When the CRM 3.0 was about to be released last year, we heard lots of feedback from the customers and partners about running the CRM Outlook Clients under the Terminal Server or Citrix servers (TS/Citrix). Since we didn’t have enough time to address the...

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...

One of the task that workflow proves very handy is in sending email reminders when tasks are due. To improve the user experience it will be great if we can send the link to the crm entity instance that is due in the email so that users can select the...

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...

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...

Last week, we released V3R2, a slipstream release on CRM V3 which enabled seamless compatibility with Windows Small Business Server 2003 R2. History In July, testing identified a number of incompatibilities between CRM v3 Small Business Edition...

A common misconception is that if CRM user mailboxes are spread across a number of Exchange servers, then the E-mail Router must be installed on every Exchange server. In CRM 3.0, this is not true. Incoming mail is delivered to an individual user's...

While specific workflows get most of the attention in blogs, it is “workflow service” that enables all the work that workflows do. Workflow service runs on CRM server box in the background. Knowledge about the scope of this work can be useful to system...

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...

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...

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...

Two brand spankin' new videos are now available for your viewing pleasure. These videos provide step-by-step solutions that demonstrate the powerful Office integration features that are built-in to Microsoft Dynamics CRM. Short descriptions and links...

The following blog posts demonstrate techniques and tools designed to improve your efficiency and ease of coding when developing applications in Microsoft Visual Studio 2005 which make use of the Microsoft CRM SDK . When developing an application that...

Microsoft CRM V3 was released in East Asia, namely in Japan and People’s Republic of China (PRC) in September and May of this year respectively. However, the actual product availability date in these markets may vary. In this blog, I would talk about...

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...

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...

Your organization may send hundreds of thousands of e-mail messages, faxes, direct mail, and other marketing material each year, hoping to grow your business. Using Microsoft Dynamics CRM 3.0, you can record or capture responses to various marketing campaign...

This vision of John's is so cool I couldn't resist posting it here. “I’ve just landed at La Guardia Airport in NY, and in the taxi on my way in, my favorite hotel, which recently put in a system to track flight arrivals of its preferred customers,...

Continuing our series of guest speakers, here is Daniel Petersen of Applied Tech : We are a 15 employee SMB IT provider who has been using Microsoft CRM in house since 1.0. Initially, we had been using CRM primarily for the service functionality to...

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®...

Today, CRM Sustained Engineering sent CRM v3.0 Update Rollup 1 packages to more than sixty selected customers and partners for pre-release testing. Pre-Release testers: Please look for an email from me, sent this morning, regarding test program details...