21 Jan
Posted by: mitch in: Customization, Dynamics CRM
The Filtered Lookup for Microsoft Dynamics CRM 4.0 is the successor of the Custom Lookup Dialog for Microsoft Dynamics CRM 3.0. Initially being a workaround to filter lookup results, it grew to a tool set with a lot more functions than initially thought. As of January 2008, the current version of the Custom Lookup Dialog [...]
Windows Live Writer has a "publish date" feature that allows you to set the date and time when an article is to be published on your blog. I've always wanted to use the feature, but I wasn't exactly sure how it works. Luckily Thomas has a really good explanation here. I tested it this weekend [...]
21 Jan
Posted by: mitch in: Dynamics CRM, Workflow
I am becoming more and more impressed with the workflow capabilities of CRM 4.0. I am finding that I can create workflows to automate minor tasks to enhance CRM's functionality or to correct what I consider to be "annoyances."
One of these involves the relationship between the Primary Contact for an Account and that Contact's Parent [...]