Why Service Scheduling?

CRM 3.0 shipped with some innovative but unusual functionality for a CRM application: service scheduling. This was a technically challenging project and some people on the CRM team are still wondering why we invested so much in this area. As with any sort of business and technology decision there are multiple reasons, some of them…


Bio – Michael Lu

Michael Lu is the Program Manager for Office Integration, Service, and Marketing and has been on the CRM team since mid-2005. Got ideas for these areas? Shoot them his way. A seasoned world traveler, Michael maintains an avid interest in cultures, languages, and all matters abroad. He can often be found in one of Seattle’s…


Welcoming Users to CRM using E-mail Templates

Do you find yourself having manually to send out an email to each new CRM user with their login information?  Try using an E-Mail Template and CRM’s Send Direct E-mail feature to speed things up. In fact, CRM comes with two e-mail templates out of the box specifically for this purpose. ·         Welcome E-Mail for…


Bio – Manisha Powar

Manisha Powar is a Microsoft Dynamics CRM Program Manager and owns the Sales Force Automation features and functionality.


Mapping Opportunity/Quote/Order/Invoice Product fields

A product catalog contains the products that an organization sells. These products can be added to Opportunities/Quotes/Orders/Invoices as Opportunity Products/Quote Products/Order Products/Invoice Products respectively. This way the products can be tracked as line items in individual entities such as opportunities, and also can have entity specific functionality.   Q: When a new field is created…


Context-Sensitive Reporting

V3 has a nifty reporting feature that allows users to access reports inside of MSCRM application via the grid reports menu and to run those reports only on the records of interest.     We built this feature after our usability studies showed that business users consistently want to run report within the context of…


Bio – Philip Richardson

Philip Richardson is the Program Manager for Customization. Before joining the CRM product team in January 2006 he led a team of business systems managers building and deploying enterprise level sales, marketing and business intelligence applications within Microsoft. He is an Australian native with little appreciable education and manners. He also blogs about CRM on…


Add Find Columns

I frequently encounter ‘Power Customizers’ who are unaware of a very basic customization feature: Add Find Columns. Each CRM entity has two special views: Quick Find and Lookup.   The Quick Find view is the view displayed after an user invokes a Quick Find Search:     The Lookup view is the view displayed in…


Bio – Charles Eliot

My name is Charles Eliot, and I’m the Group Program Manager for Release Management for the Microsoft Dynamics CRM team, which is just a fancy way of saying that I’m the lead project manager. I joined the CRM team in late 2001. I started at Microsoft in 1992 as a contract tester, and was hired…


Why Filtered Views Are Cool

In this article I want to describe my favorite feature from Microsoft Dynamics CRM 3.0: Filtered Views.   Background   Dynamics CRM is built on top of a complex SQL Server database. The CRM Platform component was designed to manage access to the underlying SQL Server database, providing an API layer, security services (permissions, roles,…