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Cloning Records in Microsoft Dynamics CRM 2011
Roshan Mehta, 12 January 2012
We were recently asked to build a record cloning system in Microsoft Dynamics CRM 2011 where the customer would be able to click on a Clone Contract button on a custom “Funding Contract” entity form ribbon and have an identical record automatically pop open. There are multiple solutions we could use
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Creating an Audit Plugin in Dynamics CRM 2011
Zhen Yuwang, 11 January 2012
Recently I worked on a Plugin that was required to send an email notifying specified users of changes to any updated fields’ including the display name, original value and updated value. We needed some entities to contain values before update and after update. The “name” property of “EntityReference
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Dynamics CRM 2011 Dialog Process Conditional Branches/Paths
Paul Nieuwelaar, 10 January 2012
In a couple of my last blog posts, I’ve looked at the updates to Dialogs in Rollup 5, and also how to query data from within a Dialog. In this post I will be showing how to use conditional branches/paths in a Dialog. In other words, how to change the upcoming prompts based on the responses of t
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Dynamics CRM 2011 – Importance of Risk Management
Jaime Smith, 09 January 2012
In all aspects of our lives we assess risk, at home, while driving, playing sport and so on, likewise we need to take the time to identify and plan for risks within our Dynamics CRM project. Being proactive about this aspect of project management can ultimately reduce the impact of potential a
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Custom Fields in Mail Merge, Dynamics CRM 2011
Vlad Arabajiev, 08 January 2012
Here we will look how to do a Mail Merge with custom fields. The great thing about Dynamics CRM 2011 is that it allows you to customize the system any way you like. This enables us to create custom fields on any entity we like and then include these in our Mail Merge. It is quite a handy trick to kn
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Code Generating Code…programmatically retrieve N:N relationships
Gayan Perera, 07 January 2012
We recently needed to write a plugin that associated multiple different record types with a custom entity. The custom entity contained over 30 system many to many relationships with the other record types. We could’ve taken a couple of different approaches. One would’ve been to dynamically retrieve
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Dynamics CRM 2011 Dialog Process Dynamically Query CRM Data
Paul Nieuwelaar, 06 January 2012
In my previous post on Dialogs I looked at some of the new features included in dialogs from the rollup 5 update, including the new response types of Date and Lookup available. I will be showing how to query data dynamically, so you can perform filters based on the context of the current recor
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Exporting Dynamic Worksheets to Excel in Dynamics CRM 2011
Roshan Mehta, 05 January 2012
Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “dynamic worksheets”. When a dynamic worksheet is exported from Microsoft Dynamics CRM 2011, the resulting export file
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Dynamics CRM 2011, Mail Merge Templates showing Quote Information
Vlad Arabajiev, 04 January 2012
In this blog I will show you how to use Mail Merge Templates to display all required quote information for a customer. This process saves you a lot of time, when you are dealing with customers who always require a quote before they buy. All you have to do is produce the quote for the customer, then
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Dynamics CRM 2011 – User Acceptance Testing (UAT)
Jaime Smith, 03 January 2012
User acceptance testing is an integral part of any software development life cycle and it provides the customer the opportunity to check out their new system in its entirety and ensure that it meets their expectations and requirements. In this way, the customer becomes part of a larger team of
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How to send an e-mail message to multiple recipients from Dynamics CRM 2011
Megha Kainth, 02 January 2012
Dynamics CRM 2011 gives you the ability to send an e-mail message to many recipients. To use this feature of Mail Merge we first need to create a template in MS Word and save it as a XML file. To create a Mail Merge Template in Dynamics CRM 2011, Click on Settings > Click on Templates >
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Bringing together platforms with HTML 5 – Sending Data to a Web Service with JavaScript
Marc Whitlow, 01 January 2012
Recently I was given the task of creating an html5 website which consists of 5 forms. These forms will be filled out by a given client and once submitted the given data will be posted through to Microsoft Dynamics CRM. * Html5 is being used as the web front end because we want the most browser
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Dynamics CRM 2011 Dialog Processes - New Features Rollup 5
Paul Nieuwelaar, 31 December 2011
In Rollup 5 for Dynamics CRM 2011, we’ve seen several great improvements, including the Record Hyperlinks in Workflows, and of course Activity Feeds. One of the other updates included in Rollup 5 that I would like to share is the changes to Dialog Processes. In this blog post I will be showing the c
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Automated Deployment Tools for CRM 2011 – Import Solution with Progress
Gayan Perera, 30 December 2011
We use a lot of automated tools to deploy solutions to our test, UAT and production environments. One of the tools allows us to rapidly deploy a solution into multiple environments. For example, extracting a managed solution from DEV to TEST then to UAT, once UAT has passed we need to deploy up to 2
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Exporting Static Worksheets to Excel in Dynamics CRM 2011
Roshan Mehta, 29 December 2011
Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “static worksheets”. When a static worksheet is exported from Microsoft Dynamics CRM 2011, it means that the data does
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