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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...Read more

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...Read more

Show Your Users How to Customize Their Microsoft Dynamics CRM 

The users in your organization don’t need to wait for the administrator to customize Microsoft Dynamics CRM in a way that might or might not benefit them. Point them to the article “Personal Customizations” (On-Premise, Online), which has details for how to personalize CRM. Users can change the personal options such as the following: Create...Read more

mSketch – Sketching CRM 

Some bright folks in New Zealand, Magnetism Software Solutions, have created a tool to help mock up and specify custom forms in Microsoft Dynamics CRM. The tool, called mSketch, plugs right into Microsoft Expression Blend, so if you’re comfortable working with SketchFlow (a component of Blend), you should feel at home with mSketch right away....Read more

Social Activity Dashboard for Microsoft Dynamics CRM 2011 

Over the past few days I have been wondering if the new dashboard capabilities in Microsoft Dynamics CRM 2011 would enable me to create a dashboard that monitors activities on various social media sites. Monitoring social media sites is important for small, medium and larger businesses. By doing this a business can keep track of...Read more

Custom workflow actions in Microsoft Dynamics CRM 2011 Online 

We have received multiple questions and feedback regarding the capability of adding custom workflow activities in CRM 2011 Online and I would like to provide some responses as well as offer some guidance on how to insert custom logic to workflows in CRM 2011 Online. Due to a technical limitation we are unable to support...Read more

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 How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer the...Read more

Working with System Views and Related Entities 

Views allows you to display data in Microsoft Dynamics CRM in a customized manner, designed for the way you work. Creating them is easy and only requires a few clicks. The types of views include system and personal. Each entity has different system views such as ‘associated view’, ‘active accounts’, etc. You can modify and...Read more

Microsoft Dynamics CRM: Workflow Authoring Best Practices 

The Microsoft Dynamics CRM workflow engine provides powerful functionality for implementing custom business logic in a CRM deployment. However, it also lends itself to complex problems and design mistakes which can result in expensive maintenance and confused users. This article explains in detail a few important considerations when implementing workflows and custom workflow activities in...Read more