• CRM 2011 to Lync Integration – Part 1

      Zhen Yuwang, 02 February 2012

      Unlike Windows Live Messenger, the new generation instant messaging software Lync 2010 are enterprise oriented. It is just released at the beginning of this year. So is Dynamic CRM 2011. Hence, the specific solution likes Dynamic CRM 2011 - Lync 2010 integration will be scarce. These days I am

      Read the full article here

    • Dynamics CRM 2011 – Importance of Coding Standards

      Jaime Smith, 01 February 2012

      As with any type of engineering or development it is vital to have a framework that outlines requirements and provides expectations of the way in which something should be built in order to meet best practice; Software (CRM) development is no different.  Coding Standards enable us to have consi

      Read the full article here

    • Why Your Company Needs a Sales System

      Mark Bradman, 31 January 2012

      “Congratulations! You’ve been appointed as our new BDM. This is what we do. Here are your Sales Targets. Here is your Sales Hat. Now go out and sell. And please remember to drop by at the End of the Month so we can monitor how well you’re going…” If that’s the extent of your organisation’s Sales Sy

      Read the full article here

    • Scheduling Service Activities Dynamics CRM 2011

      Paul Nieuwelaar, 30 January 2012

      In my last post I looked at Creating Services and Selection Rules in Dynamics CRM 2011. I went through and created a service called ‘Wheel Change’, with a Selection Rule that required a Technician and a Work Bay from the same Site. I will be going through the steps required to Schedule a Service Act

      Read the full article here

    • How to change the name of a group in the sitemap in Dynamics CRM 2011

      Vlad Arabajiev, 29 January 2012

      In this blog I will briefly describe how to change the name of a group on the site map. I shall use more screenshots rather than explanations as I believe visual learning is also a great way to memorize how to do something and is rather quick. So let’s start with launching Dynamics CRM 2011. The nam

      Read the full article here

    • Inserting image into Dynamics CRM 2011 entity form – Revised

      Vincent Zhong, 28 January 2012

      In my last post, I talked about the improvement I made to the Entity form image using Silverlight approach. This week some changes were made: The first change was to hide the image when the form is a new entity form. You can see from the screenshot below if the user tries to create a new Counsellor

      Read the full article here

    • MS Communities – Features of a Group Site

      Jared Johnson, 27 January 2012

      With the launch of the new MS Communities site, I am going to talk about the features of the group sites. A group site is the homepage of each user group, and has among other things news, group events and forums.   The NZ Dynamics CRM xRM User Group homepage Each group site has its own news pag

      Read the full article here

    • HTML 5 and JQuery Mobile for Mobile Applications!

      Marc Whitlow, 26 January 2012

      JQuery Mobile is a mobile framework which is designed to make the development of mobile web applications a lot simpler. By Integrating HTML5, CSS3, JQuery and a custom JQuery UI into a single framework we are able to create elegant and useable solutions which are Cross Platform friendly. JQuery mob

      Read the full article here

    • Using Parallel Wait Branches in Dynamics CRM 2011 Workflows

      Zhen Yuwang, 25 January 2012

      Recently, I was working on a workflow in Dynamic CRM 2011. Most of them are not very complex, however I encountered a tricky one. First, when a Contact is created, 3 Tasks (Email, mail and phone call) should be created as well. Then the workflow waits for the user to complete these tasks. If the use

      Read the full article here

    • Merge functionality in Dynamics CRM 2011

      Megha Kainth, 24 January 2012

      Dynamics CRM 2011 provides the functionality to merge records. This is useful when we have duplicate records that have different information recorded.  By using this feature of Dynamics CRM we don’t need to worry about losing important data as we can simply merge two records together.   Me

      Read the full article here

    • Creating Services and Selection Rules Dynamics CRM 2011

      Paul Nieuwelaar, 23 January 2012

      In my last post, I introduced service scheduling, and what it is capable of in Dynamics CRM 2011. One of the things that were mentioned was the ability to create Services (such as ‘Wheel Change’), which contains certain Selection Rules (such as 1 Technician, and 1 Work Bay from the same site). In th

      Read the full article here

    • Managing Mail Merge Templates Using Solutions in Dynamics CRM 2011

      Vlad Arabajiev, 22 January 2012

      In this blog I will demonstrate how you can manage your Mail Merge Templates by using Solutions. The main benefit here is that you have the ability to preserve your Mail Merge templates in a secure place. This comes in quite handy when you are dealing with a number of templates. You might want to cl

      Read the full article here

    • Inserting image into Dynamics CRM 2011 entity form

      Vincent Zhong, 21 January 2012

      In my last post, I talked about how to use JQuery to insert an image into entity form, but you do need to get the static URL of the image, and you also need some JQuery skill to modify the code. I used the combination of JQuery and Silverlight, to achieve the image upload function. Below is the new

      Read the full article here

    • Dynamics CRM 2011 and Html 5 – Making a Connection

      Marc Whitlow, 20 January 2012

      When creating forms in Html 5 submitting the data to a source such as Dynamics CRM requires a connector to be between your form and Dynamics. In order to make this connection we used a .NET Connector written in C#. This allows us to send data from the html5 form using JSON data which has been serial

      Read the full article here

    • Converting JavaScript for a Dynamics CRM 2011 Upgrade

      Roshan Mehta, 19 January 2012

      Upgrading from Dynamics CRM 4.0 to Dynamics CRM 2011 can be a big job especially when the original system is heavily customized. The resulting system after the upgrade needs to be thoroughly tested to ensure that any additional business logic functions as expected. In this post, we will take a look

      Read the full article here

Filter by Category

Filter by Author