Another 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
Read the full article hereThe main arguments made by Salesforce in promoting their software against Dynamics CRM online are out of date. I recently watched a video clip (http://www.youtube.com/watch?v=XGgkM_hsmiI) on Youtube in which a Microsoft Gold Partner (identity hidden) explained why they had switched from D
Read the full article hereRollup 12/Polaris added support for Chrome, Firefox & Safari, therefore we need to ensure custom javascript works across all of the above browsers. One of the things we’ve seen with xRM implementations are AJAX calls using ActiveXObjects. ActiveXObject works fine in IE but fails with other
Read the full article hereWorking with Activities has never been easier with the introduction of process-driven forms in Microsoft Dynamics CRM 2011 UR12. Previously it took a number of clicks to create, read, update, and complete Activities while also managing the headache of multiple pop-up windows. With the new Activities
Read the full article hereSome of you might have noticed “xyz is undefined” in your form scripts with the latest update. This is caused by the system failing to load javascript libraries in the specified order. Let’s say you had a function that displayed a bunch of accounts. Eg: function DoSomething_OnLoad(
Read the full article hereIn this blog I will describe how to install/configure Microsoft Dynamics CRM 2011 for Outlook for use with your trial Microsoft Dynamics CRM Organisation. Before starting, it is important to take be aware of the following points: • To install Microsoft Dynamics CRM 2011 fo
Read the full article hereCRM 2011 Rollup 12/Polaris introduced new components which integrated with the existing system. It also pulled in the activity feeds solution into the base CRM solution. With both of the above changes we’re no longer able to develop solutions in a Rollup 12 environment and install into an orga
Read the full article hereActivity Feeds is a collaborative tool which sits inside CRM and allows real time notifications among employees regarding various records. The new features are available for both CRM Online and CRM On-Premise customers, and in this blog we will see how we can upgrade Activity Feeds to the latest ver
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