It seems I have been reading Walt Mossberg (pictured here with his co-host Kara Swisher) ever since I entered the world of computer software. His latest venture is a Web site called All Things Digital which is full of videos and commentaries. This...

Hello, My name is Rubaiyat, and I am one of the newer Program Managers in the Microsoft Dynamics CRM team. Today, I am going to talk about an issue that some customers have faced when using the queue functionality of Microsoft Dynamics CRM, and describe...

As Renee Wesberry blogged here a couple weeks ago, we recently released a series of articles centered around diagrams for the Using Microsoft Dynamics CRM site, based on common questions and feedback from day-to-day users of Microsoft Dynamics CRM. As...

Sometimes I link send direct links to other CRM users. I don’t always have the outlook client installed (I’m always upgrading, using a different version etc etc) and therefore an unable to take full advantage of the regarding feature. Here is a tiny...

I recently found out about this cool demo on our Government Industry Vertical site. It’s a citizen relationship management portal using CRM as the backbone of the solution. http://www.microsoft.com/industry/government/crmccdemo.html It is...

Hello, Microsoft Dynamics CRM folks, The Microsoft Dynamics CRM Sustained Engineering team is currently targeting June 4th as the Release-To-Web date for Update Rollup 2 for Microsoft CRM 3.0. It has been undergoing pre-release testing for a month, and...

Inherent to its nature as a Relationship Management product, Microsoft Dynamics CRM manages the time for all resources of a business as an important part of the system. Managing time values in the CRM system appears to be simple, but in practice it is...

Aaron Elder, a valued Microsoft MVP and CRM solutions provider provides this guest blog today. A common problem that we often face when writing CRM callouts is how to call Filtered Views from within the callout. We might want to do this, for a variety...

This is the final installment in the trilogy. METHOD 3: Using Excel Dynamic PivotTable 1. Go through the steps in method 1 to create the birthday_day, birthday_month, and birthday_year fields for the Contact entity. 2. Use a Contact View or Advanced...

What is an MVP? That’s a question I’ve been asking myself since I was first awarded MVP for Microsoft Dynamics CRM in January of 2006. The letters stand for Most Valuable Professional. That sounds nice. But what is it? Well, it’s an award given out by...

I believe that few people disagree that the performance of marketing investments has a far-reaching impact on an organization's ability to compete in an increasingly complex world. I believe following are the typical concerns of Marketers lately ...

Note: Continuation from here . METHOD 2: Using Filtered Views Note: This method requires the Client side tools for SQL Server 2000 and/or SQL Server 2005 to be installed in order to execute the statements. Alternatively, the Filtered view statements...

As a member of the Microsoft Dynamics Community team, I am hoping to reach out to the CRM Community for some insight and feedback into online networking. We are currently looking at features and functionality for Networking and Working Groups for the...

Hello Everyone, It’s been several months since the last rollup of the CRM articles. Since then, the Community and Content Strategy team has created many new articles in response to customer questions and issues gleaned from support calls. We have several...

Some of us would find searching for birthdays based on the month or day irregardless of the year in the birth date field for the Contact entity interesting. The methodology I am going to describe in my first CRM Team blog can be performed for other date...

I am happy to announce that the Microsoft Dynamics CRM team has re-released the List Web Part for Microsoft Dynamics CRM 3.0 . With this re-release the CRM List Web Part can now be installed on Windows SharePoint Services 3.0 and Microsoft Office SharePoint...

I recently returned from the Convergence 2007 conference in San Diego. At such events one acquires a neat little stack of business cards. I finally got around to entering them into our CRM system the other day and I had some interesting observations....

Announcing an update to the Microsoft CRM 3.0 SDK! Download version 3.0.7 of the SDK to get new and updated sample code, topic enhancements, and bug fixes. Here are a few of the changes you’ll find in this version: Learn best practices for writing...

I have exciting news for the Microsoft Dynamics certification community! Now, Microsoft Dynamics certification members have been assigned and sent a Microsoft Certification ID (MCP ID). Today, for the first time, Microsoft Dynamics has its own gated certification...