• Data Validation in Microsoft Dynamics CRM 2011

      Roshan Mehta, 04 December 2011

      Data validation is the process of ensuring that clean, consistent, and accurate data is input into a system to make sure that useful analysis and reporting can be performed on business data. Microsoft Dynamics CRM 2011 provides various methods for data validation such as duplicate detection, field c

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    • Upgrading to Dynamics CRM 2011 using SureStep Methodology

      Jaime Smith, 03 December 2011

      Currently we are working on an upgrade from CRM 4.0 to Dynamics CRM 2011, it is a large scale project and to ensure we dot all our  I’s and cross all our t’s I have been utilising Microsoft SureStep Upgrade approach.  In order to access these resources you need to be a Microsoft partner or

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    • Microsoft Dynamics CRM 2011, creating custom system charts

      Vlad Arabajiev, 02 December 2011

      The latest Update Rollup 5 in Microsoft Dynamics CRM 2011 introduces some really cool new features. There are improvements in creating and editing System and Personal charts. New enhancements are added in working with Dialogs and Workflows. Data management is also improved, there have been CRM Outlo

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    • Update Related Records with One Click!

      Zhen Yuwang, 01 December 2011

      Are you annoyed by having to update Contacts’ details one by one with same content? Here is a task, which is retrieving current Account’s multi Contacts and updates them by Account’s details. This task uses a HTML page with JavaScript, fetches account’s information, finds the relevant Contacts and u

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    • Want to get trained in Microsoft Dynamics CRM 2011?

      Megha Kainth, 30 November 2011

      In my previous blog post I have given some tips to pass Microsoft Dynamics CRM 2011 Application exam. In this blog post I will share one of my secrets to passing Dynamics CRM 2011 Applications exam. I have attended the training for users provided by Magnetism which helped me clarifiy my concepts of

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    • Learning Resources for Dynamic CRM 2011

      Vincent Zhong, 29 November 2011

      As a Trainee Dynamic CRM Developer, continuously learning is one of my daily tasks. In my last 3 weeks, I have spent lots of time in Googling and reading all sorts of learning materials about Dynamic CRM 2011. Now I would like to share some of them with you. If you are new to Dynamic CRM 2011, and w

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    • Modifying Translations in Dynamics CRM 2011

      Roshan Mehta, 28 November 2011

      Sometimes it is important for a CRM implementation to be setup in such a way that Users can see entity and field labels in different languages. For this we can install language packs, however this is not useful in situations where there are no language packs available for a specific language. For ex

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    • Record Hyperlinks Available in Dynamics CRM 2011 Workflows

      Paul Nieuwelaar, 27 November 2011

      For a long time now, Dynamics CRM users have been requesting the ability to add a hyperlink to a Workflow, so that when you receive a reminder or notification email, you can quickly click the Record URL to open the CRM record. There have been a few different solutions available on the CRM Marketplac

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    • Dynamics CRM 2011 – E-Learning

      Jaime Smith, 26 November 2011

      It is clear that Microsoft provides an array of assistance to those who use and develop Dynamics CRM 2011.  The final area that I am going to explore is the E-Learning site which you can access via the Microsoft Resource Centre from within you CRM Instance.  You need a WindowsLive ID* to s

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    • Check out the new Activity feeds in Dynamics CRM 2011

      Bina Limbu, 25 November 2011

      Activity feeds is one of the latest rollup upgrades in Dynamics CRM 2011. It allows CRM users within the organization to communicate in more social ways and quickly share the latest updates on the activities relevant to the people, accounts, contacts, leads, opportunities etc. On social media such

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    • Out of the box Functionality of SharePoint 2010

      Marc Whitlow, 24 November 2011

      Microsoft SharePoint 2010 has many out of the box web templates which make business processes and tasks much easier than ever before. One of these web templates which assist in business processes and keeping track of business assets is the “Assets Web Database”. Using the Assets Web Database the use

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    • Three tips for working with Kentico CMS

      Jared Johnson, 23 November 2011

      Recently I have been editing a website created using Kentico CMS. While powerful it is often quite hard to find information about achieving certain tasks on the web, leaving you with only the official documentation. To help with this here are 3 things I learnt how to do in Kentico CMS. 1.  How

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    • Dynamics CRM 2011 Customization Course and Exam Preparation

      Paul Nieuwelaar, 22 November 2011

      Since its initial release late last year, I have been working with Dynamics CRM 2011, performing customizations to meet the requirements of many different clients. Just recently, I sat and passed the Microsoft Dynamics CRM 2011 Customization and Configuration exam (MB2-866). In this post I will prov

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    • Debugging Dynamics CRM 2011 Plugins

      Roshan Mehta, 21 November 2011

      Developers can add additional business logic to Microsoft Dynamics CRM 2011 by writing custom plugins and registering them to the appropriate steps. However, debugging plugins can be quite a tricky task for developers especially when working with complex business logic. In this post, I will show you

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    • Dynamics CRM 2011 – Resource Centre

      Jaime Smith, 20 November 2011

      Continuing our journey through CRM Help – let’s look at the Online Resource available to assist us in understanding CRM and become competent users.   You can find a link on your left hand navigation, the Resource Centre will open up within your CRM.  This feature makes learning and he

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