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

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  • Blog Post: 24 Wildly Creative Ways Real Companies Use Microsoft Dynamics CRM

    A guest post from the CRM Software Blog... Lots of companies use a CRM system. But often it is just seen as a glorified Rolodex for the sales team to manage contacts. But there is so much more. It is time to think outside of the box. CRM users are finding that necessity is the mother of invention...
  • 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: It’s official, new Microsoft Dynamics CRM and Silverlight book is OUT!

    Guest blogger and CRM MVP Julie Yack has a one_line bio; Mom.Wife.Nerd.MVP nerd. You can catch up with her many CRM activities on her blog The never boring life of Me . Both Dave and I have worked for the “BIG” publishers and while there’s nothing wrong with that, one day we decided that we could do...
  • Blog Post: Microsoft Connect ~ Your Feedback Improving Microsoft Dynamics CRM

    Our guest blogger today is CRM MVP Rhett Clinton , an expert Microsoft CRM Technical Consultant, with extensive experience in leading CRM projects and developing Microsoft CRM solutions since 2004. He is a Microsoft Certified Business Management Solutions Professional (Developer for MS CRM), a Microsoft...
  • Blog Post: Microsoft Dynamics CRM – Building Consistency into Free Form Text Fields

    The following is a guest blog post by Dynamics CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation . Jerry has been working with CRM since the 1.2 release in 2003. CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. Twitter:...
  • 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: The CRM Journey – What’s next?

    This guest post written by Ryan Toenies is presented by MVP Mike Snyder , co-founder of Sonoma Partners . Chances are if you are reading this blog post you already use a CRM system. The biggest change in CRM over the last couple of years has been the transformation to the Cloud. Even if you still run...
  • Blog Post: From the CodePlex Toolbox: View Layout Replicator

    Guest blogger and CRM MVP Donna Edwards regales us with insight into a free tool she picked up on Codeplex . I was working on customizing a Microsoft Dynamics CRM Online system today. Part of the change was to adjust the various Views of several entities so I thought I would try out the View Replicator...
  • Blog Post: Controlling User Synchronization Settings

    Today’s guest blogger is MVP Joel Lindstrom , a Solutions Consultant at Customer Effective . One of the items frequently requested, especially in large deployments of Microsoft Dynamics CRM , has been the ability to control Outlook client synchronization. CRM for Outlook provides a fantastic bi-directional...
  • Blog Post: International Highlight: Dealing With Two Surnames

    Today’s guest blogger is CRM MVP Leon Tribe . You can follow him on his blog, Leon’s CRM Musings . Quieres este articulo en Castellano? Aqui lo es: http://www.elblogdedynamicscrm.com/post/2011/05/10/Trabajando-con-dos-apellidos.aspx While uncommon in English-speaking countries, people from Spanish-speaking...
  • Blog Post: Get Social with Vibe and Microsoft Dynamics CRM 2011 (free Community Edition)

    Today’s CRM MVP guest blogger is Mike Snyder , co-founder and principal of Sonoma Partners. Recognized as one of the industry’s leading Microsoft Dynamics CRM experts, Mike is a member of the Microsoft Dynamics Partner Advisory Council, and is a Microsoft Dynamics CRM MVP. He co-authored...
  • Blog Post: Microsoft Dynamics CRM 2011 ~ Book Club

    Today’s guest blogger is CRM MVP Jerry Weinstock who is the Business Development Manager at CRM Innovation . CRM Innovation builds Email, Marketing and Event Management solutions for Microsoft Dynamics CRM. I am looking across my office right now at a bookshelf and I see that it is time to do a refresh...
  • Blog Post: The Last Workflow Extension I’ll Ever Need

    Today’s guest blogger is CRM MVP George Doubinski who offers this interesting post. It's been a while since I've posted anything juicy. But today's idea is too good not to share it. Let's have a look at a typical function in a typical workflow extension inside a typical workflow assembly...
  • Blog Post: Dynamics CRM 2011 Topics for xRMVirtual

    Today’s guest blogger is CRM MVP Julie Yack points to some upcoming training opportunities. Once we had the Beta release of Dynamics CRM 2011 xRMVirtual set up, we sent out a survey for topic requests.  The results are in and we will do our best to cover these in priority order, assuming we can...
  • Blog Post: Lost: Beware of the "Others"

    CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , discusses a lesson learned by way of a cautionary tale. ‘Read and heed’ as my professors used to say. If you ever watched the television series Lost , you know about the “ Others .” These were mysterious...
  • Blog Post: Microsoft Dynamics CRM SDK 4.0.12 and the Advanced Developer Extensions

    CRM MVP David Jennaway is our guest blogger today. He is a founding member of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in Microsoft CRM, and has been the technical lead in over 50 CRM implementations since the release of CRM 1.2. The CRM 4.0.12 SDK has recently been released...
  • Blog Post: New CRM SDK, New Developer Experience

    Our guest blogger is Microsoft .NET MVP and Regional Director David Yack who is the author of a number of books including the very popular CRM as a Rapid Development Platform . David blogs at http://crm.davidyack.com/ . Yesterday, Microsoft released CRM SDK 4.0.12   - before you just download it...
  • Blog Post: An Interactive Funnel on a Microsoft Dynamics CRM Dashboard

    Guest blogger and CRM MVP Matt Wittemann is the COO at North Carolina (USA) based C5 Insight , a Microsoft Dynamics CRM and SharePoint consulting practice. A five-time MVP award recipient, he has been working with CRM since shortly after its initial release, and has architected and deployed numerous...
  • Blog Post: Highlights: Microsoft Dynamics CRM Dev Center

    Guest blogger and CRM MVP Donna Edwards shares a tip for both developers and users. Have you visited the Microsoft Dynamics CRM site on MSDN lately?  If not, then you might be pleasantly surprised by all the content that is available.  The site offers links and information for an amazing amount...
  • Blog Post: Check and Set Assign Cascade Relationship Behavior for Microsoft CRM

    Today guest blogger and CRM MVP Frank lee shares his insight with us based on advising his customers and partners. He blogs at http://www.workopia.com/Links.htm . I would like to talk about an important Microsoft Dynamics CRM design setting: Cascade Relationship Behavior. Scenario : What happens to the...
  • Blog Post: CRMUG Forms TOLA Regional Chapter

    CRM MVP Larry Lentz blogs about something he has been working on for a while now. Kudos Larry. The Texas, Oklahoma, Louisiana, & Arkansas (TOLA) Regional Chapter of the CRM User Group ( www.CRMUG.com) held its inaugural meeting on Thursday, April 8 th , at the Microsoft Office in Irving, Texas. We...
  • Blog Post: Microsoft CRM Mobile Express and the Blackberry

    Today our guest blogger is CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective . After implementing Mobile Express in our Microsoft Dynamics CRM 4.0 environment, we found that some users with Blackberry smartphones could not open the Mobile Express site. We knew it was not a bug with...
  • Blog Post: The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client

    Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta . I recently downloaded Office 2010 Beta and installed it on my CRM Test server. My CRM test environment includes the following: Windows 2003 Wish it were Windows 2008 but...
  • Blog Post: Record Counter For Microsoft Dynamics CRM 4.0

    Today CRM MVP Andriy Butenko talks about a solution he created using the plug-in technology. Andriy blogs regularly here . When you open Microsoft Dynamics CRM and select a view that contains more records than can be shown on one page, you don’t know how many records are in this view. My Record Counter...
  • Blog Post: Parallelism – Using Parallel.For with the CRM SDK

    Our guest blogger today is CRM MVP Aaron Elder with some of his characteristic “forward looking” observations. Architect. Microsoft .NET 4.0 is almost upon us and should be released in the next couple weeks (April 12 th , 2010). There are so many cool things in .NET 4.0 framework as well as the CLR and...
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