My colleague Tony Clayton the other day mentioned that he'd loved to have a tool that allowed him to enter fetch xml queries to rip data out of Microsoft Dynamics CRM Online. Fetch XML is a part of the CRM technology platform that allows you to create...

Version 4.0.9 of the SDK is available for download   !   This release provides continuing support for the on-premise user and new information for online users. The following are some highlights. For a complete list of changes, see the Release...

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...

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...

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...

Let’s say that most of your email communications happen between you and your clients. Wouldn’t it be nice if Outlook made it easier to find them? Assuming, of course, that you have the CRM Client for Outlook plug-in installed, you can make some changes...

Microsoft and Intel Demonstrate New Levels of Power, Price and Performance With CRM Scalability Benchmark . To view the Microsoft Dynamics CRM Scalability Benchmark Executive Summary click here .

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...

Statera has developed an online service called “Stratus” to integrate CRM with Sharepoint. This is a great offering to leverage the complimentary capabilities of CRM and Sharepoint for both On Premise and Online customers. Statera is a NSI partner based...

I recently wrote a blog on using the import tool from CodePlex to import records http://blogs.msdn.com/dynamicscrmonline/archive/2009/05/15/microsoft-dynamics-crm-import-tool-on-codeplex.aspx . Although its called the import tool it's based on the export...

With all the recent questions from customers and partners on CRM Online and BPOS (Business Productivity Online Suite) integration, I thought it would be useful to provide high-level guidance as to what integration is possible today.  As these S+S...

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. Essentially, that user can not use the user interface. Service accounts are used to access CRM Online using the service...

How to update records in CRM during an import . On Codeplex there is a tool that allows you to modify records and then re-update the CRM system with them. There are two advantages to this tool. The first is that you can update the records in a grid view...

Shameless plug for the CRM User Group and sessions they host. http://crmug.com/default.aspx?pageid=1231 Are you using the Outlook client at your organization?  Have you had any questions or issues that you’ve been looking to resolve?  Don’t...

Partners are starting to get notifications stating that their demonstration environments are about to expire. Per the Terms & Conditions of the Partner Demo Offer, this environment “ *cannot be upgraded or renewed. This offer is only open to partners...

NOTE: The information presented below is NOT in the SDK currently available for download or online . This update was posted on the Microsoft CRM Development Forum on April 7th. The following updated information applies to version 4.0.8 of the Microsoft...

Update : There is an issue with this method not allowing you to save the selection due to the pick list value not being in the entity. This is caused by the jscript only updates the form not the entity data. This some limits your to working with the picklist...

One of the great benefits of Microsoft Dynamics CRM Online is the integration with Microsoft Office. Microsoft Office is so widely used that it's hard to see why you ever chose a CRM system that was not integrated with it. A key benefit is being able...

Hoover ’s and Microsoft Dynamics have made Access Hoover’s available to Dynamics Online and On-Premise CRM users. Access Hoover ’s opens up the Hoover ’s global database of 31 million companies and 36 million people for user access within the CRM environment...

I created the video below to demonstrate how to a user that is assigned to multiple CRM Online orgs (with the same WLID) can quickly navigate between them without having to log in and out of each org. The video says it all but it basically utilizes the...

What should you do when a contact at one of your Accounts leaves that company?  All too often, users wind up deleting the contact, or changing the company name to which that contact is associated.  Both of these will cause data integrity issues...

In the March 2009 Release of CRM Online, there were some significant changes applied to the Internet Marketing (IM) feature to make it easier to track leads originating from campaign landing pages. As it relates to the Event Management Accelerator for...

Often you might find that you have the business need to hide data from some users on an account. By default, Microsoft Dynamics CRM manages security via roles and business units. Roles define what rights are allowed and business units define the boundary...

In Microsoft CRM you can reassign all records assigned to a user by Opening the User record, in the menu bar click Actions…Reassign Records… The assignment process will be facilitated just as the regular reassignment functionality at the CRM record...

Note : Only works with OnPremise The Microsoft Dynamics CRM Developer Toolkit allows you to make customizations and generate code for you CRM On Premise deployments from Visual Studio. The tool allows you to create and modify data entities and customizations...