You can display dialog in MS CRM application from a plug-in. The code below is an example of a plug-in this.


using System;
using Microsoft.Crm.Sdk;
using Microsoft.Crm.SdkTypeProxy;

namespace MyPlugins
{
   public class HelloWorldPlugin: IPlugin
   {
      public void Execute(IPluginExecutionContext context)
      {
         // Call the Microsoft Dynamics CRM Web services here or perform
         // some other useful work.
         throw new InvalidPluginExecutionException("Hello world!");
      }
   }
}

You can read more about this at the URL below.
http://msdn.microsoft.com/en-us/library/dd393303.aspx

You can read more about the MS CRM VPC 2009 at the MS CRM Team blog at the link below.

http://blogs.msdn.com/crm/archive/2009/06/01/crm-demo-vpc-2009-intro.aspx

The Microsoft Dynamics CRM 4.0 Demonstration Tools also include utilities to:

  • Generate Data
  • Change the Dates and/or Times for Data
  • Create Dependent Picklists
  • Generate E-Mail
  • Set Icons for Entities
  • Change the CRM Navigation Pane
  • Replace Strings in CRM
  • Download: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=634508dc-1762-40d6-b745-b3bde05d7012

    http://www.microsoft.com/dynamics/crm/using/services/keyboardshortcuts.mspx

    Great conversation going on at the CHANNEL 9 site on MS CRM 4.0. Click on the link below if you haven’t already benefited from the website.

    http://channel9.msdn.com/Search/Default.aspx?Term=Microsoft%20Dynamics%20CRM&Type=site

    I stumbled across this URL in the MS CRM Development forum. It has great examples to help any newbie and a good reference point for dab hands.

    http://msdn.microsoft.com/en-us/library/cc150864.aspx

    You can add sample sales and marketing data to your MS CRM Development or test server by downloading and running the Sample Data utility. Please click on the URL below to find out more.

    http://www.microsoft.com/DownLoads/details.aspx?familyid=D5F77EE7-3D01-4944-B5DC-C8CDC8123DF4&displaylang=en

    If you have custom entities in your MS CRM system, having custom icons for your custom entities will make such a huge difference to your system users. They will find it easy to recognize the entities and find it much easier to work with them. Grouping custom entities into a separate tab or renaming an existing module tab like service to “Project Management” or “Financials” also helps.

    Unfortunately not all companies have in-house graphics designers to create custom icons, and not all customers are comfortable with exporting XML files to customize the MS CRM user interface (UI).

    So if you want to add a bit of “Bling” to your MS CRM Server installation but don’t have technical resources then the “Microsoft Dynamics CRM Demonstration Tools” is defiantly for you.

    Click here to download the tool.

    Download the application and have a play with it. It is fairly easy to learn.

    Good luck!

    By default when you install MS CRM 4.0 it is installed at port 5555. To access MS CRM the system users will need to type a URL similar to http://servername01:5555/. This will take them to the default organization loader page.

    Default URL

    To make it easy and more user friendly for your users to access MS CRM you might want to change the URL to some thing simple like http://crm/. To do this you’ll need to make changes to your MS CRM servers IIS. You’ll need to follow the steps below to make the change.

    1- Right Click on the MS CRM Website in IIS.
    2- Click Properties.
    3- On the Web Site tab click Advanced.
    4- Click the edit button to chage the “Advanced Web Site Identification”.
    5- Change the port number to 80 and the “Host Header Value” to crm.

    The image below highlights the buttons you’ll need to click.

    Changes to IIS

    Update Rollup 4 for Microsoft Dynamics CRM 4.0 (KB 968176)
    http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=0ddf8e83-5d9c-4fe7-9ae6-f2713a024071