Skip to content
Microsoft Dynamics 365 Blog

Advanced metadata service scenarios 

MVP Michael Höhne is our guest blogger this week. A few weeks ago Mitch Milam showed how to use the EntityMetadata class of the metadata service to get the attribute names of the primary key and primary field. Even though it was a very basic example, you eventually saw that there is lots of valuable information...

Read more

Destination CRM.com 

I was looking at Destination CRM.com that was recommended to me by my friend and the president of the Norwich Group Anne Stanton and the first article I read floored me. It was in the Viewpoint section and titled, “Looking at Knowledge” by Kate Leggett. Not only was it a fun read, but it is a very...

Read more

Microsoft Dynamics CRM and MapPoint Integration – A picture is worth a thousand words 

Microsoft Provides MapPoint Web Service to enrich application with mapping functionality. It allows you to integrate maps, driving directions, order tracking and proximity searches into a wide range of solutions. For those of you who want to start using MapPoint for test and development purposes you can sign up for a free developer account here: https://mappoint-css.partners.extranet.microsoft.com/MwsSignup/Eval.aspx...

Read more

Performance Tuning – Batch Process 

“We are facing a big trouble with a Batch process that we developed using SDK… The SDK “Create” and “Update” methods are causing a delay in the process, and we are facing a very slow process with throughput of just 15 records per second…” I have been working very closely with a team facing a similar issue, so thought...

Read more

Tips from Users of Microsoft Dynamics CRM 

The CRM community has embraced the  “Share your Microsoft Dynamics CRM tip!” initiative and has contributed many great ideas for improving your experience with the product. The complete list of tips is located here. For example GY in Nashua offers this tip to: Reposition and Resize Pop-up Windows Are you always repositioning and resizing your...

Read more

The CRM queue and you 

Hello, My name is Rubaiyat, and I am one of the newer Program Managers in the Microsoft Dynamics CRM team. Today, I am going to talk about an issue that some customers have faced when using the queue functionality of Microsoft Dynamics CRM, and describe a workaround for it. A CRM user may choose to...

Read more

Writing CRM callouts with filtered views 

Aaron Elder, a valued Microsoft MVP and CRM solutions provider provides this guest blog today. A common problem that we often face when writing CRM callouts is how to call Filtered Views from within the callout.  We might want to do this, for a variety of reasons such as performing T-SQL operations, JOINs and the...

Read more

Find contacts with upcoming birthdays III 

This is the final installment in the trilogy. METHOD 3: Using Excel Dynamic PivotTable 1. Go through the steps in method 1 to create the birthday_day, birthday_month, and birthday_year fields for the Contact entity. 2. Use a Contact View or Advanced Find view to see a group of contacts 3. Click on the Export to...

Read more

Find contacts with upcoming birthdays II 

Note: Continuation from here. METHOD 2: Using Filtered Views Note: This method requires the Client side tools for SQL Server 2000 and/or SQL Server 2005 to be installed in order to execute the statements. Alternatively, the Filtered view statements can be used in Microsoft Excel with a Pivot table. Note that these statements can be...

Read more

Find contacts with upcoming birthdays 

Some of us would find searching for birthdays based on the month or day irregardless of the year in the birth date field for the Contact entity interesting. The methodology I am going to describe in my first CRM Team blog can be performed for other date fields in the Account or other custom entities...

Read more