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Recent Posts
Show Technician Route in CRM
One simple but useful idea that was posted on the Microsoft Dynamics CRM Team Blog was how to use an IFrame to show a map of an accounts business location (http://blogs.msdn.com/crm/archive/2009/04/15/microsoft-dynamics-crm-iframe-magic.aspx). We dec...
Show all notes for a company
One request we had recently was to show all the notes for a company, in order for a Sales rep to get a snapshot of anything currently going on with the client. This was to include all notes for the Account, Opportunities, tasks, appointments, and lea...
Windows Sharepoint Services and Easy Microsoft CRM Integration
Well i set out this week to take a dive into the Microsoft Sharepoint API and find a helpful way that i could provide additional value add by providing a way to commonly share files across Windows Sharepoint Services 3.0 (Like on a dedicated fileser...
Easy Alerts and Notifications (with little overhead) in Microsoft CRM
Ok, so one of the main features in Microsoft CRM is to be alerted when specific things occur within the platform. For example when a specific item that you are selling has a renewal that is upcoming, possibly yearly maintenance, or anything and every...
Microsoft CRM 4 Dashboards
Although there are some nice dashboard functionality out there that exists in CRM i really like the animated charting controls by a company named FusionCharts. The charts themselves are flash movies that you can deploy by copying the chart that you...
Custom Task and Appointment Reports In Microsoft CRM 4
One of the developments that we accomplished for a client was a custom task and appointment report, and since this comes up quite often. This was mainly because the layout of Microsoft CRM tasks printout was really lifeless by default. For example ...

