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Here's a nice customization you can easily add. Scenario: Sales rep would like to have an email sent...
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I hooked up the CRM Email Router today to pull data from a POP email account and insert into a queue...
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I'm a little embarrassed that it's taken me a while to 'see' this but it's really...
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For those who received/purchased the " Working with Microsoft Dynamics CRM 4.0 " book, there...
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When using the CRM Web Services, there are times when you need to work with custom entities that aren't...
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There's a very nice article for those who are brand new to CRM Live. This walks you through...
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What is a web service ? A web service is a programming interface exposed by an application. It follows industry standards that allow it to be consumed ( used ) by any software technology that understands the web service standards defined by W3C. CRM Live...
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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...
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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...
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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...
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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 )
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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...
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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...
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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...
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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...
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It's a good idea to back up (Export) your Customizations on a fairly regular basis - after you create or alter any of your Entities, Workflows, etc. This is a very simple process that can make your live easier in the future. If you are...
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