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Setting Values Programmatically via the CRM 2011 SDK
Roshan Mehta, 19 July 2012
In this blog, I will show you how to set field values for Microsoft Dynamics CRM 2011 entities using the Microsoft Dynamics CRM 2011 SDK. Previous versions of Dynamics CRM required the use of specific “CRM data types” such as CrmBoolean or CrmDateTime which can be frustrating when it com
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Activity Feeds Issue in Importing Managed Solution of Dynamics CRM 2011
Zhen Yuwang, 18 July 2012
Today I got an error when I imported a managed solution of Dynamic CRM 2011 from my Development environment to an online instance. Its message showed the error on System View of Account like this: A managed solution cannot overwrite the SavedQuery component with Id=61273827-328e-e011-95ae-00
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Dynamics CRM 2011: Certification & Exams
Mark Bradman, 17 July 2012
A contractor enquired few weeks ago about attaining certification in Microsoft Dynamics CRM 2011. While she was currently under an extended contract, her concern was that as large as her employer was they only used a small portion of the available functionality, meaning that: • There was
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The Complete Marketing Campaign aka Campaigns in Dynamics CRM 2011
Mark Bradman, 16 July 2012
Tracking our series of blogs around the Marketing out-of-the-box functionality of Microsoft Dynamics CRM 2011, we have explored how to run a Quick Campaign (eg. Emailing marketing letters) to every lead from a Trade Show within minutes of returning to the office. Today we start exploring what
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 2
Vincent Zhong, 15 July 2012
In my previous blog post I have shown you the diagram I created for Xrm.Page.ui, and used a simple example to illustrate how to use the diagram. In this post I will show you some more examples on how you can use the diagram to speed up your Xrm.Page development. You can download the full size
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Considerations When Adding A Business Required Field To Contacts – Part 5
Colin Maitland, 14 July 2012
Qualifying Leads and converting a qualified Lead to a Contact record is another method for creating Contacts in Microsoft Dynamics CRM 2011. In my previous blogs I have reviewed other methods for creating Contact records such as New Contact, Add Contacts, Import Data and Track. In this blog I will b
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Dynamics CRM 2011: Project Culture…Begins in the Analysis Phase with the Project Charter
Jaime Smith, 12 July 2012
Earlier this year I touched on the importance of setting up the right climate or culture for your projects. The time to start setting the scene is right at the start, during the analysis phase. It is at this point that we can bring all involved in the project into alignment and agree on the im
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Creating & Editing Templates for Marketing Emails in Dynamics CRM 2011
Mark Bradman, 11 July 2012
In our previous blog scenario, we emailed a marketing letter to a list of prospects we obtained from a Trade Show using a Microsoft Dynamics CRM 2011 out-of-the-box Template. It’s one of the joys of Microsoft products that they come with numerous templates to help you get started. Inev
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 1
Vincent Zhong, 10 July 2012
I have been working with Microsoft Dynamics CRM 2011 for more than 6 months now. Same as many people, I started with from customization and JavaScript. And I believe Xrm.Page Object Model is one of the most important new features of Dynamics CRM 2011 and a must have tool for your Dynamics CRM progra
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Track All Staff Emails Anonymously using Dynamics CRM 2011
Paul Nieuwelaar, 08 July 2012
The requirement: Simply put, we needed to track all emails ‘to’ and ‘from’ any staff member in Dynamics CRM 2011. Not all Staff members are CRM Users, and using the Email Router for each staff member is not an option due to the administrative overhead involved with maintaini
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The difference between UserId and InitiatingUserId in Plugin of Dynamic CRM 2011
Zhen Yuwang, 07 July 2012
In this Blog, I want to discuss the difference between UserId and InitiatingUserId of IExecutionContext interface in Dynamic CRM 2011 plugin. The explanations of them are given in MSDN like this: • IExecutionContext.UserId Property: Gets the global unique identifier of the system user for
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Create Campaign Responses in Dynamics CRM 2011
Megha Kainth, 06 July 2012
Campaign responses are a mechanism to track the record of responses which we receive for our campaigns. Once we have created a Campaign and distributed Campaign activities the next step is to track the responses from the target group members. There are four different ways to record Campaign Response
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Considerations When Adding A Business Required Field To Contacts – Part 4
Colin Maitland, 05 July 2012
There are a number of methods for creating Contacts in Microsoft Dynamics CRM 2011. These include New Contact, Add Contacts and Import Data. These methods are available in the Microsoft Dynamics CRM for Outlook Client. The New Contact and Import Data methods are also available in the Microsoft Dynam
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The Microsoft Dynamics CRM 2011 Discovery Service
Roshan Mehta, 04 July 2012
The Microsoft Dynamics CRM 2011 Discovery Service is a web service which lets us determine the organizations that a particular user belongs to. It provides information such as the organisation friendly name, URL endpoints, unique id, version, unique name, URL name, and the current state (whether it
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Microsoft Dynamics CRM [RIC]: Managing Donations
Sumeet Singh, 03 July 2012
RIC (Relationship Information Centre): Not For Profits Receiving and dealing with donations plays an important role in not-for-profits organisations – but managing them can equally be as important. In this blog I’ll be shinning some light on how you can manage your donations in RIC easil
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