When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact, or Lead. These values are not customizable, but there...

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact, or Lead. These values are not customizable, but there...

Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto numbering. These may not be the most efficient techniques...

Today we welcome our guest blogger and CRM MVP Ayaz Ahmad . Last week I looked for the best approach to use auto numbers in Microsoft Dynamics CRM. After discussion with my peers I have come to the following possible options that can be used for auto numbering. These may not be the most efficient techniques...

Advanced transformations used in Microsoft CRM Data Migration Manager is a powerful and efficient technique for managing data when migrating your data. In one of my previous posts, Data Migration Manager: Advanced Transformation Mappings , I discussed the basics of advanced transformation mapping and...

Advanced transformations used in Microsoft CRM Data Migration Manager is a powerful and efficient technique for managing data when migrating your data. In one of my previous posts, Data Migration Manager: Advanced Transformation Mappings , I discussed the basics of advanced transformation mapping and...

In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with Microsoft Dynamics CRM. During these sessions I covered a number of live demonstrations of how you can extend and integrate Microsoft Dynamics CRM. One of the “big hit” demos involved the creation of...

In March 2008, Reuben Krippner presented two breakout sessions at Convergence US on Extensibility with Microsoft Dynamics CRM. During these sessions I covered a number of live demonstrations of how you can extend and integrate Microsoft Dynamics CRM. One of the “big hit” demos involved the creation of...

This topic is about new authentication mechanism for accessing CRM Web Services that was in Dynamics CRM Live – Passport Authentication. This new method requires you to jump a few more hoops before you can make your first web service call (after all we have now stepped out of our friendly AD neighborhood...

This topic is about new authentication mechanism for accessing CRM Web Services that was in Dynamics CRM Live – Passport Authentication. This new method requires you to jump a few more hoops before you can make your first web service call (after all we have now stepped out of our friendly AD neighborhood...