Microsoft Dynamics CRM Team Blog

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  Publishing Microsoft CRM 4.0 through ISA Server 2006 Henning Petersen, CRM team support engineer points to a very popular post collaboration with the ISA team. Last February Yuri Diogenes from the ISA/IAG team collaborated with Henning Petersen from the CRM Team on CRM 3 through ISA Server 2006 . After... Read More... Published: Thursday, July 24, 2008, 09:32 AM Tags: Security and Permissions, ISA, SSL, Servers

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  Are You Certifiable? This month's guest blogger and CRM MVP Larry Lentz shares with us his experience with the Microsoft Certification Program. Becoming Microsoft certified is not only a good way to demonstrate to others your knowledge and grasp of Microsoft technology... Read More... Published: Wednesday, July 23, 2008, 10:30 AM Tags: MVP, Training, Certification

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  Microsoft Dynamics CRM Interviews and Screencasts Over the last six months I have been recording a number of Microsoft Dynamics CRM 4.0 Screencasts as well as shooting video of my ISV's at Convergence 2008. In the coming fiscal year I am looking forward to doing more of these as well as also screencasting... Read More... Published: Tuesday, July 22, 2008, 11:25 AM Tags: Video, ISVs, Screencasts

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  CRM 4.0 User’s Guide now available in PDF and Word 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... Read More... Published: Monday, July 21, 2008, 05:28 PM Tags: Sales, Downloads, Documentation, Customization, Marketing, Help, Service

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  How it Works: SQL Server Reporting Services and Dynamics CRM At Tech-Ed Developer in Orlando a few weeks back I lead an interactive session on CRM and Business Intelligence. The session was open to any CRM and BI topic so I expected a lot of hard questions about data mining and the like but the topic of greatest... Read More... Published: Friday, July 18, 2008, 10:14 AM Tags: SQL, Reporting, Deployment

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  Developer Ramp up Kit for Microsoft Dynamics CRM 4.0 Many of our ISV partners might be familiar with the DPE Metro (formerly Ascend) early adopter training content that we used to ramp-up the partners on CRM 4.0 platform (code named "Titan"). We're now happy to announce that the materials... Read More... Published: Thursday, July 17, 2008, 11:32 AM Tags: Documentation, Video, ISVs, Developers

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  LinkedIn to Microsoft Dynamics CRM Guest blogger CRM MVP Matt Wittemann is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient through the effective use... Read More... Published: Wednesday, July 16, 2008, 10:11 AM Tags: Community, Extensibility and Programmability, LinkedIn.com

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  Microsoft Dynamics CRM Online Video Gallery Please see the link below to review a gallery of how-to videos using Microsoft Dynamics CRM Online. The videos include topics such as end-to-end scenario’s for Sales, Marketing, and Customer Service. There are also video’s for customizations... Read More... Published: Monday, July 14, 2008, 08:41 AM Tags: CRM Online, Video, Training

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  Microsoft Dynamics CRM E-mail Router and Exchange 2007: Keeping it Secure In the last several months, there have been increasingly greater numbers of questions from customers and partners regarding the configuration of the Dynamics CRM E-mail Router against Exchange 2007 in 'On Premise' deployments.  Specifically... Read More... Published: Friday, July 11, 2008, 06:38 AM Tags: Security and Permissions, Office Integration, Exchange

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  Top 14 Microsoft Dynamics CRM Sites and Downloads We put together this handout for the Microsoft Worldwide Partner Conference and it is something that people are finding really valuable so I thought I'd post a copy here. Whether you’re interested in an online or on-premises solution, Microsoft... Read More... Published: Wednesday, July 09, 2008, 12:47 PM Tags: Community, Documentation, Resource Center

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  Accessing a SQL Database from a Microsoft Dynamics CRM Plug-in Have you ever had the need to access data in a non-CRM SQL database from within a plug-in? Let’s say that you register a plug-in with Microsoft Dynamics CRM that will pull additional data from another SQL database in order to pre-populate a newly... Read More... Published: Tuesday, July 08, 2008, 11:20 AM Tags: Data Management, Plug-in

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  Categorizing and Displaying Reports in Different Languages Microsoft Dynamics CRM includes a number of ready-to-use business reports and provides the capability for creating custom reports. In Microsoft Dynamics CRM 3.0, you could manage the reports only by using the Microsoft Dynamics CRM Web application. In... Read More... Published: Monday, July 07, 2008, 08:03 AM Tags: Reporting, Internationalization

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  Email router configuration XML file explained Hi. Many of you have wondered what the various settings in the email router configuration file ( a.k.a Microsoft.Crm.EmailAgent.xml) are. Some of them are pretty straight forward and some are not. In this blog I will try to describe them in detail. Microsoft... Read More... Published: Wednesday, July 02, 2008, 11:29 AM Tags: Office Integration, E-mail

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  Plug-in Registration Tool 2.1 I have made some minor upgrades to the Plug-in Registration v2.0 tool that is included in the Microsoft CRM 4.0 SDK download or downloaded from Code Gallery . The following features were added for making the developer’s life easier. 1. Support for... Read More... Published: Tuesday, July 01, 2008, 08:42 AM Tags: Extensibility and Programmability

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  Microsoft Dynamics CRM Wiki When I was an CRM MVP I really wanted to create a live FAQ that captured all the knowledge about Dynamics CRM much of which locked up in the newsgroup archives. To that end I have created the Microsoft Dynamics CRM Wiki . A collaborative Web application... Read More... Published: Monday, June 30, 2008, 08:36 AM Tags: Community, Documentation, Wiki

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  Plug-in or Workflow? Deciding when to use a workflow vs. a plug-in is usually a straight forward process. In general, I always recommend using workflow to automate business processes especially if the business process will be later modified/maintained by “business”... Read More... Published: Friday, June 27, 2008, 09:38 AM Tags: Tips and Tricks, Workflow, Plug-in

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  Known Outlook Client Issues The picture above is the first “computer bug” found in 1945. As a piece of techno-folklore, this was a literal bug! We have pulled this post because of a potential problem that could inconvience our customers. We will test for the cases reported and put... Read More... Published: Thursday, June 26, 2008, 01:45 PM Tags: Office Integration, Outlook client, KB

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  Use Workflow To Set The Primary Contact Welcome Matt Wittemann , CRM MVP and today's guest blogger. He is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient... Read More... Published: Wednesday, June 25, 2008, 09:44 AM Tags: MVP, Workflow

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  Microsoft's Recycling Program Get's Revamped One of the things that makes me proud to work for Microsoft has been how aware the company is about the company footprint on this blue marble, aka the third rock from the Sun. Just recently the three containers in my office became two and we can mix the... Read More... Published: Tuesday, June 24, 2008, 01:38 PM Tags: Microsoft

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  Web Services & DLLs or What’s up with all the duplicate classes? You may have noticed that the Microsoft Dynamics CRM 4.0 SDK contains Web services, assemblies and helper code that have LOTS of the same classes. Which should you use, when and why? It depends on what you are creating: Plug-ins A plug-in is an assembly... Read More... Published: Monday, June 23, 2008, 07:33 AM Tags: SDK

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  Custom Workflow Activity for matching email addresses to customers 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... Read More... Published: Friday, June 20, 2008, 07:02 AM Tags: Customization, Workflow, E-mail

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  Market Forecasting using Microsoft Dynamics CRM Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and reported on to aid with forecasting and analysis of the results of a marketing campaign. I’m considering writing an article about creating and using this... Read More... Published: Wednesday, June 18, 2008, 08:04 AM Tags: Marketing, Forecasting

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  Quick Tip: Send a shortcut link to a record in an e-mail Sometimes rather than send instructions how to find a record, it’s easier just to e-mail it. The Outlook e-mail may not be automatically tracked in CRM (depends on your settings), and the link only works for other CRM users with at least Read permissions... Read More... Published: Tuesday, June 17, 2008, 08:55 AM Tags: Tips and Tricks, Outlook client

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  Report on Processes Not Just Data You didn’t want to write code to get insight into your business? Alright, that’s fair. Check out CRM 4.0 because the CRM investment will really pay off - business users can now build their own reports with the report building wizard. Since it’s a wizard... Read More... Published: Monday, June 16, 2008, 10:57 AM Tags: Workflow, Reporting

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  Use Workflow to Configure Business Data Auditing in Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is... Read More... Published: Friday, June 13, 2008, 08:33 AM Tags: Tips and Tricks, Data Management, Workflow, Analytics Foundation