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My colleague Jeremy Hofmann has been busy at one of our clients providing them valuable solutions to meet their business needs. Below is another great example of how Jeremy has harnessed the customizability of CRM! Business Problem: Do your clients need...
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My colleague Jeremy Hofmann has been busy at one of our clients providing them valuable solutions to meet their business needs. Below is a great example of how Jeremy has harnessed the customizability of CRM! Business Problem: We’ve given the client a...
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Microsoft has a great article containing tools to help a CRM developer ramp up. The article includes presentations and labs that will help complement a developer's .NET skills to help build on top of the CRM 4.0 platform. The article contains links...
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How does Microsoft Dynamics CRM handle multi-tenancy? What is multi-tenancy? These are the questions I often get from clients and other developers just interested in the CRM architecture. Multi-tenancy allows CRM to be deployed on a single server, but...
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Upon opening a report with a pre-filter, you expect to be presented with a query builder that will allow you to search for accounts, contacts or other CRM entity by location, owner, or any other field on the respective entity. Something that looks like...
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One of the least published example of CRM code is deactivating an entity, probably because it's not used as often as creating, updating or retrieving entities. Below is an example I've used on several occasions to deactivate an entity: public...
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I have seen numerous requests on other blogs about sample code to on how to update entities in CRM. One way is to use the CRM web service to update business entities, however by doing so, you're only limited to out-of-the-box entities with system...
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Here's a simple JavaScript customization to enable an e-mail field, once filled in, have a user double-click it and open your default e-mail client with the address in the "To" field. if(crmForm.FormType == 1 || crmForm.FormType == 2) {...
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There have been numerous requests on other blogs about sample code to on how to create entities in CRM. One way is to use the CRM web service to create business entities, however by doing so, you're only limited to out-of-the-box entities with system...
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Whether it's developing CRM plug-ins, custom workflow activities, or writing stored procedures against the CRM database, the most useful tool I've used is the Microsoft Visual Studio Debugger. The debugger allows developers to step through the...
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The CRM 4.0 Plug-in registration tool is Microsoft's tool to register any plug-in developed for CRM 4.0 and callouts that were developed for CRM 3.0, but need to be upgraded to 4.0. In this article, I'd like to take a step by step walkthrough...
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Here is a great article that illustrates how to publish Microsoft CRM 4.0 through ISA Server 2006: http://blogs.technet.com/isablog/archive/2008/07/23/publishing-microsoft-crm-4-0-through-isa-server-2006.aspx The article is broken up into the following...
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Below are some very useful links on standards for Microsoft CRM and SQL Server Reporting Services: http://www.ssw.com.au/ssw/Standards/Rules/RulestoBetterMicrosoftCRM.aspx http://www.ssw.com.au/ssw/Standards/Rules/RulesToBetterSQLReportingServices.aspx...
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Another common question I see in blogs from users are is there a way to add filtered lookups? That is only allow users to "lookup" certain records that related to that particular one. Here's a real life example: Say you have an account that...
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There have been numerous requests on other blogs about sample code to on how to retrieve entities in CRM. One way is to use the CRM web service to retrieve business entities, however by doing so, you're only limited to out-of-the-box entities with...
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