• Filter Option sets by another field in Dynamic CRM 2011

      Zhen Yuwang, 18 January 2012

      To hide or show some options of an option set based on another field is not very difficult in Dynamic CRM 2011. To start, we have two option sets, one is the customer type and the other is phone type.   So every time the “Customer” option set changes we want the “Phone” option set to change. W

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    • MS Communities – Adding/Editing User Group News

      Jared Johnson, 17 January 2012

      The news feature of a user group is one of the most useful to Group leaders as it is one of the main ways to communicate with the group members.  The group news page can be accessed by clicking the news link on the groups navigation bar, and news headlines plus summaries are posted on the group

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    • Dynamics CRM 2011 Service Scheduling Engine

      Paul Nieuwelaar, 16 January 2012

      If you’re a regular Dynamics CRM user, you’ve probably seen or heard something about what Service Scheduling can offer in Dynamics CRM. The truth is the Dynamics CRM 2011 Service Scheduling Engine is a lot more powerful than what you may realise. I will be showing how useful the Service Scheduling E

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    • Dynamics CRM 2011 – Managing Change in projects

      Jaime Smith, 15 January 2012

      In any project, change is inevitable, of course everyone does their best to analyse and best define requirements and design during those phases of the project but there is always something that flies under the radar.  In order to manage and mitigate the impact of changes that occur after design

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    • Using Hyperlinks with Mail Merge, Dynamics CRM 2011

      Vlad Arabajiev, 14 January 2012

      We are going to explore the capabilities of Microsoft Word to integrate with Dynamics CRM 2011. We want to create some good looking Mail Merge Templates, include images in them, and hyperlinks. That way we can impress the customer by both the use of nice images and also providing links. Including hy

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    • How to use JQuery to insert image into Dynamics CRM 2011 form

      Vincent Zhong, 13 January 2012

      If you open any entity form in Dynamics CRM 2011, like the one below You will see a very similar layout. However there will be a time when you may want to attach a photo to a record, like Account or Contact. In the next couple of blog posts, I will explore the best way to add a photo to the record.

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    • Cloning Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 12 January 2012

      We were recently asked to build a record cloning system in Microsoft Dynamics CRM 2011 where the customer would be able to click on a Clone Contract button on a custom “Funding Contract” entity form ribbon and have an identical record automatically pop open. There are multiple solutions we could use

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    • Creating an Audit Plugin in Dynamics CRM 2011

      Zhen Yuwang, 11 January 2012

      Recently I worked on a Plugin that was required to send an email notifying specified users of changes to any updated fields’ including the display name, original value and updated value. We needed some entities to contain values before update and after update. The “name” property of “EntityReference

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    • Dynamics CRM 2011 Dialog Process Conditional Branches/Paths

      Paul Nieuwelaar, 10 January 2012

      In a couple of my last blog posts, I’ve looked at the updates to Dialogs in Rollup 5, and also how to query data from within a Dialog. In this post I will be showing how to use conditional branches/paths in a Dialog. In other words, how to change the upcoming prompts based on the responses of t

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    • Dynamics CRM 2011 – Importance of Risk Management

      Jaime Smith, 09 January 2012

      In all aspects of our lives we assess risk, at home, while driving, playing sport and so on, likewise we need to take the time to identify and plan for risks within our Dynamics CRM project.  Being proactive about this aspect of project management can ultimately reduce the impact of potential a

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    • Custom Fields in Mail Merge, Dynamics CRM 2011

      Vlad Arabajiev, 08 January 2012

      Here we will look how to do a Mail Merge with custom fields. The great thing about Dynamics CRM 2011 is that it allows you to customize the system any way you like. This enables us to create custom fields on any entity we like and then include these in our Mail Merge. It is quite a handy trick to kn

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    • Code Generating Code…programmatically retrieve N:N relationships

      Gayan Perera, 07 January 2012

      We recently needed to write a plugin that associated multiple different record types with a custom entity. The custom entity contained over 30 system many to many relationships with the other record types. We could’ve taken a couple of different approaches. One would’ve been to dynamically retrieve

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    • Dynamics CRM 2011 Dialog Process Dynamically Query CRM Data

      Paul Nieuwelaar, 06 January 2012

      In my previous post on Dialogs I looked at some of the new features included in dialogs from the rollup 5 update, including the new response types of Date and Lookup available.  I will be showing how to query data dynamically, so you can perform filters based on the context of the current recor

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    • Exporting Dynamic Worksheets to Excel in Dynamics CRM 2011

      Roshan Mehta, 05 January 2012

      Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “dynamic worksheets”. When a dynamic worksheet is exported from Microsoft Dynamics CRM 2011, the resulting export file

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    • Dynamics CRM 2011, Mail Merge Templates showing Quote Information

      Vlad Arabajiev, 04 January 2012

      In this blog I will show you how to use Mail Merge Templates to display all required quote information for a customer. This process saves you a lot of time, when you are dealing with customers who always require a quote before they buy. All you have to do is produce the quote for the customer, then

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