• Goals Management in Microsoft Dynamics CRM 2011

      Colin Maitland, 22 October 2012

      Goals Management is a key feature in Microsoft Dynamics CRM 2011. At first glance this feature may seem complex to understand and configure, however, a brief investment of time into understanding Goal Management in Microsoft Dynamics CRM will provide a beneficial return. In this series of blogs I wi

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    • Microsoft Dynamics CRM 2011 - Failed to find Windows Identity Foundation setup package (Windows 8)

      Greg Olsen, 21 October 2012

      You may receive the error: Failed to find Windows Identity Foundation setup package When attempting to configure Microsoft Dynamics CRM 2011 for Outlook to connect to your CRM organisation as shown below.    When you click on the View the Log File link, the error log reports the following

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    • Dynamics CRM 2011: Prevention is better than Cure

      Jaime Smith, 19 October 2012

      Implementing a new technology into your business brings significant change and cost to the organisation.  How can you ensure that the software you have chosen is the best fit and offers the best return on investment?  As the old saying goes…”prevention is better than cure&rdq

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    • Understanding the CRM 2011 Data Structure

      Roshan Mehta, 18 October 2012

      One of the great things about Microsoft Dynamics CRM is the ability to track relationships between different entities in the system. This allows users to see a 360 degree view of customers to perform timely follow-up and establish better relationships with the people that matter most. In this blog,

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    • CRM 2011 IFD Crashed CRM 4 Upgraded Plugins

      Gayan Perera, 17 October 2012

      This is another issue we faced with an upgrade of CRM 4 to CRM 2011. The system had an old CRM 4 plugin that got automatically upgraded and it worked fine before IFD was configured but once IFD was configured it crashed with the following message: The underlying connection was closed: Could not esta

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    • Globally Define Error Report Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 16 October 2012

        Microsoft Dynamics CRM has encountered an error. Please tell Microsoft about this problem. Send Error Report, or Don’t Send. If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these

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    • CRM 2011 SSL IE8 Issue

      Gayan Perera, 15 October 2012

      Here’s a quick tip, if you’ve configured Dynamics CRM 2011 to use SSL (e.g. for IFD) and you have users who are still on IE8 you’ll notice that IE8 doesn’t cache the secure responses. Therefore each time you open a form it’ll make 100-200 requests! It also brings anothe

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    • Step by Step Approach to CRM Implementation

      John Eccles, 14 October 2012

      The greatest risk of CRM project failure is to tackle too many business processes or too much functionality at once.  It can be like trying to eat an elephant at one sitting. It can overwhelm end-users. I recommend a strategy of incremental improvement: start small, achieve some successful ou

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    • CRM 4 Outlook Client – Automagically Moving Url to Trusted Sites

      Gayan Perera, 12 October 2012

      We recently implemented IFD for a large customer, due to various constraints and issues with the outlook connector we decided to leave the existing CRM 4 connector on the client machines and then push the url changes through GPO directly into the registry. However when we did this the CRM 4 outlook

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    • Pros and Cons of Dashboards in CRM 2011

      Roshan Mehta, 11 October 2012

      Dashboards are a very popular feature in Microsoft Dynamics CRM 2011 and allow users to analyse data quickly through visualizations. These visualizations include charts, lists (views), web resources, and iFrames. In this blog, we will take a look at some of the pros and cons of dashboards and their

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    • Qualify a Lead in Dynamics CRM 2011 using a Dialog Process

      Paul Nieuwelaar, 09 October 2012

      In Dynamics CRM 2011, to qualify a lead we must use the out-of-the-box ‘Qualify Lead’ method where you select to qualify or disqualify the lead, then if you choose to qualify, you can select which records to create (Contact, Account, and Opportunity). This process works well if you are u

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    • Pricing Products – Part 11 – Override Pricing Privileges

      Colin Maitland, 08 October 2012

      The Product Catalog in Microsoft Dynamics CRM is used to define Products and Pricing for use with Campaigns, Customers, Opportunities, Quotes, Orders, and Invoices. Users may add products from Price Lists or add Write-In products to an Opportunities, Quotes, Orders and Invoices. They may also overri

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    • Considerations when building APIs for CRM 2011

      Roshan Mehta, 04 October 2012

      Our development team has been working on an API to pull and push data to and from a large system built on the Microsoft Dynamics CRM 2011 platform. The API would be used to present data in JSON format to make it easy for a website to display the information in a user-friendly manner. It would also a

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    • Managed to Unmanaged – Kids don’t try this at home!

      Gayan Perera, 02 October 2012

      I recently demonstrated how you can convert a managed solution into an unmanaged one at TechED 2012. If you missed it, catch it on Channel9 (http://channel9.msdn.com/Events/TechEd/NewZealand/TechEd-New-Zealand-2012/DYN401). Couple of things to note when using this method; once you run this SQL scri

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    • Pricing Products – Part 10 – Campaign Specific Price Lists

      Colin Maitland, 01 October 2012

      In this series of blogs I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. In my previous blog I wrote about Customer specific Price Lists. In this blog I will be writing about Campaign specific Price Lists and how they are used when con

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