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We want you to have a great experience when you upgrade to Microsoft Dynamics CRM. This update includes significant changes in the web application in order to be able to support a variety of browsers. This change will expand the number of users and organizations that will use Microsoft Dynamics CRM...

Guest blogger CRM MVP Neil Benson of Customery talks about a toolset that he recommends to his CRM implementation friends and partners. Neil is also an Administrator for the Microsoft Dynamics CRM group on LinkedIn.com . The Medical Physics department at a hospital trust in London needed to replace an...

Today’s guest blogger is Matt Wittemann, author of the Microsoft Dynamics CRM 2011 Administration Bible (Wiley, 2011), a six-time recipient of the Microsoft Most Valuable Professional (MVP) award for Dynamics CRM, and is the Director of Solution Architecture for US-based C5 Insight . There are SDK and...

Photos remind you of your customers better than their names. Wouldn’t it be great to see the photos of your customer when you open the contact form? This blog will show you how to display profile picture using Microsoft Dynamics CRM 2011 (online and on-premise) customizations and client side extensibility...

Today’s guest blogger is CRM MVP Leon Tribe . You can follow him on his wildly popular blog, Leon’s CRM Musings . A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using lookups, which...

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” ( On-Premise , Online ), which has details for how to personalize CRM. Users can change the personal...

Exam MB2-866: Microsoft Dynamics CRM 2011 Customization and Configuration has just been released. This certification exam measures your ability to understand and articulate how to customize and configure Microsoft Dynamics CRM 2011 including configuring a Microsoft Dynamics CRM organizational structure...

Some bright folks in New Zealand, Magnetism Software Solutions , have created a tool to help mock up and specify custom forms in Microsoft Dynamics CRM . The tool, called mSketch , plugs right into Microsoft Expression Blend , so if you’re comfortable working with SketchFlow (a component of Blend), you...

Over the past few days I have been wondering if the new dashboard capabilities in Microsoft Dynamics CRM 2011 would enable me to create a dashboard that monitors activities on various social media sites. Monitoring social media sites is important for small, medium and larger businesses. By doing this...

We have received multiple questions and feedback regarding the capability of adding custom workflow activities in CRM 2011 Online and I would like to provide some responses as well as offer some guidance on how to insert custom logic to workflows in CRM 2011 Online. Due to a technical limitation we are...

I wanted to take this opportunity to share three new Microsoft Dynamics CRM white papers that we’ve just made available. These papers cover various aspects surrounding the use of xRM as a custom solution platform. These papers could be the starting point or seed for a new way of creating customized solutions...

One of my favorite bloggers, Ben Vollmer is back at it again. This is a good thing for the Microsoft Dynamics CRM community. Add his blog to your RSS at http://businessnone.com/ . How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer...

Views allows you to display data in Microsoft Dynamics CRM in a customized manner, designed for the way you work. Creating them is easy and only requires a few clicks. The types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’,...

The Microsoft Dynamics CRM workflow engine provides powerful functionality for implementing custom business logic in a CRM deployment. However, it also lends itself to complex problems and design mistakes which can result in expensive maintenance and confused users. This article explains in detail a...

Learn how to build and use two new powerful tools developed for Microsoft Dynamics CRM. The Customization Comparison Utility lets you compare the customization files between two Microsoft Dynamics CRM systems and the Configuration Data Utility lets you transfer custom configuration data from one Microsoft...

Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of enhanced Import Data Wizard, follow the link Introducing...

This customization is designed to call the ‘Microsoft® Translator’ service from within CRM. This example uses a custom button, included in an entity form, to call the service and translate text (which has been selected by the user) into another language. This document describes the steps required to...

CRM MVP Mitch Milam returns as a guest blogger. You can read more at his blog . While working on any CRM installation, you will inevitably find yourself needing to record possible enhancements to the system. What better place to store that information than within CRM itself? The Enhancement Entity We...

Our guest blogger today is CRM MVP David Jennaway , the technical director of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in delivering Microsoft CRM solutions. CRM offers a range of options when designing a CRM solution for a customer, from providing a completely standard, ...

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 to avoid opening the related entity form. So I...

Good news for ISVs, partners and anyone building applications on top of the CRM platform. I’m really happy to let you know that we just released the source code of 2 very useful tools. You can find all the details and download the tools in this MSDN article: ISV Utilities for Comparing Customizations...

Today we welcome Microsoft Dynamics CRM MVP Umar Khan who is a Microsoft CRM Consultant. You can read more from Umar on his blog at http://umarkhan.wordpress.com . In business processes, there are sometimes scenarios in which certain steps require approval, authorization or verification from specific...

This month I am pleased to introduce Jeremy Hofmann, a Manager in Crowe Horwath' s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North America. In his usual style Jeremy steps out of the box and shows how Microsoft Windows Presentation Foundation can...

I recently posted the Microsoft CRM 4.0 Form Reporter in MSDN Code Gallery . Form Reporter is an application that creates a Word 2007 document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and information about each field. This document can be used...

Have you ever wanted to see the progress information while importing entity customizations? Now you can track the import progress by using new Microsoft Dynamics CRM import job entity. The import job entity tracks the results when you import entity customizations or translations from an XML file into...