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Friday, November 13, 2009 9:34 AM

Using Data Pre-Filtering in Microsoft Dynamics CRM Reports

Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports
Posted by crmblog | 1 Comments
Thursday, November 12, 2009 8:05 AM

Installing Microsoft Dynamics CRM 4.0 on Small Business Server 2008

This is commonly asked question in the MSDN forums so the CRM Support Team decided to create a post that could become the defacto FAQ. Here are a few things to keep in mind when installing Microsoft Dynamics CRM 4.0 on Microsoft Small Business Server
Posted by crmblog | 4 Comments
Wednesday, October 14, 2009 8:48 AM

Fine Tune your Microsoft Dynamics CRM Workflows

Guest blogger and CRM MVP Donna Edwards talks about a tip to help you tune your workflows. In working through some optimization on a CRM server, I thought it would be a good idea to check the running System Jobs.  This particular CRM installation
Posted by crmblog | 2 Comments
Friday, October 02, 2009 11:07 AM

Microsoft’s Free Anti-virus Offering

We all know folks who won’t spring for anti-virus and malware software. For these kind of friends and family point to this from the Washington Post today: “ Microsoft 's free new anti-virus product is earning decent marks in preliminary tests, putting
Posted by crmblog | 1 Comments
Monday, September 28, 2009 7:33 AM

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
Posted by crmblog | 3 Comments
Friday, September 25, 2009 9:13 AM

Automating Field Updates

Today our guest blogger is CRM MVP Donna Edwards . Donna is also a moderator on the Microsoft Dynamics CRM forums where she can often be found answering questions and providing professional advice. Here is a simple way to calculate the value of a field
Posted by crmblog | 0 Comments
Wednesday, September 16, 2009 7:46 AM

View a CRM Record’s Properties

Today’s guest blogger is CRM MVP Mitch Milam and you can visit his blog at http://blogs.infinite-x.net . Have you ever wondered what your permissions are for a specific CRM record?  If so, then let me show you how to quickly find out. After opening
Posted by crmblog | 0 Comments
Wednesday, September 09, 2009 9:34 AM

A Plethora of Phone Attributes

Jerry Weinstock is the Business Development Manager at CRM Innovation a Microsoft Gold Certified Partner. CRM Innovation builds functional enhancements and codeless solutions for Dynamics CRM 4.0. Jerry has been doing implementations since version 1.2.
Posted by crmblog | 3 Comments
Tuesday, September 08, 2009 8:13 AM

The Microsoft Dynamics CRM Developer Toolkit

For CRM developers, aligning the engineering delivery and process quality of their CRM projects can substantially increase overall productivity. In addition, by documenting, communicating, and following a consistent process for implementing CRM in Enterprise
Posted by crmblog | 2 Comments
Wednesday, September 02, 2009 8:40 AM

Updating a Microsoft Dynamics CRM Record in a Read-only State

Our guest blogger today is CRM MVP Donna Edwards who blogs regularly here . Ever wonder how to update Closed or Completed CRM records like Activities, Quotes, or Opportunities that are in Completed, Won or Lost status using a supported method that does
Posted by crmblog | 4 Comments
Wednesday, August 26, 2009 8:12 AM

Build a handy Microsoft Dynamics CRM development environment

Today we welcome guest blogger and CRM MVP Jim Wang of Computer Sciences Corporation (CSC) in the United Kingdom. Last month, Sonoma Partners and Microsoft had an very useful article for Microsoft Dynamics CRM developers: Setting Up Your Development Environment
Posted by crmblog | 0 Comments
Monday, August 24, 2009 10:33 AM

Parsing Full Name Into Separate Name Fields

Assume you are going to import Contacts into Microsoft Dynamics CRM using the Import Wizard.  The file you are going to import has the Contact full name in 1 column.  When attempting to import the Contacts using the Import Wizard you will receive
Posted by crmblog | 1 Comments
Wednesday, August 19, 2009 7:25 AM

CRM Customization ROI Calculator

CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog . When implementing Dynamics CRM or designing a customized solution within Dynamics CRM you will often find yourself asked by the powers-that-be what their Return
Posted by crmblog | 5 Comments
Tuesday, August 18, 2009 9:31 AM

Synchronizing CRM Contacts I do NOT own to my Outlook

I was challenged with this task back in the 3.0 days.  It is great that CRM automatically syncs my CRM contacts to Outlook.  “What happens when multiple users have the same Outlook contact and try to track in CRM?”  Well if the Contact
Posted by crmblog | 8 Comments
Thursday, August 13, 2009 8:16 AM

Microsoft Dynamics CRM Certification (Logo)

I recently received a couple of emails asking about CRM certification guidelines for ISV solutions and whether or not some things are allowed. These software developers were seeking the Certified for Microsoft Dynamics Logo (picture on right) for their
Posted by crmblog | 3 Comments
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