August, 2006

A critical requirement of any successful Microsoft Dynamics CRM deployment is of course legacy data migration. In this article one of our MVP’s, John O’Donnell from Crowe Chizek talks about the challenges of data migration and data quality in Microsoft...

Office 2007 and Windows Vista With the pending releases of Office and Windows products, a new level of productivity tools and a new generation of operation system will be available to our customers. By releasing a compatibility update for Microsoft...

I was bugging Charlie Wood about writing a blog post and he mentioned that they're hiring in his team for an ISV Technical Evangelist. Charlie describes the job best: " This is a great role (for the right person) - we work with ISVs to bring to market...

I recently found myself tediously constructing a QueryExpression based query to retrieve work items that satisfied a complicated set of criteria in our work item tracking system (Microsoft Dynamics CRM.) I had constructing the query in advanced find before...

As most regular readers of the CRM Team Blog know, the next major version of the Dynamics CRM product is codenamed "Titan". We on the team have all gotten used to the "Titan" moniker now, but it wasn't the original codename for this project: long before...

We had some regularly scheduled programming, but Arash has just posted such a cool post over at his blog that I thought our value today could be best provided by being a re-director. Go check out his post on how to use VS 2005 for CRM callouts: http...

Scenario: Nancy is Salesperson. She would like to log all changes that are made to the rating of a lead for future reference (e.g. à from warm to hot or warm to cold). Approach: In Workflow Manager, while creating a rule, if a user inserts a...

Scenarios: Echo functions are .NET assemblies that can be registered with CRM workflow service. Echo functions enable the user to declare some temporary variable inside a workflow definition. These temporary variables, then can be used to compare attribute...

I’m going to beat the service scheduling horse one more time. That last time I posted on this topic I provided some information about the scheduling models that CRM’s service scheduling can handle. In that previous post I noted that service scheduling...

You can set a personal option to synchronize all your contacts in Microsoft CRM to Outlook. Steps are described in the online Help topic “Set personal options.” Set synchronization options in Microsoft CRM client for Outlook You can select which...