CRM Practice

Status Codes when Deactivating Records in CRM 4.0

When deactivating a record in CRM you need to specify a state code and a status code. Here is the code to deativate a custom entity. For system entities there are specific objects for each entity, i.e. SetStateOpportunityRequest. SetStateDynamicEntityRequest...

Posted to Andrew Zimmer by Andrew Zimmer on 02-08-2010

Filed under: CRM 4.0, Plugins, SDK, deactivate

An Argument for Asynchronous Plugins in CRM 4.0

One of the least used platform extensions is the asynchronous plugin. When people think of a process that needs to update the database that needs to run in the background, people think custom workflow. As a CRM developer, I consider the asynchronous plugin...

Posted to Andrew Zimmer by Andrew Zimmer on 02-01-2010

Filed under: CRM 4.0, Plugins, asynchronous plugins

Plugin Best Practices in CRM 4.0

When it comes to writing plugins, there are three driving factors. · Quality - If you don't follow best practices you will find defects in production. The defects are usually challenging to troubleshoot. · Performance - You are working...

Posted to Andrew Zimmer by Andrew Zimmer on 01-25-2010

Filed under: CRM 4.0, Plugins, Workflows, Plugin Best Practices

Silverlight Applications in CRM 4.0

Click for a video demo on YouTube Over Christmas break I tackled a little technology by the name of Silverlight. I built three basic applications that are aimed at doing the following to augment the features already available in CRM. Provide users with...

Posted to Andrew Zimmer by Andrew Zimmer on 01-21-2010

Filed under: CRM 4.0, hierarchy, drag and drop, account hierarchy, crm global search, crm Silverlight, crm org chart

CRM 4.0 - Displaying a Related Entity in an IFRAME - Slightly Improved

When I say slightly improved, let me emphasize the word slightly... ... The code that displays related entities in an IFRAME has been around for quite a while. For the sake of not reinventing the wheel, here it is: http://robscrm.blogspot.com/2007/11...

Posted to Andrew Zimmer by Andrew Zimmer on 01-14-2010

Filed under: JavaScript, CRM 4.0, JScript

Using Custom Dialogs in CRM 4.0 with Offline Client and CRM Online Support

When you think of CRM Online or clients that use the Offline Client, you may think that custom forms are off limits, at least without a lot of deployment hastles. I wanted to show a simple JScript snippet that can help provide more user-friendly forms...

Posted to Andrew Zimmer by Andrew Zimmer on 12-22-2009

Filed under: JavaScript, CRM 4.0, CRM Offline Client, JScript, CRM Online

Account Hierarchies in CRM 4.0 - Part II

UPDATE: A new version of account hierarchies is included in the post Silverlight Applications in CRM 4.0 ( http://blogs.inetium.com/blogs/azimmer/archive/2010/01/21/silverlight-applications-in-crm-4-0.aspx ). In March I wrote a post on creating a hierarchical...

Posted to Andrew Zimmer by Andrew Zimmer on 12-03-2009

CRM Essentials - CRM Online Internet Marketing Best Practices

CRM Online Internet Marketing Best Practices Please join us on December 2 as we discuss the Internet Marketing feature exclusive to CRM Online. Learn how to take advantage of: Search Engine Marketing and how to get noticed when potential customers search...

Posted to Jeremy Winchell by Jeremy Winchell on 11-30-2009

Filed under: CRM, Marketing, AdCenter, Internet Marketing, CRM Online, Bing

Update Rollup 7 for Microsoft Dynamics CRM 4.0 - Some Tidbits

Microsoft released Update Rollup 7 for Microsoft Dynamics CRM 4.0 last week. With it, there have been some considerable improvements to the Outlook add-on such as: · Outlook loads much faster – you don’t have to wait for the CRM toolbar...

Posted to Ted H by Tedh on 10-26-2009

Filed under: Microsoft CRM, CRM 4.0, Update Rollup 7

Accelerators Released

Today, Microsoft released 2 highly anticipated accelerators for their Dynamics CRM 4.0 platform. The first of these is the Portal Accelerator, which allows orgainzations to build portals that interact with CRM data quickly and easily. It's an extension...

Posted to Bart Sneary's Inetium CRM Blog by bsneary on 10-12-2009

Merging Records in Microsoft CRM

The SDK includes functionality to merge records. When executing the merge it will deactivate the source record. It will move any child records to the target record and it will overwrite any fields you specify on the actual target record. There are build...

Posted to Andrew Zimmer by Andrew Zimmer on 10-10-2009

Filed under: CRM 4.0, Plugins, SDK, Workflows

CRM Online Innovation

Microsoft has had a sensational product for over a year now with the MS hosted version of CRM called Dynamics CRM Online. This November, they are upping the ante and adding a myriad of new features that make it even more attractive than it's ever...

Posted to Bart Sneary's Inetium CRM Blog by bsneary on 10-08-2009

Filed under: Microsoft Dynamics CRM, CRM, Inetium, MSCRM 4.0, CRM 4.0, MSCRM, CRM Online

CRM Essentials Sept. 22, 2009 - The Optimal Customer Service Call Center

Please join us on September 22 nd as we take a look at how CRM specifically and technology in general can make your call center the most efficient and productive group possible. Tim Bakke, of Avtex, will be joining Jeremy Winchell of Inetium to talk about...

Posted to Bart Sneary's Inetium CRM Blog by bsneary on 09-18-2009

Filed under: Microsoft Dynamics CRM, Minnesota CRM User Group, CRM, Inetium, MSCRM 4.0, CRM 4.0, MSCRM, User Group, CRM Online, CRM Essentials

Documentation Tools I Can't Live Without

Documentation plays a vital role in every single project that we're involved in at Inetium, it's also the least fun part of any project as well. However, everyone knows the importance of having clear, concise and of course thorough documentation...

Posted to Jeremy Winchell by Jeremy Winchell on 09-16-2009

Filed under: CRM, CRM 4.0, Titan, JavaScript, Documentation

ExactTarget and the Event Management Accelerator don't play nice...at first.

As part of Inetium’s CRM Essentials Eduction Series, I demonstrated the Microsoft Dynamics 4.0 CRM Event Management Accelerator at our Inetium CRM Essentials meeting back in May. If you weren’t able to attend, we followed this up with a recorded...

Posted to Dana Sosa by dsosa on 08-17-2009

Filed under: Microsoft Dynamics CRM, Microsoft CRM, CRM, Inetium CRM Team, Inetium, E-mail, Teams, Accelerator, ExactTarget, Event Management, Email Marketing Automation

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