-
CRM 2013 Activate or Deactivate Workflows Owned by Another User
Paul Nieuwelaar, 16 July 2014
In CRM 2011, whenever we wanted to edit a workflow owned by another user, we had to assign the workflow to ourselves before editing it. Then if that user needed to be reassigned back to the workflow, we would have to assign it back to them, however then we would not be able to activate it, so you ei
Read the full article here -
Converting XML to C# classes in one click
Ahmed Anwar, 10 July 2014
Sometimes when integrating between external systems or reading XML from I/O, you might need to deserialize that XML string into a runtime object. Because converting an XML into an object will give lots benefits rather than parsing the XML and then extracting/manipulating nodes. Luckily, in Visual S
Read the full article here -
Microsoft Dynamics CRM – Advanced Find in Global Nav –Wouldn’t that be nice?
Greg Olsen, 10 July 2014
I have submitted a request into Microsoft Connect to allow a well-used CRM feature, the Advanced Find, to be made available on the Global Navigation Bar. If you have been using CRM for a number of years or used earlier versions of CRM you would be familiar accessing the Advanced Find reasonably easi
Read the full article here -
Successful CRM
John Eccles, 10 July 2014
Not all CRM projects are successful! There are a lot of anecdotes and figures about CRM failure out there, many of which are highly suspect at best. I think Bob Thompson provides a realistic view of the CRM success statistics in the 2004 article, Successful CRM: Turning Customer Loyalty into Profi
Read the full article here -
Microsoft Social Listening – Helpful Videos
Greg Olsen, 10 July 2014
This blog post I will list a table of some helpful videos relating to Microsoft Social Listening, which has just been released by Microsoft recently. The table below has a listing of the different areas relating to Microsoft Social Listening with their corresponding links to the video
Read the full article here -
Dynamics CRM 2013 Advanced Find Custom Queries Saving Personal Views
Manjula Chetty, 10 July 2014
In this blog I will describe how to find various entities belonging to the same business unit and also saving the query as a view so that it can be accessed later when needed. Custom Query Formation If you want to find the Quotes belonging to the same business unit, you can go to Advanced Find and
Read the full article here -
VS Team Explorer for Excel and Using Publish Refresh Button
Manjula Chetty, 10 July 2014
One of the great challenges we all face is exporting test cases, list of bugs etc. from TFS to Excel so we can track information in form of charts and which can be used for reporting purposes on a day to day basis. In this post we will learn about how the test cases, bugs etc. can be imported into e
Read the full article here -
Office 365 – New Feature - First Release
Greg Olsen, 24 June 2014
Microsoft has been rolling out a new feature called ‘First Release’. This feature allows administrators of Office 365 to enable their organisation to receive a collection of Office 365 feature updates and enhancements the instant they are released from Microsoft. From Microsoft: Fir
Read the full article here -
Microsoft Dynamics CRM 2013 – Automatically Triggered Background Workflow Processes Scope
Colin Maitland, 22 June 2014
In this blog I will describe how the Scope option for automatically triggered background Workflow Processes is applied using the example of four Workflow Processes designed to be automatically triggered to execute in the background when the Description field on an Opportunity is updated by a User.
Read the full article here -
Dynamics CRM On-premise Sandbox Instances
Jared Johnson, 22 June 2014
This year new functionality was added to Dynamics CRM Online called Sandbox instances. This added administration features around creating test instances, and also had a nice effect of changing the colour of the navigation to orange and displaying SANDBOX at the top of the screen. This insures users
Read the full article here -
Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 3
Colin Maitland, 17 June 2014
In my previous blog I have outlined the differences between using Update or Set State when using Business Rules, Workflow Processes and Plugin Processes to change the Status and/or Status Reason of records for an entity where Status Transitions is enabled. In this blog I will briefly describe t
Read the full article here -
Microsoft Dynamics CRM 2013 Status Reason Transitions – Part 2
Colin Maitland, 17 June 2014
In my previous blog I described the new Status Reason Transitions functionality introduced with Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14. In this blog I will demonstrate the behaviour and errors that are displayed when attempting to change the Status a
Read the full article here -
Microsoft Dynamics CRM 2013 Service Pack 1 – Workflow Processes ‘Group OR’ Statement
Colin Maitland, 17 June 2014
In this blog I will briefly describe the use of the new Group OR option for conditional branches in Workflow Processes in Microsoft Dynamics CRM 2013 since Service Pack 1. When using Advanced Find in Microsoft Dynamics CRM there has always been the ability to group individual conditions together us
Read the full article here -
Real-Time Workflow Processes and Microsoft Dynamics CRM for Outlook Offline Mode
Colin Maitland, 17 June 2014
In this blog I will discuss when Real-Time Workflow Processes are executed when using Microsoft Dynamics CRM for Outlook in Offline Mode. In Microsoft Dynamics CRM, Workflow Processes are not executed when using Microsoft Dynamics CRM for Outlook Client in Offline Mode. However, with the release of
Read the full article here -
CRM 2013 How to Change the Main Navigation Header
Gayan Perera, 17 June 2014
Recently we received a request to change the main navigation header label from “Microsoft Dynamics CRM” to “<Client Name>”. There is currently no known supported way of doing this so we looked at how we can do this in an unsupported manner. To do this you’ll need
Read the full article here
Filter by Category
Filter by Author
Adam Murchison
Alfwyn Jordan
Arthur Mandisodza
Calum Jacobs
Colin Maitland
David Mochrie
Dominic Liu
Gayan Perera
Harshani Perera
Isaac Stephens
Jaime Smith
Jared Johnson
John Barrencechea
John Eccles
Lauren Withers
Paul Nieuwelaar
Roshan Mehta
Roz Millar
Ryan Blaikie
Ryan Ingram
Sarah Coleman
Sean Roque
Shalane Williams
