Highlights: CRM 2011 Feature of the Week

CRM MVP Aaron Elder, CTO at Avanade contributes a list of highlighted features for the Microsoft Dynamics CRM 2011 release. I have been releasing a quick highlight of one new CRM 2011 feature every week.  Here is what has been released so far: 10/21/2010 – Workflow Improvements 9/20/2010 – Sample Data 9/13/2010 – Auditing 9/6/2010…


Sales Process Workflow that allows skipping stages

Please see the blog article Microsoft Dynamics CRM Sales Process for an introduction to sales process workflow in CRM. In this article, I will present an approach which can be used to move the workflow from one stage to another (forward only) using a custom attribute and a series or Wait and Parallel Wait steps….


How To: Creating Custom Report with Microsoft Dynamics CRM 2011 BIDS Fetch Extension

Today’s guest blogger is CRM MVP Frank Lee  from Workopia who provides us his insights about another way to create custom reports. The Microsoft Dynamics CRM 2011 architecture enables report developers to create and customize reports even more than before. Prior to this release, reporting was usually created by using the report wizard within the…


Bing Maps and Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2011 has been improved to make you more productive by giving you different visualizations of your data, such as the Dashboards feature. Another such visualization that has generated a lot of interest is Bing Maps integration. For example, if you wanted to show a graphical representation of each of your contact’s current…


Windows Azure Web Role Hosted Service + Microsoft Dynamics CRM Online Impersonation

We have had a lot of demand for some direction on how to impersonate a Microsoft Dynamics CRM Online user from a Windows Azure hosted service (Web Role). I have completed a walkthrough that will guide you through this process using the default Cloud Web Role project in VS 2008/2010. This walkthrough uses Windows Identity…


Microsoft Dynamics CRM Dashboards for Techies

In the previous blog post we showed how a sales manager, Kevin, can use the charts and dashboards features to derive quick insights from his Microsoft Dynamics CRM data. In this blog we show how we can take such analyses to the next level by using the customization capabilities in Microsoft Dynamics CRM 2011. Step…


Getting Started with Custom Reports in the Cloud

The ability to create custom reports has been one of the top asks for Microsoft Dynamics CRM Online. When we set about designing a solution, security, ease of use, and performance were one of our top goals along with portability of reports, so that you can use the same RDL for CRM Online and On-premises…


Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard

Today’s guest blogger is CRM MVP Frank Lee  from Workopia. Here he talks about Importing Outlook Contacts. I often get asked what is the best way to import existing Microsoft Outlook Contacts to Microsoft Dynamics CRM.  If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add…


Live from Convergence 2010 Europe – Announcing New Microsoft Dynamics CRM Online Promotion

Today the Microsoft Dynamics team kicked off Convergence 2010 Europe from Twickenham Stadium in London.  The opening keynote at the event was delivered by Kirill Tatarinov in which he demonstrated the advancements in the new versions of Microsoft Dynamic CRM and ERP products and how they work together to help customers create a Dynamic Business. …


Microsoft Dynamics CRM 2011 ~ Rich CRM Email and Appointments

Ok, let’s be real. When you think about the Microsoft Dynamics CRM Outlook Client, “Track in CRM” is usually the first thing that comes to mind. The reason so many of you use Microsoft Dynamics CRM is because of Microsoft Outlook integration, and when you think about Outlook integration, you think about Track in CRM….