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.

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 to [...]

MSCRM 4.0 Documentation Generator (Excel Add-in), perfect for the CRM Consultant’s Toolbox

Once in a blue moon you’ll find the perfect tool for the job, and this is one of them.  On Microsoft’s open source CodePlex site is the MSCRM 4.0 Documentation Generator, an Excel 2007 add-in that will automatically generate documentation for the CRM 4.0 entities, fields, picklist values and JavaScripts you’ve developed.

This tool will [...]

Easily integrate Twitter search results about your clients in Microsoft CRM

It’s difficult to escape the Twitter hype nowadays, but in all honesty this “micro-blogging” tool is indeed a great source to be mined.  Twitterers can have informed opinions and news regarding some of your top clients, and having access to that information can be very valuable.  Disregard this resource at its own risk.

Twitter Search [...]

Dynamics CRM JavaScript Export Tool available for download

Quickly backup your CRM JavaScript code with the Export Tool.

Let’s say you need to back up all customizations to your CRM 4.0 environment and document the changes.  Downloading the full XML customization file is an easy solution, but it doesn’t allow you to examine the custom JavaScript code that was applied all over the [...]