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DYNAMICS CRM 2011: Our Team Day Out
Jaime Smith, 09 November 2012
Earlier this month Team Magnetism had an outing to a beautiful beach in the North Island. It was a fantastic day of team building and vision setting for the coming year. As some of you may be aware, over the past month there have been changes at Magnetism. However, change can be tough on e
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How to Check your Current Dynamics CRM 2011 Rollup Version
Paul Nieuwelaar, 08 November 2012
If you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.
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Goals Management – Adding Stretch Targets To System Goal Progress Charts
Colin Maitland, 05 November 2012
Previously I described how to create new personal Goal Progress charts in Microsoft Dynamics CRM 2011 based on the existing Goal Progress charts with the addition of the Stretch Target value. In this blog I will describe how to modify the existing system Goal Progress Charts to include the Str
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CRM 2011: SSRS Lookup Function - Merge Aggregate Datasets
Nathan Eccles, 04 November 2012
A significant limitation of SSRS when building reports for CRM Online is the inability to use 2 different Datasets in 1 table. Often this is not a problem, as we can build queries which will retrieve the information we need from multiple entities. However sometimes this presents problems when attemp
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VS 2010 and VS 2012 Side by Side ILMerge
Gayan Perera, 02 November 2012
I recently received a bug with an old plugin, this plugin project had post build steps which ILMerged multiple assemblies. When I build the project on a machine that didn’t have Visual Studio 2012 it compiled, ran the post build steps correctly, but when I run it on a machine that has both Vis
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Converting a Personal Chart into a System Chart
Roshan Mehta, 01 November 2012
As a CRM 2011 administrator, how many times have you built a system chart for your end users only to find out that it’s not exactly what they wanted? Sometimes what is requested and what is built are two totally different things and you just end up looking silly in front of your end users. A n
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CRM 2011: Retrieve Hierarchical Records - Recursive FetchXML
Nathan Eccles, 31 October 2012
If you have done any work with SSRS reports in CRM 2011 you will be familiar with the issues around getting reports to run in CRM Online. Most of these issues stem from the inability to use SQL to access the data, and the limitations of FetchXML. Thankfully there are almost always work-arounds, howe
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Goals Management – Adding Stretch Targets To Personal Goal Progress Charts
Colin Maitland, 29 October 2012
Previously I wrote about some of the predefined charts available in Microsoft Dynamics CRM 2011 for monitoring Goal Progress. These charts cannot be recreated or modified using the Chart Designer in Microsoft Dynamics CRM 2011. In this blog I will be providing instructions for modifying the Goal Pro
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Auto Create Price List Item for Dynamics CRM 2011 Products
Paul Nieuwelaar, 29 October 2012
The following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha
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CRM 2011 Rollup 10 What are you doing my friend…
Gayan Perera, 27 October 2012
Update: On the 17th of October 2012 Microsoft released Rollup 11 (with a re-release of the outlook client) which addresses this issue. You can download it from the link below. http://www.microsoft.com/en-us/download/details.aspx?id=34969 In August rollup 10 was released for Dynamics CRM 201
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Goals Management in Dynamics CRM 2011 - Goal Charts
Colin Maitland, 26 October 2012
One of the primary ways in which Goal Progress is viewed in Microsoft Dynamics CRM 2011 is through the use of charts. There are several predefined charts provided for Goal Progress in Microsoft Dynamics CRM. These are: Goal Progress, Percentage Achieved and Todays’ Target vs. Actuals. The fol
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CRM 2011 IFD - SSL-OffLoading and DefaultEndpointBinding Issue
Gayan Perera, 24 October 2012
Here is another little tip for your IFD configuration. Once IFD is configured you need to remove the normal HTTP binding and leave just the HTTPS binding in IIS, otherwise you’ll start seeing the following errors in your trace logs. ClaimsAuthenticationEndpointBuilder: SSL-OffLoading has not
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Silverlight Screen not Opening Some Users Dynamics CRM 2011
Paul Nieuwelaar, 23 October 2012
We built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co
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Goals Management in Microsoft Dynamics CRM 2011
Colin Maitland, 22 October 2012
Goals Management is a key feature in Microsoft Dynamics CRM 2011. At first glance this feature may seem complex to understand and configure, however, a brief investment of time into understanding Goal Management in Microsoft Dynamics CRM will provide a beneficial return. In this series of blogs I wi
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Microsoft Dynamics CRM 2011 - Failed to find Windows Identity Foundation setup package (Windows 8)
Greg Olsen, 21 October 2012
You may receive the error: Failed to find Windows Identity Foundation setup package When attempting to configure Microsoft Dynamics CRM 2011 for Outlook to connect to your CRM organisation as shown below. When you click on the View the Log File link, the error log reports the following
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