Microsoft Dynamics CRM Online Team Blog : Customizations

Provisioning ‘unique names’ changes in the next update for Microsoft Dynamics CRM Online

bgalicia — Mon, 26 Oct 2009 16:08:13 GMT

Matt Cooper recently posted a great summary of a change that will be occurring in the next update for Microsoft Dynamics CRM Online. If you have done any development against your unique URL (https://<orgname>.crm.dynamics.com) or have deployed the...(read more)

Auto-unsubscribe in CRM Online

Eric Boocock — Fri, 03 Jul 2009 20:58:00 GMT

In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email. In order to enable this functionality, navigate to Settings > Administration > System...(read more)

Adding Hierarchical State / Country Picklists

Eric Boocock — Sat, 06 Jun 2009 01:35:00 GMT

I recently had the need to add hierarchical state and country picklists to a custom entity. I had configured these fields in another entity and moved them to my new entity following the process in my previous post . I should point out that global picklists...(read more)

Copying Attributes from one Entity to Another

Eric Boocock — Sat, 06 Jun 2009 01:11:00 GMT

NOTE: THIS IS AN UNSUPPORTED MEANS OF CUSTOMIZING THE ENTITY. I WILL INVESTIGATE A SUPPORTED SCENARIO AND MODIFY THIS POST. I have been asked many times, “If I customize this entity can I simply copy the attributes to another entity or do I need to create...(read more)

What’s on my Form?

Kevin Williamson — Fri, 05 Jun 2009 18:00:00 GMT

Ever want to get an overview of your form customizations, including tabs, sections, and details about each field? Try the Form Reporter tool. http://code.msdn.microsoft.com/mscrm4formreporter It will give you a nice bit of output in Word...(read more)

CRM Online Custom Built Dashboards

JonWhite — Tue, 02 Jun 2009 23:25:38 GMT

Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it's reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here's a screen shot of a dashboard...(read more)

Adding LinkedIn Contact Searches

JonWhite — Wed, 08 Apr 2009 02:02:59 GMT

LinkedIn is fairly popular business networking tool that allows you make connections and take advantage of relationships based on those connections. You can send messages and request to many connections. Since these relationships exist across multiple...(read more)

Teaming with Microsoft Dynamics CRM

JonWhite — Thu, 02 Apr 2009 23:59:14 GMT

Microsoft Dynamics comes with teaming model that is built in. It supports all of the security roles and process management features.There are many aspects of teaming in a CRM system. One concept is about relating members of you organization to a particular...(read more)

Microsoft Dynamics March Service Update – Authentication

JonWhite — Sun, 15 Mar 2009 00:52:32 GMT

Who are you ? With the March Service update for Dynamics CRM Online , we have a few additions to the authentication programming model that enables more scenario’s and is more secure. If you recall from an earlier post , I discussed some of...(read more)

Report Scheduler Tool

JonWhite — Tue, 03 Feb 2009 23:22:49 GMT

I created a tool using Visual Studio and the CRM web services that can execute a saved query and then email the results as a CSV file. I've presented in a video at www.democrmonline.com/reportscheduler . There is also sample code at Report Scheduler Sample...(read more)

Lead Assignment, Territory Management and follow-up

Eric Boocock — Mon, 02 Feb 2009 23:03:00 GMT

The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview...(read more)

Integration of Document Management Services with Dynamics CRM Online

JonWhite — Tue, 27 Jan 2009 19:26:21 GMT

Adding documentation management services to Dynamics CRM Online is fairly simple customization that can really enhance your CRM Online application. By modifying the site map, you can add links and references to other web applications. The user can use...(read more)

CRM 4.0 Accelerators: eService

Laura Robinson — Wed, 07 Jan 2009 01:18:32 GMT

Similar to my recent posts about the On-Premise Accelerators for Extended Sales Forecasting and Event Management , the eService Accelerator contains some customizations that may be useful to import to CRM Online. Unfortunately, the main value-add of the...(read more)

CRM 4.0 Accelerators for CRM Online: Event Management

Laura Robinson — Thu, 01 Jan 2009 01:38:38 GMT

The Event Management accelerator gives organizations the ability to manage the planning, execution, tracking and reporting requirements for event campaigns. Designed for CRM 4.0 On-Premise , the installation includes customizations, workflows, plug-ins,...(read more)

Calculate total activity duration for an Account, Contact or Opportunity

Laura Robinson — Fri, 26 Dec 2008 23:16:19 GMT

With workflow you can easily calculate the total duration of all completed activities rolled up to a main record such as an Account, Contact or Opportunity. This functionality is built into the service module, but for organizations that track number of...(read more)