• Automatic Updater - when simple things are not obvious

      Vitalii Symon, 30 September 2010

      Every program which is not a CD Ejector v 1.0 needs to be updated from time to time. There are hundreds of things that can cause a need to change, add or remove something. One of the primary reasons is bugs which make a user’s experience horrible and need to be removed urgently. This topic seems to

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    • Dynamics CRM Pinned Shortcut to Taskbar in IE 9

      Paul Nieuwelaar, 28 September 2010

      With the release of IE9 comes several cool things that you can do to Dynamics CRM the one that stood out to me is to do with Pinned Site Shortcuts and how they can help in Dynamics CRM 4.0 with a bit of html that is added to the ‘loader’ file in the Dynamics CRM program files you can improve product

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    • MSCRM database on a diet! – Stripping emails

      Gayan Perera, 27 September 2010

        When emails are tracked in Dynamics CRM automatically or manually via the ‘Track in CRM’ button if the email contains attachments they’ll get stored in the Dynamics CRM database. Over a period of time your database will grow quite quickly. Dynamics CRM is flexible enough that we can route the

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    • Creating Two Dimensional Barcodes for Courier Post Labels

      Roshan Mehta, 26 September 2010

      Two-dimensional barcodes? What are they? That’s exactly what I thought when I first came across them. I had an idea that there were different barcode standards, but when I think of barcodes I usually think of a series of vertical black lines. Two dimensional barcodes come in different shapes such a

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    • Facts & Features of Campaign Activities in Microsoft Dynamics CRM

      Louise Alderton, 25 September 2010

      Let us continue the journey of becoming Microsoft Dynamics CRM Campaign connoisseurs by moving on to look at Campaign Activities more in-depth. In my last post I explained the use of the Planning Tasks Feature and its benefits. To quickly sum this up – Planning Tasks are any tasks that you need to c

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    • Facts & Features of Campaign Activities in Microsoft Dynamics CRM

      Louise Alderton, 25 September 2010

      Let us continue the journey of becoming Microsoft Dynamics CRM Campaign connoisseurs by moving on to look at Campaign Activities more in-depth. In my last post I explained the use of the Planning Tasks Feature and its benefits. To quickly sum this up – Planning Tasks are any tasks that you need to c

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    • Automate Your Sales Process with Microsoft Dynamics CRM

      John Eccles, 24 September 2010

      Joan’s blood pressure is rising.  She is beginning to work late and when she gets home, she is grumpy with the family.  So she has decided that her dead-end job is really not worth it. The problem is that Joan knows the business well, is highly efficient and has become the critical person,

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    • How to get more out of your Dynamics CRM Server

      Gayan Perera, 23 September 2010

      The CRM web service has a cruisy job really, it has single create, update, delete operations, most of the time your grunty server out the back will be idling. Recently on a project we needed to simultaneously create 200+ records per transaction, unfortunately there is no bulk create. The quickest w

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    • Creating One Dimensional Barcodes for Courier Post Labels

      Roshan Mehta, 22 September 2010

      In the past, I had the opportunity to generate one-dimensional barcodes using data stored within Microsoft Dynamics CRM 4.0. These barcodes used the Code39 barcode standard, which was quite simple to generate using a barcode font. However, one-dimensional barcodes for Courier Post labels require th

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    • The change from Workflows to Processes in CRM 2011

      Simon Phillips, 21 September 2010

      In the new Dynamics CRM 2011 we no longer have the concept of workflows but processes. And with these processes you have 2 different options to pick from a “Process” or a “Dialog”. Now thanks to Wikipedia I have the definitions of both of them. Process: Process or processing typically

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    • Instant Dynamics CRM Enterprise License just add SQL Management Studio

      Gayan Perera, 20 September 2010

      Recently while trying to upgrade the license key in Dynamics CRM through the Deployment Manager we received an error message stating the key cannot be used to upgrade editions. We needed to upgrade to an enterprise version to enable multi-tenancy and we knew for a fact that they key was an enterpri

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    • Form Customization in Dynamics CRM 2011 – Part 1

      Paul Nieuwelaar, 19 September 2010

      One of the things that I think will be a major time saver in Dynamics CRM 2011 is the new way of customizing a form. In Dynamics CRM 4.0, to customize a form you would need to go through Settings, Customizations, and then Customize Entities. From there you would open the entity you wish to customiz

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    • Using Planning Tasks in Dynamics CRM Campaigns

      Louise Alderton, 18 September 2010

      To carry on with the quest of becoming Dynamics CRM Campaign experts I will continue to look at the features within a Campaign that will help drive it and make it a success. In this post I will explain the Planning Tasks feature, how to use it and the benefits you can gain from it. Planning tasks a

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    • Using Planning Tasks in Dynamics CRM Campaigns

      Louise Alderton, 18 September 2010

      To carry on with the quest of becoming Dynamics CRM Campaign experts I will continue to look at the features within a Campaign that will help drive it and make it a success. In this post I will explain the Planning Tasks feature, how to use it and the benefits you can gain from it. Planning tasks a

      Read the full article here

    • Microsoft Dynamics CRM 4.0 to Veda Advantage Integration

      Vitalii Symon, 17 September 2010

      Fred: Hey Bill, do you want to lend me a hundred bucks? Bill: Ah no. Fred: Why? Bill: I’m not sure if you will give it back to me. Most likely, if Bill knows Fred, he is right not to lend him the money. But what should financial organizations such as banks or credit unions do – they don’t know ea

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