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CRM 3.0 - technical articles

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.
http://msdn.microsoft.com/library/en-us/dnmbscrm3/html/mbs_crmServicePortal.asp


CRM 1.2 - technical articles

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.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmCAAT.asp

 

Auditing Business Data in Microsoft CRM

This sample solution demonstrates a method you can use to implement auditing of changes made to company business data in the Microsoft CRM system. Using this solution, your Microsoft CRM administrator can select which company data to audit through a custom Web form that is integrated with Microsoft CRM. An audit report is available showing the history of changes made to the audited company data. The report includes such information as the date and time of the change, what data was changed, and who changed it.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmauditing.asp

 

Business Logic Extensions to Microsoft CRM 1.2: Post-Callouts

Learn to use the COM-based callout model to implement custom business logic for Microsoft Business Solutions CRM 1.2. Using this model, independent software vendors (ISVs) can perform business logic in response to Create, Delete, and Update events.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmpostcalloutsv1d2.asp

 

Create an E-Mail Activity Using Workflow

This example application demonstrates a workflow customization for Microsoft Customer Relationship Management (CRM). The application sends an e-mail notification to a designated list of recipients whenever a new contact is added to the system. The flow of activity is controlled by a workflow rule set up with a PostURL action. The Web service is coded in C# and created with Microsoft Visual Studio .NET 2003 using the .NET Framework version 1.1.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmemailactivity.asp

 

Creating Custom Integrations with Microsoft CRM without Microsoft BizTalk Server Partner Edition

Learn about custom systems integration between Microsoft CRM and other applications.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmcstmintpostcallouts1d21.asp

 

Customizing Microsoft Office Information Bridge Framework for Microsoft CRM

Customize Microsoft Office Information Bridge Framework for Microsoft Business Solutions CRM to meet the unique needs of your business organization. This article describes how to modify the Information Bridge Framework to display additional Microsoft CRM account information. By following the techniques shown in this article, you can customize Information Bridge Framework for Microsoft CRM to display additional fields from Microsoft CRM objects in the Information Bridge Reference pane.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmIBFCust.asp

 

Extending Microsoft CRM with Reusable Patterns

The Microsoft Customer Relationship Manager (Microsoft CRM) provides a unique platform for business to manage various activities and interactions that are core to maintaining a positive customer experience. Microsoft CRM exists as both a business application and an application platform. It provides for an external event handler for other applications to receive notification of changes made to CRM data. Using a few simple patterns, we can apply a structured framework and architecture that will enable you to interact with the platform while maintaining a flexible, scalable model.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/crm_extreusepatterns.asp

 

Integrating Microsoft CRM with Microsoft Office 2003 InfoPath

You can use a Web service to integrate Microsoft Business Solutions Customer Relationship Management (CRM) with Office InfoPath 2003. 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. The Web service shown in this article was developed with C# using Visual Studio .NET 2003. However, any .NET language can be used for this purpose.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crminfopathcrmintegration.asp

 

Integrating Microsoft MapPoint Web Service into Microsoft CRM

You can integrate the Microsoft MapPoint Web Service with the Microsoft CRM application to provide maps and latitude or longitude information for your customers.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmmappointintegration.asp

 

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.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmRep.asp

 

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.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmLdGn.asp

 

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. The example code is provided in both C# and Microsoft Visual Basic .NET using Microsoft .NET Framework version 1.1.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmSlsOpp.asp

 

Running Microsoft CRM 1.2 Reports from a URL

This article explains 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. For all reports, you can include pre-filter conditions in the URL. For parameterized reports, you can preload the value of any discrete-value parameters, so that the user does not need to fill in the parameter. This article also shows how to add a Favorite Reports menu to Microsoft CRM, with each menu item pointing to a useful pre-filtered report, and how to schedule reports to run automatically.
http://msdn.microsoft.com/library/en-us/dnmbscrm1_2/html/mbs_crmreportsfromurl.asp


Andreas Donaubauer
MVP for CRM since 2005

MVP
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last change : 2013-09-23

Notes, suggestions or questions see "contact". All information is without guarantee! Names and product designations can be property of the respective manufacturers.
(C) 2004 - today by Andreas Donaubauer. Each further publication only with my previous agreement.