One of the advantages of MS CRM 2011 is the introduction of Web Resources, which allows you to reuse JavaScript across mulitple Entities. By centralizing code that can be reused you reduce the amount of custom code that needs to be maintained and in this example you can create a function that comple... [More]

  Google/Bing maps implementation    Integrating any mapping technology into CRM provides you with quick access to where you want to go. By following these steps, you'll be able to add Bing maps and/or Google maps to your system in no time. This works with Online as... [More]

        As we all know, mobility provides access to data real-time, anywhere. We've found that the folks over at CWR Mobility have a great product (we're running it in-house), and their latest release is incredible! It offers the following features and functions: Ful... [More]

The Microsoft Dynamics CRM Data Migration Manager is a handy tool when importing large amounts of data or when importing related entities. The installation, however, can be something of a challenge. When attempting to install the Data Migration Manager on a Server ... [More]

Girish Raja and Jim Glass posted a couple of great articles about Convergence on the CRM Team blog the other day. With so much interest from our customers and prospects I wanted to repost a consolidation of it here. Webfortis will be there in strength - will you? Convergence 2010, the premier Mi... [More]

Webfortis has authored several books on Microsoft Dynamics CRM. We have exceeded our expectations with regard to these books and the first one has gone past 3rd printing - which means the appetite for our books is really great! (we've been informed that our books are recommended reading in seve... [More]

The folks over at the E2 team have prepared a great whitepaper titled "Outlook Synchronization in Microsoft Dynamics CRM Explained" describing the client synchronization process that is associated with Update Rollup 7 for Microsoft Dynamics CRM 4.0 or later (for on-premise deployments) and with Micr... [More]

Microsoft recently introduced Microsoft Dynamics CRM Rollup 8 (it is available here). It has some nice fixes and updates over Rollup 7, which we detailed in our post located here called "Outlook Client - Improvements in Update Rollup 7". Our friends over at the Microsoft Dynamics CRM Team Blog hav... [More]

Microsoft Dynamics CRM has many great features and functions, however there is a LOT you can do with the application. From an open/downloadable SDK (located here and up to version 4.0.11, last updated 11/24/09 as of this post) to a free Developer toolkit from the Dynamics CRM Engineering for Enterpr... [More]

The folks over at the CRM E2 team (Engineering for Enterprise) - yes, the same ones responsible for the Microsoft Dynamics CRM Developer Toolkit available at http://code.msdn.microsoft.com/E2DevTkt, just released a great article on Field-Level Security in Microsoft Dynamics CRM. The article can be ... [More]

While Microsoft Dynamics CRM is a mostly a trouble free application once it is properly configured, occasionally there are times when it needs to be tweaked and/or examined for issues. Aaron Elder, a Microsoft Dynamics CRM MVP, wrote a fantastic post over at TechNet that has a number of great found... [More]

With the release and our internal related testing of Microsoft Dynamics Rollup 7  - we can safely say that 'It's a hit!'. Customers that have suffered from Outlook issues in the past, will be overjoyed to see this new release which contains many new fixes to existing functionality. The rollup ... [More]

The Microsoft Dynamics CRM Sustained Engineering team just released Microsoft Dynamics CRM 4.0 Update Rollup 7. This update also includes some substantial changes to the Outlook Client. Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=a... [More]

Earlier today we installed the CRM Social Media Accelerator for Twitter. It is very cool and it is free. It is available here on Codeplex: http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=29979 When installing it be sure to check these points if you run into issues: ... [More]

Microsoft Dynamics CRM relies on the capabilities of the Microsoft Application Platform—Windows Server, IIS, SQL and .NET.   Given this,  I wanted to draw your attention to recent research from Gartner Research (www.gartner.com). The report – released September 24, 2009 &n... [More]