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Published 
2 min read

Marketing List Qualification 

Ever wanted to narrow down your marketing campaign to right set of target customers, and avoid the expenses of floating the campaign to all the customers? The Marketing list in Microsoft CRM allows you to do that in a very simple and easy way.
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

Metadata Browser 

There is a little known feature in CRM 3.0 called the Metadata Browser. You can find this feature by pointing your browser at http://<myserver>/sdk/list.aspx. The Metadata Browser is a set of web pages which lets you view an Organization’s Entities, Attributes and Relationships. Michaeljon Miller wrote up the tool in the 1.