• Show a Tab Based on a Radio Button Dynamics CRM 2011

      Paul Nieuwelaar, 28 June 2011

      In one of my previous posts, I showed how to dynamically Show a field in Dynamics CRM 2011 when ‘Other’ is selected from an optionset. To achieve this I created a simple JScript function called ‘showField’. This function could be used anywhere in the system to display or hide a field based on the se

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    • Cascading Rules in Microsoft Dynamics CRM

      Roshan Mehta, 22 June 2011

      In my previous post, we covered the different types of relationships available in Microsoft Dynamics CRM. We can also define what are known as cascading rules which allow us to have better control over our CRM records and any records which may be related to them. In this post, I will cover the diffe

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    • Relationships in Dynamics CRM 2011

      Roshan Mehta, 21 June 2011

      Microsoft Dynamics CRM is designed to record and track the relationships between various parts of an organization. There are a number of out-of-the-box relationships which we can create such as an Employer/Employee relationship by storing multiple Contacts within an Account. * Types of Relationships

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    • How to Create a Silverlight Map Control for Dynamics CRM 2011

      Roshan Mehta, 15 June 2011

      There are many cases in which an organization will need to work with maps as part of their Dynamics CRM experience. For example, you might be part of a courier company that needs to be able to see your customer locations in a map before you can deliver the goods. It is now very easy to create a map

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    • Enabling Auditing in Dynamics CRM 2011

      Paul Nieuwelaar, 14 June 2011

      Auditing is sort of like a running history of changes to a field on a particular entity. What this allows you to do is track any changes made to fields, records, or entities by users in your system. For example if you have Auditing enabled on the Account, and a User updates the Business Phone number

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    • How to use Document Management in Dynamics CRM 2011

      Roshan Mehta, 13 June 2011

      In my last post, I showed you the demo on how to setup and configure Document Management in CRM 2011 with SharePoint 2010. Below is the second demo from my presentation at the XRM User Group showing how a construction company might use Document Management. Firstly, the demo takes you through h

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    • Setting up Document Management with SharePoint 2010 for Dynamics CRM 2011

      Roshan Mehta, 10 June 2011

      On Tuesday 7th June I had the privilege of presenting at the xRM User Group. I covered the topic of Document Management in Dynamics CRM and ran through a couple of demos on how to setup Document Management as well as how an organization might use this feature with SharePoint 2010. I have added belo

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    • Dynamics CRM 2011 SMS – Select Your Own Provider

      Paul Nieuwelaar, 09 June 2011

      Ever wanted to send a simple SMS to a customer from your Dynamics CRM 2011 system, but have been restricted to using out-of-the-box Email? There are a number of reasons why having SMS capability built into your system could be of use, for example sending an SMS to the owner of an appointment before

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    • Document Management Settings in CRM 2011

      Roshan Mehta, 08 June 2011

      In my past blog posts, I have been going over How to use Document Management in Dynamics CRM 2011. In this post I will be showing you another important component of the out-of-the-box Document Management feature of Dynamics CRM 2011, which is the ability to manage your Document Management Settings,

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    • How to use Document Management in Dynamics CRM 2011

      Roshan Mehta, 07 June 2011

      Previously, I have given you a quick overview of Document Management, as well as shown you how easy it is to configure Document Management for your Dynamics CRM deployment. Today we will see this feature in action and how easy it is to use SharePoint 2010 functions from within CRM 2011.   Frost

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    • Microsoft Dynamics Sure Step Methodology - Development Phase

      Megha Kainth, 06 June 2011

      The fourth phase in Microsoft Dynamics Sure Step Methodology is the Development Phase. The main aim of the Development Phase is to formulate the customizations, workflows, reports, custom portals, Plug-ins that may be required and to confirm by extensive testing that the component functions come tog

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    • Sure Step Design Phase –the final solution blueprint

      Megha Kainth, 03 June 2011

      The third step in Microsoft Dynamics Sure Step Methodology is the Design Phase. The purpose of the Design Phase is to formulate and design the solution based on the solution requirements as laid out in the Solution Requirements Document (SRD) that will fulfil the business requirements of the Client.

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    • Why a Trusted Advisor Would Recommend CRM

      Louise Alderton, 02 June 2011

      In this post I am going to attest to some reasons why a Trusted Advisor would recommend CRM to their clients. A trusted advisor is someone who is an expert in a particular field who gives you advice that you willingly accept and have confidence in. For business owners and managers a trusted advisor

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    • Specify Lead Source in Dynamics CRM 2011

      Paul Nieuwelaar, 01 June 2011

      In a previous post of mine I described how to make a field appear when ‘Other’ is selected from the Relationship type option set on the Account form in Dynamics CRM 4.0. In this post I will be doing a similar task, however I will be making the field appear when someone selects ‘Other’ from the Lead

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    • Native SharePoint Functionality in Dynamics CRM 2011

      Roshan Mehta, 31 May 2011

      The Document Management feature of Dynamics CRM 2011 allows you to view your SharePoint documents from within Dynamics CRM and relate them to your CRM records. We have already taken a look at what is involved to setup Document Management and have also seen how we can use it within our business. In t

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