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CRM 2011: Retrieve Hierarchical Records - Recursive FetchXML
Nathan Eccles, 31 October 2012
If you have done any work with SSRS reports in CRM 2011 you will be familiar with the issues around getting reports to run in CRM Online. Most of these issues stem from the inability to use SQL to access the data, and the limitations of FetchXML. Thankfully there are almost always work-arounds, howe
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Goals Management – Adding Stretch Targets To Personal Goal Progress Charts
Colin Maitland, 29 October 2012
Previously I wrote about some of the predefined charts available in Microsoft Dynamics CRM 2011 for monitoring Goal Progress. These charts cannot be recreated or modified using the Chart Designer in Microsoft Dynamics CRM 2011. In this blog I will be providing instructions for modifying the Goal Pro
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Auto Create Price List Item for Dynamics CRM 2011 Products
Paul Nieuwelaar, 29 October 2012
The following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha
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CRM 2011 Rollup 10 What are you doing my friend…
Gayan Perera, 27 October 2012
Update: On the 17th of October 2012 Microsoft released Rollup 11 (with a re-release of the outlook client) which addresses this issue. You can download it from the link below. http://www.microsoft.com/en-us/download/details.aspx?id=34969 In August rollup 10 was released for Dynamics CRM 201
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Goals Management in Dynamics CRM 2011 - Goal Charts
Colin Maitland, 26 October 2012
One of the primary ways in which Goal Progress is viewed in Microsoft Dynamics CRM 2011 is through the use of charts. There are several predefined charts provided for Goal Progress in Microsoft Dynamics CRM. These are: Goal Progress, Percentage Achieved and Todays’ Target vs. Actuals. The fol
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CRM 2011 IFD - SSL-OffLoading and DefaultEndpointBinding Issue
Gayan Perera, 24 October 2012
Here is another little tip for your IFD configuration. Once IFD is configured you need to remove the normal HTTP binding and leave just the HTTPS binding in IIS, otherwise you’ll start seeing the following errors in your trace logs. ClaimsAuthenticationEndpointBuilder: SSL-OffLoading has not
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Silverlight Screen not Opening Some Users Dynamics CRM 2011
Paul Nieuwelaar, 23 October 2012
We built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co
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Goals Management in Microsoft Dynamics CRM 2011
Colin Maitland, 22 October 2012
Goals Management is a key feature in Microsoft Dynamics CRM 2011. At first glance this feature may seem complex to understand and configure, however, a brief investment of time into understanding Goal Management in Microsoft Dynamics CRM will provide a beneficial return. In this series of blogs I wi
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Microsoft Dynamics CRM 2011 - Failed to find Windows Identity Foundation setup package (Windows 8)
Greg Olsen, 21 October 2012
You may receive the error: Failed to find Windows Identity Foundation setup package When attempting to configure Microsoft Dynamics CRM 2011 for Outlook to connect to your CRM organisation as shown below. When you click on the View the Log File link, the error log reports the following
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Dynamics CRM 2011: Prevention is better than Cure
Jaime Smith, 19 October 2012
Implementing a new technology into your business brings significant change and cost to the organisation. How can you ensure that the software you have chosen is the best fit and offers the best return on investment? As the old saying goes…”prevention is better than cure&rdq
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Understanding the CRM 2011 Data Structure
Roshan Mehta, 18 October 2012
One of the great things about Microsoft Dynamics CRM is the ability to track relationships between different entities in the system. This allows users to see a 360 degree view of customers to perform timely follow-up and establish better relationships with the people that matter most. In this blog,
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CRM 2011 IFD Crashed CRM 4 Upgraded Plugins
Gayan Perera, 17 October 2012
This is another issue we faced with an upgrade of CRM 4 to CRM 2011. The system had an old CRM 4 plugin that got automatically upgraded and it worked fine before IFD was configured but once IFD was configured it crashed with the following message: The underlying connection was closed: Could not esta
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Globally Define Error Report Preferences Dynamics CRM 2011
Paul Nieuwelaar, 16 October 2012
Microsoft Dynamics CRM has encountered an error. Please tell Microsoft about this problem. Send Error Report, or Don’t Send. If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these
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CRM 2011 SSL IE8 Issue
Gayan Perera, 15 October 2012
Here’s a quick tip, if you’ve configured Dynamics CRM 2011 to use SSL (e.g. for IFD) and you have users who are still on IE8 you’ll notice that IE8 doesn’t cache the secure responses. Therefore each time you open a form it’ll make 100-200 requests! It also brings anothe
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Step by Step Approach to CRM Implementation
John Eccles, 14 October 2012
The greatest risk of CRM project failure is to tackle too many business processes or too much functionality at once. It can be like trying to eat an elephant at one sitting. It can overwhelm end-users. I recommend a strategy of incremental improvement: start small, achieve some successful ou
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