Microsoft Dynamics CRM Team blog

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Find SDK and Implementation Guide Content on MSDN or TechNet

Posted over 2 years ago

by Anonymous

If you are like me you spend a lot of time searching the internet for technical information. MSDN and TechNet have a lot of information, but when searching it you often have to filter out a lot of irrelevant content. There is a trick you can use to filter...
Displaying a Contact’s Facebook Picture in Microsoft Dynamics CRM 2011

Posted over 1 year ago

by Anonymous

Photos remind you of your customers better than their names. Wouldn’t it be great to see the photos of your customer when you open the contact form? This blog will show you how to display profile picture using Microsoft Dynamics CRM 2011 (online and on...
Microsoft Dynamics CRM and SQL Server 2012 - Better Together

Posted over 1 year ago

by CRM Blog

At Microsoft Dynamics our vision is to help companies transform into dynamic businesses by impassioning and equipping the individuals in their organizations. SQL Server 2012 which is being released at the Virtual Launch Event today is helping us deliver...
CRM Online Deployed – Not Until the Checklist is Completed

Posted over 1 year ago

by Anonymous

Todays guest blogger, Dynamics CRM Forum administrator, and CRM MVP Donna Edwards shares a tip that could save you a lot of time and contribute to the success of your CRM Online implementation. Donna is a Senior Consultant at Tribridge . So you think...
Yammer and iPad Capabilities Now Available for Microsoft Dynamics CRM

Posted 2 months ago

by CRM Blog

We are pleased to announce the release of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social networking scenarios offered through Yammer. To get these capabilities, your organization must start by installing...
Microsoft Dynamics CRM 2011 ~ Online Test Drive Guide

Posted over 1 year ago

by Anonymous

This post is the Microsoft Dynamics CRM 2011 Online Test Drive Guide, a high level guided tour of the application to help you get the most out of your 30-day trial experience. The guide will take you through key steps to a successful experience starting...
Web Resources Generated During Upgrades: Don't Ship Them!

Posted over 1 year ago

by Anonymous

Since Microsoft Dynamics CRM 2011 shipped, it has been common practice for ISVs to upgrade their development organizations from CRM 4.0 to 2011 so that they can ship their customizations via solutions. After upgrade, most of you may have already noticed...
Getting Started with Custom Reports in the Cloud

Posted over 2 years ago

by Anonymous

Ability to create custom reports has been one of the top asks for Microsoft Dynamics CRM Online . When we set about designing a solution, security , ease of use, and performance were one of our top goals along with portability of reports, so that you...
Microsoft Dynamics CRM Dashboards for Techies

Posted over 2 years ago

by Anonymous

In the previous blog post we showed how a sales manager, Kevin, can use the charts and dashboards features to derive quick insights from his Microsoft Dynamics CRM data. In this blog we show how we can take such analyses to the next level by using the...
Windows Azure Web Role Hosted Service + Microsoft Dynamics CRM Online Impersonation

Posted over 2 years ago

by Anonymous

We have had a lot of demand for some direction on how to impersonate a Microsoft Dynamics CRM Online user from a Windows Azure hosted service (Web Role). I have completed a walkthrough that will guide you through this process using the default Cloud Web...
Bing Maps and Microsoft Dynamics CRM Online

Posted over 2 years ago

by Anonymous

Microsoft Dynamics CRM 2011 has been improved to make you more productive by giving you different visualizations of your data, such as the Dashboards feature . Another such visualization that has generated a lot of interest is Bing Maps integration. For...
How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension

Posted over 2 years ago

by Anonymous

Today’s guest blogger is CRM MVP Frank Lee from Workopia who provides us his insights about another way to create custom reports. The Microsoft Dynamics CRM 2011 architecture enables report developers to create and customize reports even more than...
Sales Process Workflow that allows skipping stages

Posted over 2 years ago

by Anonymous

Please see the blog article Microsoft Dynamics CRM Sales Process for an introduction to sales process workflow in CRM. In this article, I will present an approach which can be used to move the workflow from one stage to another (forward only) using a...
Highlights: CRM 2011 Feature of the Week

Posted over 2 years ago

by Anonymous

CRM MVP Aaron Elder , CTO at Ascentium contributes a list of highlighted features for the Microsoft Dynamics CRM 2011 release. I have been releasing a quick highlight of one new CRM 2011 feature every week. Here is what has been released so far...
Shortcuts Rock for Microsoft Dynamics CRM

Posted over 2 years ago

by Anonymous

Today’s guest blogger is CRM MVP Alex Fagundes, CIO of PowerObjects , talks about one of his favorite features, Outlook Shortcuts. One of the things that sets Microsoft Dynamics CRM apart from some of the other options that are available today for CRM...
Get it now: SDK Update 4.0.13

Posted over 2 years ago

by Anonymous

Even though we are hard at work on Microsoft Dynamics CRM 2011, we want to support our current customers. Many of you have been asking about an update to the Advanced Developer Extensions (Microsoft.xRM) assemblies and tools. This SDK Update 4.0.13 is...
Using Microsoft Dynamics CRM Error Codes to Enhance Customer Support

Posted over 2 years ago

by Anonymous

Today’s guest blogger is Jerry Weinstock at CRM Innovation a Microsoft Gold Certified Partner with three ISV CRM solutions that are in the cloud – Email2CRM – integrated email messaging with web analytics, Data2CRM – import and migration manager, Web2CRM...
Importing two or more entities from a Single File

Posted over 2 years ago

by Anonymous

This post talks about a feature in Microsoft Dynamics CRM 2011 through which you can Import data from a single source file into multiple entities. For example, if you have a single CSV file that has data that you want to split across the Contact and Account...
Custom workflow actions in Microsoft Dynamics CRM 2011 Online

Posted over 2 years ago

by Anonymous

We have received multiple questions and feedback regarding the capability of adding custom workflow activities in CRM 2011 Online and I would like to provide some responses as well as offer some guidance on how to insert custom logic to workflows in CRM...
Marketing with Dynamic List

Posted over 2 years ago

by Anonymous

Imagine how productive a Marketing manager would be if she can target all her customers by creating a marketing list which keeps itself auto updated based on a criterion. Read on to find out how Microsoft Dynamics CRM 2011 makes her job simpler. This...
How to Reference Assemblies from Plug-ins

Posted over 2 years ago

by Anonymous

You may have noticed that Microsoft Dynamics CRM 2011 (and CRM 4 before it) does not really have support for referencing custom assemblies from a plug-in assembly. You are limited to .NET Framework assemblies and the public Microsoft Dynamics CRM 2011...
New Microsoft Dynamics CRM 2011 Whitepaper for ISVs and Developers

Posted over 2 years ago

by Anonymous

CRM MVP Julie Yack announces the release of her current whitepaper for tech nerds. Julie blogs regularly at The never boring life of me . Looking for details on Microsoft Dynamics CRM 2011 and how it applies to you as an Independent Software Vendor (ISV...
It’s Veteran’s Day 2011

Posted over 2 years ago

by Anonymous

As a veteran of the U.S. Army in the Corps of Engineers, now a retired Major, here’s my favorite Veteran’s Day video this week: From all of us at Microsoft Cheers, JaAG tweetmeme_style = 'compact'; tweetmeme_source = 'MSdynamicsCRM';
Simple Chart Modification in Microsoft Dynamics CRM 2011

Posted over 2 years ago

by Anonymous

Start with Exporting the Chart All Charts are entity based. Start by opening the entity that your chart is based on. In the case of the Sales Funnel, it is the Opportunities Entity. Next, make sure the chart in question is the current chart being displayed...
Internal storage of SiteMap and Form customization in managed solution packages

Posted over 2 years ago

by Anonymous

Solution is a fantastic feature that will be released with the Microsoft Dynamics CRM 2011 . Refer to this blog for its introduction: CRM 2011 solutions buisness apps on Steroids . SiteMap and Form customization management is built on top of the CRM 2011...

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