Welcome to MSDN Blogs Sign in | Join | Help

Browse by Tags

All Tags » Tips and Tricks   (RSS)
Thursday, May 08, 2008 9:29 AM

CRM Client AutoUpdate

A new feature in CRM 4.0 is for administrative ability to prompt clients to install patches on their CRM client. This feature is called AutoUpdate and it applies to any client where the user has administrative rights on his/her machine. I’ll document
Posted by crmblog | 0 Comments
Friday, May 02, 2008 12:56 PM

Advanced Data Migration Map Editor for CRM 4.0 - Redux

Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of
Posted by crmblog | 2 Comments
Thursday, May 01, 2008 8:38 AM

Upgrading to CRM 4.0

I have several customers looking to complete their upgrade from CRM 3.0 to 4.0, and they’re looking for advice on the steps they should follow both before and during the actual upgrade process. First, I suggest running two or more successful test upgrades
Posted by crmblog | 1 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 | 4 Comments
Tuesday, April 15, 2008 6:07 AM

Error Handling in Data Migration Wizard

In this entry I am going to talk about different features in Data Migration Manager(DMM) where error situations can appear, how the tool notifies the user, filters out the erroneous content and proceeds for migration with the acceptable data. Let’s take
Posted by crmblog | 2 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 | 2 Comments
Wednesday, April 09, 2008 8:49 AM

Data Migration Wizard: Express versus Standard Mode

The Data Migration Manager is a powerful feature in Microsoft CRM 4.0, designed to handle the migration needs of your organization. The main component of the Data Migration Manager is the Data Migration Wizard, which guides you step by step, in migrating
Posted by crmblog | 4 Comments
Monday, April 07, 2008 9:34 AM

Have CRM Online post data to you

I'm a little embarrassed that it's taken me a while to 'see' this but it's really very simple solution to what has seemed to be a challenge for CRM Online. One of the differences between Microsoft Dynamics CRM hosted by Microsoft and Microsoft Dynamics
Posted by crmblog | 1 Comments
Thursday, April 03, 2008 8:39 AM

Important Time Zone Gotcha For Users In The Southern Hemisphere

Users in Southern Hemisphere time zones that observe Daylight Savings Time (DST) with Datetimes that fall in the Standard Time part of the year are not converted correctly to/from Coordinated Universal Time (UTC). The issue is twofold 1. datetimes are
Posted by crmblog | 1 Comments
Tuesday, April 01, 2008 9:49 AM

Advance Data Migration Map Editor for CRM 4.0

On behalf of the Microsoft CRM Product team in India, I would like to take this opportunity to announce the release of Advanced Data Migration Map Editor for Microsoft Dynamics CRM 4.0. The Map Editor is released at http://www.codeplex.com/mscrmmapeditor
Posted by crmblog | 3 Comments
Monday, March 31, 2008 11:33 AM

Microsoft Dynamics CRM Tips for Smaller Businesses

I have been devoted to CRM for smaller businesses since 2000, because I feel this is an area where significant improvement to operations and profits can be made. I initially deployed Siebel and starting in 2003 switched to the practical Microsoft Dynamics
Posted by crmblog | 3 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 | 4 Comments
Thursday, March 20, 2008 9:39 AM

Dynamics CRM 4.0 License Key

Microsoft Dynamics CRM 4.0 license keys for products obtained in Volume Licensing are embedded in media -- the keys do not appear on MVLS as they do for some products; nor are they printed on the media itself (DVD) or on the media sleeve. The physical
Posted by crmblog | 3 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 | 2 Comments
Monday, March 17, 2008 8:11 AM

How to get better performance from the MetadataService

You may have noticed that in 4.0, the MetadataService is considerably slower at retrieving data that it was in 3.0. In fact, you’ll still see the difference if you compare the 2006 MetadataService endpoint and the 2007 endpoint. Why is this? The reason
Posted by crmblog | 4 Comments
More Posts Next page »
 
Page view tracker