At MVP Summit2010

Dear Readers,

Many MS CRM MVP's are here in summit, enjoying the sessions about MS CRM 5.0

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Again Awarded MVP- MS CRM

Dear Reader,

Today i got email for 2nd time MVP - Award.

Thanks for your cooperation regarding this.

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

TOP MVP Answerer on MS CRM Forums

Dear Readers,

I am now top in TOP MVP Answerers on MS CRM Forums

See Link here

http://blogs.msdn.com/crm/archive/2009/02/04/dynamics-forums-updated-to-the-msdn-forums-3-x-platform.aspx

Thanks for your cooperation and hopefull I will keep it up.

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Microsoft CRM 4.0 Mobile Express

Dear readers.
For MS CRM 4.0 Mobile, it has web access.

http://blogs.msdn.com/crm/archive/2009/02/16/preview-mobile-express-for-microsoft-dynamics-crm-4-0.aspx

https://connect.microsoft.com/site/sitehome.aspx?SiteID=624


Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Microsoft CRM 4.0 Mobile Express

Dear,
Who are interested to see MS CRM Mobile Express.

http://blogs.msdn.com/crm/archive/2009/02/16/preview-mobile-express-for-microsoft-dynamics-crm-4-0.aspx

https://connect.microsoft.com/site/sitehome.aspx?SiteID=624


Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Project Management / Item Tracking with MS CRM 4.0

Here very cool add on for MS CRM 4.0, regarding Project management & time tracking. see

http://www.crmxperts.com/Products/ProjectManagementTrackinginMSCRM/tabid/82/Default.aspx

Its all about project management , Time tracking, task management with MS CRM 4.0


MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Sharepoint integration with MS CRM 4.0

There are many options you can integrate your MS CRM 4.0 with sharepoint see following addons
http://www.crmxperts.com/Products/SharepointIntegrationforMSCRM/tabid/69/Default.aspx

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

If company want to use Group calander control for MS CRM see this

http://www.crmxperts.com/Products/GroupCalanderofMSCRM40/tabid/77/Default.aspx

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

MAP Integration with MS CRM 4.0

If your company want to integrate map (virtual Earth , google maps or map point) see this

http://www.crmxperts.com/Products/MSCRMMAPIntegration/tabid/70/Default.aspx

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Quickbook integration with MS CRM 4.0

If you are looking accounting integration package with Quickbook, see this

http://www.crmxperts.com/Products/QuickbookIntegrationofMSCRM/tabid/71/Default.aspx

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Ticket Management / Helpdesk for MS CRM 4.0

If you are looking Ticket management system / helpdesk for your company, its now working for MS CRM 3.0 as well CRM 4.0 versions

http://www.crmxperts.com/Products/TicketManagementHelpdesk/tabid/67/Default.aspx

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Real Estate / Property Management module for MS CRM 4.0

Dear Readers

see very nice module of Property Management / Real estate handling with MS CRM 3.0 / 4.0

http://www.crmxperts.com/Products/RealEstatePropertyManagement/tabid/66/Default.aspx


Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Again top 1 on CRM Forums

Dear readers,

I am back now from businest schedule and got some time to help people. With the help to others, again got TOP 1 on forums. I would like to keep it up for time.

I am again top 1 on forums...... WOWWW

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

MS CRM 4.0 Rollup update 2.0

Rollup update 2 for MS CRM 4.0

download from here
http://www.microsoft.com/downloads/details.aspx?familyid=aa671769-61e9-45c4-919f-c88199aa4241&displaylang=en&tm

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

Community Contribution more than 100 answers

Dear Readers, this is just to show you my activities for forum, I am busy now a days in Singapore so could not write any thing. I hit more than 150 even correct answers less than 30 days.


Hopefull with new year, I will come again with new posts (Technical for MS CRM 4.0).



Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com
SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com/

List Webpart for MS CRM 4.0

Hi Readers,

I just setup new list webpart from Microsoft for Sharepoint 2007. its cool thing if you are using Sharepoint 2007 and MS CRM 4.0

Download Link: http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&DisplayLang=en


Regards,
Imran
MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Install MS CRM 4.0 on multiple servers (Cluster environment)

Dear readers,

Here is one step by step guide for NLB Settings or install on multiple servers.

http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/crm_server_nlb.aspx#ID0ESF

It will help you to install on multiple servers with clusters and NLB settings.

Have a fun!!!!!

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

MVP-Microsoft CRM

Dear,

I am now MVP-MS CRM , see https://mvp.support.microsoft.com/profile/imran.mustafa

Thanks for all you cooperation and help to get this achivement.

Regards,
Imran

Maximize Attachment size in MS CRM

Dear Readers,

here are how you can increase size of attachment in MS CRM. by default it is 5mb.

1. Open the web.config of MS CRM

2. Locate httpRuntime the key within the element and change the values to the following:

httpRuntime executionTimeout="9999" maxRequestLength="10240"


3. Locate httpRuntime the key within the element of the element, and change it to the following:

httpRuntime maxRequestLength="10240"

save the web.config and restart IIS.

Cheers!!!!!

Regards,
Imran

msn : mscrmexpert@gmail.com

skype : mscrmexpert

Show Associated activities in IFRAME

Dear readers,

Go to "Settings" -> "Customizations" -> "Customize Entities" after this steps in CRM, we find the Contact card and we open this card. We select the "Forms and Views" in navigation bar at left and we clicked the Form.Where you want place the your activities screen you select the interested tab and click the "Add IFrame" button. A window will be opened;

1.set the Name "HistoryFrame",
2.set the URL "about:blank",
3.we check the "Pass record object-type code and unique identifier as parameters",
4.we uncheck the "Restrict cross-frame scripting"

Here is code

function GetFrameSource(tabSet)
{
if (crmForm.ObjectId != null)
{
var oId = crmForm.ObjectId;
var oType = crmForm.ObjectTypeCode;
var security = crmFormSubmit.crmFormSubmitSecurity.value;
return "areas.aspx?oId=" + oId + "&oType=" + oType + "&security=" + security + "&tabSet=" + tabSet;
}
else
{
return "about:blank";
}
}
crmForm.all.IFRAME_HistoryFrame.src = GetFrameSource("areaActivityHistory");

Regards,
Imran

msn : mscrmexpert@gmail.com
skype : mscrmexpert

Kerberos MS CRM

Dear Readers,

Thanks for Francos, sharing this document with me for you people.

An updated doc on Kerberos delegation published Jan 25th

click this link: Start download.


It also applies to CRM 4 : SBS R2 (running reporting services)
2003 R2 (running CRM with hostheader)

You can connect to the reporting services from the console but not from the client PCs are we need double hop authentication with SPN. I just have nightmares when

I need to set up Kerberos, ‘cause usually it ends up with me not sleeping and the things not working

Regards,
Imran

New CRM 4.0 SDK

Check out this month’s update of the Microsoft Dynamics CRM SDK – version 4.0.2!

http://www.microsoft.com/downloads/details.aspx?FamilyId=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en


New or updated topics in the help file (CHM):

ISV Extensibility Best Practices - New information about where to deploy custom code.
Recurrence Pattern in Asynchronous Job Execution – A new topic about how to set the recurrence pattern for an asynchronous job.
Workflow: Attributes and Microsoft Dynamics CRM Types - Updated information about the supported types for custom workflow activities.
Enabling Duplicate Detection - Updated the information about the use of the isduplicatedetectionenabledforonlinecreateupdate property.
Import File Entity Capabilities - Updated information about the correct ordering of messages for the import entity.
Activity Party Entity Capabilities – New information about how to control which e-mail address should be used for sending or replying to e-mails.
Programming Reference - Added information to incomplete topics and fixed broken links.
What's New in Microsoft Dynamics CRM 4.0 - Added data management features to What's New topic.
Changes in the sample code folders:

Added Data Binding sample code.
Removed workflow tools and walkthroughs to reduce confusion. The workflow tools previously included in the SDK are not needed for custom workflow activities.
Updated the readme file with late breaking information.
In addition to the download package, the documentation will be live on MSDN soon.

We’ve got more in the pipeline for future releases:

More sample code, including custom workflow activities and data migration
Additional walkthroughs
Report writers guide
E-mail provider extensibility
Using the Outlook client SDK
Updated XML reference documentation for the customization file
And more!

Best Regards,
Imran

Steps to Check for Custom Applications Upgradation to MS CRM 4.0

Dear CRM developers,

I have written many applications and get requirement of upgradation to new version CRM 4.0, from bigning of this year, it was painful activity I was performing. Microsoft CRM Team should work for such things while new version release as it will be problamatic for every one and every time in future versions. Anyhow there are few things keep in mind while doing your upgradation of custom applications.

I have done upgradation of following things and done successfuly with passage of time.

1. Callouts / Pluggins (mostly work , but some time need to modify the dlls and Code

2. Reports (Custom reports need to modify most of the cases)

3. Javascript ( Normall Javascript code related to customization works fine , but some time like filters lookups, accessing CRM webservices in Javascript need to modify with new code. For more see CRM SDK or my upcoming posts related to Javascripts upgradation etc.

4. ASP.Net Application, As I have written many ASP.Net applications for customers , need to modify the code.


a. Remove your web reference and then add new one
Server Path/MSCRMServices/2007/CRMService.asmx

b. Your code should be migrated to VS 2005 / .Net 2.0

c. Check CRM new data types like double , CRM Money etc

5. Restart Async Service if you are attempt to do IIS restart (iisreset).

Above Points need to check regarding upgradation of your code.

6. .Net Assemblies for CRM Workflow. Also check your custom applications link to workflow (Workflow .net assemblies), some time you have to recompile and link that.

If you have any issues, let me know - might be with my experience you save your time. email me with your issue and screen shots (mscrmexpert@gmail.com)

Regards,
Imran

Entity Relationships in MS CRM 4.0

Dear Programmers,

here is some stuff for you, I was working on Entity relationships of MS CRM 4.0, how you will use and how you will work with them,

1. One-to-Many System-System (1:n)

In CRM 4.0 you can link system entity to another system entity. The child system entity has a lookup field to associate it with a parent system entity.

2. Self-Referential

In CRM 4.0 you can link An entity to itself. For example a Case can be linked to a master Case.

3. Multiple Relationships Between Entities

Many of you know about mulitple lookups issues with same entity, now it can be achieved in MS CRM 4.0 e.g the Account entity might have two relationships with a Contact entity - a primary and secondary Contact.

4. Many-to-Many System-System, System-Custom & Custom-Custom (n:n)

In CRM 4.0 this is major requirement for many to many relationship, now it is possible . Not only will this remove the need to build a “joining” entity, but you have control over how the relationships show up in the UI.

Here is sample code how to associate many to many in MS CRM Code.

// Create an AssociateEntities request

AssociateEntitiesRequest request = new AssociateEntitiesRequest();

// Set the ID of Moniker1 to the ID of the lead.request.

Moniker1 = new Moniker();
request.Moniker1.Id = new Guid("B050F053-6968-DC11-BB3A-0003FFBAD37A");

request.Moniker1.Name = EntityName.lead.ToString();

// Set the ID of Moniker2 to the ID of the contact.request.

Moniker2 = new Moniker();
request.Moniker2.Id = new Guid("1DCDEE97-35BB-44BE-8353-58BC36592656");
request.Moniker2.Name = EntityName.contact.ToString();

// Set the relationship name to associate on.
request.RelationshipName = "contactleads_association";

// Execute the request.

service.Execute(request);


Happy Programming with MS CRM

REgards,
Imran

Hide Tab , Button base on Security Role in Javascript in CRM 4.0

Dear,

Here is some code for Javascript in CRM 4.0 I am using , it will help you and cover your queries as many of you looking CRM 4.0 Javascript help.

// Check Current User Security Roles and hide tab / field / Button base on that

Here is some code for Javascript in CRM 4.0 I am using , it will help you to hide/ disable Tab, Field, Section using Javascript in CRM 4.0

// pass string of role like Sales Person,/ Administrator and check if that is role exist
function CheckCurrentRole()
{

//

var userXml = GetUserRoles();
if(userXml != null)
{
//select the node text
var allRoles = userXml.selectNodes("//BusinessEntity/q1:name");
if(allRoles != null)
{
for(int i = 0; i < text ="="" visibility = "hidden" position = "absolute" text ="="" lisdocument =" document.getElementsByTagName('LI');
}
j= j + 1;
}

}
}}}
}

function GetUserRoles(){

// define XML for retrieve query, for more ask me if you have to buid any query regarding
var xmlQuery = "" + "" + "" + GenerateAuthenticationHeader() + " " + " " + " " + " role" + " " + " " + " name" + " " + " " + " false" + " " + " " + " roleid" + " role" + " systemuserroles" + " roleid" + " Inner" + " " + " " + " systemuserid" + " systemuserroles" + " systemuser" + " systemuserid" + " Inner" + " " + " And" + " " + " " + " systemuserid" + " EqualUserId" + " " + " " + " " + " " + " " + " " + " " + " " + " " + " " + "" + "";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction"," http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
// send xml query and get xml data from CRM in Javascript.
xmlHttpRequest.send(xmlquery);
var resultXml = xmlHttpRequest.responseXML;
// return xml for user role
return(resultXml);}





If you have to get current user info ( user id, organization id, etc)

// Get Current User Information in Javascript

function GetWhoAmI(){
var crmserver = http://crmserver/;

var xmlhttp = new ActiveXObject("Msxml2.XMLHTTP");
xmlhttp.open("POST",crmserver + "/mscrmservices/2007/crmservice.asmx", false);
xmlhttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlhttp.setRequestHeader("SOAPAction", http://schemas.microsoft.com/crm/2007/WebServices/Execute);
var soapBody = ""+""+""+"";
var soapXml = "";s
oapXml += GenerateAuthenticationHeader();soapXml += soapBody;soapXml += "";
xmlhttp.send(soapXml);
xmlDoc=new ActiveXObject("Microsoft.XMLDOM");
xmlDoc.async=false;

// Load XML and parse the nodes.
xmlDoc.loadXML(xmlhttp.responseXML.xml);
// Get Current User ID
var uid = xmlDoc.getElementsByTagName("UserId")[0].childNodes[0].nodeValue;
// Get Current Business Unit ID
var bid = xmlDoc.getElementsByTagName("BusinessUnitId")[0].childNodes[0].nodeValue;

// Get Current Organization ID Value
var oid = xmlDoc.getElementsByTagName("OrganizationId")[0].childNodes[0].nodeValue;

alert("Current User Id: " + uid + "\r\nBusiness Unit Id: " + bid + "\r\nOrganization Id: " + oid);
}



Contact me directly if you have any query ( mscrmexpert@gmail.com)


Regards,
Imran

MS CRM 4.0 - Common Upgrade Issues

Dear Readers,

I came to know many upgrade issues questions, here are little bit detail for you while upgrading.

Keep following things in your mind if you are upgrading from MS CRM 3.0 to CRM 4.0

• Any Un supported customization will not upgrade
• Any 3rd party tool will not upgrade like C360 components etc. It will give you trouble so first remove that and check your vendor for upgradeable version for CRM 4.0, I am sure they are upgrading it.
• Any Connector like GP Connector, Biztalk Adapter will not upgrade
• CRM Mobile Express 3.0 will not upgrade
• CRM Accelerator for Seible will not supported to upgrade.
• Sharepoint list webpart will not upgrade
• Datamigration Pack will not upgrade
• Your custom calls or code will not upgrade, you have to rebuild your code using new crm services, atleast you have to use crm discovery as it is multi-organizational system.
• CRM Outlook Client will not upgrade
• Any custom code for outlook will not upgrade
• CRM Callouts need to modify and register with Plugin Register tool
• Your code web to lead or web to contact need to modify by using CRM Discovery Service and updation manually
• Any Code will not upgrade by MS CRM 4.0, you have to do manually all configuration
• Assembly written for workflow will not upgrade and link, you have to again link with it

Standard CRM Reports will be upgraded and link will automatically build with new CRM SRS connection. but following types of reports will not upgrade

• The Reports has been modified to use expressions for linking will not upgrade.
• The Report has been modified to use stored procedures will not upgrade.

• Reports that use information about workflow, such as sales pipeline report etc will not upgrade.

Dear Consultants / implementers please check above list, you have to care while upgrading as there are 90% questions so far about this on forums.

Hopefull it will help you alot to understand CRM Upgrade issues.

Regards,

Imran

TOP Answerer on the CRM Forums

Dear Readers,

I am now TOP1 answerers on the MS CRM Forums (CRM, Deployment & Development).

Check out this one plz

http://forums.microsoft.com/Dynamics/TopAnswerers.aspx?SiteID=27 - (Imran - mscrmexpert).

Thanks for your cooperation.

Regards,
Imran

msn : mscrmexpert@gmail.com

skype : mscrmexpert

CRM 4.0 SDK - Download

Dear Readers,

Here is download link for CRM 4.0 SDK.

http://www.microsoft.com/downloads/details.aspx?FamilyId=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

Happy Programming..

Regards,
Imran

Msn : mscrmexpert@gmail.com

skype : mscrmexpert

Microsoft Dynamics CRM 4.0 Implementation Guide:

I just wanted to remind everyone that the Microsoft Dynamics CRM 4.0 Implementation Guide is now available at the Microsoft Downloads Center. Not only does it cover installation and maintenance, it discusses planning considerations that are potentially very important for any successful implementation of a CRM platform.

Regards,
Imran

CRM 4.0 Ready to Download

Dear Readers,

Microsoft Dynamics CRM 4.0 is available as a 90-day trial version at the Microsoft Downloads center.

The download page will be updated with new languages as they are released.

Download the Microsoft Dynamics CRM 4.0 Trial Versions in either 32 or 64-bit!

Download the Microsoft Dynamics CRM for Outlook (For On-Premise and Hosted Editions) 32 bit!

Download the Microsoft Dynamics CRM 4.0 Data Migration Manager 32 bit!

Download the Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise and Hosted Editions) in either 32 or 64-bit!

Regards,
Imran

CRM 4.0 Code Sample

Dear Readers,

While working in MS CRM 4.0 (Titan), there is one more webservice introduced for the purpose of handling multi-tenacy.

Here is code sample, how you will use this webservice to authenticate.

//Create Windows Network Credential
NetworkCredential cred = new NetworkCredential();
cred.Domain = textBoxDomain.Text;
cred.UserName = textBoxUserName.Text;
cred.Password = textBoxPassword.Text;

//Create a Discovery Service
CrmDiscoveryService disco = new CrmDiscoveryService();
disco.Credentials = cred;
disco.Url = textBoxServer.Text + "/MSCRMServices/2007/AD/CrmDiscoveryService.asmx";

//Retrieve a list of Organizations which this user has access to
RetrieveOrganizationsRequest orgRequest = new RetrieveOrganizationsRequest();
RetrieveOrganizationsResponse orgResponse = (RetrieveOrganizationsResponse)disco.Execute(orgRequest);


//Create a CRM Authentication token
CrmAuthenticationToken token = new CrmAuthenticationToken();
token.AuthenticationType = 0;
token.OrganizationName = formorg.Org.OrganizationName;

//Create a CRM Service
CrmService service = new CrmService();
service.CrmAuthenticationTokenValue = token;
service.Credentials = cred;
service.Url = formorg.Org.CrmServiceUrl;

//Run a basic service operation to test the connection
WhoAmIRequest whoRequest = new WhoAmIRequest();
WhoAmIResponse whoResponse = (WhoAmIResponse)service.Execute(whoRequest);


Hopefull code snippet will help to developers.

Regards,
Imran

msn : mscrmexpert@gmail.com

Whats New in Microsoft CRM 4.0 - Titan

Here are documents available for read and know more about this release.

http://blogs.msdn.com/crm/archive/2007/11/05/download-what-s-new-in-microsoft-dynamics-crm-4-0.aspx

only partners can download.

Have a nice Titan.

Regards,
Imran

MSN : mscrmexpert@gmail.com

Whats New in Microsoft CRM 4.0 - Titan.....

The Microsoft Dynamics CRM 4.0 Server includes several new enterprise levelfeatures that offer a variety of flexibility, scalability, and ease of use.

• Multitenancy
• Server Roles
• Duplicate Detection
• Windows Workflow foundation
• Workflow Callouts (Plugins in Titan)
• Microsoft Dynamics CRM Connector for Microsoft SQL ReportingServices
• Multilingual User Interface (MUI)
• Multicurrency
• Resource Center
• Bulk import enhancements
• Better Licensing Model
• CRM Live (America & Canada only)

Multitenancy

Earlier versions of Microsoft Dynamics CRM, Server provided a singleorganization solution. Microsoft Dynamics CRM 4.0 lets you host multipleorganizations in a single Microsoft Dynamics CRM deployment.

This feature is a great benefit for hosted solutions or businesses that require aseparation of data within the organization. Microsoft Dynamics CRM 4.0 nowimplements two types of databases:

• A single configuration database that stores metadata and locationinformation for all organizations.

• One Microsoft Dynamics CRM database per organization.

You will find more resources on this blog coming days regarding features CRM 4.0 have.

Regards,

Imran

MSN : mscrmexpert@gmail.com

About Titan, Dynamics Titan, MS CRM 4.0

Dear Readers,

I am writing articles about MS CRM 4.0 version name "Dynamics Titan" on my new blog

http://microsoftcrm4.blogspot.com/

I hope you will read and appreciate it.

For more write me an email on mscrmexpert@gmail.com

Regards,
Imran

Ticket Management / Helpdesk System for MS CRM 3.0

Dear Readers,

I had successfully Implemented Ticket Management System / Helpdesk System for MS CRM in the state of California - US for public and private bases.

Using this system, Companies can implement their support system easily basis on MS CRM.

It is developed in ASP.Net 2.0 (C#). All things are based on only simple configurations.

Features are :

1- Create Tickets from web
2. Handle Tickets into MS CRM
3. Registration from web as well as MS CRM
4. Search Knowledgebase
5. View Tickets and its details
6. Helping Articles / Knowledgebase with Tickets
7. Email notifications on creation & updation on Tickets
8. Change Profile and profile management
9. Contacts & Accounts handling ( It all depends on company requirements)
10. Unlimited user can use this with single User license.
11. Easy to enhance and map on your business requirements
12. Alot more

If you are interested, write me an email and I can show you demo

Email address : mscrmexpert@gmail.com ( you can chat on msn/gmail/skype with same id).

Regards,
Imran

I was BUSY !!! (Singapore & Dubai)

Dear Readers,

Sorry for not posting anything as I was busy in Singapore & Dubai (UAE) regarding MS CRM & Sharepoint 2007 Implementation.

I am now little bit free and keep posting about MS CRM, Titan.

Hopefull we will have TITAN (CRM 4.0) soon and you will see alot posting regarding that.

Regards,
Imran

Chat with me on MSN / GMAIL/ SKYPE : mscrmexpert@gmail.com

Real Estate / Construction Compay System in MS CRM 3.0

Dear Readers,

We had developed a real estate & construction system base on MS CRM 3.0.

It has following features.

1. Property Management
2. Property Units Handling
3. Inventory of Property
4. Images, demos / Screen shots of property
5. Rent Handling
6. Construction Planning
7. Resource Planning
8. Machine Planning
9. Finance / Accounts Management
10- Reports.


You can write an email on : mscrmexpert@gmail.com

Regards,
Imran

Quickbook Integration with Microsoft CRM 3.0

Hi readers,

I was quite busy with integration of an accounting system Quickbook with Microsoft CRM 3.0. I have done successfuly the Integration of Quickbook with Microsoft CRM 3.0, in current version I have completed following things..

1. Create Quickbook invoice from MS CRM.

2. Customer Query .

3. Invoice Query.

4. Bill Query.

It can be extendable as i am using QBWebConnector (Quick book web connector) & have written web service in .Net to access the above mentioned results.

If anybody interested to work like that, I am here for .... mscrmexpert@gmail.com

Thanks,
Imran

Sharepoint with MS CRM 3.0

Hi,

Many people wants to know the Sharepoint usage with MS CRM (Integration of Sharepoint Portal with Microsoft CRM 3.0). I would like to describe where you can use sharepoint portal with MS CRM for more effective usage of both. I have done following 3 components for Sharepoint & MS CRM.

1. Sharepoint Document Library with Microsoft CRM 3.0
2. Creating Sharepoint Dashboard in Microsoft CRM 3.0
3. Create / Delete Sharepoint site for customers / accounts from Microsoft CRM 3.0 workflow.

Many short components for Sharepoint, i have worked so far with MS CRM 3.0.

1. List web par of Sharepoint in MS CRM 3.0
2. Displaying MS CRM Business data in Sharepoint.
3. Sharepoint Portal for Document Management System (DMS)

simply i would like to say that with sharepoint portal & Microsoft CRM 3.0 integration a company can get alot benefits while developing new add-ons for such work. If anybody interested to do this, i have experienced and can do easily, just write me an email (mscrmexpert@gmail.com).

Thanks,
Imran

Microsoft CRM New Version "Titan"

Hi Readers,

Microsoft Corp. today announced that it is previewing the next major release of Microsoft Dynamics™ CRM — code-named “Titan” — with a broad range of partners through the company’s Technology Adoption Program (TAP). The new version introduces an advanced multitenant architecture, and uses a single code base to support on-premise deployments as well as software-as-a-service (SaaS) deployments through hosting partners and through the upcoming Microsoft Dynamics Live CRM service.

For more see
http://www.microsoft.com/presspass/press/2007/jan07/01-10CRMTAPPR.mspx

Thanks,
Imran

Extending and Customize Microsoft CRM 3.0

Dear Readers,

Here are few important points regarding Extend & Customize Microsoft CRM 3.0. There are many times readers asked about how to use different things regarding Extending & Customization of Microsoft CRM 3.0.

1. Microsoft CRM SDK.
2. Customize CRM inside Visual Studio.net
3. Intellisence of CRM in Visual Studio.net
4. Writing Callouts in Visual Studio.Net

Microsoft CRM SDK.
Download MS CRM SDK. This is the start point for any developer working in Visual Studio.Net wants to know about MS CRM Application customization & extendability points. If any body wants training, i can provide ms crm training of extensibility & customization as well.

Create IntelliSense Code Snippets for CRM
This is good article abotu Intellisense code of MS CRM. When developing an application that uses the Microsoft CRM SDK, you sometimes have to switch between different tools (for example: Visual Studio 2005, Microsoft CRM running in IE) to get the job done. Wouldn’t it be nice if you could modify your work flow so as improve your efficiency when coding. The following blog shows you how to customize Microsoft CRM entity schemas and dynamically update the related classes of those modified entities all within the Visual Studio 2005 IDE with complete IntelliSense support!

Customize CRM Data right inside Visual Studio 2005
This article describes frequently used application code which uses the Microsoft CRM SDK into Visual Studio.net 2005 code snippets. By creating a library of standard code snippets which make use of the Microsoft CRM SDK, you can reduce the amount of time required to develop Microsoft CRM related applications and also reduce the number of potential bugs introduced into your code!


Use Visual Studio 2005 to build CRM Callouts!
As many of you know that A callout is custom code which uses the Microsoft CRM SDK to extend and customize the core functionality of the Microsoft CRM product. Up until now, callouts had to be developed using Visual Studio .NET 2003 and not Visual Studio 2005. This article shows you how to write Microsoft CRM callouts using Visual Studio 2005! This is great article about writing call outs in VS 2005. But for compiling still required .Net 1.1.

Read & Enjoy.

Happy New Year!.

Thanks,
Imran
mscrmexpert@gmail.com

V3C- MS CRM 3.0- with Office 2007 Integrations

Dear Readers,

Microsoft CRM has picked up its surfboard and will be “riding the wave” with Windows Vista, Office 2007, and the biggest chain of releases in Microsoft history.
codenamed V3C, is a compatibility update of the CRM v3 Outlook Client for Vista and Office 2007. V3C is a culmination of new features, updates, and enhancements, driven by our customer commitment in ensuring that users worldwide are able to use their CRM solution against the latest and greatest of Microsoft technologies. These improvements are not simply a rollup of fixes…we have implemented features and updates originally reserved for the Titan release and taken large steps forward with V3C.

You can download V3C from this page below (please be patient, as bits are still propagating).
http://www.microsoft.com/downloads/details.aspx?FamilyId=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en


Happy Holidays. mscrmexpert@gmail.com

Thanks,
Imran

Update Rollup 1 for Microsoft Dynamics CRM 3.0

Hi Readers,

Update Rollup 1 is a tested, cumulative set of updates for Microsoft Dynamics CRM Server 3.0 and Microsoft Dynamics CRM Sales for Outlook 3.0, including performance enhancements, that are packaged together for easy deployment.

Here is information about

http://www.microsoft.com/downloads/details.aspx?amp;amp;displaylang=en&familyid=08BADB01-4984-458E-96E6-4F08622CFE63&displaylang=en

Thanks,
Imran
mscrmexpert@gmail.com

Customer Web portal in MS CRM

Dear Readers,

We have developed a completed outbox solution of MS CRM "Customer Web portal". You can reach us using mscrmexpert@gmail.com for demo or more details.

1. Introduction

Customer Web Portal targets add on functionality to extend core MS-CRM customer services and better case management. This web application mainly provides out of the box interface through which product/ service cases can be submitted and tracked to resolution and closure by valid MS-CRM customers. This preserves the standard features of MS-CRM Customer Service module like queuing and routing.

2. Details Functional Requirement

Web portal provides the end-customer functionality that purchases product or receives services from organization. Following are the main features outlined:-

1. Customers are maintained in MS-CRM as Accounts and Contacts.

2. Each customer (only CRM Account) may be associated with product/ service. Multiple products can be associated with customer.

4. On product association with Accounts, if contract (account – product association specific) does not exist, then a new contract is created for this account with default values and a contract line will be generated for product. If this auto generated contract exists, then a new product contract line will generated for this contract. Contract title and Contract line title format needs to be established.

6. For proper running of web portal, Products needs to be associated with subject.

7. Web portal is not designed for the customer that is defined in MS-CRM as contacts.

8. Each customer (in case of account) will have at least one primary contact and other contacts (optional).

9. Customer’s contacts, including account’s primary contact may be designated as “Support User”. This provides the contact with the privileges for product/ service case registration and tracking. This facility is accessible within MS-CRM and through web portal.

10. Only valid support users of a customer can access web portal by supplying customer name and login credentials.

11. Support User Assignment through web portal is available only to account’s primary contact.

12. Support users can maintain web portal password online.

13. Case can be associated with standard subjects for easy case classification.

14. Issue category (subject topics) for case registration, will list only distinct subject values which are associated with customer’s products.

15. On the basis of subject selected for the case, related customer products are listed for case registration.

16. Case Severity can be marked while case creation.

17. On Case registration, related account contract and contract line will be linked to newly registered case.

18. Support user can view the status of his/her cases with all the related activities. This view list shows all support user registered cases regardless of case status. If case is open then facility is provided for updating the case and it is closed then facility is given for reopening the case with in 30 days from the date of case resolution. After 30 days this facility will not be available.

19. View status section contains two sections: - one for support user cases and other for all company cases.

20. Case is reported to supported user with email referencing newly created case number. (Email case record link is also proposed for launching MS-CRM Case screen with relevant record.)

21. Up to three files/ notes can be attached while case registration. (Size limit needs to defined, however 5MB is sufficient for normal operation.)

22. CRM Server instance is configured at the time web portal deployment by valid CRM user with proper login credentials.

23. Search facility

24. Sending email on forgot password

25. Sending email on case creation

26. Email internal domain users & External users accounts

27. Sending email to parent account address for intimation

and much more features there...............................


Thanks,
Imran

MS CRM Customization : IE Developer Toolbar

Hi Reader,

There are many questions regarding to view the form attributes while doing form customization e.g Hide section on a tab on customertype code etc.

Use the Internet Explorer Developer Toolbar.

http://www.microsoft.com/downloads/details.aspx?FamilyID=e59c3964-672d-4511-bb3e-2d5e1db91038&DisplayLang=en

I hope it will help alot while customizing. I am using this to get help of fields, sections, document elements etc.

Thanks,
Imran
mscrmexpert@gmail.com

Biztalk Adapter- Connected with other applications

Hi Readers,
While studying Microsoft CRM Integration with non-Microsoft Business applications, Microsoft has launched its Biztalk adapter for MS CRM 3.0.

Download link...
http://www.microsoft.com/downloads/details.aspx?FamilyID=4628fca6-388d-45bc-a154-453b920dbcb8&DisplayLang=en

BizTalk® Server 2006 Adapter for Microsoft Dynamics™ CRM 3.0 enables integration between Microsoft Dynamics CRM and Non-Microsoft Business applications and allows the following operations.

• Availability of Microsoft Dynamics CRM as a send Adapter
• Discovery and usage of schema of any Microsoft Dynamics CRM actions and entities.

The user can utilize the above capabilities of the adapter to integrate Microsoft Dynamics CRM with any other Non-Microsoft Business applications using the BizTalk server 2006 mapping capabilities.

Thanks,
Imran

Training of Microsoft CRM 3.0

Hi readers,

Sorry to delay in any technical / informational post. I was away to provide training of Microsoft CRM. I have conduct CRM 3.0 courses and provide users successful training of following courses.

1- Installation & Configuration of Microsoft CRM 3.0 (Course # 8526)
2- Extending Microsoft CRM 3.0 (Course # 8531)
also
3- Customization of Microsoft CRM 3.0

If any body interested in this training, i am available.

Thanks,
Imran

Microsoft CRM 3.0 - Live .... Going Live...

Hi Reader,

Great news for Microsoft CRM 3.0 Developers/ partners - Microsoft CRM Live...

http://www.microsoft.com/dynamics/crm/live/default.mspx

Read the above ....

Thanks,
MS CRM Developer

True Hosted Version Awaits 'Titan' Release

Hi Reader,

Microsoft Ships CRM 3.0; True Hosted Version Awaits 'Titan' Release

read article about Titan.
http://www.crn.com/showArticle.jhtml?articleID=174900864

for more about titan i will post whenever got good things from microsoft

thanks,
MS CRM Developer (mscrmexpert@gmail.com)

Microsoft Dynamics CRM V3 Language Compatibility

Hi All,

alot questions about microsoft language compatibility from different natives.. here is details

Microsoft Dynamics CRM V3 is available in 22 languages, namely English, German, French, Italian, Spanish, Dutch, Danish, Portuguese (Brazilian), Portuguese (Portugal), Czech, Hungarian, Russian, Finnish, Norwegian (Bokmål), Swedish, Polish, Greek, Turkish, Japanese, Simplified Chinese, Hebrew and Arabic*.


for more read..

http://www.microsoft.com/downloads/details.aspx?FamilyID=befd4c00-d3fe-411f-9c3d-2ab1f53811f2&DisplayLang=en

Thanks,

Microsoft CRM Developer (mscrmexpert@gmail.com)

Asterisk Integration with Microsoft CRM 3.0

Hi Reader,

As i have done skype integration with MS CRM.. Now I am doing some more challenging work regarding Asterisk Integration with Microsoft CRM 3.0..

For Asterisk read

http://www.asterisk.org

Please comment on mscrmexpert@gmail.com

Thanks,

MS CRM Developer

Create / Delete Sharepoint Site in MS CRM

Hi All,

was very busy while doing some stuff regarding customization and other projects about MS CRM & Sharepoint.

I have done 2 major work with Sharepoint + Microsoft CRM 3.0.

Create site, while you add new user,contact, customer and upload some company documents for that.. its good experience.

Using that, Any company wants to create specific site for their customer, users, contacts etc and can share some documents with them.. Its great stuff.. Portal integration with Microsoft CRM 3.0..

On the fly creation / deletion of sites from CRM workflow.

If anybody wants similar thing, i can help.. mail me... mscrmexpert@gmail.com

Thanks,
MS CRM Developer

Mapping Order/Oppertunity/Quote Fields

Hi Readers,

its great article about mappings areas for the Invoice Product, Order, Oppertunity, Quote etc.

http://support.microsoft.com/kb/914921

Must read it if you are facing any problem while doing this.

Thanks,
MS CRM Developer

Using Microsoft Dynamics CRM 3.0

Hi Readers,

there is great chapter from working with Microsoft Dynamics CRM 3.0 sample chapter about workflow, must read that if you are interested to see workflow managmeent.

Also

Integration with Sharepoint

Hi readers,

i was busy with integration of Sharepoint Portal with Microsoft CRM 3.0.

Its done now. cheers................... Great for me....

I have created the dashboard and also some other webpage parts.

I was busy that's y no posting on blog..

keep me busy with your posting on mscrmexpert@gmail.com

Thanks,
MS CRM Developer

Titan - Blog

Today, while reading about Titan, I have created a usefull blog for developers, readers, customizers of microsoft crm ...

Titan.. is the future version of Microsoft Dynamic CRM 3.0.

See blog..

http://mstitan.blogspot.com/

Thanks,
mscrmexpert@gmail.com

Next major release of Microsoft CRM, Titan, will be "this time next year"

Hi Readers,

Next major release of Microsoft CRM, Titan, will be "this time next year".

The three main design themes of the Microsoft CRM Titan release will be:

1. Multi-tenancy (handling multiple Microsoft CRM deployments on a single server)
2. Multi-language (supporting multiple languages in a single deployment)
3. Even tighter integration with Microsoft Office 2007

I will try to create another blog about Titan - Microsoft CRM next release.

keep me posting mscrmexpert@gmail.com about titan and keep you online to read this..

Thanks....

Report Creation in Microsoft CRM 3.0 - Demos

Hi All,

Here you can download the videos of Report Creation in Microsoft CRM 3.0. I have done all that.. Great resource..

3 new report video demos are in the downloads section of Sandbox.

Chapter 1 - Using report prefiltering and context sensitive reports
Chapter 2 - Report creation usng Visual Studio
Chapter 3 - Report publishing and enabling prefiltering in reports

see news on sandbox..
http://www.gotdotnet.com/codegallery/news/newsitem.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&newsId=b96c8a40-b67e-4ffc-8828-ae5b82996bb2

Thanks for reading the stuff.. mscrmexpert@gmail.com for any query..

Microsoft CRM 3.0 - Migration from other CRM systems

Hi Readers,

While i was viewing on the posts, there are many posts on how to migrate data from other CRM systems like salesforce, peoplesoftCRM, SugarCRM etc to Microsoft CRM.

Here download the code about Migration from salesforce to microsoft crm 3.0

You can download from: http://gotdotnet.com/codegallery/releases/viewuploads.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404

I am trying to use this for other CRM systems as well.

Thanks,
Imran (mscrmexpert@gmail.com)

Download Microsoft CRM 3.0 Mobile Version

Hi dears,

here is the ship of mobile version of microsoft crm 3.0 , waiting by many clients.

Microsoft Dynamics CRM 3 Mobile

Get in your first look..

Thanks,
CRM Specialist (mscrmexpert@gmail.com)

A great news again ...

Microsoft Dynamics CRM Connector for Microsoft Dynamics GP is now available

see news contents on following link..
http://www.gotdotnet.com/codegallery/news/newsitem.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&newsId=24d81919-9c15-4d99-88d9-e14cf4db48d5

Thanks,
Microsoft cRM Expert (mscrmexpert@gmail.com)

Microsoft CRM 3.0 - Sample Code for RSS (Really Simple Syndication)

Hi,

Please download from here.

Sample to access Microsoft CRM Data using RSS

Announcing the release of sample code that allows you to use RSS, a protocol for delivery of information over the Internet, to easily access Microsoft CRM data! Microsoft CRM provides a secure, central data collection, storage, and modification tool for business data while RSS provides the transport mechanism.

chat with me on mscrmexpert@gmail.com if any query on MSN.

Microsoft CRM 3.0 Mobile Version

Microsoft CRM Mobile Version will release soon...

CRM mobile will be there . while reading the link .. for more read at following link..


http://blogs.msdn.com/midatlanticcrm/archive/2006/03/31/
Microsoft_CRM_3_Mobile_Ships.aspx


Look for the Download link as soon as it is posted. ????

i will keep updates about you while geting information about this version.. really happy to see working with Mobile with CRM.... mscrmexpert@gmail.com will get your queries..

Thanks,
CRM Specialist

Microsoft CRM 3.0 Logical Database Diagrams

Hi All
Microsoft CRM 3.0 Logical Database Diagrams.. are here..
http://www.microsoft.com/downloads/details.aspx?FamilyId=DA8D5048-615E-43C0-AB31-8FB5DA70216B&displaylang=en.


Feel free to contact me if any query... mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 Online Help Update

hi All,
You can use this download to view Microsoft CRM 3.0 online Help on a computer that does not have Microsoft CRM installed, or to replace the help files on your Microsoft CRM server and on any computers running the Microsoft CRM laptop client for Microsoft Office Outlook.

Download...
http://www.microsoft.com/downloads/details.aspx?familyid=309129a8-9a6b-478a-87c8-fd7e7e1e6486&displaylang=en

Let me know if any query.. mscrmexpert@gmail.com

Add extra Attributes of Account.....

Hi Guys,

I have been receiving a lot of emails and questions how you could add extra attributes when you convert a lead to an account or just how to map attributes in general. Below i typed out some steps to realize mappings in Microsoft CRM 3.0Entity Mapping by performing the following steps:

• Select Settings, Customization, Customize Entities.
• Choose an Entity to edit.
• Click Relationships.
• Locate the relationship between Entity1 and Entity2 (e.g. Lead and Account).
• Edit that relationship.
• Click Mappings.
• Here you can choose for New, Remove or Generate Mappings.
• Choose New.
• From the Lead Attribute list on the left, select for example an Address Attribute you wish to map to Account .
• On the Account Attribute list on the right, select the appropriate Address Attribute that matches the Lead Attribute.
• Click OK .
• Repeat steps 8 - 11 for each part of the address or any other Attribute that you need to map.
• Save your changes.
• Publish All Customizations.
• Test it

Please feel free to contact me if any query........... mscrmexpert@gmail.com

Change the CRM portnumbers, the correct way!.

Hi Guyes,

You have installed Microsoft CRM 3.0 on your server and either used the default settings during setup or you have created a website manually with, for example, portnumber 5555.At one time you might want to change this and wondering how you should do this, well follow the steps below and your ready to go:----

1) Start the IIS Manager on your CRM Server.

2) Right Click on the CRM WebSite.
3) Select Properties
4) Under WEB Site TAB, click on Advance Button.
5) Select Default and click on Edit.
6) Change the TCP Port number to the desired port Number. Click OK, close IIS Manager.
7) Start a CMD prompt and type IISRESET command.
8) Open Regedit.
9) Goto HKey_Local_Machine\Software\Microsoft\MSCRM
10) Right click SERVERUrl on right side, select modify.
11) Change the old port number to new port number.
12) Close Regedit.You done on the server, now you should fix all the clients, remember they still point to the

URL with the wrong portnumber. On each client you should do this:

1) Open Regedit.
2) Goto HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient
3) Right click SERVERUrl on right side, select modify.
4) Change the old port number to new port number.
5) Right click PlatformRoot on right side, select modify
6) Change the old port number to new port number.
7) Right click WebAppUrl on right side, select modify8) Change the old port number to new port number.
9) Close Regedit.

If you made an administrative install of the Microsoft CRM desktop and Laptop client you know you have to specifiy the URL in the default_client_config.xml being used during setup. Edit that XML file and adjust the portnumber as well.
You're all done now!

Warning If you use Registry Editor incorrectly, you may cause serious problems that may require you to reinstall your operating system. Microsoft nor I cannot guarantee that you can solve problems that result from using Registry Editor incorrectly. Use Registry Editor at your own risk.

Please feel free to contact me if you have any query ... mscrmexpert@gmail.com

Some Usefull Links about -------

Hi all,

Following are some greatfull links while studing any CRM or micorsoft CRM issues etc.. I will keeppost new things for you while i read - study that.. Happy Programming...

The Truth About On-Demand CRM, and not that doesn’t just mean salesforce.com… it covers some other applications.

Now this sounds like a lot of successful CRM deployment…. Salesforce.com recent user group meeting…

How about Mash-ups? I think we used to call them integrations, but that word isn’t cool anymore… Check the Program Manager of Microsoft CRM talking about security considerations…

Some great case studies where just posted to Microsoft.com check them out at: http://www.microsoft.com/dynamics/crm/product/default.mspx

A Great little application I have been using for cropping screen shots and the like… Check it out… Very slick replacement for MS Paint. http://www.eecs.wsu.edu/paint.net/ (Version 2.6 was just released too…)

An article written by our own local Jim Stout from Invoke Systems on CRM system adoption. http://www.crm2day.com/highlights/50220.php (ohh by the way, Aaron and team have moved their blogs to http://www.invokesystems.com/cs/blogs/mscrm/ well worth the read.)

Check out the CRM SnapIn for Word and Excel for Microsoft CRM or Axapta. This is a subset of the upcoming Visual Studio Tools for Office. J http://blogs.msdn.com/satyanadella/archive/2006/02/20/535713.aspx

Press Release on some large enterprise deals we have been working on for a while: http://www.microsoft.com/presspass/press/2006/mar06/03-14CRMDeploymentsPR.mspx


I am busy at the moment with development of an important Add-on.. Pray for me..

Let me know if any query.. mscrmexpert@gmail.com

Happy Programming..

Thanks,
Microsoft CRM Specialist

Microsoft CRM Gains Traction Among Enterprises

Hi,

"We are not surprised to see Microsoft looking to target enterprise customers given the scalability of the platform as compared to earlier releases of the product," Benjamin Holtz, CEO of Green Beacon Solutions, told CRM Buyer. The customization capabilities in Version 3.0 allow partners and systems integrators to build vertical or industry specific functionality, he noted.


http://www.crmbuyer.com/story/V8BOgGNZQz9b6h/Microsoft-CRM-Gains-Traction-Among-Enterprises.xhtml


let me know if any query.. on mscrmexpert@gmail.com


Thanks,

List Webpart for Sharepoint for Microsoft CRM

Hi
see article about Microsoft CRM 3.o and Share point List View.

The Microsoft CRM team has just released the List Web Part for Microsoft Dynamics CRM 3.0.


Download: http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en
An introduction article will be posted in the highlight section of the core using CRM site this afternoon at: http://www.microsoft.com/downloads/details.aspx?FamilyId=BC9B3526-DECF-4057-A530-91840C0D5401&displaylang=en

Introduction about List WebPart

The List Web Part provides Windows SharePoint Services v2 and Microsoft Office SharePoint Portal Server 2003 users with the ability to embed Microsoft CRM data into SharePoint Web part pages and build dashboards that support at a glance status of CRM processes. The List Web Part is designed around the Microsoft CRM list experience supports binding system and user views so that the CRM list can be customized and filtered. The List Web Part also supports SharePoint part to part communications. For example two parts one looking at Accounts and the other at Opportunities, these parts could be connected so that only opportunities for the selected account would be shown.

Bulk Edit in Microsoft CRM 3

Hi Readers,

It is a great post on how to edit multiple records in Microsoft CRM at the same time.

Check it out at:
http://icu-mscrm.blogspot.com/2006/02/nice-bulk-edit-feature-in-crm-30.html

Feel free to contact me if you have any query.. mscrmexpert@gmail.com

Thanks,

How to send emails automatically from a Campaign in MS CRM 3.0

Hi Readers,

Please review the link of the article Wrote by Microsoft Support person.. About How to send E-mail Campaign Automatically in CRM 3.0

When you distribute e-mail activities for a campaign by using Microsoft Dynamics CRM, the e-mail activities are not sent to the recipients automatically. You must open each e-mail activity and then send it manually. This article describes how to create a Workflow .NET assembly to send e-mail activities automatically.

http://support.microsoft.com/kb/911520/en-us

Feel free to contact me, if you have any query.. mscrmexpert@gmail.com

Thanks,
Microsoft CRM Developer

Microsoft CRM in a Clustered Enviroment

Yes we have it in Version 3. :-) No it's not in the Implementation Guide. The instructions are available online now.

You can install Microsoft Dynamics CRM 3.0 Server into a clustered Microsoft Exchange or SQL Server environment. A cluster of servers running Microsoft Exchange or SQL can reduce system downtime because if the active server in the cluster fails there will be an automatic fail-over to another server.

Ohh yeah, this only works with the professional edition. (I don't think Small Business Server allows for clustering... :-

Click Here for the instructions for Exchange
Click Here for the instructions for SQL Server
Click Here for instructions on "clustering" Microsoft CRM

Feel free to contact me if you have any query

Some News on Microsoft CRM 3.0 Mobile Version

Hi Readers,

This isn't offical and I haven't gone to Product Management to see if it is true or not, but.... Here is a decent article on Microsoft CRM 3.0 Mobile...

http://www.geekzone.co.nz/content.asp?contentid=5641

Please feel free to contact me, if you have any query.. mscrmexpert@gmail.com

Thanks,
Microsoft CRM Developer

MSF 4.0 and CRM 3.0

Hi All,

Article about MSF 4.0 and CRM.

http://geekswithblogs.net/cyoung/articles/63354.aspx

See Article..

Please feel free to contact me if you have any query .. mscrmexpert@gmail.com

Thanks,
Micorsoft CRM Developer

My Work on Microsoft CRM

Hi All,

Many people wants to know what i have developed so far for the Micorsoft CRM.

Microsoft CRM Work

I have done following add-ons and some customization of the Microsoft CRM.

- Skype Integration with Microsoft CRM
- ACT Data Import / Export utility
- Outlook Add-ons for MS CRM
- Import / Export Connector -Contact List, Leads etc
- AttachmentDownloader
- Add Direct Call Support
- Spell Checker Add-In
- Search InDoc
- Queue Manipulation (Case Management , Routing etc)
- Activity Restoring
- E-Commerce Integration
- Great Plains Integration with 1.2 only
- Share point portal Web part Creation of the Contacts.
- Customization of many applications and forms of MS CRM.

Besides above, i am doing much more with the Micorsoft CRM development.. You can get details about the above project at email mscrmexpert@gmail.com

I really happy to see your remarks on my blog..

Keep in touch

Thanks,
MS CRM Specialist.

CRM 3.0 Training Updates

Hi Dear,

See Training about Microsoft CRM 3.0 is available.

https://partner.microsoft.com/US/productssolutions/
business/businesscrm/40025403

mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 Data Migration Pack

Hi,

There is new story about data migration pack of microsoft crm 3.0

http://www.microsoft.com/downloads/details.aspx?FamilyId=3D36AC8E-B485-4F0C-9DEC-C9BACBAD1A73&displaylang=en

download.. Me currently working with it.

Mail me for more details.. mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 -Valuable Books

While studying some books about Microsoft CRM 3.0.. I got the idea to post all the links i have so far about the books on CRM 3.0


1- Microsoft CRM 3 for Dummies

2- Working with Microsoft CRM 3

3- CRM at the Speed of Light

4- CRM Survival Guide

There are other URL's I have, i will update soon..

If you want chat with me mail or on msn mscrmexpert@gmail.com

Thanks,

Microsoft CRM 3.0 - Integration with Great Plains

Hi,

See following integration news about Great plains with MS CRM 3.0



http://blog.sonomapartners.com/2006/02/crm_30_great_pl.html


I have also fact sheet provide by microsoft on GP Integration with CRM 3.0.. I can give u on your request.. Mail me on mscrmexpert@gmail.com

Thanks,

Download Microsoft CRM 3.0 - trial version.

Microsoft CRM 3.0 90-day trial version available:-

Interested in checking out Microsoft CRM 3.0 but you're not ready to buy yet?
Download a fully-functional 90-day trial version of Microsoft CRM and test drive it for yourself!

Microsoft CRM 3.0 is available as a 90-day trial version in each language in which Microsoft CRM is available.

To use the 90-day trial, you will need the convertible trial keys available below.
To get the trial software, download it from this page or re-use Microsoft CRM 3.0 media with a trial key:
Microsoft CRM 3.0 Professional Edition Trial Key (100,000 CAL limit)WHY97-9KFTH-76M7Y-JTVC4-62B78
Microsoft CRM 3.0 Small Business Edition Trial Key (75 CAL limit)M2234-2PCBR-T9Y6R-KJG3V-Y7GRJ

Important: Users will not be warned of impending trial expiration, so be sure that you decide well before day 90 whether to convert to a commercial license. The 90-day trial limit cannot be extended.

It is very nice for you who could not purchase the Microsoft CRM 3.0 and should want to get into that...

For more mail me..or on chat with me on msn.. mscrmexpert@gmail.com

Thanks,

Microsoft CRM Specialist.

Download Microsoft CRM 3.0 Demo's

Microsoft CRM 3.0 Demos.

For Those who are new on CRM 3.0.. want to see demo provided by microsoft.. can see the demo and explore the Microsoft CRM 3.0.. For more see my other blog posting...

Two Demos Available.. Please download following .exe files from the Below Link.

1- Microsoft Dynamics CRM 3.0 Professional Flash Demo_12_2005.exe

20 Microsoft Dynamics CRM 3.0 SBE Flash Demo_12_2005.exe



http://www.microsoft.com/downloads/details.aspx?familyid=B3F029F7-6646-4787-8E4C-6E7C87AA3671&displaylang=en

Thanks,
CRM Specialist.

Microsoft CRM 3.0 Reporting Schedule Wizard

Hi All,

Sorry for no posting, as i was busy with some clients on Microsoft CRM 3.0, Installing, Training and Migrating from 1.2 to 3.0.

About Microsoft CRM 3.0 Reporting Schedule Wizard.

Microsoft has released the Report Scheduling Wizard, an add-on to Microsoft CRM 3.0 that makes it easy to schedule Reporting Services reports and to create snapshots of reports on a schedule. Users with the Report Manager privilege can use the Reports area of Microsoft CRM to define snapshots, share snapshots with other users, and define the schedule for each snapshot.

See following Link.. for more details.
Reporting Schedule Wizard

For more mail me on mscrmexpert@gmail.com

Thanks,
CRM Certified Professional..

CRM 3.0 Mobile

Hi Viewers,


See the mobile feature of Microsoft CRM 3.0 Dynamic CRM.

http://www.geekzone.co.nz/content.asp?contentid=5641

Regards,
mscrmexpert@gmail.com

CRM 3.0 SDK on MSDN

Hi Developers,

The updated (December version) CRM 3.0 SDK is now also available on MSDN.

Visit... http://msdn.microsoft.com/library/default.asp?url=/library/en-us/CrmSdk3_0/htm/v3d0microsoftcrmv3d0sdk.asp

Thanks,

MS - CRM Expert

Microsoft CRM Sandbox

See
Microsoft Community Site
http://www.gotdotnet.com/codegallery/messageboard
/messageboards.aspx?id=b6499eb0-0eae-4597-b38e-ee9cbc71a404&lc=1033

Thanks,

Create a Microsoft CRM 3.0 Dashboard

Hi All,

Creat your dashboard with share point portal server..

See the following link.

http://www.microsoft.com/dynamics
/crm/using/deploy/integratesharept.mspx


or mail me on mscrmexpert@gmail.com

Thanks.

Microsoft CRM 3.0- Important Links

Hi All Reader,

In this post you will get usefull links about Microsoft CRM 3.0. All are in one.

Some links:

My Blog about CRM 3.0

http://microsoftcrm3.blogspot.com

Microsoft CRM Community Site
www.mscrm4all.com

Microsoft CRM 3.0 Online Help http://www.microsoft.com/downloads/details.aspx?FamilyID=309129a8-9a6b-478a-87c8-fd7e7e1e6486

Microsoft CRM 3.0 Implementation Guide
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a

Microsoft CRM 3.0 SDK - Preliminary

http://www.microsoft.com/downloads/details.aspx?FamilyID=9c178b68-3a06-4898-bc83-d14b74308c5

Microsoft CRM 3.0 Customization Planning Forms
http://www.microsoft.com/downloads/details.aspx?familyid=269D900E-8442-4086-92A9-7FC851BC5985

Upgrading Supported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=DCC9A13E-A77E-483C-A3F0-F606A4E0B8D9

Upgrading Unsupported Microsoft CRM 1.2 Environments to Microsoft CRM 3.0
http://www.microsoft.com/downloads/details.aspx?familyid=F3C11BF2-83B2-435C-98D3-63D221C000E7

For Beta access
Specific questions related to the Installation, Configuration
and/or usage of CRM v3 should be addressed to the Early Access
newsgroup. For connection details see:
https://microsoft.order-7.com/CRMPartnerBeta/resources/newsgroups.doc

Mail me -- mscrmexpert@gmail.com

Thanks

http://microsoftcrm3.blogspot.com

CRM 3.0 is here

Hi CRM Users,

Microsoft posted the RTM (Released to Manufacturing) version of Microsoft CRM 3.0 to the MSDN subscriber downloads website! There are two discs of about 900 MB total.

This means that MSDN subscribers can download the Microsoft CRM 3.0 software and start using it in production environments. Of course we will download and install the RTM software ASAP.

Before you try to upgrade your 1.2 enviornments, please remember to run the CRM Upgrade Advisor first. This is a free utility from Microsoft that will identify any potential problems upgrading to CRM 3.0.

For more keep in touch with this blog or mail me - mscrmexpert@gmail.com

Thanks,
http://microsoftcrm3.blogspot.com

Microsoft CRM 3.0- Implementation Guide

Microsoft CRM 3.0- Implementation Guide

Microsoft Release the implementation guide for CRM 3.0. You can download from the following URL.

Download from
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ff067f8-4f77-40f0-ae9c-68ada7d4f16a&DisplayLang=en


Or you want to know more, mail me mscrmexpert@gmail.com

Thanks,

What's New in Microsoft CRM 3.0

What's New in Microsoft CRM 3.0
In Microsoft CRM 3.0, it has some new features such as Service Scheduling and Marketing Automation. It also includes easy deployment and management. Beside new features and simplified deployment and management, it has many enhancements in key areas such as finding data, merging duplicate records, viewing all information about account or contact, easy customization of all entities.

Service scheduling

● Track availability of service resources such as staff, work schedules, and locations.
● Sophisticated scheduling engine manages booking of appointments, service availability, and
can be tuned to optimize scheduling to reduce costs and required resources.
● Integrated with entire Microsoft CRM system so that customer history, demographics, and
preferences can be considered as part of service scheduling, and service history can be used
for data for sales and marketing processes.

Marketing automation

● Plan, create and manage a marketing campaign, including return on investment evaluation.
● List management, including creation, import, and export.
● Connection with sales and service data.
● Campaign templates that are used to drive sales activities.

Improved deployment

● Setup checks the technical environment to ensure that appropriate settings and privileges are
inplace, prior to beginning setup.
● Easier deployment of Microsoft CRM client for Outlook.
● Streamlined deployment for Windows Small Business Server 2003.
● Support for moving from test and development environments to a production environment.
● New Microsoft Exchange integration architecture allows use of existing virus and spam
filteringsoftware, routing of user-to-user e-mail, and multiple Microsoft CRM systems within
one MicrosoftExchange environment.
● Security information is stored within Microsoft CRM, rather than in Active Directory,
simplifying setup and reporting, as well as improving system performance, scalability, and
serviceability.
● Support for running Microsoft CRM in a high-availability environment, with increased
diagnostic and maintenance functions, and ability to provide fault tolerance for each potential
point of failure.

Improved management

● Customization tools now available through one consistent Web interface.
● Enhanced support for VARs and ISVs.
● Support for customizing activities.
● Support for creating new objects.
● Enhanced functionality and extensibility in workflow.
● New secured database views to allow a variety of reporting tools.
● Enhanced form customization, including support for read-only fields, additional form events,
and embedded web pages.

Easier to use reports

● Improved reporting, including parameterized reports.
● Improved report customization, including the ability to modify reports in existing Microsoft
CRMcategories, create additional dynamic and static reports, schedule reports, and e-mail
report results.

Easier to find information

● Finding records is easier, including a more powerful quick find, and an easier to use and more
powerful advanced find, including grouping and time-based queries, and the ability to save
and reuse favorite queries.
● Providing a full view of a customer, such as viewing activities from within account and contact
records, including new filters to show only needed information.
● Providing a full view of an account, including the accounts sub-account and contact’s related
object.
● Clearer view of the relationships between accounts, contacts and opportunities.

Easier to use

● Merge duplicate accounts, contacts, and leads.
● Enhanced user interface, including a new notes interface and improvements to the knowledge
base.
● When leads are converted to accounts, contacts or opportunities, associated activities and
notes are included.

Easier to customize

● Additional customization, including adding entities.
● Improved report customization, including ability to modify reports in existing Microsoft CRM
categories, create additional dynamic and static reports, schedule reports, and e-mail report
results.

For more contact mscrmexpert@gmail.com


Thanks, MVP- MS CRM / .Net

Microsoft CRM 3.0- SDK

Hi all,

Download the SDK of version 3.0

http://www.microsoft.com/downloads/details.aspx?familyid=9c178b68-3a06-4898-bc83-bd14b74308c5&displaylang=en

Build you knowledge of Microsoft SDK 3.0

If you want help, write me mail on mscrmexpert@gmail.com


Thanks,

Microsoft CRM 3.0- Beta Release

Hi all Microsoft CRM Partners,

In this week microsoft announced Its beta version of microsoft crm next version 3.0 beta for partners.

As microsoft promised to release of beta of MS CRM 3.0 in Q4 of 2005. Now its time to get this verion.. Keep it mind, it is only for partners and General release will be in First quarter of 2006.

See partner beta on following page.
http://microsoft.order-7.com/CRMpartnerBeta/

The CRM 3.0 Early Access Program will:

Provide partners with the ability to demonstrate the product to prospects to generate interest and momentum

Provide partners with the ability to do tests of the new version and build customizations for their customers that will migrate to the final release of CRM 3.0

Provide partners an opportunity to get familiar and ready to sell/implement Microsoft CRM 3.0 when it becomes generally available (GA) in the marketplace

For more read

https://partner.microsoft.com/global/
productssolutions/business/businesscrm/

Microsoft announces the next version of its CRM product, Microsoft CRM 3.0. Microsoft CRM 3.0 will provide a complete suite of powerful marketing, sales, and service capabilities, all with a familiar and consistent user experience based on Microsoft Office and Microsoft Outlook.


Thanks,

Microsoft CRM Expert

CRM Webservices

Microsoft CRM 3.0 -Webservices

CRM Webservices provides Access to all the Business Entities data (including custom entities and properties) . In Webservices you can Execute Business Operations (business logic and specialized operations) . There is Metadata Webservices to access the CRM Metadata.

See architecture etc.. on

http://crmexpert.blogspot.com/2005/10/crm-web-services.html

For Customization and Data Retrieval.

• Generate Webservices WSDL from customization
• Reference CRM Web services in Visual Studio .NET
• Setup Web service proxies
• Use CRM Web services to Query data
• Build complex Queries
• Get CRM data into a Sharepoint site
• Add requests to CRM from Sharepoint
• Get Quotes owned by a user
• Get Quote products
• Get related data (customer, current and past cases, etc).

There are more coming... Review the Blog daily..... or mail me on mscrmexpert@gmail.com

Thanks,
MS CRM Expert

Microsoft CRM 3.0 - Architecture Extensible

Microsoft CRM V3.0 overview

Focus on Office/Outlook as the design center for CRM

Focus on reducing time and cost in CRM deployments

Focus on a partner-based model for premise & hosted

Scale from small businesses to enterprise departments

Architecture of MS CRM 3.0

See the full picture of MS CRM 3.0 Architecture- Introducing the CRM Web-services

MS CRM 3.0 Includes:

• Web services (SDK)
• Managed Custom code plug in (Pre & Post Callouts)
• Managed Workflow code plug in
• Data Schema customization
• UI customization
• Form client side scripting

For more.... mail me mscrmexpert@gmail.com

Thanks,

MS CRM Expert

http://crmexpert.blogspot.com

Microsoft CRM 3.0 with Dynamics Brand

On September 6-2005, Microsoft announced that their Microsoft Business Solutions products will be rebranded under "Dynamics" brand.

Read In Q&A at microsoft
http://www.microsoft.com/presspass/features/2005/sep05/09-06Brand.mspx


I hope this will help alot ..

Screen Shots of Microsoft CRM 3.0

Read the following link

http://crmexpert.blogspot.com/2005/09/screen-shots-of-microsoft-crm-30.html

Thanks,
MS CRM Expert

Marketing Campaigns with Microsoft CRM3.0

Introduction:-

Today while viewing the flash demo of Micorosoft CRM 3.0. I got to view the new functionality added with this release is Marketing Campaign Management. WOW!!!!!!!!!!!!!!!.

CRM is not just about managing sales and customers, but it is also about integrating communications and initiatives aimed at customers. Marketing is a key activity used to drive awareness, sales, and/or target information to key groups of customers.

Creat a Quick Campaign:

To help you more easily deliver targeted campaigns Microsoft CRM 3.0 have a variety of tools built into Microsoft CRM just for this purpose.

One such tool is what we call, Quick Campaigns. Quick Campaigns enable you to run targeted communications to groups or sets of customers based on criteria that you define. For example, you might have surplus inventory of a particular item – that you would like to move quickly before the end of the quarter.

Unlike a centrally planned and managed marketing campaign such as an advertisement – Quick Campaigns are designed to be more end user driven. So your sales reps could run these campaigns with their customers – quickly and also track the results.

You can also create your campaign with Camapaing Wizard- another tool to create quick campaigns.

There is alot a Spam Filter

Anti-spam features allow you to manage how you communicate with customers – and are rules that apply across the board. So in the case of Aaron Adams, he had already identified that he does not want to be on our mass e-mailings. And thus would not receive the bulk e-mail campaign that we just created.

Me studying it, will post some new in a day or 2. Write mail to me on mscrmexpert@gmail.com

Thanks,

MVP- Microsoft CRM & .Net
http://crmexpert.blogspot.com