• Dynamics CRM 2011 New & Improved Queues

      Simon Phillips, 16 November 2010

      Queues were a very productive way to organise and assign work to people but unfortunately in CRM 4.0 you could only assign Cases to a queue, and if you had a team of people who could solve or who all work on the same things at the same time you had to go and share the record with them for them to be

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    • Microsoft Dynamics CRM 2011 Feature – Dynamic Lookups

      Vitalii Symon, 12 November 2010

      Today I’ll step you through another simple but very useful CRM2011 feature – dynamic lookups. One of the main points of the CRM dynamic interface (which can be built and customized easily with minimal set of skills and that’s why so easy to use) is lookup control. Establishing relationships between

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    • Accessing Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 11 November 2010

      Traditionally in Dynamics CRM 4.0, users can access records of any entity from any of the system or custom views (assuming they have the correct privileges). Although this is highly useful when working with tools such as Advanced Find, it still takes a few clicks to get to the record you want to vie

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    • Creating additional forms in Dynamics CRM 2011

      Paul Nieuwelaar, 10 November 2010

      In Dynamics CRM 4.0, you had one form for each entity, and everyone who had access to that entity could view the form. There was no out-of-the-box way to restrict users to certain parts of the form, or even have the form appear differently for some users. But now, with Dynamics CRM 2011, you can cre

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    • Auditing in Microsoft Dynamics CRM 2011

      Simon Phillips, 09 November 2010

      For how long have you wanted to have entities or even singular or multiple fields on a form audited without having it just stored in the notes? Or have a custom entity built and a plugin or workflow to create new records to create an audit history? Well now your wait is over because CRM 2011 is prov

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    • What’s this word “Can’t” I hear all the time…

      Gayan Perera, 08 November 2010

      Lately I’ve been hearing this word “It can’t be done” or “It’s not possible” all the time and it’s getting annoying, these words/phrases are poison to developers, especially young people who are just starting their career, when all they hear is “can’t / not possible” it conditions them to think that

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    • Creating the Ultimate Demo Laptop for Showcasing Microsoft Dynamics CRM 2011 with SharePoint 2010

      Mark Smith, 07 November 2010

      I have been using an HP EliteBook 2740P with a Solid State Drive for the last few months and tried to set it up to effectively demo Dynamics CRM 2011.   The Specifications are as follows: • Processor: Intel® Core ™ i7 CPU M620 @ 2.67GHz • Installed RAM: 8.00 GB 97.80 GB usable) • HDD: 146 G

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    • The Cloud – What’s that?!

      Louise Alderton, 06 November 2010

      We can already see that CRM 2011 is an absolute game-changer. One contribution to this movement is the ‘cloud’. A primary offering of CRM 2011 is a strong movement into the cloud. So what exactly is that? And how can it benefit me? Many products have already moved to the cloud and I wouldn’t be surp

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    • Field level Security in Dynamics CRM 2011

      Paul Nieuwelaar, 03 November 2010

      In Microsoft Dynamics CRM 2011 it is possible to set field level security on new fields, or existing fields that you have created. Unfortunately, at this time CRM 2011 doesn't support setting security on default fields, but hopefully with the full release of Dynamics CRM 2011 this will change.  

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    • What’s new in System Settings for Microsoft Dynamics CRM 2011?

      Simon Phillips, 02 November 2010

      Well let’s start by having a look at the layout changes there is in the Settings area.       Straight away there is some stand out differences between CRM 4.0 and CRM 2011, let me just list them for you: • Everything is split into sections like every other area. • More us

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    • Instant Tax, Just Add a CRM 2011 Plugin

      Gayan Perera, 01 November 2010

      October 1st is the day here in New Zealand where the G.S.T (Goods and Services Tax) changed from 12.5% to 15%. If you're using Microsoft Dynamics CRM 4.0 or are about to implement CRM 2011 then this is a good opportunity for you to future proof your system. We've seen many implementations of Dynami

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    • Sort, Sift, Save and Set in Dynamics CRM 2011 – Part 2

      Louise Alderton, 30 October 2010

      In my last post I looked at the Filter feature in Dynamics CRM 2011. To sum this up it is a function that allows you to manage and view information and data inside CRM the way you want to. If you are familiar with the filtering function in Microsoft Excel you will notice some similarities. This is a

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    • Create a new Activity Entity in CRM 2011 simply by checking a box!

      Paul Nieuwelaar, 27 October 2010

      In Microsoft Dynamics CRM 2011, it is now possible to create your own activity entities. So if you’re not happy with just the standard activities, you can now specify when creating a new entity, whether it will be a standard entity, or whether it will be classed as an activity. You may have noticed

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    • Microsoft Dynamics CRM 2011 Pin Views and Records

      Simon Phillips, 26 October 2010

      Do you have a record or view in Dynamics CRM that you use every day? Are you sick of navigating to that view or having to manually find that record you are after? Well in Dynamics CRM 2011 all these issues have been solved with the ability to pin views and records - Like having your own built in fav

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    • Account Credited $1,000,000! Thanks CRM 2011 and SMS

      Gayan Perera, 25 October 2010

        Not real dollars but close enough with Dynamics CRM 2011 custom activities! I must say I'm liking these solution packages, it makes it so much easier to bundle and deploy custom add-ons.   In Dynamics CRM 2011, when you create a new entity you have the option of making it a custom activi

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