Microsoft Dynamics CRM Team Blog

Server Upgrade Process for the Beginner

crmblog — Mon, 14 Dec 2009 17:07:28 GMT

Microsoft Dynamics CRM 4.0 presents a significant change in functionality from Microsoft Dynamics CRM 3.0. Several key components, such as workflow and reporting, have been completely redesigned. As such, existing features, functionality, and extensions...(read more)

Behavior Change in Cascading Assign for Microsoft Dynamics CRM 4.0

crmblog — Fri, 11 Dec 2009 18:10:00 GMT

The functionality in Cascading Assign has been changed in Microsoft Dynamics CRM 4.0, Update Rollup 8 or newer . As originally designed, only those objects meet the cascading rules can participate the cascading operation. For Cascading Assign , there...(read more)

An Introduction to XRM for a .Net Developer

crmblog — Thu, 10 Dec 2009 16:43:36 GMT

CRM MVP Shan McArthur from ADXSTUDIO writes an introductory piece about XRM. The purpose of this article is to give an introduction to XRM for .NET Developers and application architects. Most developers are familiar with various Microsoft technologies...(read more)

Data Wizard: Using field delimiters characters in data source files

crmblog — Wed, 09 Dec 2009 18:20:38 GMT

The enhanced Import Data wizard released in Microsoft Dynamics CRM Online November 2009 Service Update supports different formats of input source data file such as XML Spreadsheet 2003 (.xml), Comma-separated values (.csv), Text (.txt) and compressed...(read more)

Importing Data from Salesforce.com to Microsoft CRM Online - Part 1

crmblog — Tue, 08 Dec 2009 17:17:45 GMT

I am hoping you are already following the series of blogs describing on how to use the new Import Data Wizard in the Microsoft Dynamics CRM Online Service Update for Nov 2009. Here I will cover that how easy it is to bring your data from Salesforce.com...(read more)

Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online

crmblog — Mon, 07 Dec 2009 17:57:12 GMT

Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for Microsoft Exchange Online. This blog covers step by step instructions to setup the Microsoft Dynamics CRM E-mail Router...(read more)

Capturing and Analysing SQL Queries in CRM Implementations

crmblog — Thu, 03 Dec 2009 16:36:37 GMT

Our CRM MVP guest blogger for today is David Jennaway who is the technical director at Excitation . I’ve recently been involved in analyzing and resolving performance issues in several Dynamics CRM implementations. Different issues have had different...(read more)

Data Templates Make Importing Data Easy

crmblog — Tue, 01 Dec 2009 18:06:00 GMT

This blog entry aims at familiarizing you with Templates for data Import which are available amongst other new features including a powerful Import Data Wizard in Microsoft Dynamics CRM Online November 2009 Service Update. These templates serves as a...(read more)

CRM Data connector

crmblog — Mon, 30 Nov 2009 16:49:17 GMT

Microsoft Dynamics CRM handles all the reports with Microsoft SQL Server Reporting Services (SRS). SRS is a separate application that you can install on a different server than SQL Server or the Microsoft Dynamics CRM Server if desired. Microsoft Dynamics...(read more)

Importing data into Microsoft Dynamics CRM Online – Accounts & Contacts

crmblog — Wed, 25 Nov 2009 17:12:00 GMT

How to import data from a single file into multiple record types Microsoft has released Microsoft Dynamics CRM Online Delivers the November 2009 Service Update earlier this month. To assist organizations with importing their data into Microsoft Dynamics...(read more)

Sonoma Partners’ xRM Socialization Demo @ PDC09

crmblog — Tue, 24 Nov 2009 15:54:55 GMT

Today we welcome guest blogger Jim Steger , developer, blogger, and writer for Sonoma Partners with this report from PDC ‘09. On the last day of PDC09, I had the opportunity to present a brief demo of our internal socialization application (code name...(read more)

Creation of new Record Type and Fields with Import Data Wizard for Microsoft Dynamics CRM Online

crmblog — Mon, 23 Nov 2009 17:09:39 GMT

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key delivered features is enhanced Import Data Wizard . When users are bringing their custom data into Microsoft Dynamics CRM with...(read more)

Owner Mapping/User creation in Import Data Wizard for Microsoft Dynamics CRM Online

crmblog — Fri, 20 Nov 2009 17:49:29 GMT

Microsoft Dynamics CRM online Nov 2009 Service Update has several exciting features. One of that is the Import Data Wizard that allows rapid Import of data from within the Webapp or Outlook client. This blog covers how record ownership is resolved and...(read more)

Microsoft Dynamics CRM and Silverlight Duo

crmblog — Thu, 19 Nov 2009 16:57:00 GMT

This post is from CRM MVP Julie Yack who is at PDC ‘09. Today at PDC Scott Guthrie announced not only loads of cool new features for Silverlight 4, but also the release today of the Beta. So, what in the world does that have to do with CRM? Glad that...(read more)

Microsoft Dynamics CRM: Append Vs. Append To – What’s the Difference?

crmblog — Wed, 18 Nov 2009 15:56:00 GMT

Today’s guest blogger is CRM MVP Joel Lindstrom who blogs at CustomerEffective . Thanks for this security 101 overview. This post is CRM security 101, but I get asked this question fairly often, so it seems that there is some confusion about what the...(read more)