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Monday, May 19, 2008 11:12 AM

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
Posted by Ben Vollmer | 0 Comments
Friday, May 16, 2008 4:24 PM

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
Posted by Ben Vollmer | 1 Comments
Friday, May 16, 2008 3:50 PM

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
Posted by Ben Vollmer | 0 Comments
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Friday, May 09, 2008 3:42 PM

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
Posted by Ben Vollmer | 3 Comments
Wednesday, April 30, 2008 8:30 PM

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
Posted by Ben Vollmer | 2 Comments
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Monday, April 28, 2008 3:21 PM

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
Posted by Ben Vollmer | 1 Comments
Attachment(s): bds-crmdb.zip
Monday, April 28, 2008 11:26 AM

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
Posted by Ben Vollmer | 4 Comments
Attachment(s): PhoneCallWF.zip
Tuesday, April 15, 2008 12:35 PM

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
Posted by Ben Vollmer | 1 Comments
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Thursday, March 20, 2008 3:32 PM

HotFixes Part Deux - During Installation

One of the coolest parts around CRM's setup is the ability for the setup program to automatically update CRM to the latest edition with all of the HotFixes that have been published. When you install Microsoft Dynamics CRM 4.0, or when you upgrade to Microsoft
Posted by Ben Vollmer | 1 Comments
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Tuesday, March 18, 2008 1:36 PM

Customer Service Example - AWESOME Job by c360 and MSCRM-Addons.com

So often, all I ever hear about from Partners is horror stories about dealing with other partner. I never seem to hear about the good things that happen. This is a story about something VERY good a partner did for another partner and Microsoft. I was
Posted by Ben Vollmer | 4 Comments
Monday, March 17, 2008 10:13 PM

New Tool Available - Change Service Job Times in CRM 4.0

Sean from the support group just let me know that there is a new tool to help customers out. In 3.0, I used to just stop the Deletion Service. With this tool, you can change the DeletionService and Re-Indexing service jobs in CRM 4.0. You can set the
Posted by Ben Vollmer | 2 Comments
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Tuesday, March 04, 2008 10:29 AM

Hotfixes for Microsoft Dynamics CRM 4.0 - Where are they?

If you're anything like me, you fight an issue for about four hours, throw your keyboard across the server room and finally give in and call Tech Support. And in about three min utes, the tech, says, ohh, yeah, that is a known issue. Have you applied
Posted by Ben Vollmer | 11 Comments
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Tuesday, February 26, 2008 9:11 PM

Microsoft Dynamics CRM 4.0 Tech Articles Posted...

Thanks Amy for sharing... Introduction to Plug-in Development for Microsoft Dynamics CRM 4.0 Discover how you can customize and extend Microsoft Dynamics CRM 4.0 through the integration of custom business logic. Read this article to get an overview of
Posted by Ben Vollmer | 0 Comments
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Tuesday, February 26, 2008 9:05 PM

Microsoft CRM Sitemap Surgery Tips

Joel over on the Customer Effective Blog has some great tips on editing the SiteMap. Having cut my teeth on it in 3.0, it is nice to have some of these little tricks.  Of course using the demonstration tool has made much of this easier for me now.
Posted by Ben Vollmer | 2 Comments
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Monday, February 11, 2008 3:37 PM

Web 2.0 API Directory

About once a week I get a question about if there is a Web Service that does x or y. (Usually something like Exchange Rates, or Maps) Here is a cool site I was shown that has a great list of Web Service Interfaces, some example mashups and what is required
Posted by Ben Vollmer | 1 Comments
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