Today’s guest blogger is CRM MVP Frank Lee   from Workopia who provides us his insights about another way to create custom reports. The Microsoft Dynamics CRM 2011 architecture enables report developers to create and customize reports even more than...

Now that the Microsoft CRM 2011 Beta is out, so is the much awaited feature of integration with Microsoft SharePoint . Microsoft SharePoint has nailed Document Management and the ability to collaborate on documents is very rich. The versioning control...

Business users often need to keep a real-time pulse on their customer data . This includes knowing what data changed, when it changed, and whether there are hotspots that need further investigation. With Microsoft Dynamics CRM 2011 Dashboards, putting...

In the previous blog post we showed how a sales manager, Kevin, can use the charts and dashboards features to derive quick insights from his Microsoft Dynamics CRM data. In this blog we show how we can take such analyses to the next level by using the...

Ok, let’s be real. When you think about the Microsoft Dynamics CRM Outlook Client, “Track in CRM” is usually the first thing that comes to mind. The reason so many of you use Microsoft Dynamics CRM is because of Microsoft Outlook integration, and when...

The ability to create custom reports has been one of the top asks for Microsoft Dynamics CRM Online . When we set about designing a solution, security , ease of use, and performance were one of our top goals along with portability of reports, so that...

Wow, is it release time already? The Microsoft Dynamics CRM 2011 Beta has been released, RTO is approaching, and I am really looking forward to getting these awesome features in front of users. In fact, I can’t wait, which is why I am going to show off...

Microsoft Dynamics CRM 2011 has been improved to make you more productive by giving you different visualizations of your data, such as the Dashboards feature . Another such visualization that has generated a lot of interest is Bing Maps integration. For...

It seems like conditional formatting in the Microsoft CRM Outlook Client is almost everyone’s favorite feature. I mean, how could you not love it? Drawing attention to the things you care about makes you want to use CRM because it makes your life easier...

Coinciding with the Windows Dynamics CRM 2011 Beta Service Release that was shipped yesterday, you can now download an update to the CRM 2011 Beta SDK package. This update contains lots of new sample code, new content and some bug fixes. Read the Release...

Ever wondered about the complexities involved in tracking the progress against sales targets in an organization, which is active in multiple territories, selling wide range of products, working on big accounts… If you are looking for an easy solution...

Please see the blog article Microsoft Dynamics CRM Sales Process for an introduction to sales process workflow in CRM. In this article, I will present an approach which can be used to move the workflow from one stage to another (forward only) using a...

Hello readers. Recently I’ve learned that building Microsoft Dynamics CRM is a much different beast from building on top of Microsoft Dynamics CRM. I’ve been on the team for a bit over 3 years, but just built my first plug-in. I’m not ready to tell you...

CRM MVP Aaron Elder , CTO at Avanade contributes a list of highlighted features for the Microsoft Dynamics CRM 2011 release. I have been releasing a quick highlight of one new CRM 2011 feature every week.  Here is what has been released so far: 10...

We have had a lot of demand for some direction on how to impersonate a Microsoft Dynamics CRM Online user from a Windows Azure hosted service (Web Role). I have completed a walkthrough that will guide you through this process using the default Cloud Web...

Today’s guest blogger is CRM MVP Frank Lee   from Workopia . Here he talks about Importing Outlook Contacts. I often get asked what is the best way to import existing Microsoft Outlook Contacts to Microsoft Dynamics CRM .  If you are using Microsoft...

Today the Microsoft Dynamics team kicked off Convergence 2010 Europe from Twickenham Stadium in London.  The opening keynote at the event was delivered by Kirill Tatarinov in which he demonstrated the advancements in the new versions of Microsoft...