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Finding CRM Code for Customization projects

One of the many great features in Microsoft Dynamics CRM is the ability to customize your implementation for your company's needs. Building the extensibility story into CRM is something that starts from the ground level on day one of the planning of a Read More...
Posted Thursday, May 29, 2008 8:32 AM by Jim Glass | 0 Comments

Calling a .NET Assembly in MSCRM 4.0 Workflows

To help you find what you are looking for, it may help to know that workflow .NET assemblies are called custom workflow activities in the SDK and are called workflow actions in the online help. Assuming you have already created and registered your workflow Read More...
Posted Wednesday, April 30, 2008 8:12 AM by Jim Glass | 2 Comments
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Oodles of CRM Add-ons

I found this site very interesting: Pimp My CRM with over 126 add-ons to peruse. I can't vouch for their apps, but at the very least they could be a starting point for your solution. Can I say how much I dislike the overuse of Pimp? That will never be Read More...
Posted Tuesday, February 26, 2008 9:51 AM by Jim Glass | 1 Comments

Now in Microsoft Outlook - FedEx

From the way cool department, every once in a while you see something that makes you think, "Wow, they really get it." The Beyond | IT blog highlighted a portion of the BillG Keynote at the Office Developer's Conference last week. It was an integrated Read More...
Posted Friday, February 15, 2008 1:24 PM by Jim Glass | 3 Comments
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MSDN Code Gallery II

I am slowly moving CRM samples from the old site to the new MSDN Code Gallery. I now have a page called Microsoft CRM Dynamics CRM 4.0 Samples . So far I'm luving this site. There was a problem with the UI that I worked with the MSDN Code Gallery team Read More...
Posted Monday, February 04, 2008 3:24 PM by Jim Glass | 1 Comments
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Hosted Customer Relationship Management (CRM)

This is something that comes up periodically and should be very hot in the coming days. This solution has been around for a long time. Microsoft CRM addresses the key opportunities – and challenges – that determine the success or failure of any CRM initiative: Read More...
Posted Monday, December 17, 2007 9:31 AM by Jim Glass | 2 Comments
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Integrating other apps into CRM

Custom buttons can be added using isv.config. Each button can be configured with a URL to open a new page or with JavaScript code to perform the actions you need. You can find information about this in the Microsoft CRM SDK Client Programming Guide. See: Read More...
Posted Tuesday, November 27, 2007 9:31 AM by Jim Glass | 1 Comments
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Mitch is doing the CRM customization thang again.

CRM MVP Mitch Milam blogs about " Adding a toolbar button to create new related entities ". One of the very popular features of the Microsoft Dynamics CRM platform is the extensibility support built into the product. Mitch's blog demonstrates that customization Read More...
Posted Friday, November 09, 2007 10:33 AM by Jim Glass | 0 Comments
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CRM Dashboards - Sign me up?

Have you ever considered, or been asked to consider, creating a Microsoft Dynamics CRM dashboard? Well there are lots of considerations that go into a good dashboard but you can start your reading here: Create a Microsoft Dynamics CRM 3.0 dashboard with Read More...
Posted Monday, November 05, 2007 10:48 AM by Jim Glass | 1 Comments
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c360, Gotta luv the CRM 4.0 Push

c360's Core Productivity Pack is being released in conjunction with Microsoft CRM version 4.0. The new products were designed using customer and partner feedback with a focus on increasing CRM usability, user productivity and user adoption. c360's Core Read More...
Posted Tuesday, October 30, 2007 8:35 AM by Jim Glass | 0 Comments
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How can leads be assigned en masse to a dealer?

By default, Microsoft Dynamics CRM does not include a “dealer” record type. If your implementation includes this type of record, please contact your system administrator or custom solution partner for help with this customization. However, if the dealer Read More...
Posted Monday, October 29, 2007 9:34 AM by Jim Glass | 1 Comments

Video: Aaron Elder talks about custom CRM Development

I read everything Aaron puts in his blog at invokesystems, a Microsoft Dynamics CRM Developer's Weblog . His writing is crisp and his solutions are elegant. So I was really keen to listen to his video on Channel 9 Forums . "... Aaron shares insight about Read More...
Posted Friday, October 19, 2007 9:11 AM by Jim Glass | 1 Comments
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