonoma Partners: Experiences 250% Growth Selling Microsoft Dynamics CRM in a ...

In addition, two of our customers (Resurrection Health Care and Jones Lang LaSalle) are featured on the showcase as well:


Resurrection Healthcare: Saved $5K-$10K on IT Support with Microsoft Dynamics...


Jones Lang LaSalle

CRMUG Summit 2009

This year, the Dynamics CRM User Group will be having its annual user conference in St. Charles, IL (just outside of Chicago) on September 14-18. This event will be loaded with training and information sessions for CRM users of all types. Here is the formal description of the event:

The CRMUG Summit features a wealth of information-packed Educational Sessions and Role-Based Tracks that deliver Dynamics CRM knowledge and experience designed to help organizations optimize the functionality, flexibility, performance and return on investment benefit offered by Dynamics CRM.

In addition, the Summit provides ample opportunities for social and professional networking with other Dynamics CRM users, experts, peers, partners and Microsoft product managers and specialists.

Registration is still open, so if you haven’t already done, so sign up here.

Presenters this year includes many Microsoft CRM personnel and CRM MVPs. I am presenting the Using CRM with Outlook session in the Sales, Marketing, Customer Service track. My session is Thursday, September 17 from 4pm-5pm. I hope to see you there!

Since I didn’t attend WPC this year, I am excited to catch up with many of my CRM peers that I missed in July. Drop me a line if you are attending and would like to connect!

Slow forms? Try Update Rollup 5!

Last month, Microsoft released Update Rollup 5 (UR5) for Microsoft Dynamics CRM 4.0. Many of our customers have upgraded already, and if you’re experiencing slow performance on any Dynamics CRM 4.0 forms – particularly those with a lot of attributes – UR5 includes a design change that might help. In the update, the form load process was optimized by removing unnecessary code used to compile the dynamic data fields used in workflows and templates, leading to a greatly improved load time for forms! For more details, check out Alex’s post on the Microsoft Dynamics CRM Team Blog.

For a complete list of fixes included in UR5, as well as links to the previous four rollups, see the Microsoft Support website.  Note there are a few manual updates and configuration changes included in UR5, also detailed in the Support article.

Unsupported changes (if you’ve dared to make them!) to core Dynamics CRM 4.0 code are skipped when UR5 is applied. This means your custom changes aren’t lost (good) but currently there’s no log to identify which files were skipped (bad). If you’ve made unsupported changes to the HTC, JS, XML or other core Dynamics CRM 4.0 code, grab the latest code in UR5 and manually merge your changes to them to ensure you have all of the updates included in UR5. Hopefully logging will be included in UR6 to make this process easier!

Like all update rollup releases, UR5 is inclusive of the previous Dynamics CRM 4.0 rollups released by Microsoft, so if you have not updated your system recently, all released fixes will be applied with UR5. Also note that the rollups are not included in the latest installation files for Dynamics CRM 4.0, so if you’re bringing up a new environment, make sure to download the latest update rollup after installing the software. As always, test the update in a development or staging environment before installing the rollup in your production environment if possible.

The update also is on schedule with the 8-week release cycle Microsoft announced in January, which means we expect Update Rollup 6 to be released in September. Stay tuned for details!