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  • 2 min read

    Marketing List Qualification

    Ever wanted to narrow down your marketing campaign to right set of target customers, and avoid the expenses of floating the campaign to all the customers? The Marketing list in Microsoft CRM allows you to do that in a very simple and easy way.
  • 3 min read

    Microsoft Dynamics CRM Performance Tuning: Set up your proxy server appropriately.

    Have you ever seen that MSCRM SWS calls are being slow in some environments than others while using the same kind of hardware configuration? As a consequence, you may have seen migration applications where you are using SDK to create records, taking much more time in some configurations to upload the same data.
  • 6 min read

    Find contacts with upcoming birthdays

    Some of us would find searching for birthdays based on the month or day irregardless of the year in the birth date field for the Contact entity interesting.
  • 2 min read

    Weighted Revenue

    For some strange reason the subject of Weighted Revenue has been on my mind lately.
  • 5 min read

    Scheduling report inside CRM

    SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.
  • 2 min read

    Custom HTML for CRM

    Many CRM customers find very handy the use of IFrames to incorporate Web pages into CRM forms.
  • 1 min read

    Microsoft CRM 3.0 Bulk Import Wizard

    You can use the Microsoft CRM 3.0 Bulk Import Wizard to import bulk data into default and custom attributes of system entities.
  • 1 min read

    Metadata Browser

    There is a little known feature in CRM 3.0 called the Metadata Browser.

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