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Microsoft Dynamics CRM 2011 Instance Adapter – Part 8 – Record Actions
Colin Maitland, 26 June 2013
In this series of blogs, starting with this one, I have written about the Connector for Microsoft Dynamics with an emphasis on integrating data between two Microsoft Dynamics CRM Organisations using the Microsoft Dynamics CRM Instance Adapter. Two blogs ago in this series, I wrote that I would
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Build 2013 – Day 1 Registrations
Roshan Mehta, 26 June 2013
We have had an exciting time in San Francisco thus far – checking out the many stores downtown, seeing the AT&T stadium where the San Francisco Giants were playing, and exploring piers 1 through 39 on foot where there are many great stores and places to eat. Yesterday we walked across the
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CRM 2011 – SendEmailRequest Not Working?
Roshan Mehta, 25 June 2013
There is one “gotcha” when using the SendEmailRequest in the Microsoft Dynamics CRM 2011 SDK. I have seen questions asked throughout the community where developers are trying to programmatically send an e-mail, but the recipient never receives it. The e-mail message appears in the Activi
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Microsoft Office 2003 Not Supported in Next Major Release of Microsoft Dynamics CRM (Orion)
Colin Maitland, 23 June 2013
In a recent update from Microsoft regarding the next major release of Microsoft Dynamics CRM (known as Orion), Microsoft have advised that Microsoft Office 2003 will no longer be supported. Refer to http://technet.microsoft.com/en-us/library/dn265924.aspx. This brings the Microsoft Dynamics CR
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Duplicate Detection during Record Create and Update Operations Not Supported
Colin Maitland, 20 June 2013
In this blog write about the fact that Duplicate Detection Rules are not triggered when using the Updated User Interface Forms in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online. Newly created and uncustomised Microsoft Dynamics CRM 2011 Organisations include a number of predefin
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CRM 2011 –Automatically Enable/Disable Plug-ins and Workflows
Roshan Mehta, 17 June 2013
I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom business logic from executing which could potentially slow down the migration process. Once the mi
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Dynamics CRM 2011 View Records Owned by My Team Members
Paul Nieuwelaar, 16 June 2013
In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter criteria “Owner - Equals Current User”. If we wanted to also see records owned b
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 5
Colin Maitland, 13 June 2013
I am now at the end of this series of blogs on integrating two Microsoft Dynamics CRM Organisations using the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM Instance Adapter. In my most recent posts I have discussed a number of findings with respect to the integration of the S
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CRM 2011 Plugins – Shared Variables
Roshan Mehta, 12 June 2013
The Microsoft Dynamics CRM 2011 platform and the execution pipeline provides the ability to pass data from one plug-in to another through an IPluginExecutionContext property called SharedVariables. This property is a collection of key/value pairs which developers can use to share data between plug-i
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Microsoft Dynamics CRM – Windows Server & SQL Server Supported Versions
Greg Olsen, 11 June 2013
This post will provide a quick snapshot of the supported versions of Windows Server and SQL Server for Microsoft Dynamics CRM 2011. This posting will also be a quick reference post for me in the future. Windows Server The following Microsoft Windows Server editions and versions are suppo
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Windows 8 App Development – Using the Credential Locker
Jared Johnson, 10 June 2013
If you need to store usernames and passwords for your Windows 8 app, Windows 8 has a great new feature to make this easier – the Credential Locker. The Credential Locker stores user information encrypted, and is only available to be accessed on a per app baises: If your app saves a password to
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How Magnetism Implemented a Student Acquisition System for Le Cordon Bleu New Zealand
Megha Kainth, 09 June 2013
Magnetism provided the CRM assistance to Le Cordon Bleu to implement a student acquisition system to accurately capture, track and manage their leads, automate key workflows, and to acquire a clear visibility of sales pipeline for key stake holders. In this blog post, I would like to highlight
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Successful Implementation of CRM
John Eccles, 03 June 2013
According to a study by SandHill Group and Neochange (2008) the number 1 indication of "success" for an enterprise software implementation is "value realisation for the company." 96% of buyers thought so! But the same study showed that only 40% of buyers and 35% of software provide
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Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 4
Colin Maitland, 28 May 2013
In this blog I will discuss some scenarios with respect to synchronizing related Accounts and Contacts from one Microsoft Dynamics CRM Organisation to another using the Microsoft Dynamics Connector. In the sample data provided with Microsoft Dynamics CRM, Nancy Anderson is the Primary Contact
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CRM 2011 – Add Users to a Team via the SDK
Roshan Mehta, 26 May 2013
In this post, we will see how we can use C# and the Microsoft Dynamics CRM 2011 SDK to programmatically add Users to a Team. This is useful in situations where there are special conditions in your organisation that define which Team (or Teams) a particular User can belong to. The SDK makes it easy v
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