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Useful link. Searched for this after a question raised in a training session.

http://marcellotonarelli.wordpress.com/2010/03/01/1375/

This article provides a concise description regarding availability of Microsoft Dynamics CRM extensibility features across the three types of deployments.
http://msdn.microsoft.com/en-us/library/dd393297.aspx

A new user group that provides an online platform for experienced users, consultants and developers to share their knowledge about the Microsoft Dynamics CRM platform and associated technologies. To participate in events all you need is a computer and an internet connection.

MS CRM Virtual User Group (www.mscrmvirtualusergroup.com)

I recently saw this question posted on the MS CRM Forum and I can clearly understand why this would be a requirement. When you look at fields using an advanced find you get a list of all attributes associated with the entity. This sometimes can be confusing for end users.

In the screen shot below you can see a list of all fields associated with the account record type.

Advanced Find field list

To remove fields not used on the form you will need to set the Searchable field to No on the attribute customization form. To do this you will navigate to the Settings area, click customizations, click the attributes tab and then click on the attribute you want to remove from the list. You will then need to set the searchable field to No.

The screen shot below demonstrates how do do this. You will then need to publish your changes.

customization

Once the changes have been implemented the non searchable field will not be visible in the Advanced Find field list.

Be advised that making a field non searchable will also make the field not visible in the report wizard.

Microsoft CRM of course does not allow you to assign a system user to multiple sales territories. There is a simple work around though. This solution might help you overcome this constraint. Simply create a new sales territory that is a contains both territories . Add the user to the new territory.

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

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