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 a way to monitor activity usage as a means to track user ...

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 way to add a documents I_FRAME on a contact record, however there was no easy way ...

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 to the following: Introduction to concepts for developing with Microsoft CRM ...

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 allows multiple organizations to be supported.  For example, say a ...

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 void DeactivateEntity(Guid entityId) { //variable ...

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 attributes.  To retrieve anything more "dynamic," you'll have to employ ...

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 == ...

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 attributes.  To retrieve anything more "dynamic," you'll have to ...

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 code for the above mentioned scenarios and has saved me hours!    Microsoft ...

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 of the tool including any interesting facts or issues I've run into during this ...