October, 2006

Are you interested in attaining the Microsoft Dynamics CRM certification? Do you have specific goals related to learning CRM? Are you ready to explore your learning options? If so, then the CRM Global Training team has just the products to help you attain...

The various contributors on the blog have mentioned ‘V3C’ on and off for the last several months now. For those of you just joining us, V3C the internal name for the project to develop a CRM v3 Outlook Client that is compatible with Windows Vista and...

There are some complex rules that govern how deletes are propagated on items that are synched between CRM and Outlook. I’ve seen some information out there that captures a portion what is going on, but thought I better paint the full picture. Deletion...

You do not always have to use scripts to automatically perform updates on your CRM records. The Microsoft Dynamics CRM Workflow Manager allows you to check for conditions using the “wait” function to determine when a record should automatically be updated...

Earlier this month we shared with you our excitement about having completed the development work for “Microsoft CRM V3 R2” (see http://blogs.msdn.com/crm/archive/2006/10/03/Microsoft-CRM-v3-R2-ships.aspx ). We know that you are of course eager to...

CRM by default does not provide a good story for purging old workflow process instances and other workflow tables at regular basis. As the system ages and if there are multiple looping rules present in the system, you will hit a time when workflow rules...

Last month I posted on how to create a SharePoint document library using a CRM callout. Using a document library per entity is fine if you aren’t creating a large number of entities, and the documents in the libraries are not related. However, in the...

Businesses need information to make decisions and respond quickly to changes in its business operations, competition, and customer needs. The format and delivery of that information in a consumable and actionable way is just as important as the information...

About half way through CRM 3.0 I took over the sales force automation functionality; some of the first questions from partners on the beta programs were around Relationship Roles: what are they, how do they work, what are they good for and what the deal...

Microsoft CRM Mobile allows you to download data from Microsoft CRM to a Pocket PC device. Mobile Device Requirements The device requirements depend on the installation scenario: For intranet-only scenarios, devices can be Windows Mobile®...