CRM Basics 1

Setting Default Values:

http://msdn.microsoft.com/en-us/library/cc468412.aspx

Form Properties:

http://msdn.microsoft.com/en-us/library/aa681950.aspx

Form elements

Hiding or disabling Form Elements:

http://nishantrana.wordpress.com/2007/10/24/hiding-elements-in-microsoft-dynamics-crm-30/

Javascript access to Form Elements:

http://kiavashshakibaee.blogspot.com/2008/09/microsoft-dynamics-crm-javascript.html

List of Type Ids

http://wookiecrm.typepad.com/wookies_crm_corner/2008/07/type-ids.html

Removing Options from the Actions Menu

http://wookiecrm.typepad.com/wookies_crm_corner/2008/07/removing-option.html

Adding Activities to the Contact form in an iFrame

http://blogs.msdn.com/dynamicscrmonline/archive/2008/06/20/adding-activities-to-the-contact-form-in-an-iframe.aspx

Microsoft Dynamics CRM Online Video Gallery

http://www.democrmonline.com/

Sharepoint List Web Part for Microsoft Dynamics CRM 4.0

Download from here:

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

Creating a CRM 4.0 Workflow to Monitor Lead Follow-Up

http://www.ibisinccrm.com/?p=44

The CRM 4.0 Keep Alive Service

From stunnware:

http://www.stunnware.com/crm2/topic.aspx?id=KeepAliveService

CRM 4.0 : Check current user's security role using JavaScript

http://jianwang.blogspot.com/2008/01/crm-40-check-current-users-security.html

Show how many activities are associated with a record

http://jianwang.blogspot.com/2008/02/show-how-many-activitieshistory.html

Execute Workflows from Javascript

http://jianwang.blogspot.com/2008/07/crm-40-use-javascript-excutecalllaunch.html

Customize the crmForm

Some useful Form Customizations:

http://jianwang.blogspot.com/2008/09/customize-crmform.html

Quick Find for Inactive Records

Also from Jim Wang's blog:

How to edit the default state of a Quick Find View

http://jianwang.blogspot.com/2008/12/quick-find-for-inactive-records.html

How to return an attribute from the entity's GUID

From Jim Wang's blog:

How to return an attribute from the entity's GUID

http://jianwang.blogspot.com/2008/12/crm-40-get-attribute-value-from-entitys.html

Enterprise Search Accelerator

Overview of the Enterprise Search Accelerator:

http://blogs.javista.com/2008/09/01/crm-accelerators-%E2%80%93-part-iv-%E2%80%93-enterprise-search-accelerator/

May provide a suitable alternative to the c360 multifield search

Data Migration Manager Tips and Tricks

http://blogs.javista.com/2008/09/05/data-migration-manager-tips-and-tricks/

Managing a telemarketing campaign

Some interesting thoughts on Marketing Extensions:

http://blogs.javista.com/2008/09/05/managing-a-telemarketing-campaign/

Quick Tip: Passing CRM Form values to an IFrame

http://blogs.javista.com/2008/09/12/quick-tip-passing-crm-form-values-to-an-iframe/

Internet Facing Deployment (IFD) Installation Basics

http://blogs.javista.com/2008/10/02/internet-facing-deployment-ifd-installation-basics/

Secondshot

not long left now...

http://www.microsoft.com/learning/mcp/offers/secondshot/default.mspx

Add ISV Button to Form

http://dtu11.spaces.live.com/blog/cns!D01B965C27CB1CC6!134.entry

Transaction Auditing Plugin

http://dtu11.spaces.live.com/blog/cns!D01B965C27CB1CC6!185.entry

Online Directory of Microsoft Dynamics Add-on Products

http://www.microsoftdynamicsaddons.com/mscrm-dynamicscrm.html

Get Object GUID

drop an object's GUID into a field for later use:

If (crmForm.ObjectId !=null)

{
crmForm.all.{myidfield}.DataValue = crmForm.ObjectId;
}

Stopping and then continuing a save event

http://ronaldlemmen.blogspot.com/2008/03/stopping-and-continuing-save-event.html

Overriddencreatedon

Set the attribute overriddencreatedon field to add historical records

http://ronaldlemmen.blogspot.com/2008/01/overriddencreatedon.html

Change attribute requirement level at runtime

http://ronaldlemmen.blogspot.com/2007/07/change-requirement-level-at-runtime.html

// Set field to not required
crmForm.SetFieldReqLevel("fieldname", 0);

// Set field to business required
crmForm.SetFieldReqLevel("fieldname", 1);

// Set field to business recommended
crmForm.SetFieldReqLevel("fieldname", 2);

Clone a Record

http://ronaldlemmen.blogspot.com/2007/05/clone-record.html

Resize Form Windows

http://ronaldlemmen.blogspot.com/2008/03/resizing-windows.html

Javascript Files and Caching

Some interesting stuff on improving performance by migrating javascript from forms to script files.

http://ronaldlemmen.blogspot.com/2008/07/javascript-files-and-caching.html

another one to add to the to do list.

How to programmatically convert a lead into an account or contact

Code here:
http://www.codeproject.com/KB/cs/CRM_30___EntityMoniker.aspx

Also some additional notes here:
http://ronaldlemmen.blogspot.com/2008/09/convert-lead-to-contact-account-andor.html

More Microsoft Resources

Microsoft Dynamics CRM 4.0 Internet Facing Deployment Scenarios
http://www.microsoft.com/downloads/details.aspx?FamilyID=3861e56d-b5ed-4f7f-b2fd-5a53bc71dafc&displaylang=en

Developing ISV Applications using Microsoft Dynamics CRM 4.0
http://www.microsoft.com/downloads/details.aspx?FamilyID=1217efff-be8f-4ac8-8e32-af367305fba9&displaylang=en

Microsoft Dynamics CRM: How to configure the On-premise and Online E-mail Router in different deployment scenarios
http://www.microsoft.com/downloads/details.aspx?FamilyID=8ea05b4e-825a-4db1-ad59-d894aa5ef33e&displaylang=en

Microsoft Dynamics CRM 4.0 Suggested Hardware for Deployments of up to 500 Concurrent Users
http://www.microsoft.com/downloads/details.aspx?FamilyID=3bf7ecda-7eaf-4f1c-bbfe-cae19bc8bb78&displaylang=en

Passing parameters from URL to set values to new records

http://msdn.microsoft.com/en-us/library/cc150850.aspx

OnSave Form Validation

http://msdn.microsoft.com/en-us/library/cc150868.aspx

Capturing the GUID Values of Records Selected in a Grid

Straight from the SDK:

http://msdn.microsoft.com/en-us/library/cc150860.aspx

Mapping Entity Attributes

Tips on mapping attributes between related entities:

http://rc.crm.dynamics.com/rc/regcont/en_us/op/help/ug_cust_entity_mapping.htm

How to Control Update Access for a Field

Tips on hiding or disabling form content based on whether the viewer is the object's owner:

http://msdn.microsoft.com/en-us/library/cc468410.aspx

Add Search Capability to a Form Using an IFRAME

Use following script to add an iFrame displaying search of Company name

Live search:
http://msdn.microsoft.com/en-us/library/cc150862.aspx

Other Webservices (google etc.)
http://msdn.microsoft.com/en-us/library/cc150839.aspx

CRM 5.0 Features and Screenshots

http://demiliani.com/blog/archive/2008/11/11/6526.aspx

http://crmdynamo.com/2008/11/preview-screenshots-and-whats-new-in-crm-50/

http://ronaldlemmen.blogspot.com/2008/10/crm-50-features.html

http://www.crmwatcher.com/2008/11/mscrm-5-screenshots.html

Scan Business Cards directly into CRM?

http://www.cardscan.com/index.asp

Some good suggestions on basic Form design

here: http://blogs.msdn.com/crm/archive/2008/08/25/thoughts-on-forms.aspx

Official Microsoft Online Resources

Microsoft Dynamics CRM Dev Centre
http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx

Microsoft Dynamics CRM Forum
http://forums.microsoft.com/dynamics/default.aspx?siteid=27

Application Development in Microsoft Dynamics CRM 4.0
http://msdn.microsoft.com/en-us/library/cc948985.aspx

Dynamics CRM 4.0 Solution Center
http://support.microsoft.com/ph/12976

Microsoft Dynamics CRM 4.0 User's Guide
http://www.microsoft.com/downloads/details.aspx?FamilyId=0DB4D487-1BAA-4619-9BC5-074D73C3997D&displaylang=en

Microsoft Dynamics CRM 4.0 Software Development Kit (SDK)

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

CRM Add-Ons

CWR Mobility
http://www.cwrmobility.com/

Stunnware's Filtered Lookup for Microsoft Dynamics CRM 4.0
http://www.stunnware.com/

CRM Extensions
http://www.crmextensions.com/

c360
http://www.c360.com/Products.aspx

Dynamics CRM 4.0 Videos #2

These are official Microsoft videos. All starring Girish Raja from the Microsoft channel9 blog

http://channel9.msdn.com/posts/girishr/

Dynamics CRM 4.0 Videos #1

These are all third party CRM 4.0 youtube videos. This is just a small selection of the videos available. More to follow...


CRM 4.0 Advanced Find



CRM 4.0 Workflow





CRM 4.0 Sales



CRM 4.0 Marketing





CRM 4.0 Entity Relationships

CRM 4.0 Accelerators

Info and downloads from here https://mbs.microsoft.com/partnersource/newsevents/news/md_crm_accelerators.htm
and here http://www.codeplex.com/crmaccelerators

Update Rollup 1

Server and Client and Email Router components have been released.

Download and info here: http://support.microsoft.com/Kb/952858

Definitions

Customer relationship management (CRM) is a term applied to processes implemented by a company to handle its contact with its customers. CRM software is used to support these processes, storing information on current and prospective customers. Information in the system can be accessed and entered by employees in different departments, such as sales, marketing, customer service, training, professional development, performance management, human resource development, and compensation. Details on any customer contacts can also be stored in the system. The rationale behind this approach is to improve services provided directly to customers and to use the information in the system for targeted marketing

While the term is generally used to refer to a software-based approach to handling customer relationships, most CRM software vendors stress that a successful CRM strategy requires a holistic approach. CRM initiatives often fail because implementation was limited to software installation without providing the appropriate motivations for employees to learn, provide input, and take full advantage of the information systems.




Business intelligence (BI) refers to skills, knowledge, technologies, applications and practices used to help a business to acquire a better understanding of the market behavior and business context. For this purpose it employs collection, integration, analysis, interpretation and presentation of business information. In simplified meaning it may refer to the collected information itself or the explicit knowledge developed from the information. The purpose of business intelligence--a term that dates at least to 1958--is to support better business decision making.[1] Thus, BI system is also described as a decision support system (DSS)



wikipedia.org, 13/12/08

Introduction

Another MS Dynamics CRM 4.0 blog. I'll be using this to compile my thoughts and knowledge more than anything else, so I suppose this is an entirely selfish proposal.

Oh well.