One of the very common customer ask regarding emails and workflow is how to send emails from workflow where the “from” field is set to some one other than the owner of the workflow rules. Two simple scenarios could be: a) When a contact is created...

Lately, it seems that I'm increasingly asked to participate in pre-sales activities where someone from the customer's IT department is blocking the purchase of CRM until he (or she) gets a better understanding of CRM's impact on Exchange. Given the mission...

UPDATE: This technique is actually an unsupported customization. Implementing this will place your implementation in an unsupported state. Be sure to remove this customization before calling support for any issue. Much of CRM is about automating processes...

Today, I’d like to share a few notes on a processes we’re using when designing UI features on the CRM team. I’ll also point you to a great toolkit that can help you design and create lightweight UI prototypes of CRM solutions. One of the design techniques...

We used to have a long list of reports in MSCRM version 1.2. For MSCRM version 3.0 (v3), when we moved to SQL Reporting Services (SRS), many of these reports were consolidated and the number of reports that v3 shipped with was dramatically reduced. One...

While on the CRM newsgroups, I frequently see questions about the CRM Address Book Provider. Here are answers to many of those questions in a FAQ format. Q – What is the CRM Address Book Provider and what does it do for me? A – The CRM Address Book...

Dear CRM Community, I was invited by the Microsoft CRM Team to write a blog entry for you. I thank the Microsoft CRM Team for this privilege. For this blog entry, I decided in favor of how to create a button for the mail form. With this button...

Today we have a relatively serious topic: Registry Settings. Unfortunately this can be an extremely boring topic – so I have opted for a more casual and sarcastic style. Microsoft Dynamics CRM 3.0 has a boatload of additional settings which many of...

The Microsoft Dynamics Hosted team has released a new on-demand hosted Microsoft Dynamics CRM demo , the first in a series of SaaS-enabled solutions the team is developing for partners and prospective customers interested in hosted Microsoft products...

I admit it: I’m a bear of little brain. In my first post I wrote about my favorite feature of CRM 3.0 – Filtered Views – but today I’m going to write about an area that makes my brain ache every time I have to deal with it: Entity Relationships. Naveen...

One of the best attribute of Microsoft Dynamics CRM is its extensibility. You can define workflow rules to automate certain processes and you can also add custom assemblies if the built-in functionality would not fulfill your requirements. I ran into...

This morning I spent about an hour with one of our partners and their customer discussing how we ensure quality in the design and development of Microsoft Dynamics CRM. The request for my input was not surprising (nor unusual) given the highly customizable...

So – you recently completed your production deployment of Microsoft CRM and you’re feeling pretty good. One day, the Sales Manager for your organization stops by and wants to know, “How many sales reps are actually using the system?”. How you answer...

CRM Sustained Engineering has been working with more than sixty selected customers and partners during a highly effective pre-release testing program. We expect to send out a set of updated Pre-Release packages to the participants by Tuesday, November...

I get the feeling that some of you may be on CRM Team blog withdrawal. Well, here's the back story. We got sloppy, wet snow with a sudden drop in temperature. This created glaze ice that coated all the roads and sidewalks. Cars were abandoned on the roads...

Would you like to increase your productivity without spending time away from your home or office? eCourses are our newest training vehicle to help your people learn how to use Microsoft Dynamics products more quickly, easily, and conveniently—giving you...

Today, you’ve probably read the news ( http://www.microsoft.com/presspass/press/2006/nov06/11-06ConvergenceEMEADay1PR.mspx ) about our plans to integrate our CRM product with Microsoft adCenter. I’ve received quite a few questions on what adCenter actually...

The CRM Community and Content Strategy (CCS) team has recently added to the 80+ articles available for Microsoft Dynamics CRM customers on microsoft.com. Coolest new content: Videos To help customers learn the way they want to learn, we now have...

With all the excitement surrounding the Zune (I myself was queuing at the Redmond Target store at 8:00am last Tuesday) you might have missed the Office Live launch. Office Live is squarely targeted at Small Business users who require a customer facing...

Like our new look? It's thanks to Aaron Elder from Invoke Systems . It's a little poetic to have someone who guided the look of our product for so long make our blog look pretty too. I think of our change as a new party dress. Six months ago today...