-
Microsoft Dynamics CRM 2013 Makes Business Personal
Greg Olsen, 11 August 2013
The next version of Microsoft Dynamics CRM is coming. It’s called Microsoft Dynamics CRM 2013. This version is designed to redefine how businesses engage with their customers. CRM 2013 represents the approach Microsoft Dynamics is taking to develop and deliver business solutions th
Read the full article here -
CRM 2011 – Customize Address Views?
Roshan Mehta, 08 August 2013
I have recently been working with a customer who asked if it’s possible to create new views for the out-of-the-box Address entity in CRM 2011 Online. I thought I would try this in the Chrome browser only to see that the “view toolbar” was not available, so I was unable to create a
Read the full article here -
Microsoft Dynamics CRM 2011 – UR 11 Critical Update
Greg Olsen, 06 August 2013
Microsoft has releases a Critical Update for Microsoft Dynamics CRM 2011. This update is for CRM instances who cannot upgrade their system beyond UR11 but still would like some bug fixes applied to their system. The build number for this update is 5.0.9690.2903. The KB article number is 2855319. To
Read the full article here -
Deduplication of Data during Import using Data Import Wizard and Duplicate Detection Rules
Colin Maitland, 04 August 2013
When using the Data Import Wizard in Microsoft Dynamics CRM 2011, duplicate detection rules may be used to deduplicate data during the data import. In this blog I will describe how this may be done. The following two screenshots show a sample combined set of Contacts and Accounts to be imported. Th
Read the full article here -
Installing an Organisation Trial of CWR Mobile CRM for a Microsoft Dynamics CRM Online Organisation
Colin Maitland, 01 August 2013
CWR Mobility are leaders in the Microsoft Dynamics CRM Mobile Client market. Magnetism is CWR Mobility Certified partner. For evaluation purposes there are two types of free 30-day trials provided by CWR Mobility. These are: • Personal Trial: Allows you to t
Read the full article here -
User Adoption of CRM – The Key Issue
John Eccles, 30 July 2013
How’s this for an IT strategy: • Management decides “we need a CRM system.” • Careful selection to find the best fit CRM software. • Find a consultant or partner to implement it. • Run a training course. • Less than 20% of users act
Read the full article here -
Microsoft Dynamics CRM 2011 Communications Preferences
Colin Maitland, 28 July 2013
The Lead, Contact and Account entities in Microsoft Dynamics CRM 2011 provide options that affect whether or not communications, such as E-mails, may be sent from Microsoft Dynamics CRM for these types of records. In this blog I will provide a list which methods, in Microsoft Dynamics CRM 201
Read the full article here -
Quick Find Record Limits – Search Results May Be Limited to 10,000 instead 50,000 Records
Colin Maitland, 25 July 2013
In this blog I will briefly describe the Quick Find functionality in Microsoft Dynamics CRM 2011 and will conclude with a brief description of the Enable Quick Find Record Limits option. The Quick Find functionality in Microsoft Dynamics CRM 2011 allows users to quickly and easily search for m
Read the full article here -
How to switch a Dynamics CRM form based on a value
Gayan Perera, 24 July 2013
With Dynamics CRM 2011 you now have the ability to create multiple forms per entity. This allows you to streamline the data entry process based on roles and fields. Dynamics CRM 2011 already has an out of the box feature to control which form is displayed based on a user’s role. However it is
Read the full article here -
Dynamics CRM JavaScript Web Resources in Visual Studio 2013
Roshan Mehta, 23 July 2013
Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.
Read the full article here -
ISV Extension Privilege Required To Display Renamed Information Form Navigation Pane Group Headings
Colin Maitland, 22 July 2013
When customising forms in Microsoft Dynamics CRM 2011 it is possible to customise the Information Form Navigation Pane. One way on which the Navigation Pane may be customised is to rename the Group Names. This is sometimes desirable because it not possible to remove these groups or to a
Read the full article here -
Dynamics CRM CSS Web Resources in Visual Studio 2013
Roshan Mehta, 21 July 2013
Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.
Read the full article here -
Act on Behalf of Another User
Colin Maitland, 18 July 2013
In my previous two blogs I wrote about: • Use of a dedicated Non-Interactive Microsoft Dynamics CRM Online User to restrict access to Microsoft Dynamics CRM for use by integration between Microsoft Dynamics CRM Online and another system. • Use of a dedicated Microsoft Dyna
Read the full article here -
Microsoft Dynamics 2013 – Announcements Released at WPC 2013
Greg Olsen, 17 July 2013
I thought I would add a blog post of some of the announcements for Microsoft Dynamics CRM 2013 (a.k.a Orion) at the latest Worldwide Partner Conference 2013. I did a blog post when I was at Convergence 2013 in New Orleans earlier in the year about Orion. So if you would like to see that post also, t
Read the full article here -
CRM 2011: Import Error 0x8004D293 – opportunity_customer_accounts
Nathan Eccles, 16 July 2013
The release of the December 2012 Service Update and the introduction of Rollup 12 added a raft of new features to Dynamics CRM 2011, and changed the way a few things work. One of the minor changes that was made with this update was to modify the CustomerId attribute on the Opportunity entity from Sy
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
