Titan: Aaron Elder on Channel 9

Aaron Elder, a CRM MVP shares insight about the next version of CRM (4.0) – internally named Titan. The show is called geekSpeak. As Aaron sez in his blog, “On Wednesday I had the privilege of being a guest on the MSDN Channel9 Program, “geekSpeak”.  The result was discussion around Microsoft CRM as a development…

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Developing CRM Form logic using Silverlight 1.1 Managed Code

The fact that I have moved my focus to other projects at Microsoft does not mean that I have forgotten about the CRM developers.  I am watching the CRM team very closely and to prove it here is some sample code that I want to share with you all.  I have recently been prototyping some…

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Facebook: Microsoft Dynamics CRM Group

There is a fledgling group of Microsoft Dynamics CRM enthusiasts on facebook now. Those of us who enjoy playing with social software, in its many incarnations, are there trying out the waters. Like LinkedIn, MySpace, and Windows Live Spaces, facebook offers some unique features that differentiate it from the field. But the most interesting to…

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Titan: More Great Videos on Channel 9

 Channel 9 hosts two more videos (the first posted here) about Microsoft Dynamics CRM CRM 4.0: CRM 4.0 Deep Dive with Phil Richardson Phil Richardson (Senior Program Manager Lead) dives a lot deeper into the metadata and customization of forms. He also dives straight into Visual Studio to show off some of the deep web service…

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Create a Custom Fiscal Period Entity for Reporting and Budgeting

In my role on the Premier/Deluxe Support team for CRM, we manage the support relationships with customers who want to have a designated resource within Microsoft. We have 333 customers today across the Dynamics products with about 72 customers on CRM. While we have systems for tracking support incidents and systems to manage product purchases,…

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Duplicate Detection Rules Defined

In the previous post on the Duplicate Detection Rohit described the power of this feature. In order to use this feature the first step is to define duplicate detection rules. You can define your own criteria upon which you wish to detect the duplicate records in the system. There are two kinds of rules that…

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Relationships eligibility in Titan (CRM 4)

If you are wondering what entities are eligible for which types of relationships, wonder no more, you can determine that programmatically using the Metadata API. We added a couple of new messages (documented on the SDK) that will make CRM customizers/developers life easier. The messages are: CanBeReferenced, CanBeReferencing, CanManyToMany, GetValidManytoMany, GetValidReferencedEntities, GetValidReferencingEntities. Small sample: public…

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Integrating CRM 4.0 Contacts with Facebook

CRM stores information about your contacts. Facebook also stores information about contacts. Let’s merge the two entities together so you can view Facebook profiles from within a CRM entity page! When we are done, our contact entity page will be able to do the following: There are 2 main tasks here. The first is customizing…

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Part III – Bulk Operations: SDK Support for Duplicate Detection in Titan

The Intro is here Part I – Configuration is here Part II – Run-time is here So I discussed run-time duplicate detection. However, there is more to duplicate detection in Titan. What if you need to detect duplicates on bulk of records that are already there in the system? This section explains the bulk duplicate detection paradigm. 1. Using bulk…

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