Friday, December 29, 2006

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
3. Intellisence of CRM in Visual
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 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!.


Monday, December 25, 2006

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).

Happy Holidays.


Friday, December 08, 2006

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;amp;displaylang=en&familyid=08BADB01-4984-458E-96E6-4F08622CFE63&displaylang=en


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 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...............................