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Microsoft Dynamics CRM experts offer advice, training tips and customer updates to help existing users of Dynamics CRM get the most out of their customer relationship management software system.


When it comes to CRM 2011, knowing JavaScript opens up a whole new world for what you are able to do. Whether it’s a functional piece like address verification or a cosmetic change like shading the form, it’s all possible through JavaScript. I’ve been to several CRM events and when it comes to JavaScript, it’s [...]

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I recently was asked if there was a way to put inputs that are of similar manor on a form in a cross-tab grid format. Similar to this:   Col 1 Col 2 Col 3 Row 1       Row 2       Let’s see how this can be done. Start by creating [...]

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CRM 2011 supports several methods for accessing web resources.  These includes using the $webresource: directive when referencing web resources from the site map or ribbon, a relative URL, or an absolute URL.  While this allows a web resource to be accessed in virtually any situation, if a scenario arises in which an absolute URL must [...]

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We have seen users experiencing some rather annoying Sync issues with CRM 2011 Outlook Contacts. When attempting to Sync in Outlook, users were receiving several error messages on Contact records that said “You cannot link this item to Microsoft Dynamics CRM. Synchronization for this record or activity type has been turned off”. Contacts would appear [...]

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CTE’s (Common Table Equivalent) are very useful when writing complex SQL queries.  I recently used one in a dataset in a report.  This was a secondary dataset that I was appending to an existing report which was already in CRM and worked correctly.  Designing and testing the reports in Visual Studio worked as well.  Only [...]

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The following is a quick way to redeploy Scribe ODBC data connections from one scribe server to another. This is particularly helpful when you want to move scribe and/or DTS from a test/development deployment to a production deployment. 1.) You need to click on start run and type “regedit” on the server from which you [...]

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When using Scribe, you frequently want your integration process to identify only the records that have changed since the last time the integration job ran, so you only do an incremental insert or update. There are several ways to do this, including message queues or application publishers. One of the simplest ways to do it [...]

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Recently, I have found myself developing a lot of Silverlight customizations for CRM 2011. If you happen to find yourself in the realm of Silverlight and CRM you will more than likely have the need to interact with the CRM form in context. The tool that Silverlight provides for interacting with the hosting web page [...]

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A user recently reported that when she was trying to configure Microsoft CRM for Outlook to her CRM Online environment, she would get the following error: I’ve seen the “Cannot connect to server” error before, but this one was a little bit different because it said it “cannot authenticate credentials.”  She could log on to [...]

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Let’s put ourselves in the shoes of Butch Burnquist, your regular Microsoft Dynamics CRM Online 2011 administrator. His company subscribed to CRM Online 2011 in January, when the product was initially launched. His company is having a smooth year since making the transition to CRM Online 2011, and his boss is happy with him for [...]

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