Optimizing Performance in CRM Online

There are a number of things you can do to improve the performance of your CRM Online deployment.  Most of this will happen at the client level.  Microsoft, of course, handles (nearly) all of the performance optimization at the server level.  The “nearly” part really applies to things you can do to with respect to…


Moving customizations from Online to On-Prem

If you are interested in moving CRM Online customizations over to an On-Premise deployment, you should read KB article 976978.  A likely scenario for this is those that want to apply the Non-Profit customizations to an On-Prem instance. The KB article describes processes and tools needed to update the xml to work in On-Prem. The…


Auto-unsubscribe in CRM Online

In Microsoft Dynamics CRM there is a feature to automatically set the Do Not Email flag for a contact if the click on an Unsubscribe link in a CRM generated email.  In order to enable this functionality, navigate to Settings > Administration > System Settings.  Click on the Marketing tab and select Yes for the…

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Adding Hierarchical State / Country Picklists

I recently had the need to add hierarchical state and country picklists to a custom entity.  I had configured these fields in another entity and moved them to my new entity following the process in my previous post.  I should point out that global picklists are potentially going to be included in CRM v5.  Global…

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Copying Attributes from one Entity to Another

NOTE:  THIS IS AN UNSUPPORTED MEANS OF CUSTOMIZING THE ENTITY.  I WILL INVESTIGATE A SUPPORTED SCENARIO AND MODIFY THIS POST. I have been asked many times, “If I customize this entity can I simply copy the attributes to another entity or do I need to create them from scratch?”.  The answer has been “No, there…

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What’s on my Form?

Ever want to get an overview of your form customizations, including tabs, sections, and details about each field?  Try the Form Reporter tool. http://code.msdn.microsoft.com/mscrm4formreporter  It will give you a nice bit of output in Word 2007.  If you don’t have Word 2007, download the Word Viewer to review the output. Sample Output:


CRM Online Custom Built Dashboards

Building Custom dashboards for Dynamics CRM Online is not as complex of an effort that it’s reputation has gotten. It does require some developer skills and this blog will be a great launching pad for you to build your own. Here’s a screen shot of a dashboard I built using Visual Studio.net and a free…

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Adding LinkedIn Contact Searches

LinkedIn is fairly popular business networking tool that allows you make connections and take advantage of relationships based on those connections. You can send messages and request to many connections. Since these relationships exist across multiple companies with individuals you’ve never had contact with, they provide you with a market to search for new customers,…

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Teaming with Microsoft Dynamics CRM

Microsoft Dynamics comes with teaming model that is built in. It supports all of the security roles and process management features.There are many aspects of teaming in a CRM system. One concept is about relating members of you organization to a particular customer. The benefit of this type of teaming is that it allows you…

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