Working with Activities has never been easier with the introduction of process-driven forms in Microsoft Dynamics CRM 2011 UR12. Previously it took a number of clicks to create, read, update, and complete Activities while also managing the headache of multiple pop-up windows. With the new Activities
Read the full article hereActivity Feeds is a collaborative tool which sits inside CRM and allows real time notifications among employees regarding various records. The new features are available for both CRM Online and CRM On-Premise customers, and in this blog we will see how we can upgrade Activity Feeds to the latest ver
Read the full article hereAs we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the Case Management module is the ability to quickly log details of a phone call when troublesho
Read the full article hereThe ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics CRM 2011 UR12 (Polaris) provides the ability for developers to write custom workflow activiti
Read the full article hereThe latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented in your CRM system. It is available as a managed solution which you can easily import into an
Read the full article hereI have previously blogged about the great new Skype Integration as part of Dynamics CRM 2011 and realized that I was missing a very important feature of the integration. In older versions of CRM, I have heard from clients first-hand about the annoyance of multiple clicks and pop-ups when creati
Read the full article herePreviously I took you through the new Bing Maps integration as part of Microsoft Dynamics CRM 2011 update rollup 12. This feature gives users a quick view into the location of their customers from process-driven forms with single-click access to the Bing Maps website for a better user experienc
Read the full article hereAny CRM developer or customizer will know that when you deploy a managed solution, you need to make sure you tick the box that says Activate any processes and enable any SDK message processing steps included in the solution. Without this step, you run the risk of having unpublished workflows and ina
Read the full article hereAnother nice feature in update rollup 12 for Microsoft Dynamics CRM 2011 is out-of-the-box Bing Maps integration. Previously, custom solutions were required in order to display a map on an entity form in CRM, but Microsoft have made this available as part of the new process-driven user interface. Fo
Read the full article hereUpdate Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r
Read the full article hereIf you have signed up for a trial version of Microsoft Dynamics CRM 2011 lately, you may have noticed the slick new user interface. The new look is part of update rollup 12 and includes a few cool new features which I will run through in later posts. For now, let’s get familiar with the change
Read the full article hereMicrosoft Dynamics CRM 2011 has been out for a while now so you probably know about custom duration fields. Duration fields were previously found only on system entities and there was no way of adding custom ones to entity forms. In this post, we will take a closer look at duration fields and unders
Read the full article hereTo conclude my series on the new ExecuteMultipleRequest as part of the December 2012 release for Microsoft Dynamics CRM 2011, we will take some time to take a look at the information made available within the ExecuteMultipleResponse. This includes the IsFaulted and Responses properties. I have run a
Read the full article hereIn my last post, I wrote about the new ExecuteMultipleRequest available in the December 2012 release of Microsoft Dynamics CRM 2011. I can conclude that this new method is fast, but how much faster is it than running single transactions at a time? To answer this question, we will conduct some tests
Read the full article hereI am excited to announce my favourite feature of the December 2012 release of Microsoft Dynamics CRM 2011 – the ExecuteMultipleRequest. This addition to the CRM SDK allows developers to create, update, and delete records in bulk for both on-premise and online deployments. In this blog, I will
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