Microsoft Dynamics CRM Online Team Blog

April 2008 - Posts

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  Bulk Data Export Tool Reference to a great post on the CRM blog which describes a sample tool for bulk data export from CRM Online.  This sample tool allows the administrator of the CRM Online instance to export records of CRM entities in the form of .csv files. ... Read More... Published: Wednesday, April 30, 2008, 09:45 AM

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  CRM 4.0 Bulk Data Export Tool There is no facility to Bulk Export the data from Microsoft Dynamics CRM 4.0. This sample tool allows... Read More... Published: Wednesday, April 30, 2008, 07:55 AM Tags: Data Management, Announcement, Extensibility and Programmability

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  Duplicate Detection Security Model Security model of duplicate detection is in accordance with the security flow of MSCRM v4 which is very... Read More... Published: Tuesday, April 29, 2008, 08:31 AM Tags: Data Management, Security and Permissions

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  Mapping attributes CRM Online provides the ability to map data values from one entity to another. This is a nice feature to help associate data from related entities. Couple of things to point out: 1. Mapping only occurs when the entity is first created. 2. You must create... Read More... Published: Monday, April 28, 2008, 12:15 PM

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  Microsoft SQL Server 2005 Data Mining Add-ins for Microsoft Office 2007 with Microsoft Dynamics CRM SQL Server 2005 Analysis Services (SSAS) provides tools for data mining with which you can identify rules... Read More... Published: Monday, April 28, 2008, 07:58 AM Tags: Data Management, Office Integration, SQL

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  Bulk Record Deletion in Microsoft CRM Online This blog post will cover custom filter-based mass record deletion for a given entity System. In this... Read More... Published: Thursday, April 24, 2008, 08:16 AM Tags: Data Management, Feature Spotlight

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  2008 MVP Global Summit: From the eyes of an MVP Guest blogger and CRM MVP Larry Lentz shares with us his experience at the Microsoft MVP Global Summit... Read More... Published: Wednesday, April 23, 2008, 06:48 AM Tags: MVP, Community

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  MS CRM E2 updates Virtualization support for MS Dynamics CRM 4.0 The MS CRM Engineering for Enterprise team has released Support for Microsoft Dynamics CRM 4.0 on a computer... Read More... Published: Tuesday, April 22, 2008, 01:33 PM Tags: Announcement, Virtualization

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  Microsoft Dynamics CRM Online Launch Announced! As many of you may already have heard or read , today Microsoft is announcing the General Availability... Read More... Published: Tuesday, April 22, 2008, 09:39 AM Tags: Announcement, CRM Online

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  Microsoft Dynamics CRM Online Debuts Microsoft Corp. today announced the general availability of Microsoft Dynamics CRM Online, an on-demand customer relationship management service hosted and managed by Microsoft.  The new Internet service delivers a full suite of marketing, sales... Read More... Published: Tuesday, April 22, 2008, 09:35 AM Tags: Overview, Events, Microsoft CRM Online Blog

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  Announcing Workshops for Winning Presentations with Microsoft Dynamics CRM VPC Tools Get ready to enhance your solution demonstration skills! Microsoft Dynamics CRM 4.0 is here and to help... Read More... Published: Monday, April 21, 2008, 07:58 AM Tags: Training

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  Microsoft Dynamics CRM 4.0 Implementation Guide update 4.1.0 is Now Available! The Microsoft Dynamics CRM 4.0 Implementation Guide update 4.1.0 is now available and contains the following... Read More... Published: Thursday, April 17, 2008, 08:20 AM Tags: Announcement, Documentation

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  Service Management Scheduling Unleashed There are many interlocking relationships in Service Scheduling that once understood and correctly implemented... Read More... Published: Wednesday, April 16, 2008, 08:11 AM Tags: Tips and Tricks, Feature Spotlight, Service Management

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  Error Handling in Data Migration Wizard In this entry I am going to talk about different features in Data Migration Manager(DMM) where error... Read More... Published: Tuesday, April 15, 2008, 06:07 AM Tags: Tips and Tricks, Data Management

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  Data Migration Manager’s Navigation UI Among a rich concourse of features being offered by Microsoft Dynamics CRM 4.0; one is Data Migration... Read More... Published: Monday, April 14, 2008, 08:22 AM

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  Web Lead Import to CRM Online I'm following up on an earlier posting on using the CRM Web Services to push data from your web site to the CRM Online application. In the previous post, I explained how to use the authentication, MSIDCRL.dll, to authenticate to the CRM Online. This... Read More... Published: Saturday, April 12, 2008, 01:42 PM

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  CRM Online - Start Here Part II - Getting Started I recently wrote about starting up with CRM Online. In that blog, I tried to outline some of the items you'll want to consider when you first get going with your instance. I wanted to update that blog by pointing to the Getting Started guide that... Read More... Published: Saturday, April 12, 2008, 07:35 AM

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  Using the CRM Outlook client without a VPN Connection In version 3.0, the CRM Outlook client could only use Active Directory (AD) authentication to connect... Read More... Published: Friday, April 11, 2008, 08:36 AM Tags: Tips and Tricks, Outlook client, Feature Spotlight

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  CRM Online Email Address vs Windows Live ID The Window Live ID is used to login into the system and it's used to invite the user when they first put in the system.  CRM Online requires the user to login with a Windows Live ID. However, this doesn't mean that they have to get their... Read More... Published: Friday, April 11, 2008, 06:21 AM

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  Using Workflow to Maintain an Audit Log Today we welcome back guest blogger Guy Riddle , a long time CRM MVP who shares his insight with us.... Read More... Published: Thursday, April 10, 2008, 07:46 AM Tags: Guest Star, MVP, Workflow

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  CRM Online - Start Here I've been getting a few inquiries about what do I do with my CRM Online instances after getting the URL. So based on our early adopter program, I can shed some light on this topic. Of course, the OA release could differ so don't hold me to the... Read More... Published: Wednesday, April 09, 2008, 10:52 AM

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  Data Migration Wizard: Express versus Standard Mode The Data Migration Manager is a powerful feature in Microsoft CRM 4.0, designed to handle the migration... Read More... Published: Wednesday, April 09, 2008, 08:49 AM Tags: Tips and Tricks, Data Management

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  Microsoft Dynamics CRM SDK version 4.0.4 Version 4.0.4 of the Microsoft Dynamics CRM 4.0 SDK is now available for download! This version contains... Read More... Published: Tuesday, April 08, 2008, 08:03 AM Tags: SDK, Documentation

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  Have CRM Online post data to you I'm a little embarrassed that it's taken me a while to 'see' this but it's really... Read More... Published: Monday, April 07, 2008, 09:34 AM Tags: Tips and Tricks, Outlook client, CRM Online

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  How to get to the entity schema's in CRM Online If you plan and doing integration using the web services, you may find it useful to have access to the entity schema's. https://<org name>.crm.dynamics.com/sdk/list.aspx The entity schemas will give the definition of all the entities in the... Read More... Published: Monday, April 07, 2008, 07:01 AM Tags: Microsoft CRM Online Blog, Microsoft CRM Online Code Sample, Tips