Bio – Todd Merrell

Hi! I am Todd Merrell.  I am the manager of the CRM training team.  Our team creates instructor led training, e-learning, and certification exams.  I have been with the team since November of 2005.  The seven years prior to this, I held numerous positions within Microsoft learning including stints as program manager, content development manager,…

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Attain your learning goals: An introduction to the CRM training team

Are you interested in attaining the Microsoft Dynamics CRM certification? Do you have specific goals related to learning CRM? Are you ready to explore your learning options? If so, then the CRM Global Training team has just the products to help you attain your learning goals.  The purpose of this initial post is to provide…

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The Road to Compatibility: Microsoft CRM with Vista and Office 2007

The various contributors on the blog have mentioned ‘V3C’ on and off for the last several months now. For those of you just joining us, V3C the internal name for the project to develop a CRM v3 Outlook Client that is compatible with Windows Vista and Office 2007. A small focused subset of the CRM…

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Propagating Deletes on Items Synched between Microsoft CRM and Outlook

There are some complex rules that govern how deletes are propagated on items that are synched between CRM and Outlook.  I’ve seen some information out there that captures a portion what is going on, but thought I better paint the full picture.  Deletion behavior can depend on entity, owner, state of record, place of deletion,…

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Automatically updating Microsoft CRM records using Workflow

You do not always have to use scripts to automatically perform updates on your CRM records.  The Microsoft Dynamics CRM Workflow Manager allows you to check for conditions using the “wait” function to determine when a record should automatically be updated.  This can be quite useful if you have business rules that specify how a…

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Bio – Ryan Toenies

Ryan is the VP of Infrastructure and CRM Solutions at Inetium.  Located in Minneapolis, MN, Ryan leads the Minnesota CRM User Group focused on Microsoft Dynamics CRM.  He has worked with Microsoft Dynamics CRM since the beta version of 1.0.  For fun, Ryan is a devoted Minnesota sports fan and enjoys camping, canoeing, and reading. …

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Availability of Microsoft CRM v3.0 for Small Business Server 2003 R2

Earlier this month we shared with you our excitement about having completed the development work for “Microsoft CRM V3 R2” (see http://blogs.msdn.com/crm/archive/2006/10/03/Microsoft-CRM-v3-R2-ships.aspx).   We know that you are of course eager to get your hands on this release which will make the Small Business Edition of Microsoft Dynamics CRM 3.0 work with Small Business Server…

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Purging old instances of workflow in Microsoft CRM

CRM by default does not provide a good story for purging old workflow process instances and other workflow tables at regular basis. As the system ages and if there are multiple looping rules present in the system, you will hit a time when workflow rules will start failing due to SQL timeouts. The way out…

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Creating folders in SharePoint document libraries for use with Microsoft CRM records

Last month I posted on how to create a SharePoint document library using a CRM callout. Using a document library per entity is fine if you aren’t creating a large number of entities, and the documents in the libraries are not related. However, in the CRM world it is very likely that you will have…

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Microsoft Dynamics CRM 3.0 Analytics Express: Foundation

Businesses need information to make decisions and respond quickly to changes in its business operations, competition, and customer needs.  The format and delivery of that information in a consumable and actionable way is just as important as the information itself.  Executives want a high level summary that shows them the health of their business.  Managers…

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