Microsoft Gold Cloud CRM and Gold Cloud Platform Partner

Document Templates in CRM 2016

Promising New Feature: Word Templates One new feature that looks promising for the CRM 2016 release is the addition of Document Templates.  This feature allows generation of Microsoft Word and Excel documents based on Office document templates.  I was particularly...

Dynamics CRM as an xRM Development Platform

If you are reading the Celedon Partners blog, you are most likely familiar with Dynamics CRM.  You may be an existing Dynamics CRM customer or a developer working with the platform in some fashion.  For those who are new to Dynamics CRM, here is a quick introduction....

Virtual Machine Maintenance

Virtual Machine Overview Working on Dynamics CRM projects usually requires a virtual environment because of the dependencies on IIS, Active Directory, SQL Server and sometimes SharePoint. Setting up environments that accommodate multiple team members quickly becomes...

Microsoft Dynamics Solution Packager Tool

One challenge you face as an xRM development team is management of the customizations.  Even with the addition of Solutions in CRM 2011, maintaining customizations across multiple environments poses several challenges, such as: Maintaining a common schema – across...

Filtered lookup using web resources

Overview One very helpful option added to Microsoft Dynamics CRM 2011 is the ability to apply custom filtering to a lookup control. This configuration becomes a simple but powerful tool for guiding user input and enforcing business policy. Out-of-the-box, CRM offers a...