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

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  • Blog Post: How to Manage Auto Save for individual forms of entity

    In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well. The organization level setting turns off auto...
  • Blog Post: Announcing the CRM 2013 Customer Center, Implementation Guide and SDK!

    Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users Go to www.crmcustomercenter.com All new Customer Center ! Getting Ready...
  • Blog Post: Check your JavaScript code to prepare for your upgrade

    Microsoft Dynamics CRM is changing. To keep up with these changes so that you can take advantage of new features you need to check that any JavaScript code you are using is ready for an upgrade. Why do I need to check my JavaScript? What has changed? How can I check my code? How can I...
  • 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: Script Errors After the December 2012 Service Update

    Before your Microsoft CRM Online organization is updated to the December 2012 Service release we hope you have taken steps to address potential issues which could cause form scripts to break. Information about how to prepare was published last summer in the following blog posts: Resolve Breaking...
  • Blog Post: Microsoft Dynamics CRM 2011 Custom Code Validation Tool Released

    Download: Microsoft Dynamics CRM 2011 Custom Code Validation Tool The purpose of this tool is to assist customers and partners of Microsoft Dynamics CRM identify potential issues with their custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Q4 2012 Service...
  • Blog Post: Resolve Breaking Script Issues When Upgrading Microsoft Dynamics CRM

    We want you to have a great experience when you upgrade to Microsoft Dynamics CRM. A future update rollup for Microsoft Dynamics CRM on-premises and service update for Microsoft Dynamics CRM Online will include significant changes in the web application in order to be able to support a variety of browsers...
  • Blog Post: Using InaPlex Inaport for data integration with 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...
  • Blog Post: Disable All Fields in a Section Based on the Value of Another Field (CRM 2011)

    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...
  • Blog Post: Displaying a Contact’s Facebook Picture in Microsoft Dynamics CRM 2011

    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...
  • Blog Post: A Codeless Address Finder Using Filtered Lookups

    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...
  • Blog Post: Show Your Users How to Customize Their Microsoft Dynamics CRM

    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...
  • Blog Post: Announcing: Microsoft Dynamics CRM 2011 Customization and Configuration Exam

    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...
  • Blog Post: mSketch – Sketching CRM

    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...
  • Blog Post: Social Activity Dashboard for Microsoft Dynamics CRM 2011

    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...
  • Blog Post: Custom workflow actions in Microsoft Dynamics CRM 2011 Online

    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...
  • Blog Post: Three new xRM White Papers

    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...
  • Blog Post: Getting Your Customer’s Temperature

    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...
  • Blog Post: Working with System Views and Related Entities

    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’,...
  • Blog Post: Microsoft Dynamics CRM: Workflow Authoring Best Practices

    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...
  • Blog Post: ISV Utilities for Comparing Customizations and Transferring Configuration Data

    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...
  • Blog Post: Microsoft Dynamics CRM Automatic Customizations

    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...
  • Blog Post: Using the Microsoft Translator inside Microsoft Dynamics CRM v4

    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...
  • Blog Post: Tracking Enhancements in CRM

    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...
  • Blog Post: Data Design for CRM Projects - Customisation Approaches

    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, ...
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