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Microsoft Dynamics CRM 4.0 Bookshelf

December 31, 2008 Leave a comment

There were just a handful of books available for Dynamics CRM 3. Since the 4.0 release there are a lot more books regarding the Dynamics CRM application. If you are still looking for a present you would like to ask from Santa, make sure you keep on reading and figure out which book is best for you.

In this article I’ll give you an overview of the books as well as a subjective comment about the book. Also the column intended audience is subjective, but it does give a good idea about the contents of the book. Please keep in mind that I’ll not discuss books regarding the CRM process or books in other languages than English. The books are ordered on the availability date according to Amazon.com.

 

Distributor

Name

Author (s)

Available

Intended Audience

# Pages (approx)

Amazon List Price

Microsoft Press

Working with Microsoft Dynamics CRM 4.0 SE

Mike Snyder, Jim Steger

Yes (March 10, 2008)

Developers and Power Users

624

$49.99

SAMS

Microsoft Dynamics CRM 4.0 Unleashed

Marc J. Wolenik, Damian Sinay

Yes (March 15, 2008)

Developers, Business Consultants

813

$59.99

Redware

Microsoft CRM 4.0 User Handbook

Stamati Crook

Yes (June 1, 2008)

End users

118

$39.95

Wiley

Microsoft Dynamics CRM 4 For Dummies

Joel Scott, David Lee, Scott Weiss

Yes (July 8, 2008)

Information Managers, Business Consultants

408

$24.99

We Speak You Learn, LLC

XRM as a rapid development platform”

Dave Yack

Yes (August 1, 2008)

Developers and Technical Architects

645

$99.00

Course Technology PTR

Maximizing Your Sales with Microsoft Dynamics CRM

Edward Kachinske, Timothy Kachinske

Yes (October 14, 2008)

Sales Managers

251

$24.99

Microsoft Press

Microsoft Dynamics® CRM 4.0 Step by Step

Mike Snyder, Jim Steger, Kara O’Brien, Brendan Landers

Yes (September 22, 2008)

End users

477

$29.99

Microsoft Press

Programming Microsoft Dynamics® CRM 4.0

Mike Snyder, Jim Steger, Brad Bosak, Corey O’Brien, Phil Richardson

Yes (October 27, 2008)

Developers and Technical Architects

608

$59.99

Apress

Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

Justin Mathena, Aaron Yetter, Hoss Hostetler

December 22nd 2008

Business Consultants, Technical Architects

235

$59.99

Wiley

Professional Microsoft Dynamics CRM 4.0

Rituraj Singh

June 2nd 2009

Unknown

500

$59.99

SAMS

Microsoft Dynamics CRM 4 Integration Unleashed

Marc J. Wolenik, Rajya Bhaiya

July 6th 2009

Unknown, most likely Developers and Technical Architects

640

$59.99

Here are the comments about each of the books. Unfortunately I haven’t received all the books so I wasn’t able to give comments about each of them.

Working with Microsoft Dynamics CRM 4.0 SE

Jim Steger and Mike Snyder did write one of the best books for Dynamics CRM 3.0. It discussed the customization points of Dynamics CRM like Entity Customization, Reporting, Workflow, Form Scripting and Extensions. This book is its successor. Developers of solutions based on Dynamics CRM will use this book as a reference because of the clear explanation of how to use each extensibility point.

Microsoft Dynamics CRM 4.0 Unleashed

Un·leash (ŭn-lēsh’): turn loose or free from restraint. The authors have indeed used the right word for it. This book looks at Dynamics CRM from a business perspective, a user perspective as well as a developer perspective. Because of these different perspectives it will offer a full insight in the capabilities of the application, both for end users as well as developers. Regardless of the broad setup of the book, I would especially recommend it to developers. As a Dynamics CRM developer it is not only important to understand how to develop against the application, but also how to make the right decisions by understanding the CRM process and how end users will use the application.

Microsoft CRM 4.0 User Handbook

The author is passing almost all out of the box functionality of Dynamics CRM for an end user. First the reader will be introduced with the usage of the application followed by the modules of the application. Extension points are not discussed due to the intended audience. The book is easy to read and understand. Anybody who is interested in knowing what the application can do, even users who did not have any training or experience with Dynamics CRM, will find this book very useful. New users might also use this book as a quick reference guide.

Microsoft Dynamics CRM 4 for Dummies

I didn’t receive a copy of this book, but according to the table of contents I expect that it aims at people interested in learning the basics of the application. These could be information managers, power users or business analysts. As most of the “For dummies” series, this is most likely a very easy to read book. However people with a focus on developing solutions against Dynamics CRM would be more satisfied with one of the other books.

XRM as a rapid development platform”

Developers and Technical Architects will find this book most useful at the moment. It is looking at Dynamics CRM as an application development platform for business applications. This approach is marketed at Microsoft as XRM: Any relationship management application. The book comes with a CD containing a lot of sample code which can be used directly in your projects. A chapter in this book which I really like is showing how to use Silverlight with CRM. Also, this book does have a lot of advanced information on tracking down problems and tuning the performance.

Maximizing Your Sales with Microsoft Dynamics CRM

I didn’t receive a copy of this book, but according to the table of contents I expect that it aims at people interested in using the Sales Module from Dynamics CRM. There are a lot of chapters about how to use the Sales Force Automation feature and just a single chapter on Service Management. It is interesting that the authors wrote books on other CRM systems as well. That is why I would expect that they do focus on the differences and similarities between the different CRM systems.

Microsoft Dynamics® CRM 4.0 Step by Step

All the elements of the Dynamics CRM application as it comes out of the box are discussed in this book. It can be used to learn how to work with Dynamics CRM, but due to the nature of this book, it will most likely be used often as a reference. It has a lot of similarities with the table of contents of the “Microsoft CRM 4.0 User Handbook”. However, this book is focusing more on using the features instead of showing which features do exists.

Programming Microsoft Dynamics® CRM 4.0

The main audience of this book is developers who do have experience with Dynamics CRM already, although it starts with an overview of Dynamics CRM. The next part is about the regular extensions of CRM and it finishes with advanced customizations. There are many real-world scenario’s described which give the reader a good visualization of the described customization possibilities. A specific feature of this book I really like is the chapter on how to develop custom controls which you can use in your own application. This also includes a piece about how to create an editable grid.

Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

This book focuses on the process of implementing Dynamics CRM instead of discussing the functionality of the Dynamics CRM application. This approach makes it a unique book. It is very easy to read this book and by using many examples and tips it directly proves its value. Professionals who got into the world of Dynamics CRM from a technical background will learn a lot from the background information as described in this book.

Professional Microsoft Dynamics CRM 4.0

There is currently no information on this book because it is scheduled to be released in June 2009.

Microsoft Dynamics CRM 4 Integration Unleashed

There is currently no information on this book because it is scheduled to be released in July 2009.

Happy holidays and happy reading,

Ronald Lemmen

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Update Rollup 1 for Microsoft Dynamics CRM 4.0

December 31, 2008 Leave a comment

Below is the link to the release and information on how to deploy it to your clients via AutoUpdate. Please see the Knowledge Base (KB) article for more details about the Update Rollup 1 content and instructions. The Update Rollup 1 client can be deployed before the server is upgraded to Update Rollup 1.

Making Update Rollup 1 available to your clients via AutoUpdate:

You can find more information about AutoUpdate in Eric Newell’s blog entry at http://blogs.msdn.com/crm/archive/2008/05/08/crm-client-autoupdate.aspx.

If you have a direct internet connection from your client machines, you can avoid some of the configuration steps and use the linkID directly. Below are the necessary steps to configure the AutoUpdate for Update Rollup 1.

Note: These are steps 5, 6 and 7 of Eric’s blog.

1. Create the configuration XML file and save it.

<ClientPatches>

   <Create>

      <!— *** UR1 PATCH –>

        <ClientPatchInfo>

          <PatchId>{9D28D100-595D-4CC4-AE00-6A90913B968D}</PatchId>

          <Title>Update Rollup 1 for Microsoft Dynamics CRM 4.0 (KB 952858)</Title>

          <Description>Update Rollup 1 for Microsoft Dynamics CRM 4.0 (KB 952858)</Description>

          <!— *** This will make it Mandatory –>

          <IsMandatory>true</IsMandatory>

          <IsEnabled>true</IsEnabled>

          <ClientType>OutlookLaptop, OutlookDesktop</ClientType>

          <LinkId>136466</LinkId>

      </ClientPatchInfo>

   </Create>

</ClientPatches>

2. From the command prompt, go to the directory where the ClientPatchConfigurator.exe is located ([ServerInstallDir]\Tools and type microsoft.crm.tools.clientpatchconfigurator.exe [configfile].xml

3. Once the patch has been uploaded, launch the Outlook client

The dialog should now appear saying that “Update Rollup 1 for Microsoft Dynamics CRM 4.0 (KB 952858” is available. If the <IsMandatory> is set to false, the client will only see the update if the user selects “Check for Updates” via the CRM Menu in the Outlook client.

Happy Holidays!

Matt Brown

“Poor man’s” Business Intelligence for Microsoft Dynamics CRM

December 31, 2008 Leave a comment

Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft Dynamics CRM to make better decisions, be more effective and impact the bottom line. Technologies from Microsoft, such as SQL Server Reporting Services (SSRS), SQL Server Analysis Services (SSAS), and Performance Point have made BI more accessible and more affordable.

But where should a company that is just starting out with Microsoft Dynamics CRM start to “dig deeper” into their data? BI is more of a strategy than a technology, and there are several easy, inexpensive ways to analyze CRM data before spending the time and money to roll out a more complex BI platform.

1. “Advanced” Advanced Find. Anyone who has spent much time in Microsoft CRM is familiar with Advanced Find; however, from my experience, most users just tap the surface. Sure, Advanced Find can give you a list of Accounts where the Address 1: State/Province = “NY,” but it also can filter the list by virtually any related entity, so advanced find can be a pretty powerful BI tool. For example, with one advanced find you can get a list of all accounts in NY that have had a phone call in the current month where a contact is named “Frank.”

clip_image002

Advances Find is even more useful now that CRM 4.0 can display fields from other entities in the search results, and take your query into report builder to further enhance the output.

Advanced Find Considerations

As CRM users gain more experience with CRM, they typically come across some questions that Advanced Find alone cannot answer.

a. “NOT” questions—these are queries where you are looking for records where certain data does NOT exist. For example:

  • Which contacts have NOT been called in the past 3 weeks?
  • Which accounts ordered in 2007 but NOT in 2008?

The issue with “NOT” questions and Advanced Find is that Advanced Find queries the data that is in CRM. With a NOT question, you are looking for data that does NOT exist in CRM. In the case of a one-to-many relationship (such as orders related to accounts), if you search by “does not equal,” you will return any record that has a related record that does not equal the search criteria, even if another related record exists that does equal the search criteria.

For example, say I want to see which accounts ordered in 2007 but did not order in 2008, and I have an account that has two orders in history, one in 2007, and another in 2008. If I do the following advanced find:

clip_image004

This account would be returned because it has a related order that is NOT in 2008, even though it also has an order that IS in 2008.

b. Multi-step ad-hoc analysis—this is where you want to get a data set and slice and dice based on additional criteria. Once you perform an Advanced Find, you can save the query and run it again, or use it as the starting point for additional advanced find queries; however, sometimes there is a need to be able to get a data set and then further refine it based on additional criteria. For example, a sales manager may want to see everybody that has purchased product X, but then remove everyone who has also purchased product Y.

So where do we go when advanced find doesn’t get us there?

2. Marketing Lists—they’re not just for campaigns anymore.

Marketing list functionality in Microsoft CRM takes advanced find to the next level. One really powerful feature of a CRM Marketing List is the ability to not only add members to a list based on an advanced find, but also being able to use additional advanced find queries to further refine the members of the list. You can:

  • Add Members
  • Remove Members
  • Evaluate Members

Say that you want to see a list of Accounts that have ordered in 2007 but have NOT ordered in 2008:

Step 1: Create a new marketing list, selecting Account as the member type

clip_image006

Step 2: Click the Marketing List Members navigation bar link and click the “Manage Members” button.

clip_image008

Step 3: On the Manage Members form, select “Use Advanced Find to Add Members.” In your advanced find, select Accounts where related Order submitted date is after 1/1/2007 and before 12/31/2007. This will return a list of all accounts that ordered in 2007.

Step 4: Click the “Manage Members” button and select “Use Advanced Find to Remove Members.” In your advanced find, select Accounts where related Order submitted date is after 1/1/2008 and before 12/31/2008

The resulting list will include all accounts that ordered in 2007 but did NOT order in 2008. So now say that the sales manager sees the list, and he wants to further refine it to only include those companies that have purchased product X. He can now further refine the marketing list to only include accounts that meet those criteria:

Step 5: Click the “Manage Members” button and select “Use Advanced Find to Evaluate Members.” In your advanced find, select Accounts where the related Order’s related Order Product equals Product X

clip_image010

Evaluate Members compares the Marketing List Members to the results of an advanced find and removes any members from the list that are not returned by the advanced find results. Now the list will include only the accounts that ordered in 2007 but did NOT order in 2008, where the ordered product equals Product X.

Marketing list provide very powerful, yet easy to use out of the box functionality to slice and dice your customer data.

Marketing Lists Considerations

The main limitation of marketing list functionality is that marketing list members can only include Accounts, Contacts, and Leads. You cannot create marketing lists of custom entity records.

3. “Excel”-erate your CRM data

There is good reason why the most widely used business intelligence application in the world in Microsoft Excel. It is affordable, it is ubiquitous, and it is easy to use. And it is also very easy to interface Excel with your CRM data. You can connect directly to the CRM data source and do very complex queries from Excel; however, you don’t have to go that far to analyze your CRM data with Microsoft Excel.

The most basic interface between CRM and Excel is the export to Excel button that is found on any view in Microsoft Dynamics CRM (even on the marketing list we built in #2).

clip_image012

As with Advanced Find and Marketing lists, I have found that many users have a basic understanding of the export to Excel functionality, but don’t see some of the real power of taking your CRM data into Excel.

For example, take the process of territory rationalization. Company X has grown from a small company with 2 salespeople to a larger sales staff. When they started, they didn’t really have well defined territories, but now that they have grown, the sales manager wants to organize the sales rep’s territories by state. To do so, she wants to see where each rep has the biggest concentration of accounts to figure out the best way to draw the territory lines.

She wants to find out which sales representatives have accounts in North Carolina who also have accounts in South Carolina.

Step 1: Export the “Active Accounts” view to Excel, selecting the “Dynamic Pivot Table” option and selecting the following attributes:

  • Account Owner
  • State/Province

Step 2: Create the pivot table, selecting owner for the rows, State/Province for the columns, and accountid for the Value.

clip_image014

Step 3: Filter the Pivot Table data using Excel’s filtering capabilities. This is somewhat tricky—at first it appears that you cannot filter the columns in the pivot table; however, it can be done.

a. In Excel 2007, select the data tab

b. Click on a cell directly outside of the pivot table

c. Click the advanced filter button. The cell range of your pivot table should auto-populate. If it does not, you can fill it in.

d. Click the filter button—you should now see the excel drop-down filters on each of the pivot table column headers.

See a screencast of how to use advanced filter with pivot tables.

Now the sales manager can filter both the SC and NC column to NOT show blanks, and return a list of every sales rep with accounts in NC and SC. She can then continue to slice and dice the list based on geographic criteria. This is just a simple example—once you get your data into Excel, you can perform very complex analysis of your data.

The point of my post is that you do not have to delay implementing a business intelligence strategy with Microsoft Dynamics CRM if you don’t have the time or resources to invest in a BI platform. I would encourage you to become more familiar with the out of the box analytical capabilities of Microsoft Dynamics CRM. These tools will not satisfy every BI requirement, but they are a great way to quickly dig into CRM data and get some quick wins without having to invest a lot of time, money or resources. They can give you an easy, affordable way to determine what questions you should be asking so you will be ready for a more complex business intelligence platform when the time is right.

Cheers,

Joel Lindstrom

CustomerEffective blog

Just do it – Deleting attributes that are in use by running Workflows

December 31, 2008 Leave a comment

Recently, we had the need to delete several attributes from an entity we had created (Employee).  Normally this is a very straight forward affair in Microsoft CRM.  You simply remove the field from the Form and Grids and they using the Entity Editor select the attribute and hit “delete”.  In this case, the attributes in question, were being used by workflow.  Unfortunately, the error you get from CRM is not terribly helpful:

 WF - Delete Error

While the steps to take are indeed correct and actually rather useful, the error does nothing to tell you which Workflow is causing the problem.  This was especially a problem for us because we happened to have almost 20 workflows running on the Employee entity and unpublishing and hunting through each of these would have been a real pain.  Of course with a little bit of SQL, there is a better way:

   1: -- Run this against your Org_MSCRM database
   2: DECLARE @EntityYouAreTryingToModify VARCHAR(50)
   3: DECLARE @AttributeYouAreTryingToDelete VARCHAR(50)
   4: -- TODO: Update these to the entity and attribute you are working with
   5: SET @EntityYouAreTryingToModify = 'invoke_employees'
   6: SET @EntityYouAreTryingToModify = 'invoke_hardwaremacintoshdesktop'
   7: SELECT    WFD.WorkflowDependencyId AS 'workflowdependencyid',
   8:         WF.Name FROM WorkflowDependency AS WFD
   9:     -- Join out to the Workflow Table to get the Name of the Workflow
  10:     JOIN Workflow AS WF ON
  11:         WFD.WorkflowId = WF.WorkflowId AND
  12:         WF.StateCode = 1
  13:     WHERE
  14:         WFD.DeletionStateCode = 0 AND
  15:         WFD.DependentEntityName = @EntityYouAreTryingToModify AND
  16:         WFD.DependentAttributeName = @EntityYouAreTryingToModify AND
  17:         WFD.Type = 8 AND
  18:         WF.DeletionStateCode = 0

This query, will return a list of the Workflows that are currently published and that have a dependency to the field you are trying to delete.

Now that you know what Workflows are causing the problem, the steps to fix this are pretty simple:

1. Unpublish the Workflow(s)

2. Remove the dependency (In the “Properties” of a Step, the “Record Attributes Change” list, etc)

3. Re-publish your Workflow

4. Delete your attributes

Now, if you happen to instead:

1. Unpublish the Workflow(s)

2. Delete the Attribute

3. And try to re-publish the Workflow(s)

 WF - PublishError

You are going to run into a “Generic” error when you try to re-publish the Workflow.  This is because the CRM delete attribute process is smart enough to delete the dependencies from part of the Workflow, but not all.  If you find yourself in this situation, don’t worry… just open the Workflow editor using the User Interface, remove the dependency and “re-save” it.

WF - Editor

The Workflow UI XML and various other XMLs will get “re-updated” with the dependency removed.  You can now re-publish the workflow and all should be well.

Cheers,

Aaron Elder

An early look at CRM “5”

December 19, 2008 Leave a comment

As you might imagine, since shipping Dynamics CRM 4 the product team has been hard at work designing the next major release.  Over the past few months they’ve given a few sneak peeks at some of the more interesting platform pieces that they’re working on.  Naturally I grabbed my video camera and got as much as I could.  That’s all posted up on Channel 9 now.  We also had a couple of excellent CRM “5” sessions at this year’s Professional Developers Conference (PDC).  Those also are available for viewing.  I’ve pulled together this list of videos for those of you that need a break from the holiday festivities. 🙂

Overview

In this first video I chat with Andy Bybee, Humberto Lezama Guadarrama and Allen Hafezipour all program managers on the CRM platform team thinking about programmability and the developer experience.  We talked about some of the thinking that’s going into CRM “5” (that’s a codename, by the way).  Don’t look for any schedule information in here; CRM “5” is still a long way away.  We’re talking about this developer-focused stuff early to help developers with design and architecture as they think about future designs.  The team is still committed to power of choice and so will continue to use the exact same code base across on-premises, partner-hosted and Dynamics CRM Online. 

  • Have a look at the video here.

Solution Management

One area that the platform team is spending a lot of time thinking about is solution management.  We know that ISVs have numerous things to think about when deploying and we want to make that as simple as possible by introducing the concept of solutions.  Think of solutions as providing to CRM the same sort of capabilities that Windows has with its capability to add and remove programs and features.  The concept is quite powerful as it allows components to be layered on to the base system but also on top of other solutions (i.e. when there are inter-dependencies).  It also provides a way to protect the intellectual property of the components in your solution and includes change management and versioning.

  • Have a look at the video here.

 Secure Code on the Server

Another area that the team is working hard to make even better is the deployment of secure code on the server.  The current version of CRM allows code on the server (for plug-ins or workflows) and that code runs in full trust.  That’s the primary reason why server code is not allowed on Dynamics CRM Online where you’re sharing the server with many other tenants.  There are a number of different areas where you might need to write custom code on the server; for instance, custom workflows, custom web apps, plug-ins.  It’s not hard to allow that sort of thing.  Where it gets tricky is allowing developers to do that in ways that don’t compromise security and performance.  The team has been thinking hard about what is needed to solve these types of problems (profiling, tracing, and managing security of numerous managed assemblies).  They looked at physical (sandboxing) and logical (code access security) isolation levels and have come up with a plan.

  • Have a look at the video here.

PDC: Dynamics CRM: The Appealing Business Application

Humberto Lezama Guadarrama presented this session.  He walked through an introduction to building line-of-business applications on the CRM platform.  I helped him out with a demo my team has been working on (starting at about the 23:00 mark).  Humberto talks about leveraging Dynamics CRM in the context of cloud services including Windows Azure (starting at about 36:30).  He also shows some of the new stuff coming in CRM “5” (starting at about 45:30).

Abstract: Have you ever built a business application that people actually enjoy using? Learn how you can build appealing business applications using the Microsoft Dynamics CRM product and its application constructs, including the client-side compositing framework, page layout, and forms. See how Dynamics CRM adds value as a rapid application development solution with integration into cloud platform services

  • Have a look at the video here.

PDC: Rapid Business Application Development with Dynamics CRM

Andrew Bybee and Nirav Shah presented this 400-level session.  In it they show how Dynamics CRM can be used for rapid development of business applications.  In it they show some of the new capabilities for extending business logic in Dynamics CRM “5” (starting at about 16:00).  They focus primarily on the platform so not so much on the sales, service, and marketing applications but more on the underlying platform or what we often call xRM.  They pulled in Shan McArthur from ADXSTUDIO to demonstrate a new solution that his team has been working on (starting at about 43:30). BTW, on my blog I have another video with Shan explaining what he learned while building this Windows Azure/Dynamics CRM app.

Abstract: Learn how the next version of the Microsoft Dynamics CRM data model can be manipulated through meta data. See how to add custom business logic, including plug-ins and custom messages for Microsoft Dynamics CRM entities. 

  • Have a look at the video here.
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Cheers,

Ben Riga

Announcing List Web Part for Microsoft Dynamics CRM 4.0

December 19, 2008 Leave a comment

I am happy to announce that the Microsoft Dynamics CRM team has released the List Web Part for Microsoft Dynamics CRM 4.0. List Web Part can be installed on Windows SharePoint Services 3.0 SP1+ and Microsoft Office SharePoint Server 2007 SP1+ . The List Web Part is free for download and use.

webpart

List Web Part allows users to display CRM data inside a SharePoint page. The List Web Part for Microsoft Dynamics CRM 4.0 provides a subset of the Microsoft CRM record list and allows users to view records from Microsoft Dynamics CRM as a list in a SharePoint dashboard, open records in Microsoft Dynamics CRM 4.0, and connect multiple web parts to gain insight from different sources.

In addition to the features in previous release, the new enhancements are

· Multi-tenancy : Allows to choose the CRM organization to view data from

· Supports CRM Internet-facing deployment

· Supports SSL configurations

· Supports both 32-bit and 64-bit environments

· Editing of CRM Server URL : You can now edit CRM server url at anytime

· Ability to open the current view in CRM to perform additional actions in CRM such as running reports, Quick Campaigns.

· Supports personalized SharePoint pages

· Enhanced Field-Field connections between two CRM List Web Parts. Subscriber CRM List Web part would automatically filter data by matching provider’s GUID with all attributes of type provider, making it very easy to establish connections like Accounts – Opportunities

· Supports Row-Row connection with 3rd party web parts

· Supports SharePoint solution deployment ( useful in server farms ) and UnInstall

· Will soon be available in all 25 languages supported by CRM 4.0.

System requirements:

· Microsoft Dynamics CRM® 4.0

· Microsoft Windows® SharePoint® Services (WSS) 3.0 SP1+

· Microsoft® Office SharePoint® Server (MOSS) 2007 SP1+

Download Link: http://www.microsoft.com/downloads/details.aspx?FamilyID=3B6EB884-EC15-4288-A2A3-D0B47E057458&DisplayLang=en

Note: All list web part users should have EntityRead, AttributeRead and RelationshipRead privileges granted in their security roles to enable List Web Part to fetch CRM metadata.

Thanks,

Microsoft Dynamics CRM Team, India

Microsoft Dynamics CRM ISV Curriculum

December 19, 2008 Leave a comment

InnovateOn

Imagine your company is new to the world of Microsoft Dynamics CRM. You have seen the demonstrations and understand the capabilities and have now decided to commit your company resources to building solutions on the Microsoft Dynamics CRM development platform.

The question you have to answer is where do you start? There are so many learning resources available for Dynamics CRM that it can sometimes be challenging to work out which ones to look at first and in what order. Should you look at the overall architecture or look at the database schema first for example.

What we have been asked for by our ISV’s and have delivered is an example training curriculum for Dynamics CRM consisting of resources that can be freely accessed with no logons required etc. While this content cannot replace a structured training course such as the ones offered by Microsoft training, this resource should be considered a great way to get on the path to Microsoft Dynamics CRM expertise

You can access this new resource at this location http://www.innovateon.com/pageLayout.aspx?pageID=Dynamics_Home. Click on CRM to access the content.

There were a number of people who worked on this resource.

US Dynamics DPE Team

US Dynamics CRM Product Team

  • Nikhil Hasija

Enjoy!

John O’Donnell