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Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this content
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I came across the details on how to do this when reading a blog posting from Matt Wittemann a couple years back. I still use it and thought you might be interested. Another capability to demonstrate the flexibility of the configuration options
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A sales process is a standardized series of activities that occur during a sales cycle. As the sales cycle progresses and activities are completed, the probability of winning the deal gets greater. In Microsoft CRM v 3.0 the sales process
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If you plan and doing integration using the web services, you may find it useful to have access to the entity schema's. https://<org name>.crm.dynamics.com/sdk/list.aspx The entity schemas will give the definition of all the entities in the system.
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I’ve been looking at multiple ways to create dashboards for CRM Live. There are a couple of options to consider: 1. Build a web site 2. Use a tool like Excell 3. Build a smart client I've tried all 3 and think that a smart client provides the most
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Integrating you customer facing site to CRM Live is valuable addition to fine tuning your business process. This will allow you to capture real time customer questions, inquiries, etc into your CRM process. I've created a simple web application using
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Adding maps to your CRM Live Site is a pretty easy task that will add a nice touch. The first todo is to build an html page that takes a lat/long value and renders a map. Next, add an IFrame to your form where you want the map. The IFrame should point
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