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February 2008 - Posts

Friday, February 29, 2008 7:34 AM

Microsoft DynamicsTM CRM 4.0 Performance Toolkit

On behalf of the Microsoft CRM Product Performance team I would like to take this opportunity to announce the release of Microsoft Dynamics TM CRM 4.0 Performance Toolkit. Download Location The toolkit is available for download at www.codeplex.com/crmperftoolkit
Posted by crmblog | 2 Comments
Thursday, February 28, 2008 9:12 AM

CRM SDK: New Technical Articles are Live on MSDN

We now have three new technical articles live on the CRM MSDN Developer Center. These are all introductory articles. More in depth articles are in the works. Introduction to Plug-in Development for Microsoft Dynamics CRM 4.0 Discover how you can customize
Posted by crmblog | 2 Comments
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Wednesday, February 27, 2008 1:12 PM

New Features of Microsoft Dynamics CRM for Microsoft Outlook Client setup

The new version of the Microsoft Dynamics CRM Client has some great features which bring a lot of value and more ease to the deployment experience. I’ll try to highlight a few of the key points in this blog post. Install Once, Configure as Needed In V3
Posted by crmblog | 6 Comments
Tuesday, February 26, 2008 1:08 PM

White Paper: Optimizing and Maintaining Microsoft Dynamics CRM 4.0

The CRM Engineering for Enterprise (E 2 ) team is pleased to announce the release of the white paper Optimizing and Maintaining Microsoft Dynamics CRM 4.0 . This document provides techniques, considerations, and best practices for optimizing and maintaining
Posted by crmblog | 1 Comments
Monday, February 25, 2008 10:53 AM

CRM Live Dashboards

I’ve been looking at multiple ways to create dashboards for Microsoft Dynamics CRM Live. There are a couple of options to consider: 1. Build a web site 2. Use a tool like Microsoft Excel 3. Build a smart client I've tried all 3 and think that a smart
Posted by crmblog | 7 Comments
Friday, February 22, 2008 9:53 AM

How to deploy Microsoft Dynamics CRM Client through SMS

This document explains the techniques that I have been using to deploy Microsoft Dynamics CRM Client through SMS. It is a series of steps that worked for us, and not necessarily is the best and for sure is not the only way to do this. For those already
Posted by crmblog | 1 Comments
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Friday, February 22, 2008 9:16 AM

High Level explanation of how Windows Live ID works

If you are using a web application that uses Windows Live, such as Microsoft Dynamics CRM Live, you might be wondering, how does authentication work. The first step in the process is that the web application registers with the Windows Live ID service.
Posted by crmblog | 2 Comments
Thursday, February 21, 2008 7:54 AM

Related Attributes Feature in CRM 4.0

This is one of coolest features which I like in CRM Titan 4.0. It gives us the ability to add attributes from Many-to-1 (Lookup) related entities to a grid. So, let’s briefly talk about this feature. Adding a related Attribute to the Grid. Let’s say you
Posted by crmblog | 6 Comments
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Wednesday, February 20, 2008 8:00 AM

Record Owner Information Migration using DMM

To migrate record owner information, the DMM expects each entity records file to have a column, the data in which can be used to uniquely identify the owner for the records. DMM also expects the details of all users in the source system to be available
Posted by crmblog | 2 Comments
Tuesday, February 19, 2008 7:33 AM

E-mail to Case/Lead Using CRM 4 Workflow

A frequently asked question is about converting an incoming email into a case (or a lead). If you open an email activity, it has actions to convert it into a case or a lead or opportunity. More commonly, there is a need to automate this process. In this
Posted by crmblog | 8 Comments
Monday, February 18, 2008 1:03 PM

Entity Model Diagrams for Microsoft Dynamics CRM 4.0

A download containing the Microsoft Dynamics CRM 4.0 Logical Database Diagram s is now live on MSDN downloads. This download contains the following diagrams in Visio 2003 format: crm4answers.vsd – Shows relationship for the knowledge base and sales literature
Posted by crmblog | 1 Comments
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Monday, February 18, 2008 8:26 AM

MSCRM v4 E-mail: Configuring for the Enterprise

When considering the needs of an enterprise-class deployment of MSCRM, there are a number of things to take into account which were not necessarily factors in previous versions. In this post I will try to cover the primary factors that should be considered
Posted by crmblog | 6 Comments
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Friday, February 15, 2008 1:08 PM

Service Scheduling - Exposed (Partially)

Guest blogger and CRM MVP Aaron Elder provides a (in his words) 'worthy' blog today. Our technical reviewers give this post high marks and kudos. The Microsoft Dynamics CRM Service Scheduling Engine is a powerful and mysterious system. As a CRM developer
Posted by crmblog | 4 Comments
Thursday, February 14, 2008 10:48 AM

CRM 4.0 Relationships Explained

Relationships in CRM 4.0 are quite powerful but hard to understand at first. There are so many moving parts tied to so many places that it is sometimes difficult to predict what the actual outcome is. So here is my attempt to explain a bit further what
Posted by crmblog | 5 Comments
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Wednesday, February 13, 2008 7:45 AM

Explore the CRM Community Through the New Resource Center

Are you looking for the latest news about Microsoft Dynamics CRM? Try the new Resource Center. Located in the Navigation Pane, the Resource Center is a one-stop shop, designed to help you get started, maximize your efficiency, and build your business.
Posted by crmblog | 1 Comments
Tuesday, February 12, 2008 7:44 AM

Extending E-mail Integration

The CRM 4.0 e-mail router provides an extensible framework based on the concept of e-mail providers and XML files. This article explains how you can extend the model to build your own highly specialized e-mail provider. Out-of-the-box, the CRM 4.0 e-mail
Posted by crmblog | 5 Comments
Monday, February 11, 2008 9:20 AM

Change Windows Live ID associated with your CRM Live login

I’ve received some questions around changing a Windows Live ID that’s associated with a user’s CRM Live login. So I thought I’d share the instructions here with everyone. Microsoft Dynamics CRM Live uses Windows Live ID service credentials to control
Posted by crmblog | 2 Comments
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Friday, February 08, 2008 9:32 AM

Microsoft Dynamics CRM SDK - version 4.0.2

Check out this month’s update of the Microsoft Dynamics CRM SDK – version 4.0.2 ! New or updated topics in the help file (CHM): ISV Extensibility Best Practices - New information about where to deploy custom code. Recurrence Pattern in Asynchronous Job
Posted by crmblog | 6 Comments
Friday, February 08, 2008 8:49 AM

Pick list and Bit Data Migration using DMM

Pick list Value Mappings and Pick list Migration: DMM has the potential to efficiently handle your pick list values. DMM uses the concept of Pick list mapping in its Data Map for migrating the pick list values. So what are these pick list mappings? Let’s
Posted by crmblog | 3 Comments
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Thursday, February 07, 2008 8:32 AM

CRM 4.0 E-mail Integration Overview

A few days ago, David West posted about the new e-mail features in CRM 4.0 . For many of you, this list of new features is probably music to your ears, but if you’re a newcomer to CRM you might be a little overwhelmed. The e-mail integration story we
Posted by crmblog | 9 Comments
Wednesday, February 06, 2008 1:21 PM

Data Migration: Fundamentals on Data Map

The following information acts as a continuation to the brief introduction and demo of Data Migration Manager (DMM) available at: http://blogs.msdn.com/crm/archive/2008/01/04/microsoft-dynamics-crm-4-0-data-migration-manager-with-john-o-donnell.aspx .
Posted by crmblog | 10 Comments
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Wednesday, February 06, 2008 9:33 AM

Generating a Welcome to CRM Email

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . One of the things that I’ve always wanted to do with CRM is to automatically generate a welcome message when a new user is added to CRM. With the enhanced workflow
Posted by crmblog | 2 Comments
Tuesday, February 05, 2008 10:29 AM

Microsoft Dynamics CRM 4.0 Star-Casts

I have released one screen-cast showing integration of Office Communication Server 2007 with Dynamics CRM 4.0. It seems like our Dynamics video library is growing by leaps and bounds. I plan to compile these screen-casts/video-casts in a live blog for
Posted by crmblog | 1 Comments
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Monday, February 04, 2008 11:23 AM

CRM - Registering Plug-ins Made Easy

PluginRegistration tool v 2.0 Are you facing problems in registering plug-ins? Are you wondering if you could get a tool to generate the Xml and deploy plug-ins via Import/Export just like the way customizations are deployed? Are you confused with the
Posted by crmblog | 15 Comments
Monday, February 04, 2008 9:22 AM

MSCRM Client Diagnostics- End User Diagnostics Report

In the previous blog, Introducing MSCRM Client Diagnostics, http://blogs.msdn.com/crm/archive/2008/01/22/introducing-mscrm-client-diagnostics.aspx , one of the items we discussed was the Xml file that can be generated from the End User Mode after the
Posted by crmblog | 2 Comments
Friday, February 01, 2008 10:05 AM

Are You Ready for Convergence 2008?

Convergence 2008 will be held this March in Orlando, Florida, and this year will mark Microsoft Dynamics CRM’s largest presence ever at this event. In additional to the great networking and community building opportunities at the event, we’ll have over
Posted by crmblog | 2 Comments
Friday, February 01, 2008 9:49 AM

FAQ: Why do I have two copies of every report after upgrade?

One of the top questions I’ve been getting about upgrade from 3.0 to 4.0 (both internally and externally) is: Why do I have duplicate reports after upgrade? This is actually a “feature” we came up with to work around two problems: 1. Determining which
Posted by crmblog | 4 Comments
 
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