The Microsoft Dynamics CRM Team Blog
News and views from the Microsoft Dynamics CRM Team

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  • Blog Post: Customizations in the December 2012 Service Update

    With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job...
  • Blog Post: Auto Save for Updated User Experience Forms in December 2012 Service Update

    One of the main goals for the December 2012 Service Update release is to have a clean and modern user experience. Modern applications are moving to an implicit save model and we need to adapt to that model. With the new updated forms, we have introduced the capability of auto save and that is what I...
  • Blog Post: Form Query String Parameter Tool

    Show it, don’t tell it. That’s why I created the Form Query String Parameter Tool. This week I published a technical article that introduces this tool: Use the Form Query String Parameter Tool to Demonstrate Setting Default Field Values in New Record Forms . We have documentation in the SDK...
  • Blog Post: New Form Scripting Quick Reference SDK Topic

    The latest version of the Software Development Kit for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online (5.0.12) includes a new From Scripting Quick Reference topic. I added this in response to feedback that it is hard to find how to perform specific tasks using the Xrm.Page Reference ....
  • Blog Post: Developing SharePoint Applications

    Microsoft patterns & practices is excited to announce the release of: Developing SharePoint Applications Guidance for building collaborative applications that extend your LOB systems Customer Value SharePoint provides a comprehensive platform for application development...
  • Blog Post: Date/Time Values in Microsoft Dynamics CRM

    Inherent to its nature as a Relationship Management product, Microsoft Dynamics CRM manages the time for all resources of a business as an important part of the system. Managing time values in the CRM system appears to be simple, but in practice it is a complex task, just as it is in real life managing...
  • Blog Post: Why the CRM Web Client and Outlook Client Don’t Play Nicely Together

    Larry asked recently why the web client looks funny when it is open at the same time as (or soon after) the Outlook client. Most people notice the missing Settings area, but the Service Calendar is also AWOL as are a few buttons here and there. (Here’s a KB with a list: http://support.microsoft.com/kb...
  • Blog Post: Feature Spotlight: Bulk Edit

    Sometimes we work hard on a feature, struggle to get it into the product, test it in all possible permutations, ship it...and then forget to tell anyone about it. We seem to have done this with Bulk Edit. For some entity types (Leads, Opportunities, Accounts, Contacts, Marketing Lists and Cases),...
  • Blog Post: Trimming the SharePoint chrome from Web Part Pages for use in Microsoft CRM iFrames

    This post is a follow on to my post on removing the chrome from a document library view. http://blogs.msdn.com/crm/archive/2006/06/20/639918.aspx When using web part pages as a dashboard with-in the CRM window frame may want to remove the SharePoint navigation and title bar. Below are the steps...
  • Blog Post: Add Find Columns

    I frequently encounter ‘Power Customizers’ who are unaware of a very basic customization feature: Add Find Columns. Each CRM entity has two special views: Quick Find and Lookup. The Quick Find view is the view displayed after an user invokes a Quick Find Search: The Lookup view is the...
  • Blog Post: Why Filtered Views Are Cool

    In this article I want to describe my favorite feature from Microsoft Dynamics CRM 3.0: Filtered Views. Background Dynamics CRM is built on top of a complex SQL Server database. The CRM Platform component was designed to manage access to the underlying SQL Server database, providing an API...
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