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East Region Microsoft CRM Blog

This Blog is focused on Microsoft CRM. It specalizes in news for CRM partners and customers, customization tools for demos and local events in the Microsoft East Region.

News

  • Welcome to the Mid-Atlantic CRM Blog, formerly owned and operated by Ben Vollmer, a CRM legend ;). My name is Chris Kahl and Ben has asked me to take over the care and feeding of this most valuable resource. Like Ben, my job is to help partners and customers with Microsoft CRM in the Eastern US. This blog is a great and searchable information source. Feel free to subscribe to the RSS feed to stay current with Dynamics CRM. Any tools discussed here are for DEMO only. You should NOT use these in a production environment unless you test them. Microsoft Support DOES NOT support these tools. Everything here is provided as-is with no warranty.

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So everybody already knows about this, right?
Those folks on the product team have been doing a great job of releasing regular updates ever since we launched Dynamics CRM 4.0.  And for the past year or so they’ve been packaging updates, hot fixes and the like into convenient and more easily Read More...
Better late than never…another great post from Menno
I’ve been meaning to post about the oft-asked questions surrounding audit trail capabilities using CRM 4.0.  Low and behold, once again Menno has beat me to it.  As is so often the case with the powerful development platform that is Dynamics Read More...
The hits just keep on coming!
Update Roll-up #4 is now available for your testing and deployment pleasure! http://support.microsoft.com/kb/968176 Update Roll-up 4 is a cumulative update roll-up that includes all the fixes for the issues that are documented in Update Roll-up 1, in Read More...
The Microsoft BizTalk® Server 2006 adapter for Microsoft Dynamics® CRM 4.0 is now available!!
The Microsoft BizTalk® Server 2006 adapter for Microsoft Dynamics® CRM 4.0 is now available. This adapter has the same functionality as the previously released 3.0 adapter, with the following updates: • Supports both 32-bit and 64-bit deployments of Microsoft Read More...
V-what? VPAT!! - Voluntary Product Accessibility Template® (VPAT™)
Most of the IT world has at least heard of Section 508, an amendment to the Rehabilitation Act of 1973, but many are a bit sketchy on what's involved in actual 508 compliance. Here's an excerpt from the www.section508.gov website explaining the purpose Read More...
Creating a Dashboard using MOSS, Excel Web Services, Excel 2007 and Microsoft CRM
There is a new CRM Partner blog with some great data on it around Dashboards. Thanks to the team over at I.B.I.S. for publishing some of their consulting knowledge for the rest of us.  Enjoy this quick read. Creating a Dashboard using MOSS, Excel Read More...
CRM Plug-in Registration Tool
So I spent most of the weekend working on my TechEd Session. The Plug-in registration tool included as part of the SDK killed me with the XML file and I not getting along. Shawn and Melissa for support called me about some survey partners with CRM and Read More...
Workflow - Phone Call Conversion of Lead to Opportunity Posted on CRM Team Blog
Jim Glass was nice enough to post a Workflow Post on the CRM Team Blog. Thanks Jim!   In case you haven't figured it out, I am crazy about the Workflow in CRM 4.0.... I am pretty sure that we have just scratched the surface of what can be done with Read More...
Pesky Name Field - Part Deux
This is an alternative method of doing the same thing we talked about with this post.   Jon G from Microsoft Consulting was the first guy to poke a whole in the Pesky Name Field posted last week. He has a point, Client Side Scripts do not work in Read More...
Guest Post on CRM Team Blog
Stayed tuned on Monday for a blog on the CRM Team's Blog. I am amazed by the workflow in CRM 4.0 and been playing with it heavily for the past month. And Jim Glass was nice enough to take a post and publish it there vs. here for you to enjoy! So visit Read More...
The Pesky Name Field on Custom Entities
When you create a new custom entity by default, it creates a field called Name that is used on lookups, etc. If you don't use the field, it can cause some headaches.  I have been using this as an area to store some information that would make searching Read More...
Field Events: FireOnChange
Almost two years ago, there was a tip published here about auto saving forms from a JScript OnChange event . While poking around the SDK tonight looking for something, I found a cool nugget. You can force the OnChange event to occur for a field from the Read More...
Business Data Catalog - Follow-up from Convergence
So I know that this way overdue. Way. After Convergence, I came back and went on vacation and then Beth was in the hospital for an unexpected week. There is a decent summation of the event from Brian Willson of the Microsoft Chemicals Team. http://blogs.msdn.com/chemicals/archive/2008/03/13/a-good-dynamics-crm-blog.aspx Read More...
Creating Phone Calls from Cases
One of the most often complaints I have heard is that CRM is sometimes too "Window" happy. In 4.0 the product team made some huge strides to make it less clicky. And they gave us some REALLY cool tools to do some of it ourselves. The new Workflow as a Read More...
Upgrading from 90 Day Trial to Production Keys and having issues?
My basic rule of thumb is that if I get emailed twice about an issue, I blog about it. :-) So here is the blog post. :-) The basic scenario is this. The customer or partner downloads Microsoft CRM 90 Day Trail Keys from here . And then they select the Read More...
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