The CRM Team Blog is mostly written by members of the Microsoft Dynamics CRM product team. Occasionally, we ask our Microsoft friends in the field, or some of our key customers/partners (like our beloved MVPs) to pitch in with their perspective.
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Views allows you to display data in Microsoft Dynamics CRM in a customized manner, designed for the way you work. Creating them is easy and only requires a few clicks. The types of views include system and personal. Each entity has different system views...
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The Microsoft Dynamics CRM workflow engine provides powerful functionality for implementing custom business logic in a CRM deployment. However, it also lends itself to complex problems and design mistakes which can result in expensive maintenance and...
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Learn how to build and use two new powerful tools developed for Microsoft Dynamics CRM. The Customization Comparison Utility lets you compare the customization files between two Microsoft Dynamics CRM systems and the Configuration Data Utility lets you...
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Microsoft Dynamics CRM has recently released November 2009 Service update for Microsoft Dynamics CRM online. One of the key features delivered as part of this release is enhanced Import Data Wizard. To familiarize yourself with the new capabilities of...
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This customization is designed to call the ‘Microsoft® Translator’ service from within CRM. This example uses a custom button, included in an entity form, to call the service and translate text (which has been selected by the user) into another language...
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CRM MVP Mitch Milam returns as a guest blogger. You can read more at his blog . While working on any CRM installation, you will inevitably find yourself needing to record possible enhancements to the system. What better place to store that information...
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Our guest blogger today is CRM MVP David Jennaway , the technical director of Excitation Ltd , a Microsoft Gold Partner in the UK that specializes in delivering Microsoft CRM solutions. CRM offers a range of options when designing a CRM solution for a...
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As you all know a CRM lookup only displays its related entity primary field. Although this can not be changed using existing customizations; in most cases that suffices. However, there are occasions where you want to display another information in order...
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Good news for ISVs, partners and anyone building applications on top of the CRM platform. I’m really happy to let you know that we just released the source code of 2 very useful tools. You can find all the details and download the tools in this...
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Today we welcome Microsoft Dynamics CRM MVP Umar Khan who is a Microsoft CRM Consultant. You can read more from Umar on his blog at http://umarkhan.wordpress.com . In business processes, there are sometimes scenarios in which certain steps require approval...
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This month I am pleased to introduce Jeremy Hofmann, a Manager in Crowe Horwath' s Dynamics CRM practice and is responsible for many successful deployments of Dynamics CRM across North America. In his usual style Jeremy steps out of the box and shows...
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I recently posted the Microsoft CRM 4.0 Form Reporter in MSDN Code Gallery . Form Reporter is an application that creates a Word 2007 document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and information...
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Have you ever wanted to see the progress information while importing entity customizations? Now you can track the import progress by using new Microsoft Dynamics CRM import job entity. The import job entity tracks the results when you import entity customizations...
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Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone...
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As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0 . The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help...
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In an earlier blog ( E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that...
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When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact,...
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Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto...
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