Support and SDK info Released for CRM codename Orion

The CRM Team blog just posted an update to the implementation planning guide and to the SDK that cover a number of important things to know about the next major Microsoft Dynamics CRM release.. You can find more here CRM TEAM BLOG: What’s Changing in the Next Release? Head over and check it out.


Visual Studio Solution Starters and Templates for CCAUII

This is an update of an article I wrote in 2010,  that is now up to date with the current solution starter package. Picking though the examples and documentation for UII to figure out how to setup your first ( or 10th ) hosted control, adapter, or CTI adapter is a bit of a pain….


Adding and triggering custom audit events in CCAUII

As most folks who work with CCA\UII know,  UII has its own auditing system that audits events for the agent desktop.  I recently was asked how to go about adding a custom audit event and storing that information in UII’s audit system. Audit events shipped with UII These are events that are installed by default……


CRM 2011 Prepopulating Opportunity and Quote Price List, Unit and Quantity.

Recently I’ve been presented a number of scenarios where the built in CRM Opportunity and Quoting modules are very close to what is needed for a given customer requirement.  However the process does not need or really want to use pricelist, Unit or quantity for a product on the Opportunity or Quote.. So the challenge……


CRM Oct-2011 SDK update and new authentication method.

With the roll out of the CRM 2011 on Office 365,  a new authentication process was added to support it and allow for delegated authentication for CRM online.  This authentication method also works for CRM Online (Live) and all forms of Premise base authentication. Lets talk about History for just min. There are several ways…


Customer Care Accelerator for Microsoft Dynamics CRM 2011 just around the corner

  Many folks have been asking when there was going to be a update of CCA and UII for Microsoft Dynamics CRM 2011.   The answer is in short. YES We have been working on it for several months, however only just recently were we given permission to talk about it publicly With the launch of…


Updated ICCCCA VPC on Dynamics PartnerSource.

I have had several requests as to where partners can access the updated ICC VPC,   These items are up on Dynamics PartnerSource, however the links for the ICC Page still point at the old expired image. While we are getting this fixed,  I’m going to provide a direct link here for getting to the various…

How to override the CRM 4.0 popup alert in CCA when redirecting a popup.

How to stop the CRM Popup alert when you grab a window and re-host it to another tab, while suppressing the OnNewWindow event is a common issue that developers working with CCA have..  If you tried to suppress a CRM popup and redirect it… you’ve probably seen this message a few times: So how do…


Mapping Hosted Applications to Agent Groups in UII

One of the fundamental features that we had in Customer Care Framework dealt with how we grouped hosted application, workflows and such using groups and roles via AzMan.  When CCF was re-platformed to CRM, the CCF administration console and the use of AzMan was discontinued.  However we didn’t do away with that feature set at…


Using HAT with CRM in CCA

HAT is a useful tool,  its pretty easy to use (once you get the basic’s) and fairly simple to debug.  However there are some times when using HAT with CRM, or other complex applications, seems to throw you a curve ball I am going to take you though a few common scenarios and solve them…