Microsoft Dynamics CRM 3.0 Samples

CREATED ISSUE: Update a CRM Role

Edward — Mon, 31 Mar 2008 14:51:09 GMT

Would be nice for the utility to also update roles. If there is already such a role in the system - the application simply crashes.

UPDATED RELEASE: Sample - Merge Unsupported CRM Entities with Ease (Feb 07, 2008)

Fri, 08 Feb 2008 22:59:25 GMT

This sample contains code and information how to quickly build a merge module for CRM entities that do not support merge. Please read the instructions.txt file for details getting this sample to work. Please read the DISCLAIMER.txt for legal stuff.

CREATED RELEASE: CRM 3.0-SilverLight Demo 1.0 (Feb 08, 2008)

Fri, 08 Feb 2008 22:51:04 GMT

I received couple of emails giving the heads up stating that the sample project that I posted couple of months back was having troubles with the released version of Silverlight 1.0. I finally got the chance to spend some time on the sample and, indeed, it required several changes to make it work. If you are interested in the details you can check this extended post in my blog which also talks about a future update for Titan.

CREATED RELEASE: CRM Queue Checker (Feb 08, 2008)

Fri, 08 Feb 2008 22:48:59 GMT

Here is the content for the queue checker solution I planned on providing for the team blog. It may be too similar to stuff that was posted earlier this month. I have this posted at my blog at [url:http://www.msmvps.com/crm].

CREATED RELEASE: CRM Mobile Express (Feb 08, 2008)

Fri, 08 Feb 2008 22:47:40 GMT

Microsoft CRM Mobile Express provides salespeople with up-to-date information about their accounts and contacts, and helps them manage sales opportunities and track sales-related activities.

Salespeople select the data to take with them on the road. While disconnected, they can enter data related to their sales activities. Salespeople can synchronize data with the Microsoft CRM server when the network is available, either when the user is on the office network, or when wireless access is available through CDMA or GPRS/Edge. The data entry forms and views can be customized for your business.

CREATED RELEASE: CRM Queue Gadget (Feb 08, 2008)

Fri, 08 Feb 2008 22:45:39 GMT

This is a Vista sidebar gadget that polls recently created queue items from a specified CRM server. CRM server name, polling interval, and queue type are configurable through setting page.

Read more about it at [url:http://blogs.msdn.com/akezyt/archive/2007/08/03/crm-queue-gadget.aspx]

CREATED RELEASE: Invoke Systems PowerTools for Microsoft CRM 3.0 (Feb 08, 2008)

Fri, 08 Feb 2008 22:44:09 GMT

Read all about this release here:
[url:http://www.invokesystems.com/cs/blogs/mscrm/archive/2007/07/08/356.aspx}

Tested against Microsoft CRM 3.0.5300 - Rollup Update #2

Release Notes:
==================================================

- Only use these tools on development and test environments

- Install Rollup Update #2 prior to installing these tools

- Do NOT install these tools in production environments

- Installing these tools will overwrite certain CRM files and will
overwrite any changes you have made to such files.

- If you have installed hot fixes that are post Rollup Update #2
this installation may overwrite files included with that hot fix.

- You may not sell, decompile or distribute the Invoke Systems

CREATED RELEASE: CRM and Live Maps Integration (Feb 08, 2008)

Fri, 08 Feb 2008 22:40:59 GMT

This is an example on how to add maps to Microsoft Dynamics CRM 3.0 using Live Maps. It enables you to show a map on the account form with customer’s location and permits users to change customer’s position in the map and to get driving directions.

CREATED RELEASE: CRM-Silverlight Demo (Feb 08, 2008)

Fri, 08 Feb 2008 22:38:50 GMT

Humberto: I developed the application provided as part of this post: [url:http://blogs.msdn.com/crm], to be presented at TechEd a couple of weeks ago by Michael Lu, a colleague Program Manager (actually my office mate). Based on the feedback received I decided to go ahead and post the source and explain it a bit. The demo illustrates how CRM customizers can wire up CRM with Silverlight.

CREATED RELEASE: CRM-Sales Process v1 (Feb 08, 2008)

Fri, 08 Feb 2008 22:35:17 GMT

This is a code sample that supports the blog entry at [url:http://blogs.msdn.com/controlpanel/blogs/posteditor.aspx?SelectedNavItem=NewPost&sectionid=5556&bpt=1]

CREATED RELEASE: CRM-Quote Order Invoice Report-Corrected Write Ins (Feb 08, 2008)

Fri, 08 Feb 2008 22:33:41 GMT

This is a set of Quote, Order and Invoice reports that you publish in CRM and expose through the individual forms. They are a better alternative than the Print Preview offered by the stock CRM package and the nice thing is that the reports are context sensitive and are visible and run from the QOI forms. Additionally, if your customer resides in another locale where the number format is different, these report allow you to change the number format on the fly. Install doc included.

CREATED RELEASE: CRM-Quote Order Invoice Report-Corrected Prod. ID (Feb 08, 2008)

Fri, 08 Feb 2008 22:30:47 GMT

CREATED RELEASE: CRM-Data Access from Salesforce (Feb 08, 2008)

Fri, 08 Feb 2008 22:26:44 GMT

A common issue facing many integrators and developers is that of migrating data from another CRM to Microsoft CRM. Although Microsoft's data migration tools and commercial applications are available for this purpose, there are situations that may call for a custom solution.

As one example, Salesforce.com provides a rich set of web services to create, retrieve, update and delete data. The provided sample application contains several simple examples that use an ADO.NET Managed Provider for Salesforce. This is essentially an assembly that is a wrapper around the Salesforce web services. It provides a .Net developer with the ability to uses familiar tools such as the data adapter and data reader. It demonstrates how relatively easy it is to migrate data from Salesforce.

CREATED RELEASE: Visio Shapes for Microsoft CRM 3.0 (Feb 08, 2008)

Fri, 08 Feb 2008 22:25:16 GMT

Announcing Invoke Systems Microsoft CRM 3.0 Shapes for Microsoft Visio. When doing any Microsoft CRM development effort, Project Managers will need to work with our clients to gather requirements and design solutions within Microsoft CRM. Typically a large part of this effort is to develop a Functional Design Document or Vision Document that describes exactly what we are going to build on the Microsoft CRM Platform. These documents typically include screen mockups of what the final UI may look like. The process of creating these mockups can be very time consuming, but the results are well worth the effort.

To make this process easier we developed a set of 29 custom Visio shapes, that when used in conjunction with other Visio Windows XP User Interface shapes, allow our Project Managers to quickly and easily design mock CRM UI screens that meet almost any client requirement.

CREATED RELEASE: Microsoft Dynamics CRM System Tray Utility (Feb 08, 2008)

Fri, 08 Feb 2008 22:22:44 GMT

Starts Microsoft Dynamics CRM in a new browser window from a System Tray Icon.

The install msi adds an icon to the Start menu and also Programs Startup.

There is a config file, CRMStart.exe.config, which you may need to edit to set the URL for your CRM server.

CREATED RELEASE: Microsoft CRM Postcode Address Lookup Integration (Feb 08, 2008)

Fri, 08 Feb 2008 22:17:26 GMT

This sample show how to integrate Postcode Anywhere's web service for looking up addresses using the postcode with Microsoft CRM 3.0

This is specifically for UK addresses but Postcode Anywhere does support US and International Addresssing.

Installation instructions are included in a PDF in the zip file.

CREATED RELEASE: CRM Report Template Generator (Feb 08, 2008)

Fri, 08 Feb 2008 22:11:53 GMT

This utility provides report writers a quick way to generate a chart or tabular Microsoft CRM report template with a similar layout to standard out of box Microsoft CRM reports.

The contributors, Neelu and Lan, are on the Microsoft team, but this download is not provided by Microsoft, and is not supported by Microsoft. We came up with this tool to help make all the reports look consistent.

CREATED RELEASE: Mapping in CRM (Feb 08, 2008)

Fri, 08 Feb 2008 22:08:40 GMT

This sample contains an article and code that mashes up the CRM web services, location services, mapping services, and weather services to allow a user to map the location of a customer in the Service Calendar and see the current weather. The sample showcases the power of the CRM SDK and application customization features. Disclaimer: The contributors, Kevin Rabsatt and Graham Sheldon, are on the Microsoft team, but this download is not provided by Microsoft, and is not supported by Microsoft. This article is not an offer of support, either immediate or ongoing, and no support is implied.

CREATED RELEASE: CRM-Web To Leads (Feb 08, 2008)

Fri, 08 Feb 2008 22:06:31 GMT

An ASP.net project that allows a user to request information from a company, and posts that user's information into the lead table in MSCRM 3.0. Uses the CRM SDK, and ASP.net.

CREATED RELEASE: CRM-Entity Sample Reports (Feb 08, 2008)

Fri, 08 Feb 2008 22:04:02 GMT

This download contains six entity reports including Account, Contact, Opportunity, Invoice, Order and Quote, and instructions on how to upload and launch these reports from your CRM. You also can use them as the template to customize your entity reports.