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.
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.
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.
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.
Creating Custom Integrations with Microsoft CRM without Microsoft BizTalk Server Partner Edition
Learn about custom systems integration between Microsoft CRM and other applications.
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.
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.
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.
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.
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.
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. The example code is provided in both C# and Microsoft Visual Basic .NET using Microsoft .NET Framework version 1.1.
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.