February, 2008

On behalf of the Microsoft CRM Product Performance team I would like to take this opportunity to announce the release of Microsoft Dynamics TM CRM 4.0 Performance Toolkit. Download Location The toolkit is available for download at www.codeplex.com/crmperftoolkit...

We now have three new technical articles live on the CRM MSDN Developer Center. These are all introductory articles. More in depth articles are in the works. Introduction to Plug-in Development for Microsoft Dynamics CRM 4.0 Discover how you can customize...

The new version of the Microsoft Dynamics CRM Client has some great features which bring a lot of value and more ease to the deployment experience. I’ll try to highlight a few of the key points in this blog post. Install Once, Configure as Needed In V3...

The CRM Engineering for Enterprise (E 2 ) team is pleased to announce the release of the white paper Optimizing and Maintaining Microsoft Dynamics CRM 4.0 . This document provides techniques, considerations, and best practices for optimizing and maintaining...

I’ve been looking at multiple ways to create dashboards for Microsoft Dynamics CRM Live. There are a couple of options to consider: 1. Build a web site 2. Use a tool like Microsoft Excel 3. Build a smart client I've tried all 3 and think that a smart...

This document explains the techniques that I have been using to deploy Microsoft Dynamics CRM Client through SMS. It is a series of steps that worked for us, and not necessarily is the best and for sure is not the only way to do this. For those already...

If you are using a web application that uses Windows Live, such as Microsoft Dynamics CRM Live, you might be wondering, how does authentication work. The first step in the process is that the web application registers with the Windows Live ID service...

This is one of coolest features which I like in CRM Titan 4.0. It gives us the ability to add attributes from Many-to-1 (Lookup) related entities to a grid. So, let’s briefly talk about this feature. Adding a related Attribute to the Grid. Let’s say you...

To migrate record owner information, the DMM expects each entity records file to have a column, the data in which can be used to uniquely identify the owner for the records. DMM also expects the details of all users in the source system to be available...

A frequently asked question is about converting an incoming email into a case (or a lead). If you open an email activity, it has actions to convert it into a case or a lead or opportunity. More commonly, there is a need to automate this process. In this...