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Published 
3 min read

Internet Facing Deployment (IFD) Installation Basics 

Hi, I recently started owning the Internet Facing Deployment (IFD) feature set within the CRM team and so in this blog I would share some of my thoughts and insights. I have also noted that there are no IFD related blogs on CRM so far, so this should be a good start.
Published 
1 min read

Quick Tip: Passing CRM Form values to an IFrame 

Passing values from a CRM form to a page outside CRM through an IFRAME is one of those quick 2-minute customizations. Let’s say the target of an IFrame on the Account form is an ASPX page which expects the Account name and the value of a custom attribute from the parent form for further processing.
Published 
3 min read

Managing a telemarketing campaign 

Welcome Guy Riddle, CRM MVP, and today’s guest blogger. How do we go about setting up a telemarketing campaign through Microsoft Dynamics CRM?
Published 
10 min read

Data Migration Manager Tips and Tricks 

Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone and use same regional settings. 2.
Published 
2 min read

Microsoft Dynamics CRM URLs 

CRM 4.0 introduced many changes to the way URLs need to be constructed. In MSCRM 3.0 and earlier, you could simply access a page by using a URL such as ht.tp://<crmserver:port>/default.aspx The introduction of multi-tenancy and CRM Online/IFD deployments required changes to the URL formats.
Published 
6 min read

Email router configuration XML file explained 

Hi. Many of you have wondered what the various settings in the email router configuration file ( a.k.a Microsoft.Crm.EmailAgent.xml) are. Some of them are pretty straight forward and some are not. In this blog I will try to describe them in detail. Microsoft.Crm.Tools.EmailAgent.xml This file contains the configuration settings for running email router.
Published 
1 min read

Microsoft Dynamics CRM Wiki 

When I was an CRM MVP I really wanted to create a live FAQ that captured all the knowledge about Dynamics CRM much of which is locked up in the newsgroup archives. To that end I have created the Microsoft Dynamics CRM Wiki.
Published 
2 min read

Use Workflow To Set The Primary Contact 

Welcome Matt Wittemann, CRM MVP and today’s guest blogger. He is the director of the CRM practice at Customer Connect and has been working with CRM since it was first released. Matt has a passion for helping businesses get more profitable and efficient through the effective use of CRM tools and improved processes.
Published 
4 min read

Custom Workflow Activity for matching email addresses to customers 

In an earlier blog (E-mail to Case/Lead Using CRM 4 Workflow ), I described a sample workflow that could be used to automatically create cases based on emails sent to a queue. One of the questions that was frequently asked for the above blog was that the email activity’s regarding field set to blank.