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Friday, March 20, 2009 10:07 AM

Introducing Cloud Integration Services

Its official – at Convergence last week, we launched the third wave of CRM Online: the March 2009 Service Update, known under development as “R3”. Besides the 99.9% SLA and Internet Lead Capture work, we invested heavily in Cloud Integration Services.
Posted by crmblog | 1 Comments
Tuesday, March 10, 2009 9:19 AM

Support for COUNT(DISTINCT) in Fetch XML queries

We have made a couple of enhancements to the aggregate query feature of Fetch XML. These updates have shipped for version 4.0 as part of UR2 and for version 3.0 as documented in KB Article 960079 . So far we only supported the count aggregate function
Posted by crmblog | 2 Comments
Wednesday, May 14, 2008 10:24 AM

Time Zones in Microsoft Dynamics CRM 4.0

What’s New Time zone implementation has undergone a redesign for Dynamics CRM 4.0. Time zone definitions are now stored in the database. All known rules are maintained, and allow users a “Dynamic TZ/DST” experience. Terminology Time Zone - A geographic
Posted by crmblog | 1 Comments
Thursday, April 24, 2008 8:16 AM

Bulk Record Deletion in Microsoft CRM Online

This blog post will cover custom filter-based mass record deletion for a given entity System. In this article, I will walk you through some scenario-based examples that I hope will provide some clarity for your CRM implementation. Because there are so
Posted by crmblog | 15 Comments
Wednesday, April 16, 2008 8:11 AM

Service Management Scheduling Unleashed

There are many interlocking relationships in Service Scheduling that once understood and correctly implemented unleash the full power of Microsoft Dynamics CRM. Service scheduling is about identifying and implementing resources, users and equipment/facilities
Posted by crmblog | 6 Comments
Friday, April 11, 2008 8:36 AM

Using the CRM Outlook client without a VPN Connection

In version 3.0, the CRM Outlook client could only use Active Directory (AD) authentication to connect to servers. To connect from outside the workplace network, a VPN solution was therefore required. However, this requirement increased complexity, and
Posted by crmblog | 9 Comments
Wednesday, April 02, 2008 8:31 AM

Customize Marketing List (List Member View)

The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature. Fig 1: Marketing List Detail Form
Posted by crmblog | 27 Comments
Thursday, March 27, 2008 9:12 AM

Viewing Schedules in Microsoft Dynamics CRM

Managing resources is one of the critical activities in running your business. And one of the critical aspects of managing resources is to manage resource schedules. Microsoft Dynamics CRM provides a powerful tool for managing resource schedules for your
Posted by crmblog | 4 Comments
Wednesday, March 26, 2008 10:07 AM

Using the Auto Mapping Feature

In Microsoft CRM 4.0, the Import Map Editor doesn't create lookup mapping by default. You may notice this when trying to import the data with lookup type columns. For example, see the import file with columns as indicated below. You may want to import
Posted by crmblog | 5 Comments
Thursday, March 20, 2008 9:37 AM

Customizing Report Templates

Most users who run our out-of-the-box reports realize at some point that these generic reports aren’t always a perfect fit for their business needs. The task of developing reports which are useful by all Microsoft Dynamic CRM users is nearly impossible,
Posted by crmblog | 5 Comments
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 | 12 Comments
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 | 7 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 | 20 Comments
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 | 20 Comments
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