Microsoft Dynamics CRM Team Blog

March 2008 - Posts

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  Microsoft Dynamics CRM Tips for Smaller Businesses I have been devoted to CRM for smaller businesses since 2000, because I feel this is an area where significant... Read More... Published: Monday, March 31, 2008, 11:33 AM Tags: Tips and Tricks, Guest Star

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  Microsoft Dynamics CRM Online As reported on ChannelWeb : "Microsoft is making it clear that its software-as-a-service CRM application... Read More... Published: Monday, March 31, 2008, 09:27 AM Tags: Announcement, CRM Online

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  Contextual SharePoint Document Libraries and Folders with Microsoft Dynamics CRM In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with... Read More... Published: Friday, March 28, 2008, 10:35 AM Tags: Customization, Extensibility and Programmability, SharePoint

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  Viewing Schedules in Microsoft Dynamics CRM Managing resources is one of the critical activities in running your business. And one of the critical... Read More... Published: Thursday, March 27, 2008, 09:12 AM Tags: Feature Spotlight, Outlook client, Office Integration, Calendar

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  Using the Auto Mapping Feature In Microsoft CRM 4.0, the Import Map Editor doesn't create lookup mapping by default. You may notice... Read More... Published: Wednesday, March 26, 2008, 10:07 AM Tags: Feature Spotlight, Tips and Tricks

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  Cash In with Microsoft Dynamics Communities As a follow up to the blog post from a few weeks ago, I figured I should let you in on the big secret... Read More... Published: Tuesday, March 25, 2008, 10:47 AM Tags: Community, Dynamics

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  Data Migration Manager: Advanced Transformation Mappings Today I will talk about what are advanced transformation mappings and how are they used while migrating... Read More... Published: Monday, March 24, 2008, 07:26 AM Tags: Data Management

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  MSCRM v4 E-mail: Configuring for a Small Business If you read my previous post on deploying and configuring e-mail integration for the enterprise , then... Read More... Published: Friday, March 21, 2008, 09:13 AM Tags: E-mail, Exchange, Small Business

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  Dynamics CRM 4.0 License Key Microsoft Dynamics CRM 4.0 license keys for products obtained in Volume Licensing are embedded in media... Read More... Published: Thursday, March 20, 2008, 09:39 AM Tags: Announcement, Tips and Tricks

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  Customizing Report Templates Most users who run our out-of-the-box reports realize at some point that these generic reports aren’t... Read More... Published: Thursday, March 20, 2008, 09:37 AM Tags: Feature Spotlight, Tips and Tricks, Reporting

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  Customizing for Multiple Languages With the introduction of Multi-language User Interface or MUI packs in Microsoft Dynamics CRM 4.0, customizers... Read More... Published: Wednesday, March 19, 2008, 09:06 AM Tags: Localization, International

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  Using the Multi-language Interface With the introduction of Multi-language User Interface or MUI packs in Microsoft Dynamics CRM 4.0, customizers... Read More... Published: Tuesday, March 18, 2008, 09:06 AM Tags: Localization, International

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  Update Rollup 3 for Microsoft Dynamics CRM 3.0 The Microsoft CRM Sustained Engineering team has released Microsoft Dynamics CRM 3.0 Update Rollup 3... Read More... Published: Tuesday, March 18, 2008, 07:38 AM Tags: Announcement, hotfix

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  How to get better performance from the MetadataService You may have noticed that in 4.0, the MetadataService is considerably slower at retrieving data that... Read More... Published: Monday, March 17, 2008, 08:11 AM Tags: Performance, Tips and Tricks, Data Management

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  Mail Merge and more... Hope you are having fun with enhanced mail merge functionality in Titan and others in general. In this... Read More... Published: Friday, March 14, 2008, 08:25 AM Tags: Outlook client, E-mail, Office Integration

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  Migration Deletion support in Data Migration Manager Before reading this post, it is recommended to go through the brief introduction and demo of Data Migration... Read More... Published: Thursday, March 13, 2008, 08:54 AM Tags: Data Management

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  Printing Quote for customer Arne had a great post before covering the basic of mail merge in CRM. Check it out if you are new to... Read More... Published: Wednesday, March 12, 2008, 09:21 AM Tags: E-mail, Tips and Tricks

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  Updated Help content released for Microsoft Dynamics CRM 4.0 No matter how hard writers and editors work to get our content just right , Help is often outdated as... Read More... Published: Wednesday, March 12, 2008, 09:12 AM Tags: Documentation, Setup and Deployment, Administration, CRM4, Updates, Help, Downloads

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  Migrating Notes and Attachments using Data Migration Manager In Microsoft Dynamics CRM 3.0, there was no straight-forward way to import a bunch of attachment into... Read More... Published: Tuesday, March 11, 2008, 08:32 AM Tags: Customization, Tips and Tricks, Data Management

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  Fixing Time Consuming E-mails with large text bodies in CRM Customers noticed an issue with large e-mails taking a significant amount of time to process when saving... Read More... Published: Monday, March 10, 2008, 10:21 AM Tags: E-mail, hotfix, Support

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  Accessing CRM Live Web Services This topic is about new authentication mechanism for accessing CRM Web Services that was in Dynamics... Read More... Published: Monday, March 10, 2008, 08:51 AM Tags: Customization, Extensibility and Programmability, CRM Live

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  Importing Data in CRM 4.0 Made Easier Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues while importing data. If one of these is the case, then you are at the right place. Importing data into CRM was never this easier. It would be good if... Read More... Published: Friday, March 07, 2008, 01:24 PM Tags: Tips and Tricks, Data Management

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  SDK 4.0.3 Available on Downloads Version 4.0.3 of the Microsoft Dynamics CRM 4.0 SDK is now available for download! This version contains lots of great new information, including the 1 st phase of the Report Writers Guide and a vastly improved Plug-in registration tool . Also included... Read More... Published: Friday, March 07, 2008, 08:17 AM Tags: Announcement, SDK

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  Developing Plug-ins for CRM 4.0 CRM 4.0 enhanced the concept of plug-ins (called callouts in earlier versions). Plug-in’s are now supported on lot of messages. Plug-in model is actually a 1:1 mapping of Messages and Requests. In order to automate the business logic through a plug-in... Read More... Published: Friday, March 07, 2008, 08:02 AM Tags: Extensibility and Programmability

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  Bulk Track your Contacts I already received tons of emails on my new blog and one of them was from Joshua. Joshua asked if I knew a tool that could help him and his colleagues link all of their contacts to their corresponding accounts in a drag and drop kind of fashion. Phew... Read More... Published: Thursday, March 06, 2008, 09:44 AM Tags: Outlook client, Tips and Tricks