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Dynamics CRM 2011 – User Acceptance Testing (UAT)
Jaime Smith, 03 January 2012
User acceptance testing is an integral part of any software development life cycle and it provides the customer the opportunity to check out their new system in its entirety and ensure that it meets their expectations and requirements. In this way, the customer becomes part of a larger team of
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How to send an e-mail message to multiple recipients from Dynamics CRM 2011
Megha Kainth, 02 January 2012
Dynamics CRM 2011 gives you the ability to send an e-mail message to many recipients. To use this feature of Mail Merge we first need to create a template in MS Word and save it as a XML file. To create a Mail Merge Template in Dynamics CRM 2011, Click on Settings > Click on Templates >
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Bringing together platforms with HTML 5 – Sending Data to a Web Service with JavaScript
Marc Whitlow, 01 January 2012
Recently I was given the task of creating an html5 website which consists of 5 forms. These forms will be filled out by a given client and once submitted the given data will be posted through to Microsoft Dynamics CRM. * Html5 is being used as the web front end because we want the most browser
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Dynamics CRM 2011 Dialog Processes - New Features Rollup 5
Paul Nieuwelaar, 31 December 2011
In Rollup 5 for Dynamics CRM 2011, we’ve seen several great improvements, including the Record Hyperlinks in Workflows, and of course Activity Feeds. One of the other updates included in Rollup 5 that I would like to share is the changes to Dialog Processes. In this blog post I will be showing the c
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Automated Deployment Tools for CRM 2011 – Import Solution with Progress
Gayan Perera, 30 December 2011
We use a lot of automated tools to deploy solutions to our test, UAT and production environments. One of the tools allows us to rapidly deploy a solution into multiple environments. For example, extracting a managed solution from DEV to TEST then to UAT, once UAT has passed we need to deploy up to 2
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Exporting Static Worksheets to Excel in Dynamics CRM 2011
Roshan Mehta, 29 December 2011
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 “static worksheets”. When a static worksheet is exported from Microsoft Dynamics CRM 2011, it means that the data does
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Dynamics CRM 2011 – Why Regression test?
Jaime Smith, 28 December 2011
* You will have noticed a testing theme present in my latest blogs, today’s is no different! I am on a mission to ensure that we do not hand over products to our customers that are less than satisfactory – this means we test, re-test and test again! Let’s take a look at regression testing.&nb
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Microsoft Dynamics CRM 2011, Using Mail Merge to create labels
Vlad Arabajiev, 27 December 2011
I will show you how to create Labels for your Contacts from Dynamics CRM 2011. This is done by using Mail Merge. It can be quite useful when you have a large amount of Contacts in your CRM Environment and need to capture their contact details on a Word document. Microsoft Word then further allows yo
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Adding a Clone Record button in Dynamic CRM 2011 – Part 2
Vincent Zhong, 26 December 2011
Import the solution In my previous blog, I showed you how to create a new solution for ribbon customization. I will continue this topic and show you how to import the solution. Open the “customization.xml” file and add the custom ribbon button in. Again for more details about creating custom ribbon
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Mail Merge in Microsoft Dynamics CRM 2011
Megha Kainth, 25 December 2011
This blog post provides an overview of the mail merge functionality and processes & procedures associated with it. More detailed information about all these aspects will be highlighted in subsequent blog posts. As an active member of xRM User Group my core responsibility is to send invit
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Modifying the Navigation Pane in Dynamics CRM 2011
Zhen Yuwang, 24 December 2011
In this post, I will show you how easy it is to modify the navigation pane in Dynamics CRM 2011. Like CRM 4.0, we can simply export an XML definition, make changes, and then import the XML back into the system to make the changes. The requirement for this navigation pane is that no group headings ar
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What's new in HTML5, Benefits and Perks
Marc Whitlow, 23 December 2011
The first noticeable change that we will see in HTML5 is the Doctype and Charset. In previous versions of HTML there were many different Doctype’s. However in HTML5 the Doctype has been totally streamlined making this even easier to implement. The html Doctype is simply <! Doctype html>,
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URL Addressable Forms in Microsoft Dynamics CRM 2011
Roshan Mehta, 22 December 2011
Microsoft Dynamics CRM 2011 uses URL addressable forms to make it easier for system customizers to pop CRM records from different areas of the application. The URL of each entity form includes information such as the entity type code (or entity type name), the ID of the record, and depending on the
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MS Communities – Adding/Editing Group Events
Jared Johnson, 21 December 2011
The events feature of a user group allows you to create events for your users that they can register for. The events from the entire set of user groups are displayed on the main events page here on a calendar. Each user group however has their own events page that displays only their events; i
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Dynamics CRM 2011 – Unit Testing
Jaime Smith, 20 December 2011
There are so many parts to Quality Assurance and testing but the one part the developers have to play in the game is to conduct unit testing on their code. Unit testing involves segregating out parts of the code and checking that it is correct and works as intended. It is preferential t
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