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Tuesday, August 11, 2009 10:07 AM

Tracking Enhancements in CRM

CRM MVP Mitch Milam returns as a guest blogger. You can read more at his blog . While working on any CRM installation, you will inevitably find yourself needing to record possible enhancements to the system. What better place to store that information
Posted by crmblog | 0 Comments
Thursday, May 21, 2009 8:27 AM

Data Design for CRM Projects - Customisation Approaches

Our guest blogger today is CRM MVP David Jennaway , the technical director of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in delivering Microsoft CRM solutions. CRM offers a range of options when designing a CRM solution for a
Posted by crmblog | 7 Comments
Monday, April 27, 2009 8:07 AM

Customizing the CRM Lookup Return Field

As you all know a CRM lookup only displays its related entity primary field. Although this can not be changed using existing customizations; in most cases that suffices. However, there are occasions where you want to display another information in order
Posted by crmblog | 1 Comments
Thursday, February 12, 2009 8:29 AM

Good News for CRM ISVs & Partners

Good news for ISVs, partners and anyone building applications on top of the CRM platform. I’m really happy to let you know that we just released the source code of 2 very useful tools. You can find all the details and download the tools in this
Posted by crmblog | 3 Comments
Monday, January 12, 2009 8:16 AM

Implementing Approval Verification Processes

Today we welcome Microsoft Dynamics CRM MVP Umar Khan who is a Microsoft CRM Consultant. You can read more from Umar on his blog at http://umarkhan.wordpress.com . In business processes, there are sometimes scenarios in which certain steps require approval,
Posted by crmblog | 2 Comments
Wednesday, January 07, 2009 10:10 AM

Building Rich-Client Dashboards for Microsoft Dynamics CRM with Windows Presentation Foundation

This month I am pleased to introduce Jeremy Hofmann, a Manager in Crowe Horwath' s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North America. In his usual style Jeremy steps out of the box and shows
Posted by crmblog | 2 Comments
Tuesday, November 25, 2008 10:05 AM

Microsoft Dynamics CRM 4.0 Form Reporter

I recently posted the Microsoft CRM 4.0 Form Reporter in MSDN Code Gallery . Form Reporter is an application that creates a Word 2007 document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and information
Posted by crmblog | 12 Comments
Monday, October 06, 2008 8:52 AM

How to track the progress of entity customizations import

Have you ever wanted to see the progress information while importing entity customizations? Now you can track the import progress by using new Microsoft Dynamics CRM import job entity. The import job entity tracks the results when you import entity customizations
Posted by crmblog | 1 Comments
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Tuesday, September 02, 2008 8:01 AM

Data Migration Manager Tips and Tricks

Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone
Posted by crmblog | 4 Comments
Monday, July 21, 2008 5:28 PM

CRM 4.0 User’s Guide now available in PDF and Word

As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0 . The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help,
Posted by crmblog | 9 Comments
Friday, June 20, 2008 7:02 AM

Custom Workflow Activity for matching email addresses to customers

In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that
Posted by crmblog | 20 Comments
Thursday, May 15, 2008 9:06 AM

Customize the Default Member Type of a New Marketing List

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact,
Posted by crmblog | 1 Comments
Tuesday, May 13, 2008 8:11 AM

Auto Numbers in Microsoft Dynamics CRM

Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto
Posted by crmblog | 6 Comments
Friday, April 04, 2008 8:17 AM

Data Migration Manager: Advanced Transformations

Advanced transformations used in Microsoft CRM Data Migration Manager is a powerful and efficient technique for managing data when migrating your data. In one of my previous posts, Data Migration Manager: Advanced Transformation Mappings , I discussed
Posted by crmblog | 2 Comments
Friday, March 28, 2008 10:35 AM

Contextual SharePoint Document Libraries and Folders with Microsoft Dynamics CRM

In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with Microsoft Dynamics CRM. During these sessions I covered a number of live demonstrations of how you can extend and integrate Microsoft Dynamics CRM.
Posted by crmblog | 27 Comments
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