May, 2008

Check out the latest SDK update, version 4.0.5! If you’ve been waiting for sample code in VB .NET, then download the SDK . We’ve converted over 100 samples to VB .NET. Here’s a list of changes: Added 64-bit versions of the DLLs needed for plug-in and...

The new feature in Microsoft Dynamics CRM 4 and CRM Online that I use every day is instant messaging. Yep, I can IM from inside CRM! If your company has Microsoft Office Communicator enabled and you are using Microsoft Dynamics CRM for Outlook, you can...

You can now get the latest from the Resource Center, whether you’re in the Navigation Pane or out on the Internet. Get tips from peers and answers from experts, learn from real-world scenarios, and get step-by-step guidance where you need it, when you...

Network diagrams have always been interesting to me. Charting and analyzing the flow of dialogue based on social roles gives us a bit more insight into the phenomenon of social networking. I've been making my way through some work that a community guru...

A CRM MVP, we welcome our guest blogger David Jennaway who is the technical director at Excitation . In Microsoft Dynamics CRM 4.0, plugins offer a very powerful mechanism to attach code to a wide range of platform events. Each event is identified by...

In every version of CRM I have had a favorite feature that I tend to obsess slightly over. :-) In Version 3.0, it was Client Side Scripting. In 4.0, it is Workflow. The Workflow engine in CRM has so much possibility to help transform businesses and is...

We often use scenarios such as this to test the individual components and entities of CRM in an integrated fashion. This is one example of a very simple sales scenario describing the flow of user actions in the Sales module of CRM. The flow chart below...

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact,...

What’s New Time zone implementation has undergone a redesign for Dynamics CRM 4.0. Time zone definitions are now stored in the database. All known rules are maintained, and allow users a “Dynamic TZ/DST” experience. Terminology Time Zone - A geographic...

Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto...