Microsoft Dynamics CRM Team Blog

February 2008 - Posts

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  CRM Live Team Blog available from Resource Center The team responsible for managing the Dynamics CRM Resource Center has been kind enough to add a link to the CRM Live team blog. The Resource Center also provides access to the following CRM Live content: Quick Tips Support information and channels Training... Read More... Published: Wednesday, February 27, 2008, 12:23 PM Tags: Tips, Microsoft CRM Live Blog

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  Extensibility Features Live vs. On-Premise in Microsoft Dynamics CRM 4.0 Great article by the SDK team on the difference between extensibility features between CRM Live, On-Premise, and Partner Hosted. The big difference is that you can not install code to the CRM Live Servers. This is a good read to understand the technical... Read More... Published: Tuesday, February 26, 2008, 12:16 PM

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  CRM Live customers counting against partner CRM competency For those partners who were wondering if a CRM Live customer (including ones in Early Access) will count/be eligible for your Microsoft CRM competency, the answer is YES . To submit a customer to be validated, partners will need to connect to: https:... Read More... Published: Tuesday, February 26, 2008, 10:03 AM Tags: Microsoft CRM Live Blog, Partner

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  Microsoft Dynamics CRM Live Customer Appreciation Party (Convergence 2008) For those attending Convergence 2008 in Orlando, the CRM Live team is hosting a customer appreciation party for those in the Early Access Program.  Thursday, March 13, 2008 @ 6pm Rosen Centre (Orlando, FL) - Salon 12 RSVP by clicking the image below... Read More... Published: Monday, February 25, 2008, 05:17 PM Tags: Microsoft CRM Live Blog, Events

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  CRM Live Smart Client Dashboard Sample I’ve been looking at multiple ways to create dashboards for CRM Live. There are a couple of options to consider: 1. Build a web site 2. Use a tool like Excell 3. Build a smart client I've tried all 3 and think that a smart client provides the... Read More... Published: Monday, February 25, 2008, 10:43 AM Tags: Microsoft CRM Live Code Sample, Tips, Microsoft CRM Live Blog

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  Explaining Windows Live ID usage in Web Applications High Level explanation of how Windows Live ID works. If you are using a web application that uses Windows Live, such as Microsoft Dynamics CRM Live, you might be wondering, how does authentication work. The first step in the process is that the web application... Read More... Published: Tuesday, February 19, 2008, 11:25 AM Tags: Tips, Microsoft CRM Live Blog, Windows Live ID

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  Change Windows Live ID associated with your CRM Live login Cross posting from the CRM blog site.  There is a great post by our Program Manager colleague, Shirlene Lim, of how to change your Windows Live ID association with your CRM Live login.  ...( read more ) Read More... Published: Monday, February 18, 2008, 11:23 AM Tags: Tips, Microsoft CRM Live Blog

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  Microsoft Dynamics CRM 4.0 Live Add-Ons We get good bit of questions on what is the ISV role for working with CRM Live. I think most of these questions come from the view that since Microsoft Dynamics CRM Live does not allow code to be installed on the server, that the ISV market is limited... Read More... Published: Monday, February 18, 2008, 06:47 AM Tags: Microsoft CRM Live Blog

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  Microsoft CRM Live Authentication As this blog has mentioned in previous post, Microsoft CRM Live uses the Windows Live ID to authenticate users. Often business need, multi-factor authentication. This is basically using more than one type of 'claim' to identify the user to the... Read More... Published: Thursday, February 14, 2008, 02:30 PM

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  Web Lead Import to CRM Live Integrating you customer facing site to CRM Live is valuable addition to fine tuning your business process. This will allow you to capture real time customer questions, inquiries, etc into your CRM process. I've created a simple web application using... Read More... Published: Friday, February 08, 2008, 11:17 AM Tags: Microsoft CRM Live Code Sample, Tips, Microsoft CRM Live Blog, Sales

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  Adding Maps to your CRM Live Page Adding maps to your CRM Live Site is a pretty easy task that will add a nice touch. The first todo is to build an html page that takes a lat/long value and renders a map. Next, add an IFrame to your form where you want the map. The IFrame should point... Read More... Published: Tuesday, February 05, 2008, 09:17 AM Tags: Microsoft CRM Live Code Sample, Tips, Microsoft CRM Live Blog

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  Using Mail Merge to Create Quotes Microsoft CRM Live works with Office Word to enable merging of CRM data and Word docs. We also support email merge. The basic idea is that you can create a template that contains the content of your email or letter, then you can add tags that tell the... Read More... Published: Monday, February 04, 2008, 06:54 AM Tags: Tips, Microsoft CRM Live Blog, Sales

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  Early Access II Sign-Up Process To help our customers and partners visualize the Early Access II Sign-Up process prior to starting, below is a walk-thru guide for what you can expect the Sign-Up experience to look like. Step 1a (Sign In - WLID): When you receive your Early Access invitation... Read More... Published: Sunday, February 03, 2008, 02:43 PM Tags: Tips, Microsoft CRM Live Blog, Early Access