Microsoft Dynamics CRM handles all the reports with Microsoft SQL Server Reporting Services (SRS). SRS is a separate application that you can install on a different server than SQL Server or the Microsoft Dynamics CRM Server if desired. Microsoft Dynamics...

How to import data from a single file into multiple record types Microsoft has released Microsoft Dynamics CRM Online Delivers the November 2009 Service Update earlier this month. To assist organizations with importing their data into Microsoft Dynamics...

Today we welcome guest blogger Jim Steger , developer, blogger, and writer for Sonoma Partners with this report from PDC ‘09. On the last day of PDC09, I had the opportunity to present a brief demo of our internal socialization application (code name...

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key delivered features is enhanced Import Data Wizard . When users are bringing their custom data into Microsoft Dynamics CRM with...

Microsoft Dynamics CRM online Nov 2009 Service Update has several exciting features. One of that is the Import Data Wizard that allows rapid Import of data from within the Webapp or Outlook client. This blog covers how record ownership is resolved and...

This post is from CRM MVP Julie Yack who is at PDC ‘09. Today at PDC Scott Guthrie announced not only loads of cool new features for Silverlight 4, but also the release today of the Beta. So, what in the world does that have to do with CRM? Glad that...

Today’s guest blogger is CRM MVP Joel Lindstrom who blogs at CustomerEffective . Thanks for this security 101 overview. This post is CRM security 101, but I get asked this question fairly often, so it seems that there is some confusion about what the...

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.”  - Rebecca Wetteman, vice president...

A world without choice, for some organizations, would be more reality than fiction.    While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations...

The CRM E2 team is pleased to announce the release of the white paper Field-level Security in Microsoft Dynamics CRM: Options and Constraints, a component of the broader CRM E2 Nuts and Bolts article on Security and Authentication in Microsoft Dynamics...

Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports...

This is commonly asked question in the MSDN forums so the CRM Support Team decided to create a post that could become the defacto FAQ. Here are a few things to keep in mind when installing Microsoft Dynamics CRM 4.0 on Microsoft Small Business Server...

CRM MVP Mitch Milam returns as our guest blogger today a tip based on workflows. You can read more from Mitch at his blog . If you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow...

The Microsoft Dynamics CRM Online November 2009 Service Update encapsulates many new cool features and improvements. One of such features is the much-much improved Import Data Wizard . The new Import Data wizard no longer restricts user to import one...

The Microsoft Dynamics CRM Resource Center has had a makeover. It’s been completely redesigned to: Move the things users look for the most (downloads, support, and training) front and center. Highlight the different types of resources available in a way...

John O’Donnell, one of my fav Microsoft technical evangelists, is at it again with his traveling camera. Today he talks with Erik van Hoof from http://www.CWRMobility.com who stopped by at the CRMUG Summit to show John his company’s Microsoft Dynamics...

Version 4.0.10 of the Microsoft Dynamics CRM SDK is now live on MSDN and on the download center . This release contains updates relevant to Microsoft Dynamics CRM 4.0 Update Rollup 7 and Microsoft Dynamics CRM Online Service Update 4 . Check out...

With the November 2009 Service Update , we are offering even more value in a Microsoft Dynamics CRM Online subscription. Take a look at all the increased business benefits that the Service Update provides: Get Instant Online Access: Start a free trial...

Import data into Microsoft Dynamics CRM Online using new Import Data Wizard Microsoft has released Microsoft Dynamics CRM Online Service Update: Nov 2009 . To assist organizations with importing data into Microsoft Dynamics CRM, a new enhanced Import...