Microsoft Dynamics CRM Online Team Blog : Microsoft CRM Online Code Sample

Cross Entity Search Application

JonWhite — Tue, 29 Sep 2009 00:54:56 GMT

Searching across entities is a great feature. I built a web application that integrates with CRM Online to do this. You can enter a phone number, a last name, an account name , or opportunity topic and the application searches for the results. It will...(read more)

CRM Sample Data – Product Fix

Eric Boocock — Fri, 10 Jul 2009 21:35:00 GMT

Have you imported the CRM Sample Data (YES, it works with CRM Online) and tried to add products to an opportunity? Nothing there! You look and see the products have been imported but notice the warning: There are 295 products added as a part of the sample...(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)

Fetch It Part 2

JonWhite — Thu, 18 Jun 2009 00:30:36 GMT

In the first blog on using Fetch XML , I introduced a tool that I had created that would allow you to execute Fetch XML statements to retrieve CRM data. In this blog, I want to discuss some of the inner workings to executing Fetch XML statements to retrieve...(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)

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)

Updated Server to Server Authentication Documentation

Eric Boocock — Fri, 01 May 2009 20:23:00 GMT

NOTE: The information presented below is NOT in the SDK currently available for download or online . This update was posted on the Microsoft CRM Development Forum on April 7th. The following updated information applies to version 4.0.8 of the Microsoft...(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)

CRM Accelerators for CRM Online: Extended Sales Forecasting

Laura Robinson — Wed, 10 Dec 2008 03:05:34 GMT

The Extended Sales Forecasting Accelerator for CRM contains two main components to import: 1) a customization .xml file including custom entities, security roles and workflows, and 2) two custom report .rdl files to import. CRM Online does not allow...(read more)