The Microsoft Dynamics CRM Online blog is authored by the Microsoft Dynamics CRM Online technology specialist team. Content ranges from event awareness to tips/tricks. Our focus is to keep the community informed on Microsoft Dynamics CRM Online happenings as well as education
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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...
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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...
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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 them from scratch?”. The answer has been “No, there is no feature in CRM to do this. You need to create them again”. So...
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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...
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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...
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The Microsoft Dynamics CRM Developer Toolkit allows you to make customizations and generate code for you CRM On Premise deployments from Visual Studio. The tool allows you to create and modify data entities and customizations via a CRM Explorer Window...
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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...
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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...
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One of our local Microsoft Gold Certified Partners uncovered a great way to generate reports from CRM Online outside of the out-of-the box mechanisms. Thanks Jeff! If you are interested in learning more you can contact them at: Phone: 206...
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It's not uncommon for customers to tell me that they would like to be able to search on more fields (attributes) than those set by default. For example, when searching CRM Online for a contact, you may want to search by company name rather than...
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It's possible to insert images into your Dynamics CRM email templates. The trick is to make sure the content is accessible via public access on the web somewhere. Create the html for the image in a tool such as Office Word or Visual Studio. Render...
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Over the last few months, I've presented at 3 conferences ( Tech Ed, IT Pro, ms internal - Tech Ready ) about building software as a service solutions with Microsoft Dynamics CRM. Now that all the conferences are over, I'm making more of this...
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