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The blog of Ross Lotharius.

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Great KB article on hidden privileges in System Roles
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...
Posted: Jan 09 2009, 06:43 PM by Ross | with no comments
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Microsoft Dynamics CRM Incubation Week
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...
Posted: Nov 25 2008, 10:31 AM by Ross | with 3 comment(s)
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Microsoft CRM 4.0 User Guide Now Available
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 Dynamics CRM 4.0 Implementation Guide (IG) 4.2.0 Available
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...
Microsoft CRM Sdk 4.0.5 Available for Download
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...
Posted: Jun 02 2008, 02:48 PM by Ross | with no comments
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CRM 3 to 4 Upgrade Steps
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...
Optimizing and Maintaining Microsoft CRM 4.0 Whitepaper Released
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...
Configuring the CRM 4 Email Router for Exchange
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...
Configuring the CRM 4 Email Router with POP3
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...