• Adding Dynamic Fields from Lead/Contact E-Mail Templates to Global Templates

      Vlad Arabajiev, 10 February 2012

      In this blog post I will show you how to create a Global Email Template in Dynamics CRM 2011 and include dynamic values contained in other template types such as Lead and Contact. The Global Email Template only allows you to insert fields from the User form. This limited functionality can be elimina

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    • Viewing Historical Sales Deals in Dynamics CRM 2011

      Roshan Mehta, 09 February 2012

      The aim for sales representatives using Dynamics CRM 2011 is to close out Opportunities as either “won” or “lost”. Closing an Opportunity allows the sales rep to capture additional information about the closure of an Opportunity. For example, they might want to enter a short description as to why an

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    • Learning Resources for Dynamic CRM 2011 – Part 2

      Vincent Zhong, 08 February 2012

      Last month I wrote a blog post about the Learning Resources for Dynamic CRM 2011. Now I would like to extend this topic and focus on the one of the resources, which more for Developers, which is the SDK for Dynamics CRM 2011.   You can download the SDK here:   After you have downloaded an

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    • Microsoft Dynamics CRM R8 Social Activity Feed Enhancements

      Mark Smith, 07 February 2012

      Microsoft has added more functionality into the Activity Feeds of Dynamics CRM that was released in R7 last year.  This is driven by a demand from people that want to have micro blogging built into the CRM to enhance collaboration. Activity Feeds will be enhanced with the following: “Like”

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    • Microsoft Dynamics CRM R8 Browser Flexibility

      Mark Smith, 07 February 2012

      When it comes to Cross Browser compatibility of Dynamics CRM Microsoft has come to the party with support across multiple platforms and browser versions.  I know that may of my customers will be pleased to see this. There will now be support not only PC but also Apple Macintosh and iPad. Th

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    • Microsoft Dynamics CRM R8 Industry Templates

      Mark Smith, 07 February 2012

      Microsoft in adding more Industry Templates that work in both On-Premise and CRM online. These Industry Templates usually include: data model, pre-configured dashboards, workflow processes and sample data to get you started. Microsoft publishes these templates via Microsoft Dynamics Labs in the

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    • Microsoft Dynamics CRM R8 Mobility

      Mark Smith, 07 February 2012

      With this release we see that Microsoft has focused on the Mobile workforce with the introduction of dedicated applications for Apple iPhones & iPads as well as Blackberry, Android and of course our favorite Windows Phone 7.  The new mobile applications work with both CRM online and On-Pre

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    • Microsoft Dynamics CRM R8 Certifications

      Mark Smith, 07 February 2012

      When it comes to doing security and data protection Microsoft has invested heavily to meet industry demands.  It would be safe to say that the Microsoft cloud environment is safer than what any one business could afford to put in place.  With this release Microsoft certifications to in

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    • Microsoft Dynamics CRM R8 SQL Server 2012

      Mark Smith, 07 February 2012

      Now when it comes to Microsoft SQL I am no expert, however I have seen presentations on the soon to be released SQL Server 2012 and my staff keep up to speed on the technical side of things. It takes performance, scalability and business intelligence to a whole new level.  What I have seen d

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    • Microsoft Dynamics CRM R8 - CRM Anywhere

      Mark Smith, 07 February 2012

      It’s with great excitement today that Microsoft have announced the next Service Update of Dynamics CRM R8 - CRM Anywhere. Microsoft continues to Focus on its vision in this latest release to: Drives maximum user productivity Delivers business insight and collaboration irrespective of a person’s

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    • CRM 4 Upgrade to CRM 2011 - Blank Type Name in Plugin Registration Tool

      Gayan Perera, 07 February 2012

      We noticed that after an upgrade of CRM 4 to CRM 2011 the plugin registration tool will sometimes show (Plugin) instead of the actual plugin type name.   The reason is because of the PluginTypeBase table the Name field is blank. Here’s an unsupported way of copying back the TypeName to the Name

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    • CRM 2011 to Lync Integration – Part 2

      Zhen Yuwang, 06 February 2012

      These days I am still working on the project that integrates Dynamic CRM 2011 with Lync 2010. I developed a prototype with several UI forms for settings. It can also be tested with sample data. I set a NotifyIcon for this project. Override the original OnClosing method to hide for Main window.

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    • Prefill Lookup Field with Default Value Dynamics CRM 2011

      Paul Nieuwelaar, 05 February 2012

      As promised in a previous post on prefilling fields in Dynamics CRM 2011, I was going to show how to prefill a lookup field in Dynamics CRM 2011. In this post I will finally be showing how to do this, so that when you create a new record for a specific entity, the lookup field is prefilled with a re

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    • Customize Sub-grid Ribbon Button for Specify Entity in Dynamic CRM 2011

      Vincent Zhong, 04 February 2012

      Last week I have spent most of my time in customizing Ribbon in Dynamics CRM 2011. There are two types of Ribbon customizations, those working with system ribbon controls and those creating new custom ribbon controls. The basic for these two types of customizations are pretty much the same, and ther

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    • Creating Contract Templates, Contracts and Contract Lines in Dynamics CRM 2011

      Vlad Arabajiev, 03 February 2012

      In this blog we will have a look how to create Contract Templates and then Contracts. It is essential that every contract has contract line items in it. Contract lines items specify the services to be provided. Contract lines show how the customer will be priced and allotment details. Knowing how co

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