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Published 
2 min read

Market Forecasting using Microsoft Dynamics CRM 

Forecasting is an interesting area in marketing. In Microsoft Dynamics CRM data can be collected and reported on to aid with forecasting and analysis of the results of a marketing campaign.
Published 
3 min read

Use Workflow to Configure Business Data Auditing in Microsoft Dynamics CRM 4.0 

Microsoft Dynamics CRM 4.0 has delivered a powerful workflow platform built on Windows Workflow Foundation. This workflow platform is highly configurable and means many processes can be built without the need to write a single line of code. Auditing is a common requirement with business applications including CRM.
Published 
1 min read

Converting from Business Contact Manager to Microsoft Dynamics CRM 

Every once in a while I hear about a company wanting to move from BCM to CRM. This can make sense in a number of cases, especially for a growing company. Below are couple of migration solutions to consider when thinking about migrating from BCM to CRM. Method 1: Microsoft Dynamics CRM 4.
Published 
2 min read

Publishing a Newsletter in Microsoft Dynamics CRM 

One of the marketing issues I’ve run into in Microsoft Dynamics CRM is that of the routine publishing of a newsletter. Sending newsletters to customers and prospects is a common marketing strategy and one that some Microsoft Dynamics CRM marketers have found perplexing.
Published 
5 min read

Microsoft Dynamics CRM 4.0 Data Migration Performance 

This blog post is intended to provide necessary information regarding performance of the Data Migration feature. I will provide some details on the tests and results on a specific hardware environment and some guidance on the deployment side when performing a high volume data migration.
Published 
1 min read

Microsoft Dynamics CRM SDK now with VB.NET sample code 

Check out the latest SDK update, version 4.0.5! If you’ve been waiting for sample code in VB .NET, then download the SDK. We’ve converted over 100 samples to VB .NET. Here’s a list of changes: Added 64-bit versions of the DLLs needed for plug-in and custom workflow activity development.
Published 
5 min read

Plugins – Which message and which pipeline 

A CRM MVP, we welcome our guest blogger David Jennaway who is the technical director at Excitation . In Microsoft Dynamics CRM 4.0, plugins offer a very powerful mechanism to attach code to a wide range of platform events. Each event is identified by the message that was used to cause the event.
Published 
1 min read

Customize the Default Member Type of a New Marketing List 

When creating a new Marketing List from the detail form you will notice that the Member Type field has no default value, you must select what the member type should be. The Member Types allowed on a Marketing Lists are restricted to Account, Contact, or Lead.
Published 
1 min read

Testing CRM Plug-ins 

During the development of CRM plug-ins, a developer will test his/her plug-in before putting in production server to make sure it works as designed. One way to do it is to have a development environment to test plug-in. However, the turnaround time between deploy-test-debug-build-deploy is very significant even when putting the plug-in on disk.
Published 
3 min read

Advanced Data Migration Map Editor for CRM 4.0 – Redux 

Microsoft Dynamics CRM 4.0 shipped with Data Migration Manager (referred as DMM from here on) to provide customers a solution to migrate data from their current solutions to Microsoft Dynamics CRM 4.0. DMM has made people happy with its unique set of functionality.