• Inserting image into Dynamics CRM 2011 entity form – Revised

      Vincent Zhong, 28 January 2012

      In my last post, I talked about the improvement I made to the Entity form image using Silverlight approach. This week some changes were made: The first change was to hide the image when the form is a new entity form. You can see from the screenshot below if the user tries to create a new Counsellor

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    • Using Parallel Wait Branches in Dynamics CRM 2011 Workflows

      Zhen Yuwang, 25 January 2012

      Recently, I was working on a workflow in Dynamic CRM 2011. Most of them are not very complex, however I encountered a tricky one. First, when a Contact is created, 3 Tasks (Email, mail and phone call) should be created as well. Then the workflow waits for the user to complete these tasks. If the use

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    • Merge functionality in Dynamics CRM 2011

      Megha Kainth, 24 January 2012

      Dynamics CRM 2011 provides the functionality to merge records. This is useful when we have duplicate records that have different information recorded.  By using this feature of Dynamics CRM we don’t need to worry about losing important data as we can simply merge two records together.   Me

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    • Creating Services and Selection Rules Dynamics CRM 2011

      Paul Nieuwelaar, 23 January 2012

      In my last post, I introduced service scheduling, and what it is capable of in Dynamics CRM 2011. One of the things that were mentioned was the ability to create Services (such as ‘Wheel Change’), which contains certain Selection Rules (such as 1 Technician, and 1 Work Bay from the same site). In th

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    • Managing Mail Merge Templates Using Solutions in Dynamics CRM 2011

      Vlad Arabajiev, 22 January 2012

      In this blog I will demonstrate how you can manage your Mail Merge Templates by using Solutions. The main benefit here is that you have the ability to preserve your Mail Merge templates in a secure place. This comes in quite handy when you are dealing with a number of templates. You might want to cl

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    • Inserting image into Dynamics CRM 2011 entity form

      Vincent Zhong, 21 January 2012

      In my last post, I talked about how to use JQuery to insert an image into entity form, but you do need to get the static URL of the image, and you also need some JQuery skill to modify the code. I used the combination of JQuery and Silverlight, to achieve the image upload function. Below is the new

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    • Dynamics CRM 2011 and Html 5 – Making a Connection

      Marc Whitlow, 20 January 2012

      When creating forms in Html 5 submitting the data to a source such as Dynamics CRM requires a connector to be between your form and Dynamics. In order to make this connection we used a .NET Connector written in C#. This allows us to send data from the html5 form using JSON data which has been serial

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    • Converting JavaScript for a Dynamics CRM 2011 Upgrade

      Roshan Mehta, 19 January 2012

      Upgrading from Dynamics CRM 4.0 to Dynamics CRM 2011 can be a big job especially when the original system is heavily customized. The resulting system after the upgrade needs to be thoroughly tested to ensure that any additional business logic functions as expected. In this post, we will take a look

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    • Filter Option sets by another field in Dynamic CRM 2011

      Zhen Yuwang, 18 January 2012

      To hide or show some options of an option set based on another field is not very difficult in Dynamic CRM 2011. To start, we have two option sets, one is the customer type and the other is phone type.   So every time the “Customer” option set changes we want the “Phone” option set to change. W

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    • Dynamics CRM 2011 Service Scheduling Engine

      Paul Nieuwelaar, 16 January 2012

      If you’re a regular Dynamics CRM user, you’ve probably seen or heard something about what Service Scheduling can offer in Dynamics CRM. The truth is the Dynamics CRM 2011 Service Scheduling Engine is a lot more powerful than what you may realise. I will be showing how useful the Service Scheduling E

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    • Dynamics CRM 2011 – Managing Change in projects

      Jaime Smith, 15 January 2012

      In any project, change is inevitable, of course everyone does their best to analyse and best define requirements and design during those phases of the project but there is always something that flies under the radar.  In order to manage and mitigate the impact of changes that occur after design

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    • Using Hyperlinks with Mail Merge, Dynamics CRM 2011

      Vlad Arabajiev, 14 January 2012

      We are going to explore the capabilities of Microsoft Word to integrate with Dynamics CRM 2011. We want to create some good looking Mail Merge Templates, include images in them, and hyperlinks. That way we can impress the customer by both the use of nice images and also providing links. Including hy

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    • How to use JQuery to insert image into Dynamics CRM 2011 form

      Vincent Zhong, 13 January 2012

      If you open any entity form in Dynamics CRM 2011, like the one below You will see a very similar layout. However there will be a time when you may want to attach a photo to a record, like Account or Contact. In the next couple of blog posts, I will explore the best way to add a photo to the record.

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    • Cloning Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 12 January 2012

      We were recently asked to build a record cloning system in Microsoft Dynamics CRM 2011 where the customer would be able to click on a Clone Contract button on a custom “Funding Contract” entity form ribbon and have an identical record automatically pop open. There are multiple solutions we could use

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    • Creating an Audit Plugin in Dynamics CRM 2011

      Zhen Yuwang, 11 January 2012

      Recently I worked on a Plugin that was required to send an email notifying specified users of changes to any updated fields’ including the display name, original value and updated value. We needed some entities to contain values before update and after update. The “name” property of “EntityReference

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