Back in the dark ages, like with CRM 3.0, we were often faced with writing .NET code to provide certain enhanced data manipulation capabilities as either Callouts or Workflow Assemblies.  CRM 4.0 totally changes that mind set - and as a solution developer, you really need to keep that in mind before you jump off […]

One of my current projects involves a heavily customized Opportunity form and I was running into the following error messages whenever I attempted to set the value of a custom Attribute which was of a Money type:
A currency is required if a value exists in a money field. Select a currency and try again.

The solution, […]

As you know, CRM 4.0 introduced multi-language features into the product.  This means a slight change in the way we retrieve metadata related to Entity names.
The DisplayName property for an Entity has been changed slightly to ensure that you always have access to the localized version of the Entity name.  A sub-property called UserLocLabel has […]

I ran into an issue this morning testing one of my CRM add-ons.  Basically, I was processing items from an inbound, email-enabled Queue within CRM. When the processing was completed, I delete the Queue item - but it still remained in the Queue.  You could not longer open it, and as far as CRM was […]

My friend Steve Noe has updated the standard Quote template that ships with CRM 4.0 to correct some design issues.
Check it out.

Occasionally, I encounter a customer who has absolutely no need to track Leads. They start the relationship using Accounts and Contacts.  In order to maintain a clean user experience, we usually just remove all rights to the Lead Entity so that it will be removed from the CRM user interface.
In CRM 3.0, this practice works […]

[via Vollmer]
Michael Lu has a really cool video showing how to configure the CRM 4.0 email router to use a POP3 account.

Greetings Everyone,
As most of you surely know, the next version of Microsoft Dynamics CRM ( code-named Titan ), is quickly approaching.
As of yesterday, October 1st, Microsoft has released us from our NDA so we can now discuss what we've been working with for the past few months with the general public - that would be […]