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Case Number is Just the Ticket

Today’s guest blogger is the technical director of AlexaCRM™ and CRM MVP George Doubinski . Follow him at his blog, Georged CRM Blog . Microsoft Dynamics CRM has a number of entities that, in addition to the record id (represented by GUID data type in

Fetch It

My colleague Tony Clayton the other day mentioned that he'd loved to have a tool that allowed him to enter fetch xml queries to rip data out of Microsoft Dynamics CRM Online. Fetch XML is a part of the CRM technology platform that allows you to create

CRM Authentication

In this post, I will try to give you some insights on how CRM authentication works. Modification or updates to CRM authentication pipeline is not supported. This article should be for your reference purpose only. CRM authentication framework has a pluggable

New Information about Knowledge Base Articles in Microsoft Dynamics CRM 4.0

Don’t miss the new information that we just published in the Microsoft Dynamics CRM 4.0 Update ! In addition to new Visual Studio projects and new samples, you can get information about attributes that are specific to Microsoft Dynamics CRM Online. 

Microsoft Dynamics CRM Plug-in Template for Visual Studio

The Microsoft Dynamics CRM User Experience team is always looking to improve our customers’ experience when using the SDK. Past examples of our work in this area include publishing the Plug-in Developer tool and the Plug-in Registration tool for

New Release of CRM SDK, V4.0.6

Announcing the sixth update to the Microsoft Dynamics CRM 4.0 SDK. You can download it here or read it online at the CRM Developer Center . What’s New in this Release? Updates include: E-mail Provider documentation – Have you wanted to know

Client Extensions and Scripting Samples in the SDK Part 2

Continuing from my previous blog post Client Extensions and Scripting Samples in the SDK Part 1 , I will continue to point out a few of the samples for client extensions and scripting that have been added to the SDK. In Part 1 I covered the following:

Client Extensions and Scripting Samples in the SDK Part 1

I want to call attention to some of the client extension and scripting samples included in the SDK. There are a number of new capabilities and samples sprinkled throughout documentation. People who have been working with Microsoft CRM for a long time

LinkedIn to Microsoft Dynamics CRM

Guest blogger CRM MVP Matt Wittemann is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient through the effective use

Plug-in Registration Tool 2.1

I have made some minor upgrades to the Plug-in Registration v2.0 tool that is included in the Microsoft CRM 4.0 SDK download or downloaded from Code Gallery . The following features were added for making the developer’s life easier. 1. Support for

Web Services & DLLs or What’s up with all the duplicate classes?

You may have noticed that the Microsoft Dynamics CRM 4.0 SDK contains Web services, assemblies and helper code that have LOTS of the same classes. Which should you use, when and why? It depends on what you are creating: Plug-ins A plug-in is an assembly

Plugins – Which message and which pipeline

A CRM MVP, we welcome our guest blogger David Jennaway who is the technical director at Excitation . In Microsoft Dynamics CRM 4.0, plugins offer a very powerful mechanism to attach code to a wide range of platform events. Each event is identified by

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,

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

CRM 4.0 Bulk Data Export Tool

There is no facility to Bulk Export the data from Microsoft Dynamics CRM 4.0. This sample tool allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export records of CRM entities in form of CSV files. The complete code for
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