If you reading on from my last blog post, then the next couple of things to blog about would be the trip to Randy & Andy’s Convergence 2013 party and the Convergence Experience Center. Consider this blog number 2 of the series. I attended the Partner Q&A on Sunday 17th March. Quite a f
Read the full article hereWell this blog will start a series of hopefully a few blog posts during my time here in New Orleans. The journey to the USA started from the Auckland International Airport. Boy did it start! What I mean by this is that the automatic link from NZ to USA for check-in failed and AirNZ had about 150
Read the full article hereIn this blog I will describe how to configure the Microsoft Dynamics CRM 2011 Instance Adapter for integrating two Microsoft Dynamics CRM organisations. Part 1 – Configure Microsoft Dynamics CRM User Accounts Ensure that you have the following user account in each of the Microsoft Dynami
Read the full article hereThere is the old adage “no one cares what or how much you know, until they know how much you care”, it seems like a fluffy statement but it is pertinent to all human engagement - in my experience, it underpins any successful partnership! I am not talking about us being recognised as thei
Read the full article hereIn my previous blog I provided instructions for downloading the components required to install the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM 2011 Instance Adapter. In this blog I will provide abbreviated/ annotated instructions, from the Connector for Microsoft Dyna
Read the full article hereSpotted a blog post mention on Twitter today, which I thought I would re-post to my blog for future reference as it had some good info on Unit Testing well worth giving a plug for. Since I am a BIG fan of Test Driven Development (even with Microsoft Dynamics CRM – don’t let anyone t
Read the full article hereMicrosoft Dynamics CRM 2011 Polaris release has brought so many useful features to the users of Dynamics CRM. In this blog post I will give you an overview of the new features. Multiple browser support Polaris update has provided us the functionality of multiple browser support. Now yo
Read the full article hereAnother time consuming task of deploying software updates is backing up existing application files, configuration files, databases etc etc which adds to the overall deployment time. These tasks can be automated. In this blog post we’ll look at automating the backup of CRM 2011 SQL databases be
Read the full article hereA few days ago I was listening to a talk on DotNetRocks.com by Gary Short where he talks about “Technical Debt”. Timing couldn’t be better; couple of weeks ago we started a large Dynamics CRM 4 to CRM 2011 upgrade. The original project was done by another vendor and the debt
Read the full article hereCheck out my presentation from the March Auckland xRM/CRM User Group, where I demo how to configure Dynamics CRM 2011 online with Yammer. This live presentation includes: - What is Yammer? - Why you should use Yammer - What you need before performing the Integration - Config
Read the full article hereRecently a new adapter for Microsoft Dynamics CRM 2011, named the Microsoft Dynamics CRM Instance Adapter, has been released for use with the Connector for Microsoft Dynamics. The Connector for Microsoft Dynamics may be used to integrate/synchronise data between Microsoft Dynamics CRM
Read the full article hereFinally! The Yammer integration is here. If you’re a Microsoft Online customer you’ll be able to take full advantage of this integration. Here is a step by step guide to integrating Yammer with Dynamics CRM. It is very important to keep in mind that the initial hoop you have to jump thro
Read the full article hereRecently a fellow college wanted to disable the inline notes control. Requirement was to still be able to see all the notes but not add or edit existing notes inline. With RU12/Polaris the notes control changed, therefor existing solutions for disabling the control doesn’t work. We also need t
Read the full article hereThe new process form for the Case entity in the December 2012 Update includes a new feature which makes it easy for customer service representatives or support technicians to find similar cases that may help with resolving a particular case. This feature is called the Find Similar Cases Quick Form a
Read the full article hereThe next release for Microsoft Dynamics CRM Online has been done! CRM Online now includes of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social networking scenarios offered through Yammer. Yammer integration will mean you can post messages from Micros
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