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Dynamics 365 Blog

First 6 things to know about customization 

Taken from the Microsoft.com Using CRM site: You have to customize, or supervise customization of, Microsoft Dynamics CRM 3.0 and you do not have time to attend training or read a long book. You have opened Microsoft Dynamics CRM and are familiar with the basic features for Sales, Service, and Marketing. You want to make...

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Customization Planning 

Recently I received the ‘mantle’ of the owning our Account + Contact data in our CRM dogfood system. It had been a while since we made significant changes to the use of these entities, so I needed a strategy before I commenced customization. I won’t bore you with what we use the system for (it’s...

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How to reopen and make changes to a closed appointment 

In another of our guest blog series, Jürgen Beck provides a developer’s view demonstrating out customizable Microsoft Dynamics CRM 3.0 is. There are some good reasons why an appointment is read-only after closing it. But sometimes it could be necessary to make additional changes. With the following JScript-based solution you will get a button in the...

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Eating our own dog food 

My name is Kenneth Stoner, I am a Software Design Engineer working for the Microsoft CRM Test Team. I have been testing software for Microsoft since 1999. When I am not testing software, I enjoy learning how to ride my 18 hand Belgian Palomino named Korey. I live east of the Redmond Campus, in the...

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Many-to-many Relationships in MS Dynamics CRM 3.0 

  Ronald Lemmen is not only an CRM MVP, he is one of the most helpful people in the field answering questions for users and programmers alike. So it is with great pleasure that we highlight this guest blogger. The sample code referenced in this post can be found on the CRM Sandbox downloads page. The...

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The Power of Bulk Import 

Creating thousands of records one by one in CRM is a tedious job and very time consuming. MSCRM v3 provides solution of this problem as its Bulk Import feature. Bulk import is a tool in MSCRM v3 to import multiple records of an entity to CRM system in one go. In this blog post I...

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Customizing CRM made easy 

The customization tools of Microsoft CRM are very flexible and it is very easy to extend the base functionality with modest changes. I chose the following example to demonstrate this. In Microsoft CRM, while creating a new order or quote, user is required to specify the pricelist in addition to the customer. However, in most...

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Winnie the Pooh Meets CRM Entity Relationships 

I admit it: I’m a bear of little brain. In my first post I wrote about my favorite feature of CRM 3.0 – Filtered Views – but today I’m going to write about an area that makes my brain ache every time I have to deal with it: Entity Relationships. Naveen Garg wrote a nice...

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4 ways to put campaign responses to work for you 

Your organization may send hundreds of thousands of e-mail messages, faxes, direct mail, and other marketing material each year, hoping to grow your business. Using Microsoft Dynamics CRM 3.0, you can record or capture responses to various marketing campaign activities. Microsoft CRM includes four ways to create campaign responses: Record responses manually. Convert an existing...

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Using Visual Studio to Extend and Customize Dynamics CRM 

The following blog posts demonstrate techniques and tools designed to improve your efficiency and ease of coding when developing applications in Microsoft Visual Studio 2005 which make use of the Microsoft CRM SDK. When developing an application that uses the Microsoft CRM SDK, you sometimes have to switch between different tools (for example: Visual Studio...

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