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November 2007 - Posts

Friday, November 30, 2007 10:56 AM

Titan: Aaron Elder on Channel 9

Aaron Elder, a CRM MVP shares insight about the next version of CRM (4.0) - internally named Titan. The show is called geekSpeak . As Aaron sez in his blog, "On Wednesday I had the privilege of being a guest on the MSDN Channel9 Program , "geekSpeak".
Posted by crmblog | 2 Comments
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Wednesday, November 28, 2007 7:36 AM

Developing CRM Form logic using Silverlight 1.1 Managed Code

The fact that I have moved my focus to other projects at Microsoft does not mean that I have forgotten about the CRM developers. I am watching the CRM team very closely and to prove it here is some sample code that I want to share with you all. I have
Posted by crmblog | 1 Comments
Tuesday, November 27, 2007 9:12 AM

Facebook: Microsoft Dynamics CRM Group

There is a fledgling group of Microsoft Dynamics CRM enthusiasts on facebook now. Those of us who enjoy playing with social software, in its many incarnations, are there trying out the waters. Like LinkedIn , MySpace , and Windows Live Spaces , facebook
Posted by crmblog | 1 Comments
Monday, November 26, 2007 8:10 AM

Titan: More Great Videos on Channel 9

Channel 9 hosts two more videos (the first posted here ) about Microsoft Dynamics CRM CRM 4.0: CRM 4.0 Deep Dive with Phil Richardson Phil Richardson (Senior Program Manager Lead) dives a lot deeper into the metadata and customization of forms. He also
Posted by crmblog | 3 Comments
Wednesday, November 21, 2007 5:18 PM

Create a Custom Fiscal Period Entity for Reporting and Budgeting

In my role on the Premier/Deluxe Support team for CRM, we manage the support relationships with customers who want to have a designated resource within Microsoft. We have 333 customers today across the Dynamics products with about 72 customers on CRM.
Posted by crmblog | 2 Comments
Tuesday, November 20, 2007 6:13 AM

Duplicate Detection Rules Defined

In the previous post on the Duplicate Detection Rohit described the power of this feature. In order to use this feature the first step is to define duplicate detection rules. You can define your own criteria upon which you wish to detect the duplicate
Posted by crmblog | 10 Comments
Monday, November 19, 2007 9:34 AM

Relationships eligibility in Titan (CRM 4)

If you are wondering what entities are eligible for which types of relationships , wonder no more, you can determine that programmatically using the Metadata API. We added a couple of new messages (documented on the SDK) that will make CRM customizers/developers
Posted by crmblog | 1 Comments
Friday, November 16, 2007 7:51 AM

Integrating CRM 4.0 Contacts with Facebook

CRM stores information about your contacts. Facebook also stores information about contacts. Let’s merge the two entities together so you can view Facebook profiles from within a CRM entity page! When we are done, our contact entity page will be able
Posted by crmblog | 2 Comments
Thursday, November 15, 2007 11:14 AM

CRM 4.0 (Titan) Overview on Channel 9 Forums

Senior Program Manager Phil Richardson provides a nice overview of CRM 4.0 on today's video from Channel 9 Forums . Enjoy, JaAG
Posted by crmblog | 3 Comments
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Wednesday, November 14, 2007 10:15 AM

Part III - Bulk Operations: SDK Support for Duplicate Detection in Titan

The Intro is here Part I - Configuration is here Part II - Run-time is here So I discussed run-time duplicate detection. However, there is more to duplicate detection in Titan. What if you need to detect duplicates on bulk of records that are already
Posted by crmblog | 0 Comments
Tuesday, November 13, 2007 9:53 AM

Three New Locations Added to the Microsoft Dynamics CRM 4.0 Partner Readiness Tour!

Join the other 1300 partners who are getting ready for the Microsoft Dynamics CRM 4.0 Readiness Tour! To help you prepare for this exciting advancement in the market, Microsoft is hosting full-day partner events in many major US cities. Take this opportunity
Posted by crmblog | 3 Comments
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Monday, November 12, 2007 10:02 AM

Part II - Run-time: SDK Support for Duplicate Detection in Titan

The Intro is here . Part I - Configuration is here . Once our Microsoft Dynamics CRM system has been configured with the required duplicate detection settings and the duplicate detection rules, we can start detecting duplicates. Let us go through a sequence
Posted by crmblog | 1 Comments
Friday, November 09, 2007 8:56 AM

Part I - Configuration: SDK Support for Duplicate Detection in Titan

The Intro is here in case you missed it. The first step required for detecting duplicates is to configure the system by enabling the duplicate detection settings and setting up duplicate detection rules. Since the CRM Titan comes pre-configured for some
Posted by crmblog | 2 Comments
Thursday, November 08, 2007 8:23 AM

Intro: SDK Support for Duplicate Detection in Titan

Okay, so now you all know that Titan is bringing a cool new feature for you to deal with all the duplicate, unwanted data in your system. Thanks to this much awaited feature, you can now setup duplicate detection rules, and you can use the online duplicate
Posted by crmblog | 9 Comments
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Wednesday, November 07, 2007 10:30 AM

CRM (3.0) and Silverlight sample update

I received couple of emails giving the heads up stating that the sample project that I posted couple of months back was having troubles with the released version of Silverlight 1.0. I finally got the chance to spend some time on the sample and, indeed,
Posted by crmblog | 1 Comments
Monday, November 05, 2007 8:52 AM

Download 'What’s New in Microsoft Dynamics CRM 4.0'

Learn about the exciting product changes coming for Microsoft Dynamics CRM 4.0. Training materials are available at no charge to help you discover the changes between Microsoft Dynamics CRM 3.0 and Microsoft Dynamics CRM 4.0. This What's New course provides
Posted by crmblog | 10 Comments
Friday, November 02, 2007 7:47 AM

My Favorite Features in Microsoft Dynamics CRM 4.0 - SmartNav

The breadth of new features in the product is mind blowing to me. I am looking forward to seeing some of the creative uses that partners and customers come up with for the larger items like Workflow, Multi Currency, etc. However, I am most appreciative
Posted by crmblog | 6 Comments
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