• Microsoft Dynamics CRM R8 Social Activity Feed Enhancements

      Mark Smith, 07 February 2012

      Microsoft has added more functionality into the Activity Feeds of Dynamics CRM that was released in R7 last year.  This is driven by a demand from people that want to have micro blogging built into the CRM to enhance collaboration. Activity Feeds will be enhanced with the following: “Like”

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    • Microsoft Dynamics CRM R8 Certifications

      Mark Smith, 07 February 2012

      When it comes to doing security and data protection Microsoft has invested heavily to meet industry demands.  It would be safe to say that the Microsoft cloud environment is safer than what any one business could afford to put in place.  With this release Microsoft certifications to in

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    • Microsoft Dynamics CRM R8 SQL Server 2012

      Mark Smith, 07 February 2012

      Now when it comes to Microsoft SQL I am no expert, however I have seen presentations on the soon to be released SQL Server 2012 and my staff keep up to speed on the technical side of things. It takes performance, scalability and business intelligence to a whole new level.  What I have seen d

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    • CRM 4 Upgrade to CRM 2011 - Blank Type Name in Plugin Registration Tool

      Gayan Perera, 07 February 2012

      We noticed that after an upgrade of CRM 4 to CRM 2011 the plugin registration tool will sometimes show (Plugin) instead of the actual plugin type name.   The reason is because of the PluginTypeBase table the Name field is blank. Here’s an unsupported way of copying back the TypeName to the Name

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    • CRM 2011 to Lync Integration – Part 2

      Zhen Yuwang, 06 February 2012

      These days I am still working on the project that integrates Dynamic CRM 2011 with Lync 2010. I developed a prototype with several UI forms for settings. It can also be tested with sample data. I set a NotifyIcon for this project. Override the original OnClosing method to hide for Main window.

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    • Prefill Lookup Field with Default Value Dynamics CRM 2011

      Paul Nieuwelaar, 05 February 2012

      As promised in a previous post on prefilling fields in Dynamics CRM 2011, I was going to show how to prefill a lookup field in Dynamics CRM 2011. In this post I will finally be showing how to do this, so that when you create a new record for a specific entity, the lookup field is prefilled with a re

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    • Customize Sub-grid Ribbon Button for Specify Entity in Dynamic CRM 2011

      Vincent Zhong, 04 February 2012

      Last week I have spent most of my time in customizing Ribbon in Dynamics CRM 2011. There are two types of Ribbon customizations, those working with system ribbon controls and those creating new custom ribbon controls. The basic for these two types of customizations are pretty much the same, and ther

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    • Creating Contract Templates, Contracts and Contract Lines in Dynamics CRM 2011

      Vlad Arabajiev, 03 February 2012

      In this blog we will have a look how to create Contract Templates and then Contracts. It is essential that every contract has contract line items in it. Contract lines items specify the services to be provided. Contract lines show how the customer will be priced and allotment details. Knowing how co

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    • CRM 2011 to Lync Integration – Part 1

      Zhen Yuwang, 02 February 2012

      Unlike Windows Live Messenger, the new generation instant messaging software Lync 2010 are enterprise oriented. It is just released at the beginning of this year. So is Dynamic CRM 2011. Hence, the specific solution likes Dynamic CRM 2011 - Lync 2010 integration will be scarce. These days I am

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    • Dynamics CRM 2011 – Importance of Coding Standards

      Jaime Smith, 01 February 2012

      As with any type of engineering or development it is vital to have a framework that outlines requirements and provides expectations of the way in which something should be built in order to meet best practice; Software (CRM) development is no different.  Coding Standards enable us to have consi

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    • Why Your Company Needs a Sales System

      Mark Bradman, 31 January 2012

      “Congratulations! You’ve been appointed as our new BDM. This is what we do. Here are your Sales Targets. Here is your Sales Hat. Now go out and sell. And please remember to drop by at the End of the Month so we can monitor how well you’re going…” If that’s the extent of your organisation’s Sales Sy

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    • Why Your Company Needs a Sales System

      Mark Bradman, 31 January 2012

      “Congratulations! You’ve been appointed as our new BDM. This is what we do. Here are your Sales Targets. Here is your Sales Hat. Now go out and sell. And please remember to drop by at the End of the Month so we can monitor how well you’re going…” If that’s the extent of your organisation’s Sales Sy

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    • Scheduling Service Activities Dynamics CRM 2011

      Paul Nieuwelaar, 30 January 2012

      In my last post I looked at Creating Services and Selection Rules in Dynamics CRM 2011. I went through and created a service called ‘Wheel Change’, with a Selection Rule that required a Technician and a Work Bay from the same Site. I will be going through the steps required to Schedule a Service Act

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    • How to change the name of a group in the sitemap in Dynamics CRM 2011

      Vlad Arabajiev, 29 January 2012

      In this blog I will briefly describe how to change the name of a group on the site map. I shall use more screenshots rather than explanations as I believe visual learning is also a great way to memorize how to do something and is rather quick. So let’s start with launching Dynamics CRM 2011. The nam

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    • Inserting image into Dynamics CRM 2011 entity form – Revised

      Vincent Zhong, 28 January 2012

      In my last post, I talked about the improvement I made to the Entity form image using Silverlight approach. This week some changes were made: The first change was to hide the image when the form is a new entity form. You can see from the screenshot below if the user tries to create a new Counsellor

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