I think it’s important for everyone now to start reviewing their current CRM 2011 customisations using the Custom Code Validation Tool to ensure their existing customizations will work with the next service release of CRM 2011, code named Polaris, which is due in December 2012. It is noted tha
Read the full article hereWhen you create new personal or system chart in Microsoft Dynamics CRM 2011, the system automatically applies a colour scheme which you are unable to change at design time through the user interface. This can impact the readability of the chart – for example the series and font colours may cla
Read the full article hereEarlier this month Team Magnetism had an outing to a beautiful beach in the North Island. It was a fantastic day of team building and vision setting for the coming year. As some of you may be aware, over the past month there have been changes at Magnetism. However, change can be tough on e
Read the full article hereIf you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.
Read the full article herePreviously I described how to create new personal Goal Progress charts in Microsoft Dynamics CRM 2011 based on the existing Goal Progress charts with the addition of the Stretch Target value. In this blog I will describe how to modify the existing system Goal Progress Charts to include the Str
Read the full article hereA significant limitation of SSRS when building reports for CRM Online is the inability to use 2 different Datasets in 1 table. Often this is not a problem, as we can build queries which will retrieve the information we need from multiple entities. However sometimes this presents problems when attemp
Read the full article hereI recently received a bug with an old plugin, this plugin project had post build steps which ILMerged multiple assemblies. When I build the project on a machine that didn’t have Visual Studio 2012 it compiled, ran the post build steps correctly, but when I run it on a machine that has both Vis
Read the full article hereAs a CRM 2011 administrator, how many times have you built a system chart for your end users only to find out that it’s not exactly what they wanted? Sometimes what is requested and what is built are two totally different things and you just end up looking silly in front of your end users. A n
Read the full article hereIf you have done any work with SSRS reports in CRM 2011 you will be familiar with the issues around getting reports to run in CRM Online. Most of these issues stem from the inability to use SQL to access the data, and the limitations of FetchXML. Thankfully there are almost always work-arounds, howe
Read the full article herePreviously I wrote about some of the predefined charts available in Microsoft Dynamics CRM 2011 for monitoring Goal Progress. These charts cannot be recreated or modified using the Chart Designer in Microsoft Dynamics CRM 2011. In this blog I will be providing instructions for modifying the Goal Pro
Read the full article hereThe following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha
Read the full article hereUpdate: On the 17th of October 2012 Microsoft released Rollup 11 (with a re-release of the outlook client) which addresses this issue. You can download it from the link below. http://www.microsoft.com/en-us/download/details.aspx?id=34969 In August rollup 10 was released for Dynamics CRM 201
Read the full article hereOne of the primary ways in which Goal Progress is viewed in Microsoft Dynamics CRM 2011 is through the use of charts. There are several predefined charts provided for Goal Progress in Microsoft Dynamics CRM. These are: Goal Progress, Percentage Achieved and Todays’ Target vs. Actuals. The fol
Read the full article hereHere is another little tip for your IFD configuration. Once IFD is configured you need to remove the normal HTTP binding and leave just the HTTPS binding in IIS, otherwise you’ll start seeing the following errors in your trace logs. ClaimsAuthenticationEndpointBuilder: SSL-OffLoading has not
Read the full article hereWe built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co
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