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Dynamics 365 Blog

Just do it – Deleting attributes that are in use by running Workflows 

Microsoft Dynamics CRM MVP Aaron Elder of Ascentium provides some tips and tricks. Recently, we had the need to delete several attributes from an entity we had created (Employee).  Normally this is a very straight forward affair in Microsoft CRM.  You simply remove the field from the Form and Grids and they using the Entity...

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“Poor man’s” Business Intelligence for Microsoft Dynamics CRM 

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft Dynamics CRM to make better decisions, be more effective and impact the bottom line. Technologies...

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Seeing is Believing 

Need help getting started with CRM Online? The Resource Center hosts short , no frills videos to help with tasks like configuring CRM Online, adding users, importing customer data,  duplicate detection, and setting up CRM for Outlook. The Resource Center also links to more comprehensive videos from the Sales team that lead you through end-to-end...

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Update Rollup 1 for Microsoft Dynamics CRM 4.0 

The Microsoft Dynamics CRM Sustained Engineering team released Microsoft Dynamics CRM 4.0 Update Rollup 1 on Monday, November 24, 2008. Below is the link to the release and information on how to deploy it to your clients via AutoUpdate. Please see the Knowledge Base (KB) article for more details about the Update Rollup 1 content...

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Bio – Matt Brown 

My name is Matt Brown.  I am the Program Manager Lead for the Microsoft CRM Sustained Engineering (SE) team.  January 2009 marks 10 years since I started working at Microsoft.  I spent the first 6 years as a member of the Exchange SE team and the last 4 as a member of the CRM SE...

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Microsoft Dynamics CRM 4.0 Bookshelf 

CRM MVP Ronald Lemmen is our guest blogger and provides us an eagle-eye view of available books. You can read more from Ronald at his blog including what may be the most comprehensive list of CRM blogs in the world. There were just a handful of books available for Dynamics CRM 3. Since the 4.0...

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An early look at CRM “5” 

As you might imagine, since shipping Dynamics CRM 4 the product team has been hard at work designing the next major release.  Over the past few months they’ve given a few sneak peeks at some of the more interesting platform pieces that they’re working on.  Naturally I grabbed my video camera and got as much...

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Announcing List Web Part for Microsoft Dynamics CRM 4.0 

I am happy to announce that the Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0. List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ . The List Web Part is free for download and use. The List Web...

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Dynamics NAV 2009 and MS Office Integration, send-to Excel and Word 

This blog describes changes in office integration feature, send-to Excel and Word, when using RTC client in NAV 2009.  Send-to menu option on RTC client is typically located in menu, under Actions – Send to option. Shortcuts for this functionality is added, but unlike version 5.0, only send -to Word and Excel options are available. To export any...

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Workflow E-mail Utilities 

Today we welcome guest blogger Jim Steger, developer, blogger, and writer for Sonoma Partners with this guest post. The new workflow functionality of Microsoft Dynamics CRM 4.0 opens new and exciting opportunities for developers and end users to easily create sophisticated business logic. However, sending alert-type e-mails is still one of the most common uses...

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Quality Management in Dynamics AX 2009 – Upgrade essentials 

Quick abstract As many of you may know, with the latest release of Dynamics Ax 2009, the new Quality Management System (QMS) module is available within the Inventory Management Area, formerly the Fullscope TQM (Total Quality Management) solution, which was acquired and evolves in the new module. As some of you may know, the upgrade...

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More Microsoft Dynamics CRM 4.0 Accelerator Goodness 

This past month, Reuben Krippner and I sat down to chat about the exciting Microsoft Dynamics CRM 4.0 accelerators from a developer’s perspective. In the below six videos, we talk about different accelerators and how customers and partners can use them to further extend CRM functionality and development. As you watch these videos, you’ll realize...

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