In this post, I will try to give you some insights on how CRM authentication works. Modification or updates to CRM authentication pipeline is not supported. This article should be for your reference purpose only. CRM authentication framework has a pluggable...

People frequently need to use client scripts to create dependent drop-down (picklist) fields. You can find many different approaches to do this in the CRM Forums and blog posts . We have had a “Dynamic Picklist” sample in the SDK for some time, but I...

Welcome to the first of many posts about the new CRM VPC that was released in April of 2009. I am currently the Dynamics Demo Team Lead for the US and I did the project management on the VPC as well as did a majority of the configuration. We were under...

Customers seeking information before investing in technology often turn to Gartner, Inc., because of its detailed and methodical reviews. Among the most respected reports are its Magic Quadrants, which help buyers assess vendor strengths and weaknesses...

Recently there have been some questions raised on how to use the IWorkflowContext and what data and objects it provides that can be used in your custom workflow activity logic. In this post we will cover the different members available in the IWorkflowContext...

Smart matching is the default and the only email correlation strategy shipped with CRM 4. Smart matching uses the subject of the current email along with the email recipients of the current email and generates subject hash and address recipient hash and...

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. So you want to create a report that references data from another database.  Perhaps you want to correlate your CRM data with your ERP data to see how...

Today’s guest blogger, CRM MVP Frank Lee , describes reporting options available for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a fantastic CRM platform for most small medium businesses (SMB) - it is so easy and inexpensive to get...

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. Essentially, that user can not use the user interface. Service accounts are used to access CRM Online using the service...

Microsoft Windows operating systems include a tool named Reliability and Performance Monitor (or Performance Monitor in some versions of the operating system). You can configure this tool to obtain and display performance data as system components run...

On Codeplex there is a tool for Microsoft Dynamics CRM On Premise  that allows you to modify records and then re-update the CRM system with them. There are two advantages to this tool. The first is that you can update the records in a grid view and...

For those currently using the Internet Lead Capture capabilities within Microsoft Dynamics CRM Online you may have noticed that the functionality was enhanced recently. This post is not for users of the on premise version of Microsoft Dynamics CRM ...

Download this new version of the SDK or view it on MSDN . This release provides continuing support for the on-premise user and new information for online users. The following are some highlights. For a complete list of changes, see the Release History...

Have you wondered why there is so little in the SDK specific to CRM Online? That’s because a large part of the developer scenarios for CRM are identical for both CRM Online and CRM 4.0 (on-premise). There are two features, plug-ins and custom workflow...

Don’t miss the new information that we just published in the Microsoft Dynamics CRM 4.0 Update ! In addition to new Visual Studio projects and new samples, you can get information about attributes that are specific to Microsoft Dynamics CRM Online. ...

The workflow engine in Microsoft Dynamics CRM is an area I personally spend a ton of time playing with. It is like Jscript was in Version 1.x and 3.0 for me. It has A TON of potential that many people have barely scratched the surface of. So in working...

My colleague Tony Clayton the other day mentioned that he'd loved to have a tool that allowed him to enter fetch xml queries to rip data out of Microsoft Dynamics CRM Online. Fetch XML is a part of the CRM technology platform that allows you to create...

Microsoft and Intel demonstrate new levels of power, price, and performance with this Microsoft Dynamics CRM scalability benchmark. Read the Press Release . Download an Executive Summary . Look for an additional post providing more details about the work...

I see a lot of support questions on the CRM Team Blog. Some of them get answered, many do not. The best way to get answers to pressing questions depends a lot on how much customization you do to your Microsoft Dynamics CRM installation. It is also important...

Many of you may have heard about the awesome pricing for Windows 7 that Microsoft is offering to customers for the next 10 days. The offer will be available from online retailers and directly from Microsoft through the Microsoft Store. Most of my family...

The Dynamics CRM User Group (CRMUG) will be holding its 2009 Summit in September outside of Chicago. The event will run from Monday September 14 th through Friday the 18 th . The first two days will consist of pre-conference training sessions. Topics...

As part of the the Microsoft Dynamics CRM Dev Center update I revamped the Community tab last month. My goal was to highlight some of the many places you can read more about CRM. The CRM MVPs are a resource to all our customers. They write books, blog...