365blog articles
365blog
Published
3 min read
Microsoft Dynamics CRM Performance Tuning: Set up your proxy server appropriately.
Have you ever seen that MSCRM SWS calls are being slow in some environments than others while using the same kind of hardware configuration? As a consequence, you may have seen migration applications where you are using SDK to create records, taking much more time in some configurations to upload the same data.
Published
2 min read
Understanding CRM Metadata: PrimaryKey and PrimaryField
Introducing CRM MVP Mitch Milam, one of our long time partners, and a very interesting writer too. Occasionally, while creating solutions that need to access CRM data, I have found a need to know either the PrimaryField or the PrimaryKey of an Entity. This information is readily available via the CRM EntityMetadata Class.
Published
6 min read
Improve Campaign ROI – Create Campaign Responses More Effectively
I believe that few people disagree that the performance of marketing investments has a far-reaching impact on an organization’s ability to compete in an increasingly complex world. I believe following are the typical concerns of Marketers lately 1. How can I have a complete view of my customer? 2.
Published
6 min read
Find contacts with upcoming birthdays
Some of us would find searching for birthdays based on the month or day irregardless of the year in the birth date field for the Contact entity interesting.
Published
1 min read
Comparing CRM 3.0 and “Titan” Databases
Hi, I am currently looking for customers and partners who are interested in sharing their CRM 3.0 database with us. We will be using them internally to test our upgrade scenarios to make sure the upgrade from CRM 3.0 to Titan will be successful and as easy as possible.
Published
2 min read
Weighted Revenue
For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while.
Published
5 min read
Scheduling report inside CRM
SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.0. One of the cooler features is the ability to generate on-demand and scheduled report snapshots. After releasing CRM 3.
Published
2 min read
Custom HTML for CRM
Many CRM customers find very handy the use of IFrames to incorporate Web pages into CRM forms. However, each time a new piece of custom HTML/Javascipt code needs to be added to the main body of a CRM form a new web page needs to be created and properly referenced in the IFrame.
Published
<1 min read
Microsoft CRM 3.0 Bulk Import Wizard
You can use the Microsoft CRM 3.0 Bulk Import Wizard to import bulk data into default and custom attributes of system entities. But, if you want to import custom entities you need to write your own import tool.
Published
3 min read
How to reopen and make changes to a closed appointment
In another of our guest blog series, Jürgen Beck provides a developer’s view demonstrating out customizable Microsoft Dynamics CRM 3.0 is. There are some good reasons why an appointment is read-only after closing it. But sometimes it could be necessary to make additional changes.
Published
1 min read