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July 2007 - Posts

Friday, July 27, 2007 8:23 AM

CRM Appointments - Who is the Organizer?

Guy Riddle , a long time CRM MVP tackles another hard point for some of his customers and shares his insight with us. On the face of it the CRM Appointment is fairly straightforward, even though there are a number of key attributes to consider, such as
Posted by crmblog | 2 Comments
Thursday, July 26, 2007 8:48 AM

VPC Development Environment for CRM Projects

Ayaz Ahmad is a CRM MVP, developer, and blogger. We welcome him to the growing ranks of MVPs who have shared their insights on the CRM Team blog. After the collapse of my test (QA) server, I have been searching for various developments environment options
Posted by crmblog | 6 Comments
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Wednesday, July 25, 2007 9:08 AM

Microsoft Dynamics CRM Architecture

The platform is the heart of the Microsoft CRM system. When you use the Microsoft CRM Server Programming Guide, you are building on top of this system. The Microsoft CRM platform supports smaller deployments and can scale for application service provider
Posted by crmblog | 2 Comments
Monday, July 23, 2007 10:29 AM

Locating attributes that are valid for creating or updating records

Have you ever wondered which entity attributes can be set when creating or updating a record? There are a few places you can find this information: The Metadata Browser This is a live view of the metadata for your organization. It can be found here: http://<yourservername
Posted by crmblog | 0 Comments
Friday, July 20, 2007 11:59 AM

Large-scale CRM email processing at Microsoft

Overview: At Microsoft, it almost feels like we are installing a new CRM deployment every week. On the one hand, it is exciting to see that most deployments use the email router. On the other hand, one needs to worry about scalability and reliability.
Posted by crmblog | 1 Comments
Thursday, July 19, 2007 3:42 PM

Building Reports in Layers

Writing a report for Microsoft CRM can seem a bit daunting at first if you’re not familiar with Microsoft SQL Server Reporting Services. The reports that are available in Microsoft Dynamics CRM out-of-the-box are fairly complex creatures. Almost all of
Posted by crmblog | 1 Comments
Monday, July 16, 2007 12:33 PM

More Microsoft Dynamics CRM customers Tricks and Tips

Have you been keeping up with the many tips and tricks that our users have submitted? Here are just a sample of some of the tips our customers have been submitting to the CRM Tricks and Tips site: Note: These are use at your own risk suggestions that
Posted by crmblog | 2 Comments
Friday, July 13, 2007 7:17 AM

Advanced metadata service scenarios

MVP Michael Höhne is our guest blogger this week. A few weeks ago Mitch Milam showed how to use the EntityMetadata class of the metadata service to get the attribute names of the primary key and primary field. Even though it was a very basic example,
Posted by crmblog | 3 Comments
Wednesday, July 11, 2007 8:54 AM

Highlights from the Worldwide Partner Conference '07

Microsoft CRM team announces Microsoft Dynamics Live CRM at the Worldwide Partner Conference 2007 in Denver this week. "The latest version of Microsoft's Dynamics CRM software, code-named "Titan," can run on a company's own computer servers, on servers
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Tuesday, July 10, 2007 10:44 AM

Extending Microsoft Dynamics CRM 3.0 - Redux

Often new Microsoft Dynamics CRM customers and partners ask, “Can we extend this product's functionality?” Usually this is quickly followed by the question, “How can we do it?” This post is intended to provide brief answers to these questions. And of
Posted by crmblog | 2 Comments
Monday, July 09, 2007 7:16 AM

Marketing List Qualification

Ever wanted to narrow down your marketing campaign to right set of target customers, and avoid the expenses of floating the campaign to all the customers? The Marketing list in Microsoft CRM allows you to do that in a very simple and easy way. Consider
Posted by crmblog | 0 Comments
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Friday, July 06, 2007 10:14 AM

Our PMs Design Great CRM Software... But Can They Cook?

By now, you’ve come to know many of the Program Managers on the team through the articles that they write on this blog, the talks that they give at conferences like Convergence and the WPC, and through other customer and partner events. You know that
Posted by crmblog | 0 Comments
Thursday, July 05, 2007 8:20 AM

An Easy Way to Detect Duplicates in a Given Data Set

Many a times we end up in lots of duplicate data in our systems like CRM, and when it becomes difficult to detect the duplicates and clean them up. This blog describes a very simple way to detect duplicates in data without any rocket science knowledge.
Posted by crmblog | 4 Comments
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Tuesday, July 03, 2007 8:12 AM

Destination CRM.com

I was looking at Destination CRM.com that was recommended to me by my friend and the president of the Norwich Group Anne Stanton and the first article I read floored me. It was in the Viewpoint section and titled, " Looking at Knowledge " by Kate Leggett.
Posted by crmblog | 1 Comments
Monday, July 02, 2007 8:07 AM

New RoleTailored Learning Plans

We are excited to announce three new RoleTailored Learning Plans are now available for Microsoft Dynamics CRM. The new roles available for each solution include:  Consultant (Installation, Deployment, Methodology)  Developer  Project Manager The RoleTailored
Posted by crmblog | 0 Comments
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