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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 | 11 Comments
Tuesday, March 11, 2008 8:32 AM

Migrating Notes and Attachments using Data Migration Manager

In Microsoft Dynamics CRM 3.0, there was no straight-forward way to import a bunch of attachment into CRM without writing some code. This has changed in 4.0. The Data Migration Manager supports migrating Notes and Attachments (collectively called annotations)
Posted by crmblog | 11 Comments
Monday, March 10, 2008 8:51 AM

Accessing CRM Live Web Services

This topic is about new authentication mechanism for accessing CRM Web Services that was in Dynamics CRM Live – Passport Authentication. This new method requires you to jump a few more hoops before you can make your first web service call (after all we
Posted by crmblog | 2 Comments
Wednesday, March 05, 2008 8:57 AM

Proximity Search in MapPoint – Drawing Microsoft Dynamics CRM data on Maps

Today we welcome CRM MVP Ayaz Ahmad as our guest blogger. Proximity Search allows you to find businesses located around a reference point you provide. For example, hotels or restaurants can provide the nearest location of all automatic teller machines
Posted by crmblog | 1 Comments
Tuesday, March 04, 2008 10:15 PM

Investigating CRM V4 Performance

The purpose of this blog is to investigate in detail a benchmark run conducted with the CRM V4 Performance toolkit (see http://blogs.msdn.com/crm/archive/2008/02/29/microsoft-dynamicstm-crm-4-0-performance-toolkit.aspx or www.codeplex.com/crmperftoolkit
Posted by crmblog | 1 Comments
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
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
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
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
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
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
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 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
Monday, January 14, 2008 8:16 AM

Can you develop plug-ins and custom workflow activities with .NET Framework 3.5?

Can you develop plug-ins and custom workflow activities with .NET Framework 3.5? Microsoft Dynamics CRM 4.0 uses the .NET Framework 3.0, so this is the version that is officially supported. However, the .NET Framework 3.5 uses the same underlying Common
Posted by crmblog | 2 Comments
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