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  • Blog Post: Optimizing Performance in CRM Online

    There are a number of things you can do to improve the performance of your CRM Online deployment.  Most of this will happen at the client level.  Microsoft, of course, handles (nearly) all of the performance optimization at the server level.  The “nearly” part really applies to things...
  • Blog Post: Moving customizations from Online to On-Prem

    If you are interested in moving CRM Online customizations over to an On-Premise deployment, you should read KB article 976978 .  A likely scenario for this is those that want to apply the Non-Profit customizations to an On-Prem instance. The KB article describes processes and tools needed to update...
  • Blog Post: Provisioning ‘unique names’ changes in the next update for Microsoft Dynamics CRM Online

    Matt Cooper recently posted a great summary of a change that will be occurring in the next update for Microsoft Dynamics CRM Online. If you have done any development against your unique URL (https://<orgname>.crm.dynamics.com) or have deployed the e-mail router, this is a must read.
  • Blog Post: Auto-unsubscribe in CRM Online

    In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email. In order to enable this functionality, navigate to Settings > Administration > System Settings. Click on the Marketing tab and select...
  • Blog Post: Adding Hierarchical State / Country Picklists

    I recently had the need to add hierarchical state and country picklists to a custom entity. I had configured these fields in another entity and moved them to my new entity following the process in my previous post . I should point out that global picklists are potentially going to be included in CRM...
  • Blog Post: Copying Attributes from one Entity to Another

    NOTE: THIS IS AN UNSUPPORTED MEANS OF CUSTOMIZING THE ENTITY. I WILL INVESTIGATE A SUPPORTED SCENARIO AND MODIFY THIS POST. I have been asked many times, “If I customize this entity can I simply copy the attributes to another entity or do I need to create them from scratch?”. The answer has been ...
  • Blog Post: What’s on my Form?

    Ever want to get an overview of your form customizations, including tabs, sections, and details about each field?  Try the Form Reporter tool. http://code.msdn.microsoft.com/mscrm4formreporter   It will give you a nice bit of output in Word 2007.  If you don’t have Word 2007, download...
  • Blog Post: CRM Online Custom Built Dashboards

    Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot of a dashboard I built using Visual Studio.net and a free...
  • Blog Post: Adding LinkedIn Contact Searches

    LinkedIn is fairly popular business networking tool that allows you make connections and take advantage of relationships based on those connections. You can send messages and request to many connections. Since these relationships exist across multiple companies with individuals you’ve never had...
  • Blog Post: Teaming with Microsoft Dynamics CRM

    Microsoft Dynamics comes with teaming model that is built in. It supports all of the security roles and process management features.There are many aspects of teaming in a CRM system. One concept is about relating members of you organization to a particular customer. The benefit of this type of teaming...
  • Blog Post: Microsoft Dynamics March Service Update – Authentication

    Who are you ? With the March Service update for Dynamics CRM Online ,  we have a few additions to the authentication programming model that enables more scenario’s and is more secure. If you recall from an earlier post , I discussed some of the challenges with authentication using Windows...
  • Blog Post: Report Scheduler Tool

    I created a tool using Visual Studio and the CRM web services that can execute a saved query and then email the results as a CSV file. I've presented in a video at www.democrmonline.com/reportscheduler . There is also sample code at Report Scheduler Sample Code . With a small change, this tool could...
  • Blog Post: Lead Assignment, Territory Management and follow-up

    The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview that demonstrates how to assign the lead,...
  • Blog Post: Integration of Document Management Services with Dynamics CRM Online

    Adding documentation management services to Dynamics CRM Online is fairly simple customization that can really enhance your CRM Online application. By modifying the site map, you can add links and references to other web applications. The user can use these web applications without the experience of...
  • Blog Post: CRM 4.0 Accelerators: eService

    Similar to my recent posts about the On-Premise Accelerators for Extended Sales Forecasting and Event Management , the eService Accelerator contains some customizations that may be useful to import to CRM Online. Unfortunately, the main value-add of the On-Premise eService accelerator is the ability...
  • Blog Post: CRM 4.0 Accelerators for CRM Online: Event Management

    The Event Management accelerator gives organizations the ability to manage the planning, execution, tracking and reporting requirements for event campaigns. Designed for CRM 4.0 On-Premise , the installation includes customizations, workflows, plug-ins, reports, code and controls. Although this is an...
  • Blog Post: Calculate total activity duration for an Account, Contact or Opportunity

    With workflow you can easily calculate the total duration of all completed activities rolled up to a main record such as an Account, Contact or Opportunity. This functionality is built into the service module, but for organizations that track number of hours spent on activities prior to service management...
  • Blog Post: CRM Accelerators for CRM Online: Extended Sales Forecasting

    The Extended Sales Forecasting Accelerator for CRM contains two main components to import: 1) a customization .xml file including custom entities, security roles and workflows, and 2) two custom report .rdl files to import.  CRM Online does not allow users to import the custom .rdl files, but everything...
  • Blog Post: Calculate Opportunity Age with Jscript

    Ever wonder how old that opportunity it is. Here's some script that will display a the age of an opportunity when you open it. Make sure you put the createdon attribute on the form somewhere( admin tab seems the place). Put the script in the OnLoad   var createdon= crmForm.all.createdon.DataValue;...
  • Blog Post: Using SQL Server Integration Services packages to generate reports from CRM Online

    One of our local Microsoft Gold Certified Partners uncovered a great way to generate reports from CRM Online outside of the out-of-the box mechanisms.  Thanks Jeff!  If you are interested in learning more you can contact them at: Phone: 206.686.8704 Email: info@madronasg.com CRM online represents...
  • Blog Post: Improving your Searches

    Update - January 14, 2009 Here's a quick update to this post.  It is time-consuming to navigate through each Entity to find the many Views to update.  If you want to more easily navigate to the these Views there's an easy solution: use the Advanced Find capability. Click Advanced Find. In the...
  • Blog Post: Inserting an image into an email template

    It's possible to insert images into your Dynamics CRM email templates. The trick is to make sure the content is accessible via public access on the web somewhere. Create the html for the image in a tool such as Office Word or Visual Studio. Render the html in the browser and then select it. Copy to the...
  • Blog Post: MS Word Proposal for CRM Online

    Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this content available. I've created a video repro of the solution...
  • Blog Post: Changing the window size for CRM forms

    Recently a customer asked me how to open the Accounts form in a larger window.  It's a simple matter of a little bit of JavaScript that I was lucky enough to locate the answer in Ronald Lemmen's blog . Navigate to the main Account form as follows: Settings > Customization > Customize Entities...
  • Blog Post: Adding Activities to the Contact form in an iFrame

    I came across the details on how to do this when reading a blog posting from Matt Wittemann a couple years back.  I still use it and thought you might be interested.  Another capability to demonstrate the flexibility of the configuration options of Microsoft Dynamics CRM Online.   1. Create...
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