Testing your Microsoft Dynamics CRM 2011 Apps

You have a fantastic App for Microsoft Dynamics CRM 2011 and you want to list it on the Microsoft Dynamics Marketplace and/or achieve certification. Good news! The software test that you have to take is self-administered and is available now for you to give it a try. Do note that several of the sites mentioned…


Custom Report Capabilities in Microsoft Dynamics CRM 2011

In Microsoft Dynamics CRM 2011, we have introduced Fetch-based custom reports that can be created and run in both On-Premise and On-Line environment. This has fulfilled one of the top ask for Microsoft Dynamics CRM Online. Fetch xml provides a secure, performant way to retrieve data from the CRM. These reports uses data processing extension…


Goal Management: Behind the scenes

What is goal management? In today’s world, any competitive organization has well defined goals for its members – measurable, and time bound, and with a clear ownership. Goal management in Microsoft Dynamics CRM 2011 lets you set such goals for members in your organization, and also lets you track the progress being made against them….


Tips and Tricks: Filling in Lookups

Who hasn’t been thankful for the form assistant in Microsoft Dynamics CRM 4.0 when doing a demo? You could quickly click on any of the records that showed up to fill in the lookups. After all, it didn’t really matter if you added Jane Doe or John Doe as a contact. Microsoft Dynamics CRM 2011…


Update Rollup 14 for Microsoft Dynamics CRM 4.0

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 14 on Thursday, November 18, 2010. The links below will take you to the necessary information about Update Rollup 14. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?FamilyID=0fde5456-05a5-4407-81b3-0eaa928c8cc3 Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2389019 General details about Update Rollup 14 Update Rollup 14 is cumulative….


Upgrading a CRM 4.0 Custom Workflow Activity to CRM 2011

CRM MVP Mitch Milam is our guest blogger today. Read Mitch’s blog. I recently upgraded one of my custom workflow activity plugins to CRM 2011 and thought it would be an interesting exercise to walk through that process with you. So let’s walk through the changes, from top to bottom. Reference Assemblies As with any…


Social Activity Dashboard for Microsoft Dynamics CRM 2011

Over the past few days I have been wondering if the new dashboard capabilities in Microsoft Dynamics CRM 2011 would enable me to create a dashboard that monitors activities on various social media sites. Monitoring social media sites is important for small, medium and larger businesses. By doing this a business can keep track of…


Internal storage of SiteMap and Form customization in managed solution packages

Solution is a fantastic feature that will be released with the Microsoft Dynamics CRM 2011. Refer to this blog for its introduction: CRM 2011 solutions buisness apps on Steroids. SiteMap and Form customization management is built on top of the CRM 2011 solution infrastructure. One of the customer feedbacks with the current SiteMap and Form…


Simple Chart Modification in Microsoft Dynamics CRM 2011

Start with Exporting the Chart All Charts are entity based. Start by opening the entity that your chart is based on. In the case of the Sales Funnel, it is the Opportunities Entity. Next, make sure the chart in question is the current chart being displayed with the entity. Once you have the chart selected,…


It’s Veteran’s Day 2011

As a veteran of the U.S. Army in the Corps of Engineers, now a retired Major, here’s my favorite Veteran’s Day video this week: From all of us at Microsoft Cheers, JaAG