• Connecting your Records in Microsoft Dynamics CRM 2011

      Bina Limbu, 07 December 2011

      To promote your teamwork, collaboration and to best manage business and sales process you can create connections between the records stored in Microsoft Dynamics CRM. You can connect records such as account, contacts, users, quotes, sales orders and other record types and describe the relationships.

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    • Conditional Formatting in Microsoft Dynamics CRM 2011 for Outlook

      Roshan Mehta, 06 December 2011

      A cool feature of Microsoft Dynamics CRM 2011 for Outlook is the ability to apply conditional formatting to records in a view. Conditional formatting allows you to define a set of conditions so that certain records in a view stand out from the rest. Users have control over the styling they want to a

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    • Using JavaScript to connect CRM and SharePoint

      Marc Whitlow, 05 December 2011

      I have recently been working on a project where the client requested that their Activities in Dynamics CRM are displayed in SharePoint 2010. However, there was a catch. The projects which exist in SharePoint 2010 and the Projects Entity in Dynamics CRM 2011 have no logical connection therefore the o

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    • Data Validation in Microsoft Dynamics CRM 2011

      Roshan Mehta, 04 December 2011

      Data validation is the process of ensuring that clean, consistent, and accurate data is input into a system to make sure that useful analysis and reporting can be performed on business data. Microsoft Dynamics CRM 2011 provides various methods for data validation such as duplicate detection, field c

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    • Upgrading to Dynamics CRM 2011 using SureStep Methodology

      Jaime Smith, 03 December 2011

      Currently we are working on an upgrade from CRM 4.0 to Dynamics CRM 2011, it is a large scale project and to ensure we dot all our  I’s and cross all our t’s I have been utilising Microsoft SureStep Upgrade approach.  In order to access these resources you need to be a Microsoft partner or

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    • Microsoft Dynamics CRM 2011, creating custom system charts

      Vlad Arabajiev, 02 December 2011

      The latest Update Rollup 5 in Microsoft Dynamics CRM 2011 introduces some really cool new features. There are improvements in creating and editing System and Personal charts. New enhancements are added in working with Dialogs and Workflows. Data management is also improved, there have been CRM Outlo

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    • Update Related Records with One Click!

      Zhen Yuwang, 01 December 2011

      Are you annoyed by having to update Contacts’ details one by one with same content? Here is a task, which is retrieving current Account’s multi Contacts and updates them by Account’s details. This task uses a HTML page with JavaScript, fetches account’s information, finds the relevant Contacts and u

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    • Want to get trained in Microsoft Dynamics CRM 2011?

      Megha Kainth, 30 November 2011

      In my previous blog post I have given some tips to pass Microsoft Dynamics CRM 2011 Application exam. In this blog post I will share one of my secrets to passing Dynamics CRM 2011 Applications exam. I have attended the training for users provided by Magnetism which helped me clarifiy my concepts of

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    • Learning Resources for Dynamic CRM 2011

      Vincent Zhong, 29 November 2011

      As a Trainee Dynamic CRM Developer, continuously learning is one of my daily tasks. In my last 3 weeks, I have spent lots of time in Googling and reading all sorts of learning materials about Dynamic CRM 2011. Now I would like to share some of them with you. If you are new to Dynamic CRM 2011, and w

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    • Modifying Translations in Dynamics CRM 2011

      Roshan Mehta, 28 November 2011

      Sometimes it is important for a CRM implementation to be setup in such a way that Users can see entity and field labels in different languages. For this we can install language packs, however this is not useful in situations where there are no language packs available for a specific language. For ex

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    • Record Hyperlinks Available in Dynamics CRM 2011 Workflows

      Paul Nieuwelaar, 27 November 2011

      For a long time now, Dynamics CRM users have been requesting the ability to add a hyperlink to a Workflow, so that when you receive a reminder or notification email, you can quickly click the Record URL to open the CRM record. There have been a few different solutions available on the CRM Marketplac

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    • Dynamics CRM 2011 – E-Learning

      Jaime Smith, 26 November 2011

      It is clear that Microsoft provides an array of assistance to those who use and develop Dynamics CRM 2011.  The final area that I am going to explore is the E-Learning site which you can access via the Microsoft Resource Centre from within you CRM Instance.  You need a WindowsLive ID* to s

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    • Check out the new Activity feeds in Dynamics CRM 2011

      Bina Limbu, 25 November 2011

      Activity feeds is one of the latest rollup upgrades in Dynamics CRM 2011. It allows CRM users within the organization to communicate in more social ways and quickly share the latest updates on the activities relevant to the people, accounts, contacts, leads, opportunities etc. On social media such

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    • Dynamics CRM 2011 Customization Course and Exam Preparation

      Paul Nieuwelaar, 22 November 2011

      Since its initial release late last year, I have been working with Dynamics CRM 2011, performing customizations to meet the requirements of many different clients. Just recently, I sat and passed the Microsoft Dynamics CRM 2011 Customization and Configuration exam (MB2-866). In this post I will prov

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    • Dynamics CRM 2011 – Resource Centre

      Jaime Smith, 20 November 2011

      Continuing our journey through CRM Help – let’s look at the Online Resource available to assist us in understanding CRM and become competent users.   You can find a link on your left hand navigation, the Resource Centre will open up within your CRM.  This feature makes learning and he

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