Welcome to 3 Peaks Online Documentation


WEB HOSTING & EMAIL PROCEDURES
E-Mail Procedures -
This document outlines all of our e-mail services (adding/deleting account, changing passwords, enabling auto-reply, adding folders, etc.)
Outlook Email Account Setup Procedure  - This document outlines how to setup your email account in Outlook
Signature - Adding a signature to your emails in webmail.
Web Reporting Manual - This document outlines how to use our reporting tool (Deepmetrix) to view your web trend reports.  Click here to learn about the new features.
Backup Admin Control Panel Manual - This document outlines how to use our Backup Admin Control Panel.

OUTLOOK PROCEDURES
Outlook/Exchange 2003 Quick Reference Guide - Tips and tricks on using Outlook 2003 in an Exchange 2003 environment.
Outlook Procedures - Procedures for the following: Modes of working (online/offline), entering new contacts in Outlook today or public folders, calendar/folder sharing, opening another users folders/calendar, using public folders to share Outlook items, & inviting others to an appointment
OST Offline Procedure - Creating an OST file for offline use and selecting folders to be available offline for Outlook 2003.

SHAREPOINT INFORMATION
SharePoint - Adding users - A procedure for adding users to our hosted SharePoint service.
Windows SharePoint Services 3.0 Quick Reference Guide -
A guide to the different features of SharePoint.
Windows SharePoint Service Datasheet - Overview of SharePoint services.
Windows SharePoint Services 3.0 Technical Resources - A link to a list of technical resources.
Windows SharePoint Service 3.0 Help and How-to - A link to Help and How-to information for using SharePoint.
Application Template Datasheets for Windows SharePoint Services 3.0 - A link to a list of the different templates that are available for SharePoint sites.

CRM SUPPORT INFORMATION
Microsoft Dynamics CRM Home Page

Customersource -
Microsoft site for companies that have purchased CRM.
CRM Community Newsgroups - Microsoft newsgroup site for companies that have purchased CRM.  There are 3 different newsgroups - CRM General Discussions, CRM Deployment, & CRM Developer
Support Resources for CRM - http://www.microsoft.com/dynamics/crm/support/default.mspx - List of support resources created by Microsoft
List of CRM updates & hotfixes: http://support.microsoft.com/kb/908951/en-us
Knowledge Base Articles (KB) for CRM 3.0 - http://support.microsoft.com/search/default.aspx?qu=Microsoft+CRM+3.0
Using Microsoft Dynamics CRM -  information and tools to help employees get the most out of Microsoft Dynamics CRM 3.0
Configuring CRM 3.0 - http://www.microsoft.com/dynamics/crm/using/configure/default.mspx - articles on customizing CRM
Deploying CRM 3.0 - http://www.microsoft.com/dynamics/crm/using/deploy/default.mspx - This page provides sources of information to help you deploy Microsoft Dynamics CRM 3.0 and integrate it with Microsoft SharePoint Products and Technologies
How to create a Workflow .NET assembly to send campaign e-mail activities automatically in Microsoft Dynamics CRM 3.0 - http://support.microsoft.com/kb/911520/en-us

Customization - 11 things to know about customization
Reporting - How to switch your Reporting Services server

CRM TRAINING MATERIAL
Dashboard - Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Portal Server
E-mails - creating & sending
- includes information on email templates - Updated May 25/06
Fiscal Year End Settings & Quotas - Describes how to setup the year end settings & how they relate to the quotas, as well as how to setup quotas for your sales persons.
How to Automate Unsubscribes from Emails
- Describes how to allow customers to unsubscribe from receiving emails from your company.
Report Tips - Describes how to create & publish a report
Synchronizing Data to your Laptop -
Describes how to setup the filters used to determine what data is available when you are offline in Outlook

CRM ADD-ON PRODUCTS
Bridge2CRM - Mobile access to CRM from your iPhone, Blackberry and Windows Mobile.
MyCRM - Extended add-on Quote to PDF - creates an email with a pdf file (quote) attached.
Mobile @ Connector - Connector to connect your CRM data to your mobile device
CRM Innovation - Multiple add-on products for CRM - Data2CRM, Web2CRM, AutoNumbers & InLine Help


CRM BLOGS
Microsoft Dynamics CRM Team Blog - http://blogs.msdn.com/crm/  - Great user tips.  Excellent blog!
Sonoma Partners - http://sonomapartners.typepad.com/ - Chicago based CRM partner that wrote a book on CRM 3.0.
Invokesystems - http://www.invokesystems.com/cs/blogs/mscrm - Baltimore based CRM partner that has extensive CRM experience.
Microsoft MSDN CRM Connectors Blog - http://blogs.msdn.com/microsoftcrmconnectors/
Mid Atlantic Microsoft CRM - http://blogs.msdn.com/midatlanticcrm/ - It specalizes in customization tools for demos and local events in the Microsoft Mid Atlantic Area
Arash Ghanaie-Sichanie Blog - http://blogs.msdn.com/arash/ - Microsoft Dynamics CRM Program Manager
PhilipRichardson's Blog -
http://www.philiprichardson.org/blog/rss - Program Manager for Customization in the Microsoft CRM Product Team


APPLE INFORMATION
Apple Downloads - Apple & 3rd Party Downloads - http://www.apple.com/downloads/
Mactopia - Microsoft Products for the Apple Mac - http://www.microsoft.com/mac/

Microsoft Download Centre for Apple Mac's - http://www.microsoft.com/mac/downloads.aspx
Microsoft Remote Desktop Connection Client for Mac 2.0 (Beta 2) - http://www.microsoft.com/mac/downloads.aspx?pid=download&location=/mac/download/MISC/RDC2.0_Public_Beta_download.xml

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For any technical support issues, please call 1-877-631-5855, or 905-631-5855, 24 hours a day, 7 days a week

172 Plains Rd. E., Burlington, ON L7T 2C3 -- Tel: 905-631-5855
877-631-5855 -- Fax: 905-632-9083