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Duplicate Detection during Record Create and Update Operations Not Supported
Colin Maitland, 20 June 2013
In this blog write about the fact that Duplicate Detection Rules are not triggered when using the Updated User Interface Forms in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. Newly created and uncustomised Microsoft Dynamics CRM 2011 Organisations include a number of predefin
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CRM 2011 –Automatically Enable/Disable Plug-ins and Workflows
Roshan Mehta, 17 June 2013
I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom business logic from executing which could potentially slow down the migration process. Once the mi
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Dynamics CRM 2011 View Records Owned by My Team Members
Paul Nieuwelaar, 16 June 2013
In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter criteria “Owner - Equals Current User”. If we wanted to also see records owned b
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 5
Colin Maitland, 13 June 2013
I am now at the end of this series of blogs on integrating two Microsoft Dynamics CRM Organisations using the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM Instance Adapter. In my most recent posts I have discussed a number of findings with respect to the integration of the S
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CRM 2011 Plugins – Shared Variables
Roshan Mehta, 12 June 2013
The Microsoft Dynamics CRM 2011 platform and the execution pipeline provides the ability to pass data from one plug-in to another through an IPluginExecutionContext property called SharedVariables. This property is a collection of key/value pairs which developers can use to share data between plug-i
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Successful Implementation of CRM
John Eccles, 03 June 2013
According to a study by SandHill Group and Neochange (2008) the number 1 indication of "success" for an enterprise software implementation is "value realisation for the company." 96% of buyers thought so! But the same study showed that only 40% of buyers and 35% of software provide
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 4
Colin Maitland, 28 May 2013
In this blog I will discuss some scenarios with respect to synchronizing related Accounts and Contacts from one Microsoft Dynamics CRM Organisation to another using the Microsoft Dynamics Connector. In the sample data provided with Microsoft Dynamics CRM, Nancy Anderson is the Primary Contact
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CRM 2011 – Add Users to a Team via the SDK
Roshan Mehta, 26 May 2013
In this post, we will see how we can use C# and the Microsoft Dynamics CRM 2011 SDK to programmatically add Users to a Team. This is useful in situations where there are special conditions in your organisation that define which Team (or Teams) a particular User can belong to. The SDK makes it easy v
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Microsoft Dynamics CRM Online Free Trial, Paid Subscription, Non-Profit Charity Subscription
Colin Maitland, 23 May 2013
Since writing a previous blog on setting up a Microsoft Dynamics CRM trial some things have changed! This blog provides updated information on creating a Microsoft Dynamics CRM Online trial, converting the trial to a Paid Subscription and applying for Non-Profit Charity Pricing. Eligible
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 3
Colin Maitland, 20 May 2013
In this series of blogs I am writing about using the Microsoft Dynamics CRM Instance Adapter with the Connector for Microsoft Dynamics to integrate two Microsoft Dynamics CRM Organisations. In my previous blog: • I wrote about the impacts of attempting to integrate Towns/Citie
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Microsoft Dynamics CRM – ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management
Greg Olsen, 19 May 2013
Today Microsoft released a new white paper titled ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management. It’s great to see a white paper or information being released in this area. You can download the whitepaper here What does this white paper provide? "This paper provides a
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Windows 8 App – Using DataTemplateSelector to Select FlipView Template
Jared Johnson, 13 May 2013
While working on a Windows 8 Xaml and C# app, I was using a FlipView control to display data, however I wanted the layout of each item to change with the data displayed. To achieve this I used the DataTemplateSelector class which will switch between predefined templates. To use the DataTemplateSe
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CRM 2011 – Bulk Deletion Jobs with C#
Roshan Mehta, 12 May 2013
The ability to programmatically execute a Bulk Deletion Job in Microsoft Dynamics CRM 2011 can be useful for developers in a number of scenarios. I have found it to be particularly useful when building and testing data migration tools in a clean instance of CRM, whereby you can quickly and easily de
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Have you checked out CRM-Project?
Roz Millar, 08 May 2013
A couple of weeks ago I went on CRM-Project training course. I was doing the training for a couple of reasons: 1. We use CRM-Project and we wanted to make sure we were getting the most out of it 2. We were planning to start selling CRM-Project and wanted to make sure we would be givi
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Automatically Publish Duplicate Detection Rules in CRM 2011
Roshan Mehta, 01 May 2013
When installing a managed or unmanaged solution for Microsoft Dynamics CRM 2011, extra care must be taken to ensure that all components of the system work as expected. Duplicate Detection rules are not solution components, but if any entity metadata is modified during a solution import, all Duplicat
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