Form Query String Parameter Tool

Show it, don’t tell it. That’s why I created the Form Query String Parameter Tool. This week I published a technical article that introduces this tool: Use the Form Query String Parameter Tool to Demonstrate Setting Default Field Values in New Record Forms.We have documentation in the SDK that describes the feature that lets you…


Using InaPlex Inaport for data integration with Microsoft Dynamics CRM

Guest blogger CRM MVP Neil Benson of Customery talks about a toolset that he recommends to his CRM implementation friends and partners. Neil is also an Administrator for the Microsoft Dynamics CRM group on The Medical Physics department at a hospital trust in London needed to replace an ageing medical device asset management system….


Displaying a Contact’s Facebook Picture in Microsoft Dynamics CRM 2011

Photos remind you of your customers better than their names. Wouldn’t it be great to see the photos of your customer when you open the contact form? This blog will show you how to display profile picture using Microsoft Dynamics CRM 2011 (online and on-premise) customizations and client side extensibility. All you need is to…


A Codeless Address Finder Using Filtered Lookups

Today’s guest blogger is CRM MVP Leon Tribe. You can follow him on his wildly popular blog, Leon’s CRM Musings. A bit of a mouthful of a title but, basically, I am going to show how to set up a codeless set of dynamic picklists (now called option sets) by ignoring option sets and using…


Creating an Elegant Codeless Universal Search

Guest blogger and CRM MVP Leon Tribe shares with us his one of his favorite customizations for the Microsoft Dynamics CRM product. Leon is a CRM consultant and trainer who also blogs prolifically at Leon’s CRM Musings. About a month ago I gate crashed Cloudforce, the Salesforce promotional roadshow. When I was not on their…


Released! Customer Care Accelerator for Microsoft Dynamics CRM 2011

The Customer Care Accelerator for Microsoft Dynamics CRM 2011 officially went out the door for folks today and it is now available publicly. You can head over to Microsoft Pinpoint and pick it up here or you can find it on the Dynamics Marketplace here. As a bit of a teaser… here are two screen…


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…


Using CRM Error Codes to Enhance Customer Support

Today’s guest blogger is Jerry Weinstock at CRM Innovation a Microsoft Gold Certified Partner with three ISV CRM solutions that are in the cloud – Email2CRM – integrated email messaging with web analytics, Data2CRM – import and migration manager, Web2CRM – visual designer for Web forms to Microsoft Dynamics CRM. If you are a CRM…


Three new xRM White Papers

I wanted to take this opportunity to share three new Microsoft Dynamics CRM white papers that we’ve just made available. These papers cover various aspects surrounding the use of xRM as a custom solution platform. These papers could be the starting point or seed for a new way of creating customized solutions that are based…


Getting Your Customer’s Temperature

One of my favorite bloggers, Ben Vollmer is back at it again. This is a good thing for the Microsoft Dynamics CRM community. Add his blog to your RSS at How often have you pulled open a CRM Record and wanted to VERY quickly see the temperature of the customer? For a customer the…