The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2012 , sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences...

I found this blog article on Weighted BANT. I wanted to try implementing it with Dynamics CRM. Here’s how it worked out. With zero code, I created this in a few hours using the scoring assumptions below. How are you using BANT or other lead qualification...

At Microsoft Dynamics our vision is to help companies transform into dynamic businesses by impassioning and equipping the individuals in their organizations. SQL Server 2012 which is being released at the Virtual Launch Event today is helping us deliver...

Upgrades of CRM databases from V4 are much faster in CRM 5.0 UR6 release. We've made improvements to the most time consuming parts of CRM upgrades that should significantly reduce the upgrade time for large CRM databases. I wanted to share some options...

Here’s a fun way to integrate some Social into your salesperson’s life. Say I have a new account assigned to me. What do I do? I research it. To research the business data, I will probably go to some of the business data sites that are out...

I was recently asked about purging records from Microsoft Dynamics CRM. The company that asked the question wanted to use CRM to store sensitive information, but they wanted the records to be purged out once they reached a certain age, mainly to mitigate...

The Microsoft Dynamics CRM Engineering Team is looking forward to working with you at Convergence 2012 , sharing with you some of our ideas and aspirations for future versions of Microsoft Dynamics CRM, and, as always, learning from you, your experiences...

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 21 on Thursday, February 9, 2012. The links below will take you to the necessary information about Update Rollup 21. Microsoft Download...

Over the last few months I have spent a lot of time meeting with customers, partners and industry leaders around the world on the current trends effecting businesses. The discussions have been fascinating! An interesting theme emerged around technology...

It has always been a very tedious process to update the SiteMap. The conventional way is to have the sitemap exported as part of a solution, extracting the customizations.xml from the solution zip, hunt for the sitemap portion in the same xml file, update...

PowerObjects PowerObjects is a Microsoft partner with deep expertise in Microsoft Dynamics CRM. Although the company focuses on providing consulting and implementation services, its add-on solutions for Microsoft Dynamics CRM remain attractive to...

itara When presented with the opportunity to feature CRM-Project, the fourth module for project management in Microsoft Dynamics CRM, in the Microsoft Dynamics Marketplace, itara acted immediately. The company built a consistent marketing strategy...

This article focuses on the engineering behind the Activity Feeds solution and explains how to use it safely in your Development environment where you plan to build and export your solutions. If you are new to the term Activity Feeds and would like...

Business applications, as I see them, are a critical component of business success. Throughout my 20+ years in the industry I've worked with countless customers of all sizes around the globe that would absolutely agree that their core business infrastructure...

With the advent of R7/Update Rollup 5 from CRM 2011. The ability to modify charts within the CRM 2011 interface has grown. However, if you want to take the user chart experience even further, there are still some modifications that you may want to make...

How to create Page-less Dialogs? In Microsoft Dynamics CRM 2011, we introduced the concept of UI Scripts (otherwise known as Dialogs) which are essentially workflows with the provision to accept inputs from the user. We call these as “Prompts...

The Dynamics CRM team will again be participating at the eXtremeCRM conference held this year in Berlin from February 5th – 8 th . Sessions are being presented by the CRM R&D and Product Management teams and details can be found here . I will...

What a journey it's been over the past six years! ... from the ground-breaking CRM 3.0 release, to full multi-tenancy with CRM 4.0, and the amazing user experience of CRM 2011... with the launch of CRM Online in 2008, a global roll-out in 2011, and six...

Microsoft Dynamics CRM 2011 has excellent reporting capabilities. Customizers have the option to create SSRS reports using SQL or CRM’s querying language, FetchXML, in on premise deployments. Customizers must leverage FetchXML to create SSRS reports...

Introduction Dialogs are the synchronous/interactive processes in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online that collect and process information by using step-by-step scripts to direct users through a process. Dialogs have...

We have recently published the article Go live with Microsoft Dynamics CRM Online that aims at improving your experience with Microsoft Dynamics CRM Online. This article describes some common settings to optimize the performance of Microsoft Dynamics...

Customer service is an important part of any business. To keep your customers happy and to retain them, it is very important that you provide excellent services to your customers. We’ve created an article that includes links to various resources...

Microsoft Support is using Diagnostics to help automate data collection and data analysis when troubleshooting support incidents. Diagnostics allow our support teams to capture certain pieces of data about an environment to more efficiently resolve a...

We know that new users of Dynamics CRM often have a lot to contend with when they start trying to get their work done on a daily basis in the software. We think those first few days could be a bit easier to adjust to if more information is available about...

With Activity Feeds in the marketplace for several weeks now, we’re learning more about what customers need in terms of documentation supporting the feature. We’ve seen lots of interest in information about how to determine whether Activity...