Microsoft Dynamics CRM

Microsoft Dynamics CRM

Discover insights from the product team about developing for Microsoft® Dynamics™ CRM, a Microsoft® .NET-connected product suite that provides sales force automation and customer service for mid-size businesses.

Microsoft CRM 3.0

Displaying Microsoft CRM Business Data in SharePoint Web Parts

Learn how to build portals and dashboards in SharePoint sites by using Web Parts that display Microsoft CRM data. This article accompanies a sample Visual Studio .NET solution that contains sample Web Parts for a Customer Service Portal. This article includes information about how to install and use Web Parts, and explains how to retrieve and display Microsoft CRM data in Web Parts.

Easy Microsoft CRM 3.0 Data Access Using RSS

Learn how you can combine Microsoft CRM and RSS technologies to set up dynamic business data feeds. Receive dynamic updates to critical company business data that directly affects how you do business. This article accompanies a working sample Web application for accessing business data feeds from Microsoft CRM using RSS technology. You'll find information here about how to install and use the sample software, and you'll learn how to dynamically retrieve and display Microsoft CRM data in commonly available RSS reader applications.

Microsoft Dynamics CRM 3.0: Accessing Selected Records in a Grid

Learn how to determine programmatically which entity records a user has selected in the Microsoft Dynamics CRM 3.0 Web application grid. Develop custom code to perform a desired operation on each entity selected in the grid.

Microsoft Dynamics CRM 3.0: Bulk Import

Learn how to programmatically import bulk data into Microsoft Dynamics CRM 3.0 system and custom entities. Also, learn best practices, such as creating multiple threads and using unsafe connection sharing, for better performance during bulk import using the Microsoft CRM 3.0 SDK.

Microsoft CRM 1.2

Microsoft CRM: Exporting Custom Reports to Excel
Learn how to develop a custom report that displays aggregate (summary) business data within the Microsoft Customer Relationship Management Web application and then export the report data to a Microsoft Excel spreadsheet for analysis. You can also set up a live data feed between the custom Microsoft CRM report and a Microsoft Excel spreadsheet for dynamic business data updates.
Customize Information Bridge Framework for Microsoft CRM
Learn to customize the Microsoft Office Information Bridge Framework for Microsoft Business Solutions CRM to meet the unique needs of your business organization.
Microsoft Customer Relationship Management 1.2 SDK
Lerarn to build powerful vertical applications using the Microsoft CRM platform with the documentation and code samples in this Software Development Kit.
Adding a Custom Application to Microsoft CRM: Account Team Management
This article describes how to build and integrate a custom Web application into the Microsoft CRM Web client. Using the demonstrated techniques, a Microsoft CRM developer can build a Web application that adds new capabilities to the Microsoft CRM Web client.
Audit Business Data in Microsoft CRM
Study this sample solution to learn how you can implement auditing of changes to business data in the Microsoft CRM system.
Implement Custom Business Logic for CRM 1.2
Use this COM-based callout model to simplify performing business logic in response to Create, Delete, and Update events.
Create an E-Mail Activity for CRM 1.2 Using Workflow
Gain developmental insights with this example application demonstrating a customized workflow for Microsoft Customer Relationship Management 1.2.
Create Custom Integrations with CRM without BizTalk Server Partner Edition
Here's your reference guide to developing custom integrations between Microsoft Customer Relationship Management and other business applications.
Integrate Microsoft CRM with Microsoft Office 2003 InfoPath
This article demonstrates how to use a Web service to retrieve a summary of Microsoft CRM account information. This data is then sent to a form created in InfoPath 2003.
Integrate Microsoft MapPoint Web Service into Microsoft CRM
Discover how to integrate the Microsoft MapPoint Web Service with the Microsoft Customer Relationship Management application to provide maps and latitude or longitude information for your customers.
Moving External Data into Microsoft CRM: Lead Generation
This article describes how to collect customer provided information from a public (Internet) Web server and pass the data through a corporate firewall into the Microsoft CRM database. The customer information is inserted into the Microsoft CRM database as a new lead object.
Multiple File Upload for Microsoft CRM: Sales Opportunity Attachments
This article describes how to create a custom Microsoft ASP.NET Web form that can upload one or more files at one time into Microsoft CRM. Each uploaded file is inserted into the Microsoft CRM database as a note attachment to a sales opportunity.
Run Microsoft CRM 1.2 Reports from a URL
Learn how to call reports from a URL so that you can create your own interface to Microsoft Customer Relationship Management (CRM) version 1.2 reports.

Microsoft CRM 1.0

Add a Custom Application to Microsoft CRM
Use this sample integration scenario to learn how to integrate Microsoft CRM with Microsoft Business Solutions and third-party applications.
Business Logic Extensions to Microsoft CRM: Post-Callouts
Use this COM-based callout model to simplify performing business logic in response to Create, Delete, and Update events.
Customize the UI for Third-Party Extensions to Microsoft CRM
Use these design guidelines to develop custom modules with the same look and feel of Microsoft CRM.
Customize Microsoft CRM Help Files for Your Business
Learn how to modify the Microsoft CRM online help files by adding topics specific to your business.
Use OnChange Events to Customize the Data Entry Process
Learn how to use Microsoft Business Solutions CRM OnChange events to add business-specific modifications to the data-entry process.
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