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February 2007 - Posts

Outlook e-mail tracking tips and tricks

I frequently hear from customers that they get into a situation where they have tracked an Outlook e-mail in Microsoft CRM and have accidentally set the wrong regarding object. They then find out that there is no way to change their selection for the

Are you integrating Microsoft's CRM with SharePoint?

Microsoft Dynamics CRM 3.0 (MSCRM) and Office Product Planning are currently looking for customers and partners who have invested in integrating MSCRM with SharePoint. Please reply to this post with your specific scenario and how you accomplished the
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2007 Microsoft Dynamics CRM 3.0 User Satisfaction and Usage Survey

The CRM team in Redmond recently surveyed a group of Microsoft Dynamics CRM 3.0 users to discover what they liked about the product, how they used it, and what suggestions they had for improvement. Some of you reading this may have participated in the
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Microsoft MVP Global Summit 2007

In March half of our CRM MVPs and half of the CRM product group team will be going to Convergence 2007 while the other goes to the MVP Global Summit . That is what happens when the two events are scheduled to occur at the same time. But with all the teams
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Metadata Browser

There is a little known feature in CRM 3.0 called the Metadata Browser. You can find this feature by pointing your browser at http://<myserver>/sdk/list.aspx. The Metadata Browser is a set of web pages which lets you view an Organization’s Entities,
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Another View of CRM Data

[Code examples are on the CRM Sandbox in the downloads section .] MS Dynamics CRM shipped with grid view and form view for displaying data such as account or contact information. However, that does not mean it is the only way to present CRM data. This
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Here Comes the Extended Daylight Savings Time

Our friends over in the SBS world blogged this yesterday which I thought was one of the better discussions of the impacts: Extended Daylight Saving Time and SBS 2003 The U.S. Energy Policy Act of 2005, passed by the U.S. Congress July, 2005, extended
Posted by crmblog | 0 Comments

Many-to-many Relationships in MS Dynamics CRM 3.0

Ronald Lemmen is not only an CRM MVP, he is one of the most helpful people in the field answering questions for users and programmers alike. So it is with great pleasure that we highlight this guest blogger. The sample code referenced in this post can

Announcing Microsoft Dynamics CRM Analytics Foundation

Microsoft Dynamics CRM Analytics Foundation is a business intelligence solution accelerator for Microsoft Dynamics CRM 3.0 customers and partners. You can get for free via download at http://www.codeplex.com/crmanalytics [File size - 94 MB]. With the
Posted by crmblog | 1 Comments

Terminal Server Updated Scripts for CRM v3c

Hi all— After a long wait and a barrage of customers and partners asking me for these scripts, they’ve been released! These new terminal server scripts provide support for the CRM V3C Outlook Client’s new custom MAPI store. As before, these scripts are

CRM and Exchange 2007 Download

Hi all— Just wanted to spring the good news that the updated Exchange E-Mail Router, with compatibility for Exchange 2007 has been released! This update allows for the distribution of CRM e-mail forwarding rules to mailboxes living on Exchange Server
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Convergence 2007 Update

As the critical mass is reached for planning the CRM team participation in this year's Convergence I thought you might be interested to learn what is being prepared for you. The keynote speakers are in place and you can see they range from the Microsoft
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Accessing Selected Records in a Grid

You can programmatically determine which entity records a user has selected in the Microsoft Dynamics CRM Web application grid. Using the information in the article and the sample code supplied in the download, you can develop custom code to perform a

Performing a CRM Data Bulk Delete

We recently received a question about how to write the code to delete all records returned from a query. Here’s the answer… The following code example demonstrates how to delete bulk data from the Microsoft CRM 3.0 database. If you need to delete a very
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CRM client patches for Microsoft Office Outlook available

Regarding fix availability for the issue described in Microsoft Knowledge Base Article 913270 : Error message when you use the Microsoft Dynamics CRM client for Microsoft Office Outlook: "Microsoft Office Outlook has encountered a problem and needs to
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