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Dynamics 365 Blog

Form Query String Parameter Tool 

Show it, don’t tell it. That’s why I created the Form Query String Parameter Tool. This week I published a technical article that introduces this tool: Use the Form Query String Parameter Tool to Demonstrate Setting Default Field Values in New Record Forms.We have documentation in the SDK that describes the feature that lets you...

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Displaying a Contact’s Facebook Picture in Microsoft Dynamics CRM 2011 

Photos remind you of your customers better than their names. Wouldn’t it be great to see the photos of your customer when you open the contact form? This blog will show you how to display profile picture using Microsoft Dynamics CRM 2011 (online and on-premise) customizations and client side extensibility. All you need is to...

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A Codeless Address Finder Using Filtered Lookups 

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using...

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Creating an Elegant Codeless Universal Search 

Guest blogger and CRM MVP Leon Tribe shares with us his one of his favorite customizations for the Microsoft Dynamics CRM product. Leon is a CRM consultant and trainer who also blogs prolifically at Leon’s CRM Musings. You type into the quick search the string you want to search on and the results come back....

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Using CRM Error Codes to Enhance Customer Support 

Today’s guest blogger is Jerry Weinstock at CRM Innovation a Microsoft Gold Certified Partner with three ISV CRM solutions that are in the cloud – Email2CRM – integrated email messaging with web analytics, Data2CRM – import and migration manager, Web2CRM – visual designer for Web forms to Microsoft Dynamics CRM. If you are a CRM...

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Getting Your Customer’s Temperature 

One of my favorite bloggers, Ben Vollmer is back at it again. This is a good thing for the Microsoft Dynamics CRM community. Add his blog to your RSS at http://businessnone.com/. How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer the...

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Create a Custom Quote, Order or Invoice Report for your Customers 

Guest blogger and CRM MVP Donna Edwards talks about a tip to help you customize reports and documents for your customers. Many organizations appreciate the ability to generate ‘branded’ Quotes, Orders, Invoices and other Customer related documents from CRM. This post will guide you through the steps required to create a report that will run...

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