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One of the biggest nuances with CRM Roles is the fact that OOTB roles have hidden permissions. Today Microsoft posted a new KB article detailing the hidden permissions with the OOTB roles. It’s not a fix, but now we know what roles to copy...
Last week Sanjay Jain let us know that there will be an Incubation week 12/15/2008 - 12/19/2008 in Reston, VA. If you are interested in CRM or looking to get more in depth knowledge of the product, I highly recommend checking out Sanjay's blog post to...
Microsoft has released the user guide for CRM 4.0. The guide is editable allowing you to customize it on a client by client basis. You can download it in docx and pdf format here . Below are details pulled from the CRM team's blog . The Microsoft Dynamics...
Microsoft released an update to the IG yesterday. You can download it here: http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&DisplayLang=en With this release they have added 3 new topics; Install Microsoft...
Amy Langlois posted on the Microsoft blog that the new Sdk is now available. You can download it here . Here is the info she posted: Check out the latest SDK update, version 4.0.5! If you’ve been waiting for sample code in VB .NET, then download the SDK...
Over at the CRM Team Blog, they posted a very detailed list of upgrade steps from CRM 3 to CRM 4. The steps outline a lot of gotchas along the way. You can view the post here 1. Upgrade SQL databases to SQL 2005 SP2 (if not already done) 2...
Microsoft has released a new whitepaper on Optimizing and Maintaining Microsoft Dynamics CRM 4.0 . Here is a blurb from the CRM team blog regarding the paper: This document provides techniques, considerations, and best practices for optimizing and...
Today Michael Lu posted a video ( here ) on configuring the Email Router for Exchange. Here is a blurb from his post: Today, I explore another one of the new features of CRM 4.0: the ability to connect directly to an individual’s Exchange...
Michael Lu posted on his blog a video on how to configure CRM 4 to work with a Gmail account. If you don't know how to configure the Email Router, I suggest checking it out. Here is an excerpt from his post here With CRM 4.0 off and running now, I’ve...