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Dynamics 365 Blog

Entity Model Diagrams for Microsoft Dynamics CRM 4.0 

A download containing the Microsoft Dynamics CRM 4.0 Logical Database Diagrams is now live on MSDN downloads. This download contains the following diagrams in Visio 2003 format: crm4answers.vsd – Shows relationship for the knowledge base and sales literature entities. crm4casecontract.vsd – Shows relationship for the incident (case) and contract entities. crm4cola.vsd – Shows relationships for...Read more

Explore the CRM Community Through the New Resource Center 

Are you looking for the latest news about Microsoft Dynamics CRM? Try the new Resource Center. Located in the Navigation Pane, the Resource Center is a one-stop shop, designed to help you get started, maximize your efficiency, and build your business. Using a community-centered approach, the Resource Center brings you some of the best community...Read more

Microsoft Dynamics CRM SDK – version 4.0.2 

Check out this month’s update of the Microsoft Dynamics CRM SDK – version 4.0.2! New or updated topics in the help file (CHM): ISV Extensibility Best Practices – New information about where to deploy custom code. Recurrence Pattern in Asynchronous Job Execution – A new topic about how to set the recurrence pattern for an...Read more

Microsoft Dynamics CRM 4.0 – SDK Update download is live! 

The Microsoft Dynamics CRM 4.0 SDK download package has been updated.  Version 4.0.1 includes several important changes: 1) The Plug-in walk through in the SDK has been updated to match the readme that is included in the SDK\Walkthroughs folder. 2) The Readme file in the SDK\tools\deployworkflowtool folder has been corrected. 3) Additional sample code has...Read more

CRM 4: System-wide Duplicate Detection 

Here I am continuing the duplicate detection story of CRM 4.0 with a new aspect of this feature. Organizations face a common problem where in spite of several policies and guidelines in place users end up entering duplicate data in MSCRM system via data import or data generated during many internal operations or simply knowingly...Read more

Microsoft Dynamics CRM 4.0 Implementation Guide 

I just wanted to remind everyone that the Microsoft Dynamics CRM 4.0 Implementation Guide is now available at the Microsoft Downloads Center. Not only does it cover installation and maintenance, it discusses planning considerations that are potentially very important for any successful implementation of a CRM platform. Here is my last blog about the top...Read more

Top 5 Ways the Microsoft Dynamics CRM 4 Implementation Guide Improved 

For about the past 18 months I have been planning, researching, communicating, and writing in an effort to improve the implementation documentation for our next major release of Microsoft Dynamics CRM. During this exercise, it has led me to many changes in the documentation, which I think are the right decisions. I hope you do...Read more

Exam Second Shot Promotion is Back (Worldwide)! 

Starting September 15 and running through Jan. 31, 2008 , all candidates can get a free second chance to pass a Microsoft IT Professional, Developer, or Microsoft Dynamics certification exam. That includes ALL Microsoft Dynamics CRM exam.  Now is the time to go take an exam!  This offer will be open to worldwide to candidates who...Read more

Leads, accounts, contacts, and opportunities 

The relationship between leads, accounts, contacts, and opportunities can be a bit complicated. In Microsoft Dynamics CRM, opportunities represent potential sales to people who are already tracked in your database as either accounts or contacts. Therefore, opportunities cannot be converted to accounts or contacts. You may be trying to use opportunities in the way that leads were...Read more

Mail Merge Labels and Update CRM Help 

I seem to get a lot of questions about the ability to create mailing labels. So I thought I’d put something here so that I can point to this blog in the future. You can create mailing labels by using a marketing list to determine which accounts, contacts, or leads you want to include, and...Read more

Microsoft Dynamics CRM Architecture 

The platform is the heart of the Microsoft CRM system. When you use the Microsoft CRM Server Programming Guide, you are building on top of this system. The Microsoft CRM platform supports smaller deployments and can scale for application service provider (ASP) models as well. The focus of the security model is protection of the...Read more

Worth a thousand words? Let us know! 

As Renee Wesberry blogged here a couple weeks ago, we recently released a series of articles centered around diagrams for the Using Microsoft Dynamics CRM site, based on common questions and feedback from day-to-day users of Microsoft Dynamics CRM. As passionate as writers and editors are about words, we know that different people learn differently,...Read more