Hi everyone! My name is Marco Amoedo and I am the new CRM Partner Technology Advisor in the UK. My role as part of the UK Dynamics Team is to evangelise and ensure the technical enablement of Microsoft Dynamics CRM partners. My colleague Simon has invited me to his blog so I can use this…


CRM Online Invoice Payment Option

Who Stole The Soul… With the move to the new Microsoft Online Portal (MOP) administration, billing and provisioning platform, purchasing CRM Online (and Office 365) services has become much easier. We still have the same three payment options, Credit Card, Invoice and Volume Licensing, but unlike the previous Windows Live (CTP) options we don’t make…


CRM Online Bulk User Management

I Ain’t Mad At All… In my previous post I talked about CRM Online moving to the same administration, billing and provisioning platform used by Office 365. One of the many benefits is the ability for administrators to manage user accounts in bulk, rather than having to rely on end-users setting up their own Windows…


CRM Online Now Live On OSDP

Aintnuttin Buttersong… Earlier this year we announced that Microsoft Dynamics CRM online would move from the CTP (Commerce Transaction Platform) administration, billing & provisioning platform to OSDP (Online Services Delivery Platform) used by Office 365. Well I’m pleased to say that as of yesterday CRM Online is now live on the OSDP platform in all…


Plug-Ins For Calculated Fields

Boom, Shake The Room… It has been all go here in the UK CRM Enterprise Sales team, so I haven’t had any time to post regularly. Today, one of my Banking solutions partners called me for some help with one of their deals. They have an important client demo to deliver later this week, and…


Building Silverlight Apps For CRM

Get Down On It… Although I have posted several CRM code-samples on my blog, I don’t think of myself as a particularly expressive or creative developer. Sure, I can code a plug-in in VB (and more recently C#), or knock out the occasional JScript library, but I struggle to use design patterns & practices to…


Tracking Activity History

22 Acacia Avenue… For a recent client demo, I needed to build a dashboard that would identify key accounts/contacts that hadn’t been contacted recently. Although all the activity data needed is in the CRM database, it’s not easy to consume within a dashboard. For example, suppose I wanted a chart of contacts who had not…


Automating CRM 2011 Security Rules With Plug-Ins

Secret Messages… Following on from my previous post (Using Plug-Ins To Modify Views), I developed a set of plug-ins to manage security at an account level in order to satisfy the requirements for one of my corporate banking clients. The scenario was quite straightforward, in that a Client Director owns a number of accounts, grouped…


CRM 2011 Certified For Citrix

Let’s Get It Started… I just spotted this on the Citrix web site This posting is provided “AS IS” with no warranties, and confers no rights. Laughing Boy Chestnuts Pre-School Chain Gang


Getting Started With CCA For CRM 2011

Rolling In The Deep… You may have heard that we recently released the latest version of the Customer Care Accelerator for Microsoft Dynamics CRM 2011 (CCA R2) on the Microsoft Dynamics Marketplace. CCA delivers contact centre functionality by combining, displaying, and manipulating data from disparate line of business applications in a single user interface. CCA…