Importing Data in CRM 4.0 Made Easier

Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues while importing data. If one of these is the case, then you are at the right place. Importing data into CRM was never this easier. It would be good if I walk you through some…

72

CRM Client AutoUpdate

A new feature in CRM 4.0 is for administrative ability to prompt clients to install patches on their CRM client. This feature is called AutoUpdate and it applies to any client where the user has administrative rights on his/her machine. I’ll document some common scenarios here and I’ll encourage you to read the Implementation Guide…

58

CRM Data Import Tool

In Microsoft Dynamics CRM 4.0 it is  possible to export the MSCRM data, modify and re-import data using a tool called MSCRM Import. There are two ways to use this tool. You can edit the records of MSCRM views in the MSCRM Update tool and submit them back to MSCRM. Or you can export the…

54

E-mail to Case/Lead Using CRM 4 Workflow

A frequently asked question is about converting an incoming email into a case (or a lead). If you open an email activity, it has actions to convert it into a case or a lead or opportunity. More commonly, there is a need to automate this process. In this blog, I’ll give a walkthrough’ of how…

53

MSCRM 4.0 Mail Merge Basics

All, this is my first blog and I am not sure if this is a good format or not. I am attempting to present the MSCRM 4.0 Mail Merge feature in a manner I hope to get you started right away. A Little about MSCRM Mail Merge Mail Merge in CRM was first implemented in…

51

Bio - Amy Langlois

Amy Langlois is the Content Publishing Manager for the technical product documentation for CRM, published on MSDN and TechNet. This includes the SDK, the Implementation Guide, Enterprise and more! She joined Microsoft in 2002 to write the first SDK for CRM. Before joining Microsoft, she was a software engineer for many years at companies such…

43

Developing Plug-ins for CRM 4.0

CRM 4.0 enhanced the concept of plug-ins (called callouts in earlier versions). Plug-in’s are now supported on lot of messages. Plug-in model is actually a 1:1 mapping of Messages and Requests. In order to automate the business logic through a plug-in you need to find the right Message to be registered for the plug-in. For…

42

Update Rollup 7 for Microsoft Dynamics CRM 4.0 <Revised>

The Microsoft Dynamics CRM Sustained Engineering team will release Microsoft Dynamics CRM 4.0 Update Rollup 7 on Thursday, October 22, 2009. Once the release is available the links below will take you to the necessary information about Update Rollup 7. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a4893988-7804-4e23-ab58-740441cc696e Microsoft Knowledge Base Article: http://support.microsoft.com/?kbid=971782 General Details about Update Rollup 7…

42

V3C Has Been Released!

  And with that, CRM has picked up its surfboard and will be “riding the wave” with Windows Vista, Office 2007, and the biggest chain of releases in Microsoft history. This project, codenamed V3C, is a compatibility update of the CRM v3 Outlook Client for Vista and Office 2007. V3C is a culmination of new…

41

Customize Marketing List (List Member View)

The ability to Customize the List Member View of a marketing list has not been made available in the Customization area of the UI, but can still be achieved with the UI in other means by using the Advanced Find feature. Fig 1: Marketing List Detail Form displaying “List Member View” A Marketing List can…

40