Microsoft Dynamics CRM Team Blog

Owner Mapping/User creation in Import Data Wizard for Microsoft Dynamics CRM Online

2009-11-20T17:49:29Z

Microsoft Dynamics CRM online Nov 2009 Service Update has several exciting features. One of that is the Import Data Wizard that allows rapid Import of data from within the Webapp or Outlook client. This blog covers how record ownership is resolved and how the users are created as part of data import. Introduction To whom the records are assigned gets affected by mainly three factors: Ownership information in the data files, there is a column in data file which contains information about the owner...(read more)

Microsoft Dynamics CRM and Silverlight Duo

2009-11-19T16:57:00Z

This post is from CRM MVP Julie Yack who is at PDC ‘09. Today at PDC Scott Guthrie announced not only loads of cool new features for Silverlight 4, but also the release today of the Beta. So, what in the world does that have to do with CRM? Glad that you asked. We’ve got a quick demo of Dynamics CRM 4 with a Silverlight 4 tool. First a little about new Silverlight functions that allow access to web camera and microphone, then using that in CRM. Be sure to check out Silverlight Jumpstart for extensive...(read more)

Microsoft Dynamics CRM: Append Vs. Append To – What’s the Difference?

2009-11-18T15:56:00Z

Today’s guest blogger is CRM MVP Joel Lindstrom who blogs at CustomerEffective . Thanks for this security 101 overview. This post is CRM security 101, but I get asked this question fairly often, so it seems that there is some confusion about what the difference is between “Append” and “Append To” security permissions. I find this confusion comes from the similar sounding names of these permissions, and also because configuration of relationship security requires permissions to be applied to two separate...(read more)

A World Without Choice, Part 2

2009-11-17T15:15:34Z

“Technology must be able to adapt to unique business processes and changing strategies. Organizations that invest in flexible, proven CRM solutions will position themselves for success both today and tomorrow.” - Rebecca Wetteman, vice president, Nucleus Research As the saying goes, the only constant is change. Fundamentally, Microsoft believes that as business conditions change, software should flexible enough adapt easily. Our most recent Microsoft Dynamics CRM Online release,...(read more)

A World Without Choice, Part 1

2009-11-17T05:10:00Z

A world without choice, for some organizations, would be more reality than fiction. While many organizations have made CRM investments with other vendors because they were led to believe that they were “cheaper,” these same organizations are learning first-hand about the tradeoffs with those purchases. Interface restrictions. Deployment restrictions. Integration restrictions. And extreme pricing or nickel and diming that forces them into uncomfortable payment...(read more)

Field-Level Security in Microsoft Dynamics CRM: Options and Constraints

2009-11-16T16:36:00Z

The CRM E2 team is pleased to announce the release of the white paper Field-level Security in Microsoft Dynamics CRM: Options and Constraints, a component of the broader CRM E2 Nuts and Bolts article on Security and Authentication in Microsoft Dynamics CRM, which is available for download from the Microsoft Download Center at: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=471f8670-47b3-4525-b25d-c11a6774615c This document provides selected aspects of the conceptual application...(read more)

Using Data Pre-Filtering in Microsoft Dynamics CRM Reports

2009-11-13T17:34:06Z

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 to be filtered using the Advanced Find feature. Data pre-filtering complements data filtering supported by Microsoft SQL Server Reporting Services, which limits the data returned by reports. There are two ways that you can enable data pre-filtering:...(read more)

Installing Microsoft Dynamics CRM 4.0 on Small Business Server 2008

2009-11-12T16:05:11Z

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 2008. Install the Windows Server 2008 Indexing Service Role If you do not install Indexing Service Role you will see the following error during the installation. Exception_Access_Violation 1. Click Start - Click Administrative Tools - Click Server Manager...(read more)

Automating Task Notification

2009-11-11T17:32:04Z

CRM MVP Mitch Milam returns as our guest blogger today a tip based on workflows. You can read more from Mitch at his blog . If you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow is based the Task activity, but you can perform the same process on other activities as well. The workflow will execute when the record’s status changes. Here is a quick picture of how it is configured. Our first check is to see if the Task was...(read more)

Supported file types in Data Import Wizard for Microsoft Dynamics CRM Online

2009-11-10T16:06:45Z

The Microsoft Dynamics CRM Online November 2009 Service Update encapsulates many new cool features and improvements. One of such features is the much-much improved Import Data Wizard . The new Import Data wizard no longer restricts user to import one data file at a time. You can do Import of multiple files containing record types that are related to one another in single Import session. Such as accounts with related contacts, import of notes and attachments along with their associated records in...(read more)

Microsoft Dynamics CRM Resource Center

2009-11-09T18:47:55Z

The Microsoft Dynamics CRM Resource Center has had a makeover. It’s been completely redesigned to: Move the things users look for the most (downloads, support, and training) front and center. Highlight the different types of resources available in a way that’s easier to see. Reduce clicks. Be more visually appealing. Add the new Dynamics Connect gadget. (The gadget displays support and training content to Microsoft Dynamics CRM Online users.) We completed the work for the English sites and...(read more)

CWR Mobility and Microsoft Dynamics CRM on the Zune HD

2009-11-05T19:04:36Z

John O’Donnell, one of my fav Microsoft technical evangelists, is at it again with his traveling camera. Today he talks with Erik van Hoof from http://www.CWRMobility.com who stopped by at the CRMUG Summit to show John his company’s Microsoft Dynamics CRM product called CWR Mobile CRM running on his new Zune HD . Here’s the video . It’s interesting to see how a Zune HD can be used for business applications as well as consumer applications. Most of us have a Zune and this opens new ways of getting...(read more)

Microsoft Dynamics CRM SDK 4.0.10 is available

2009-11-04T15:48:00Z

Version 4.0.10 of the Microsoft Dynamics CRM SDK is now live on MSDN and on the download center . This release contains updates relevant to Microsoft Dynamics CRM 4.0 Update Rollup 7 and Microsoft Dynamics CRM Online Service Update 4 . Check out some of the new and updated topics you’ll find in this release. View the Release History for the complete list: Using the Paging Cookie – Fetch and QueryExpression sample code to show you how to implement paging. Using Pre-generated XmlSerializers - use these...(read more)

Microsoft Dynamics CRM Online Delivers the November 2009 Service Update

2009-11-03T15:23:00Z

With the November 2009 Service Update , we are offering even more value in a Microsoft Dynamics CRM Online subscription. Take a look at all the increased business benefits that the Service Update provides: Get Instant Online Access: Start a free trial of Microsoft Dynamics CRM Online in less than five minutes. Because sample data is loaded automatically with every trial, you can start modeling real-world scenarios immediately—and you can add or remove sample data at any time. Increase User Adoption:...(read more)

Introducing the ‘Import Data Wizard’ in Microsoft Dynamics CRM Online Service Update for Nov 2009

2009-11-02T19:27:50Z

Import data into Microsoft Dynamics CRM Online using new Import Data Wizard Microsoft has released Microsoft Dynamics CRM Online Service Update: Nov 2009 . To assist organizations with importing data into Microsoft Dynamics CRM, a new enhanced Import Data Wizard is available amongst other new features and enhancements in this update. This wizard is functionally more powerful than the old import data wizard. The wizard supports multiple file formats including Comma delimited CSV, XML Spreadsheet 2003...(read more)