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Microsoft Dynamics CRM Online

This blog is focused on Microsoft Dynamics CRM Online (crm.dynamics.com).

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Adding Activities to the Contact form in an iFrame
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 Read More...
Microsoft Dynamics CRM Sales Process
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 Read More...
How to get to the entity schema's in CRM Online
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. Read More...
How to have CRM Live 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 frowner to CRM Live. One of the differences between Microsoft Dynamics CRM hosted by Microsoft and Microsoft Dynamics CRM Read More...
Primer on CRM Web Services Part 2 - Dynamic Entities
When using the CRM Web Services, there are times when you need to work with custom entities that aren't described in the current WSDL that you have. The DynamicEntity lets you program against types that you don't have the full description in the WSDL. Read More...
Primer on CRM Web Services Part 1 - the Basics
What is a web service ? A web service is a programming interface exposed by an application. It follows industry standards that allow it to be consumed ( used ) by any software technology that understands the web service standards defined by W3C. CRM Live Read More...
CRM Live Smart Client Dashboard Sample
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 Read More...
Web Lead Import to CRM Live
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 Read More...
Adding Maps to your CRM Live Page
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 Read More...
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