Monthly Archives: November 2008

Customizing the Report Wizard Template

Posted by Jim Steger on November 21, 2008 The report wizard functionality of Microsoft Dynamics CRM 4.0 allows end users to quickly and easily create basic Reporting Services reports. After the user completes the wizard, CRM creates an RDL file … Continue reading

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Custom Workflow Activity – Add to Marketing List

Wednesday, 22 October 2008 Posted by Chris Cohen I needed to use workflow to add a new member to a marketing list, but found I needed to create a custom workflow activity to do this. In fact once you have … Continue reading

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Using a Custom Database for reporting queries

Posted by Chris Cohen at 09:41 Very often you need to create custom reports, and sometimes the queries are non-trivial. At this point you need to create a custom database because this keeps you supported (MS) and simplifies maintenance – … Continue reading

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Storing Configuration Data for Microsoft Dynamics CRM Plug-ins

Microsoft Dynamics CRM Team Blog wrote this: CRM MVP Mitch Milam returns as a guest blogger. You can read more from Mitch at his blog. One of the benefits to the plug-in architecture of CRM 4.0 is the ability to … Continue reading

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Microsoft Dynamics CRM Plug-in Template for Visual Studio

Microsoft Dynamics CRM Team Blog posted this: The Microsoft Dynamics CRM User Experience team is always looking to improve our customers’ experience when using the SDK. Past examples of our work in this area include publishing the Plug-in Developer tool … Continue reading

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Leveraging bulk delete jobs to manage System Job log records

Microsoft Dynamics CRM Team Blog posted New to Microsoft Dynamics CRM 4 is the concept of having a single windows service that will manage all asynchronous operations. Each time an asynchronous operation takes place a number of log entries are … Continue reading

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Using Active Directory for authentication to CRM Online and MS Online Services

Posted: Friday, October 31, 2008 1:31 PM by bgalicia Microsoft is now offering a Community Technology Preview of Microsoft Services Connector—a new Windows Server® component that seamlessly connects Active Directory users to a suite of Live services and Microsoft Online … Continue reading

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Displaying the Number of Notes on the Notes Tab

Posted by Jim Steger on November 7, 2008 The Microsoft CRM default form layout displays the Notes section on a separate tab. I often hear complaints from users that they don't know if any notes have been added without first … Continue reading

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Auditing Report Execution using the ReportServer Database

We welcome our guest blogger David Jennaway who is the technical director at Excitation and a CRM MVP. Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own … Continue reading

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Mother may I? Granting permission to key user scenarios

posted at: 9:24 PM by Aaron Elder One thing that continuously seems to be a problem for CRM 4.0 customizers is the fact that things just don’t seem to work right when you create custom Roles and try to grant … Continue reading

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