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Dynamics CRM HTML Web Resources in Visual Studio 2013
Roshan Mehta, 15 July 2013
Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.
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Restricting Access for Integrations to Microsoft Dynamics CRM 2011 Using Security Roles
Colin Maitland, 14 July 2013
In my previous blog I wrote about restricting access to Microsoft Dynamics CRM Online using the Non-Interactive User Access Mode. This mode restricts users from connecting to and interacting with Microsoft Dynamics using either the Microsoft Dynamics CRM Web Client or the Microsoft Dynamics CRM
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Dynamics CRM 2011 – Prevent Header Web resource disappearing
Jared Johnson, 11 July 2013
On a Dynamics CRM project we had a requirement to show a simple static html page in the header of a contact form. We achieved this by adding the html page as a web resource to CRM and then using the insert web resource button to insert the page into the header. Pre Rollup 12 this worked fine, howeve
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Restricting Access for Integrations to Microsoft Dynamics CRM Online Using the Non-Interactive Access Level
Colin Maitland, 08 July 2013
When integrating Microsoft Dynamics CRM Online with other systems, such as another Microsoft Dynamics CRM Organisation, an Enterprise Resource Planning (ERP) system, or any other system it is common to use either an in-house, partner, third-party, or Microsoft provided solution such as the Connector
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Microsoft Dynamics CRM Service Health – Incident Example
Colin Maitland, 07 July 2013
On June 25 I encountered an error when attempting to connect to Microsoft Dynamics CRM Online using the Microsoft Dynamics CRM Software Development Kit (SDK). By logging into the Microsoft Online Portal, I found that there was a Current Health status of Service Degraded for CRM. The det
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 8 – Record Actions
Colin Maitland, 26 June 2013
In this series of blogs, starting with this one, I have written about the Connector for Microsoft Dynamics with an emphasis on integrating data between two Microsoft Dynamics CRM Organisations using the Microsoft Dynamics CRM Instance Adapter. Two blogs ago in this series, I wrote that I would
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CRM 2011 – SendEmailRequest Not Working?
Roshan Mehta, 25 June 2013
There is one “gotcha” when using the SendEmailRequest in the Microsoft Dynamics CRM 2011 SDK. I have seen questions asked throughout the community where developers are trying to programmatically send an e-mail, but the recipient never receives it. The e-mail message appears in the Activi
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Microsoft Office 2003 Not Supported in Next Major Release of Microsoft Dynamics CRM (Orion)
Colin Maitland, 23 June 2013
In a recent update from Microsoft regarding the next major release of Microsoft Dynamics CRM (known as Orion), Microsoft have advised that Microsoft Office 2003 will no longer be supported. Refer to http://technet.microsoft.com/en-us/library/dn265924.aspx. This brings the Microsoft Dynamics CR
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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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