I have been using RSS for a number of years and I kinda think I’m in a rut. Yeah, my simple RSS program works but it doesn’t: 1. Put my lists online so that I don’t have to create duplicate lists from computer to computer 2. Put shared lists...

Guest blogger and CRM MVP Jim Steger brings us up to speed on the 2nd Microsoft Dynamics CRM Incubation Week. You can read more from Jim on the Sonoma Blog and through his CRM books on Amazon. Microsoft wrapped their 2nd CRM Incubation Week last week...

Just before Convergence 2009 wrapped up I caught up with Dan Higbee and Dan Peay from Transcensus and talked with them about their solution, SHO Guide for delivering application help. In this video we show it running with Microsoft Dynamics CRM Online...

As you all know a CRM lookup only displays its related entity primary field. Although this can not be changed using existing customizations; in most cases that suffices. However, there are occasions where you want to display another information in order...

We've had some great success with the Business Action World Tour events worldwide.  We're now reprising that content virtually for those ISVs and developers who could not attend a physical event.  Be sure to register via the links at the bottom...

The mesh between social software sites and my prose means that one writing ends up on many different places. And the audiences on the various platforms is usually very different. So I was very happy to see that Microsoft is adding 20 new feed partners...

There’s a funny thing about business intelligence: people are baffled by the technologies involved in building insights but the most challenging things about the discipline have little to do with technology. I’ll grant that using PIVOT and GROUPING SET...

The next time you come for a visit, I will probably be taking you to see this new facility. Seattle Times : Microsoft workers get their very own mall, The Commons, on corporate campus By Sharon Pian Chan GREG GILBERT / THE SEATTLE TIMES...

Guest blogger and CRM MVP Julie Yack sez: “This session is for our beginner track, the more advance developer track meets May 5 with David Yack presenting on Silverlight in CRM.” Join Ben Riga and Girish Raja on Thursday April 23 at 9am pst for this Beginner...

Microsoft Dynamics CRM allows you to access external web sites from within forms using IFRAMES (Inline Frames). You can configure the IFRAME to take information from the parent record. A pretty standard use of this is a Web tab on the Account form where...

Today we welcome guest blogger Mark Rhodes from the Dynamics CRM User Group . In our increasingly virtual world, it seems more valuable than ever to meet face-to-face for networking and to share challenges and solutions.  As Program Director of the...

The Microsoft Dynamics CRM team is proud to announce the availability of The Microsoft Dynamics CRM Developer Toolkit. This Visual Studio 2008 plug-in radically expands on the Visual Studio tools introduced in the Microsoft Dynamics CRM 4.0 SDK. The toolkit...

Have a feature/suggestion for the engineering team of Microsoft Dynamics CRM ?  Well, the "official" channel to do so is Microsoft Connect located at https://connect.microsoft.com/dynamics . If you wonder if people from the engineering...

Now that Convergence is over – we’ve started planning for the CRM User Group Summit! Presented by the Dynamics CRM User Group (CRMUG), the CRMUG Summit is the premier annual conference for Dynamics CRM users, CRMUG Partners and Dynamics CRM personnel...

Our CRM MVP guest blogger for today is David Jennaway who is the technical director at Excitation. A frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather...

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM...

Guest blogger and CRM MVP Ross Lotharius provides Part 2 of his observations about the newly released IE 8 . Ross Lotharius is an Associate Partner and Director of Software Development for the CRM Practice of Ascentium . In my last blog post, I reviewed...

Recently it has come to our attention that some customers are installing both CRM and BCM add-ins in Outlook. This will cause Outlook to crash. The error you will see in the Event Viewer: .NET Runtime version 2.0.50727.3082 – Fatal Execution Engine Error...

While at Convergence three weeks ago, I had the pleasure of attending the Government 2.0 session, put on by Amir Capriles from our US Dynamics Public Sector team and David Bankston, CTO of Neighborhood America . They ran a great session talking about...

The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview...