Microsoft Dynamics CRM Team blog

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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...
Welcome to the World of Dialogs - Part 1

Posted over 2 years ago

by Anonymous

The Dialog is a brand new feature built on top of Windows Workflow Foundation 4 in Microsoft CRM 2011 . Before I delve into details of power, the Dialogs provide, this is important to let you know that now the Workflows and Dialogs are collectively known...
Microsoft Dynamics CRM Certification Exams

Posted over 3 years ago

by Anonymous

Do you want to stand apart from other IT personnel? Do you want to demonstrate your expertise with Microsoft Dynamics CRM to colleagues, employers, clients, peers, and –most important – yourself? Have you considered taking the Microsoft Dynamics CRM certification...
Reports on the Dashboard

Posted over 2 years ago

by Anonymous

Dashboard is one of the powerful and highly demanded features introduced in Microsoft Dynamics CRM 2011 . You can add Charts, Lists, Web Resources, and Iframes to a Dashboard to provide high level analytical view of CRM data. To understand more about...
Introduction to Queues in Microsoft Dynamics CRM 2011

Posted over 2 years ago

by Anonymous

What is a queue? The analog predecessor to the CRM queue was the incoming and outgoing box on an employee’s desk. When someone has a work item for you to work on they filled out a form and set it in your “incoming” box. Employees often would have different...
New Dependent Picklist Sample

Posted over 4 years ago

by Anonymous

People frequently need to use client scripts to create dependent drop-down (picklist) fields. You can find many different approaches to do this in the CRM Forums and blog posts . We have had a “Dynamic Picklist” sample in the SDK for some time, but I...
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...
CRM 4.0: Checkbox style Multi-Select Picklist

Posted over 4 years ago

by Anonymous

Our guest blogger is CRM MVP Jim Wang joining us from Reading England. Jim blogs regularly at Microsoft Dynamics CRM – Jim Wang’s technical blog [MVP] . CRM 4.0 doesn't have many out-of-box user controls, such as multi-select picklists. The standard...
Power User Tips: The CRM 4.0 Metadata Cache

Posted over 3 years ago

by Anonymous

CRM MVP Michael Höhne is our guest blogger today. You can read more by him on his blog . I don't know about you but I'm using the CRM metadata in almost all of my applications. It may be as simple as the need for an object type code and can be...
Support for COUNT(DISTINCT) in Fetch XML queries

Posted over 4 years ago

by Anonymous

We have made a couple of enhancements to the aggregate query feature of Fetch XML. These updates have shipped for version 4.0 as part of UR2 and for version 3.0 as documented in KB Article 960079 . So far we only supported the count aggregate function...
Upgrading a CRM 4.0 Custom Workflow Activity to CRM 2011

Posted over 2 years ago

by Anonymous

CRM MVP Mitch Milam is our guest blogger today. Read Mitch’s blog . I recently upgraded one of my custom workflow activity plugins to CRM 2011 and thought it would be an interesting exercise to walk through that process with you. So let’s walk through...
CRM Usage Reporting Unleashed

Posted over 4 years ago

by Anonymous

Our CRM MVP guest blogger for today is David Jennaway who is the technical director at Excitation. A frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather...
Creating a Birthday Contact List

Posted over 4 years ago

by Anonymous

Today we welcome our guest blogger CRM MVP Darren Liu from the Crowe Horwath company. Have you ever been asked by someone to get a list of contacts having birthdays during a certain time period from CRM? If so what have you done to perform this task?...
Troubleshooting Solution Import for your Upgraded Microsoft Dynamics CRM 2011 Organization

Posted over 2 years ago

by Anonymous

So you have upgraded your Microsoft Dynamics CRM 4.0 organization to Microsoft Dynamics CRM 2011 , and you intend to export all upgraded customizations and import them in each of your development/test organizations so that your team can unleash all their...
Customizing the CRM Lookup Return Field

Posted over 4 years ago

by Anonymous

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...
Fetch-Xml based Reports: Bits & Pieces

Posted over 2 years ago

by Anonymous

With Fetch-xml based reports in Microsoft Dynamics CRM 2011 , users can now create custom reports in Microsoft CRM Online. The CRM Report Authoring extension for BIDS provides a rich authoring experience for creating such custom reports. Abhijit Gore...
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...
White Paper: Implementing an ADFS Solution for Microsoft Dynamics CRM by Using Intelligent Application Gateway (IAG)

Posted over 3 years ago

by Anonymous

By default, an on-premise implementation of Microsoft Dynamics CRM 4.0 leverages Active Directory (Integrated Windows) Authentication to accommodate access by internal users. However, many businesses also require the ability to provide external users...
Customizing Microsoft Dynamics CRM 4.0 for High-Latency and Low-Bandwidth Environments

Posted over 4 years ago

by Anonymous

The MS CRM Engineering Excellence (E 2) and Dynamics Premier Field Engineering (PFE) teams recently collaborated on a benchmark testing effort designed to measure the performance improvement associated with customizing an “out-of-the-box” implementation...
Setting Up Your CRM Development Environment

Posted over 3 years ago

by Anonymous

Here is a great new addition to our set of technical articles on the Dynamics CRM Developer Center! Read Setting Up Your Development Environment , which explores four common development environment approaches: Using an isolated development environment...
Microsoft Dynamics CRM: Round Robin Lead Assignment

Posted over 4 years ago

by Anonymous

Some of my customers over the years have used a Round Robin method of assigning leads. So the first lead that comes in goes to Sales Rep A, second lead goes to Sales Rep B, etc. It works well with smaller sales teams that occupy the same geographic territory...
White Paper: Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL

Posted over 4 years ago

by Anonymous

The MS CRM Engineering and Excellence team is pleased to announce the release of the white paper Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008 , which is available for download at: http://www.microsoft.com...
Microsoft Dynamics CRM Online 2011 Web Services SOAP Sample now ready for Europe & Asia

Posted over 2 years ago

by Anonymous

The recent code sample I published on Connecting to CRM Online 2011 Web Services using SOAP Requests Only was well received by many people however a few developers from Europe & Asia mentioned that they were getting (500) Internal Server Error when...
Microsoft Dynamics CRM 4.0 Update Rollup Schedule

Posted over 4 years ago

by Anonymous

The Microsoft CRM Sustained Engineering (SE) team has now completed the transition to a frequent Update Rollup servicing model for Microsoft CRM 4.0. Starting with the release of Update Rollup 2 on January 15 th , the CRM SE team will release most of...
Adding attachments to Templates and Bulk email

Posted over 2 years ago

by Anonymous

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign. There were...

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