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