Customer Effective Blog

Implementing Field Level Security in CRM 4.0 - Options and Constraints

2009-11-11T12:45:53-05:00

The CRM E2 team has released an excellent new white paper Field-level Security in Microsoft Dynamics CRM: Options and Constraints, available for download from the Microsoft Download Center at: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=471f8670-47b3-4525-b25d-c11a6774615c “This document provides selected aspects of the conceptual application of...

Dynamic Entity Helpers Using Extension Methods

2009-11-07T12:32:34-05:00

For most of my development work in the last couple of years, I’ve stayed in the .NET 2.0 framework. Even though I moved to VS 2008 last year, I kept targeting the older framework. A couple of months ago, however,...

Creating Customer Relationships From the Grid

2009-11-06T13:16:33-05:00

One of the cool things about CRM has been the ability to define and create relationships between customers. In v3.0, we used this a lot as a workaround for not being able to create a relationship from one entity to...

Tips for installing Scribe Insight on Windows 2008

2009-11-06T11:15:12-05:00

Lately have have found myself doing a lot of Scribe work, much of it on Windows Server 2008. I’ve found several suggestions that make the installation of Scribe in Windows 2008 go more smoothly: 1. Install Insight 6.5.2 update. This...

Date field lookup cut off in IE8

2009-11-03T15:11:03-05:00

About a month ago, I noticed a problem when a crm record was viewed full-screen if there was a date field in the right hand column of the crm form. The problem was that the calendar lookup went outside of...

Live from the Customer Effective 2009 User Conference

2009-10-29T13:40:46-04:00

Great session with users from different industries discussing their experiences implementing Microsoft Dynamics CRM.

Error Saving A Customized Form

2009-10-28T10:25:43-04:00

I recently came across an interesting (and quite rare) error when trying to make some customizations in CRM. Any time that we made modifications to the account form’s OnLoad() event handler, we received the following message when trying to save...

Microsoft Dynamics CRM 4.0 ActiveX Warning After Update Rollup 7

2009-10-26T12:38:59-04:00

As you may already be aware, in update rollup 7, CRM adds a little Outlook icon to the top of the CRM web client that allows users to click and download/install the Outlook client. This is a great enhancement, as...

Microsoft Dynamics CRM Update Rollup 7

2009-10-22T13:58:37-04:00

Today, along with releasing Windows 7, Microsoft has also released Microsoft Dynamics CRM 4 Update Rollup 7. Besides including updates fixes for the server and other components, UR 7 also includes a new improved Outlook client. Like Windows 7 is...

Microsoft Dynamics CRM defined in 30 Seconds

2009-10-16T12:56:02-04:00

Given the Microsoft Dynamics CRM is such a flexible XRM platform that can be adapted and configured to an infinite number of scenarios, it can sometimes be difficult to quickly explain what the platform can do to someone who is...

Make Microsoft Dynamics CRM Workflow More Useful

2009-10-14T11:16:32-04:00

I now have a new favorite Microsoft CRM Accelerator: Business Productivity Workflow Tools accelerator. In case you aren’t aware of the CRM accelerator program, these are a series of add-ons for Microsoft Dynamics CRM that showcase how CRM can be...

Running Microsoft CRM Workflows Against Marketing List Members

2009-10-07T10:55:37-04:00

I love the marketing list functionality in Microsoft Dynamics CRM. It really is like advanced find on steroids, so you can use multiple step logic to build a list of people or companies to target in a campaign or direct...

With CRM Javascript, sometimes timing is everything

2009-10-06T09:31:32-04:00

We all appreciate how easy it is to customize Microsoft Dynamics CRM form experience through form and field level events using javascript. It is very common to do things like hiding fields and navigation bar links, changing requirement levels, or...

Workflow From jScript

2009-09-30T23:26:22-04:00

An on demand Workflow called from jScript can open many new possibilities. For example, say you have documentation records related to a project record (2 custom entities) and there is a need to update a set of the documentation records...

Workflow Gotcha

2009-09-30T23:02:26-04:00

On an entity with a related workflow that creates records, if you delete a bit attribute and then recreate an attribute with the same name but as a picklist, the workflow will produce errors. To get around the issue, change...

Two New XRM case studies published by Microsoft

2009-09-29T14:18:08-04:00

We are very excited about two brand new case studies published by the team at Microsoft last week These stories truly reflect the power of Microsoft Dynamics CRM as the leader in the "XRM" platform market (building line of business...

Effective Dashboards for Microsoft CRM

2009-09-27T13:24:05-04:00

Ask yourself: How effective is my CRM program? Am I getting everything I need to manage my business and make informed decisions? If any of your answers aren't backed by CRM supported facts, then you should keep reading. If you've...

Optimize Scribe Insight Webinar

2009-09-22T15:03:05-04:00

Our friends at Scribe Software are offering a free webinar October 1 at 11 AM EST on the topic of optimizing Scribe Insight performance. Presenters: Eddie Cole, Senior Software Engineer John Gravely, Vice President of Marketing and Product Marketing for...

CRM Data Integration Considerations

2009-09-22T11:39:39-04:00

UK MVP David Jennaway has a fantastic post on the CRM Team Blog today about the considerations when integrating external data with Microsoft Dynamics CRM. It is a great overview of the various approaches—when to move data into CRM, and...