Welcome to big CRM stylin’!

Here you will find the latest information regarding Microsoft Dynamics CRM and occasionally other Dynamics solutions.

The focus is on general news and tips for the intrepid CRM Administrator, as well as something for even the newest CRM user.

The latest plans for Dynamics CRM in the just released Statement of Direction (April 2010)

Microsoft just released their latest Statement of Direction for Dynamics CRM. It’s typically a must-read for any CRM aficionado if you want to learn what Microsoft has up its sleeve in the upcoming short and long term timeframe.

Download here! Dynamics CRM Statement Of Direction – April 2010 (link to Ross’ CRM website with [...]

May 4th, 2010 | Tags: , , , , | Category: Accelerators, CRM 4.0, CRM 5.0, Downloads, Microsoft Dynamics, Salespeople | Leave a comment

Update Rollup 10 for Dynamics CRM (April 8th)

EDIT: Update Rollup 10 is now available!  Download the bits at this link (KB 979347).

From some #MSCRM Twitter buzz, it looks like the latest compilation of hotfixes for Microsoft Dynamics CRM will be released tomorrow, April 8th.  Not to worry; I’ll update this post with the links as soon as it’s available.

'C' [...]

April 7th, 2010 | Tags: , , , | Category: Administrator, CRM 4.0, Downloads, General Users, Support | Leave a comment

Check which Update Rollup version is installed on your CRM environments

NOTE: The build list below was updated as of May 2011.

I recently had to check my CRM enviroments to make sure they’re updated to the latest Update Rollup version (currently #9, on Feb 2010). From experience, all I needed to do was:

Browse to the CRM website. Click on the “Help” button on the [...]

March 11th, 2010 | Tags: , , , | Category: Administrator, CRM 4.0, General Users, Support | 12 comments

How to add a button to an entity form that automatically creates a new related CRM record

You know your users want to push your buttons.

Microsoft Dynamics CRM 4.0 is already user friendly and intuitive.  However, there will be times where you want to nudge the CRM users along the road to productivity by providing a nice shiny button that does what they want.  In this case I want to add a button [...]

February 25th, 2010 | Tags: , , , | Category: Consulting, CRM 4.0, Customizations, Developer, General Users | 7 comments

Update Rollup 9 coming soon to a CRM near you on Feb 11th

EDIT: Update Rollup 9 is now available at this download link.

I <3 CRM

There’s some buzz lately about Update Rollup 9 being available soon this Thursday, February the 11th.  No details yet on what it may bring, though, so I’ll be patient!  My bet is more bug fixes, nothing too monumental.  Time to [...]

February 8th, 2010 | Tags: , , | Category: Administrator, CRM 4.0, Links, Support | Leave a comment
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