As you have probably seen, CRM has the ability to roll-up information from child Entities to the parent Entity.  Activities would be one such example: When you look at the Activities for an Account, you actually see Activities for both the main Account as well as all Activities for the Account's Contacts as well.  A [...]

One of my customers is an association whose membership is subscription based ( like most associations ).
They have a business requirement to remove companies that have dropped their membership from the Accounts Entity and add them back to the Leads Entity ( with history, etc. ).
I am curious if others in my audience have a [...]

Or does he stick everything into the sleigh when he leaves the North Pole?
Just one of the questions that popped into my head yesterday.

Dynamics CRM 3.0 ships with a Configuration Wizard that allows you to configure most of the common customization points automatically.  It builds a configuration file that can either be saved for later Import or Imported live.
Where to find it:
Look in the following folder on your CRM Server:
[installation drive]\Program Files\Microsoft CRM\Tools\
The application file name is:
Microsoft.Crm.Sbe.Configuration.Wizard.exe
Launching the [...]

Ok, that is a horrible title but I really wasn't sure how to word it.  But anyway, a couple of weeks ago I was digging around inside CRM when I noticed something unexpected that has caused me more than a bit of concern and effort in the past.
As you probably know by now, you can [...]

I love people with an honest sense of humor.

[via Brad Abrams]
Microsoft has added a Community Content feature to the MSDN site that will allow users to add their own content:
 

 
I think this is just amazing and one of the coolest things Microsoft has done in quite a while.
Now if we can just talk them into extending that feature over to the CRM [...]

There are really not too many customization points with CRM and those are fairly well protected, so it takes a lot to make CRM mad.
But, adding invalid information to the SiteMap and importing that site map will do it.
The CRM SiteMap is treated a bit differently from other customizations in that SiteMap customizations are immediately [...]

I just love the CRM community.  Ayaz Ahmad posted a comment on the previous article about finding Shared CRM Accounts and included a C# function written to perform a similar function to the SQL code in the other article. 
Ayaz's version uses the CRM SDK to retrieve all of the accounts for a specified Team instead [...]

Morning Everyone,
This may be way to deep-geek for most of you, but I ran into something this morning that may be of interest to those of you who work with CRM's XML config files.
I was extending the IsvConfigCustomizer code that ships as part of the ISVReadiness sample code from the CRM SDK to iterate through [...]