CRM Migration Assistant

If you will be upgrading your Microsoft Dynamics CRM 4.0 system to CRM 2011, and would like to upgrade the JavaScript within your system, a CRM 4 to CRM 2011 JavaScript conversion tool such as the CRM Migration Assistant will be of tremendous assistance.   ... Read More »

Dynamics CRM 4.0-2011 Upgrade Tips

Tip #1: Export your customizations Tip #2: Know your plugins Tip #3: Clean up the System Job and Workflow Job Tables Tip #4: Clean up old Synch table entries Tip #5: Remove unsupported database changes Tip #6: Clean up deleted records ... Read More »

CRM Data Validation

Shows you the attributes and entities within CRM that do not contain data. User Interface Validation This feature allows you to view the attributes for a particular entity and examine their usage within the system. You can choose to display: All Attributes Only default attributes ... Read More »

Marketing List Manager

If you use the Marketing module of Microsoft Dynamics CRM you may have encountered the need to add or remove a Lead, Contact, or Account to a marketing list via a workflow.  CRM doesn’t natively support this capability so we created a custom workflow activity ... Read More »