I was very excited when the CRM team asked me to write a post for this blog since I had just finished putting together a solution for a client that integrated files and folders into a CRM tab. I thought it would be something that a lot of people would...

In this post I’ll describe some of the CRM Security Model internals. I’ll describe how roles and privileges are used under the covers, how security is enforced for different operations, and some of the internal structures that make it possible. Overview...

I’ve seen this question come up on the newsgroups, as well as internally. A user will have access to some particular Account, Contact, etc. when their role doesn’t allow it and neither they nor a team of which they’re a member is listed in the sharing...

Now Microsoft Dynamics CRM client for Microsoft Office Outlook can be installed and run on computers that run Windows Vista-based operating systems and/or Office 2007-based applications. Microsoft Dynamics CRM clients for Microsoft Office Outlook enables...

I often review some the technical for this blog. Often many samples which are submitted are of an unsupported nature. The following exchange is quite common (let’s call that other person ‘Mort’ after the classic Microsoft Persona ). Phil: Sorry that...

Large attachments are blocked by default by Microsoft Dynamics CRM for security reasons. To allow large attachments, you need to configure IIS to accept large amounts of streamed data. This allows HTTP connections to remain OPEN longer, which may open...

Do you have tips that you have learned while using CRM? Here is your chance to submit that great idea that made you famous in the company but isn't generally known by the CRM community. Check out the CRM Tips page . Here are some examples from the CRM...

You can help us to improve our training materials for the upcoming “Titan” release of Microsoft Dynamics CRM. We are authoring training material for the next release of Microsoft Dynamics CRM, and we want to know how our customers and partners feel about...

SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.0. One of the cooler features is the ability to generate on-demand and scheduled report snapshots. After releasing...

This guide describes you can order Microsoft Dynamics training materials. You can either download electronic materials or order printed materials. The ordering methods vary, depending on your role. If you have questions about how to obtain training materials...

For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an...

Hi, I am currently looking for customers and partners who are interested in sharing their CRM 3.0 database with us. We will be using them internally to test our upgrade scenarios to make sure the upgrade from CRM 3.0 to Titan will be successful and as...

FYI.., new Client image, for compatibility with Office12 and Vista, is now available for download in the following languages.. Simplified Chinese, Japanese At this location (below) on the Download Center at: http://www.microsoft.com/downloads...

“ -[A] You should put that in the SDK -[B] The SDK? But I’m using the SDK, I’m calling the webservice. Do you want me to put it in a plug-in or something? -[A] No, just put it in the written SDK -[B] Oh, you mean on the onLoad event of the...

You can use the Microsoft Dynamics CRM Outlook client to track emails one at a time using the “Track” button. You can also use the CRM Exchange router to automatically track received emails without any user interaction. But what if you have several hundreds...

Recently I receive d the 'mantle' of the owning our Account + Contact data in our CRM dogfood system. It had been a while since we made significant changes to the use of these entities, so I needed a strategy before I commenced customization. I won't...

I have recently made a general video about CRM for a Russian version of Channel 9 on www.gotdotnet.ru with technical evangelist Alexander Lozhechkin ( allo@microsoft.com , Microsoft Russia). The demo scenario I used is similar to the one we had at Convergence...

Taken from the Microsoft.com Using CRM site : You have to customize, or supervise customization of, Microsoft Dynamics CRM 3.0 and you do not have time to attend training or read a long book. You have opened Microsoft Dynamics CRM and are familiar with...

It’s that time again, and we’re excited to be gearing up for Microsoft Worldwide Partner Conference 2007 to be held July 10-12 at the Colorado Convention Center in downtown Denver. There will be people from the marketing, apps, and support teams attending...

I was so pleased with the blogs this morning I thought I'd share some of my CRM favs with you. Aaron Elder at invokesystems talks about Programmatic Updates to CRM UserQuery Records. The goal? To update each user’s off-line contacts filtered view to...