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CRM 2011 – Track Last Contacted Date for Customers
Roshan Mehta, 30 August 2012
In this post, I will briefly describe what is required to create a plug-in which will set the “Last Contacted On” field for Contacts and Accounts in Microsoft Dynamics CRM 2011. This functionality will allow CRM Users to keep track of customer follow-ups when Activities are completed in
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ClickDimensions - How to create a contact form
Jared Johnson, 29 August 2012
Before you begin to create the contact form, you must create the fields on the form that you will require. To do this, click on Form Fields in the ClickDimensions section under the Settings CRM tab and click new. This will give you 3 fields to fill out, the Name of the field, the Form Field
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Delete E-mail Attachments with Plugin in Dynamics CRM 2011
Paul Nieuwelaar, 28 August 2012
Recently I had a requirement where I needed to delete e-mail attachments from certain e-mail messages delivered by the e-mail router. The idea was that if an e-mail was deemed ‘confidential’, its attachments would be stripped from the e-mail so users would not be able to see what the att
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Pricing Products – Part 5 – Price Lists and Price List Items 2
Colin Maitland, 27 August 2012
In this blog I am continuing a discussion on pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog. Check out these links for information on Unit Groups, Discount lists, and Products. I will be writing about the configuration of Price List Items and the relationship
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Are you running your non-profit like a business to secure funding?
Huniyer Hovich, 26 August 2012
If you aren’t, then you better be. The reason why I was hired for my last role in non-profit was because of my background in business and funding. Understanding that my board had a specific direction that they wanted me to take the organisation in, I sought to canvas our stakeholders fo
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Sales Process in Dynamics CRM 2011: Quotes
Megha Kainth, 25 August 2012
In my previous blog post I have described how can we create Opportunities in Dynamics CRM 2011 and how can we add products to an Opportunity. In this blog post I will describe how to create Quote in Dynamics CRM 2011 and how to add existing products from an Opportunity to a Quote. To generate a Quot
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DYNAMICS CRM 2011: Project Management during Analysis Phase
Jaime Smith, 24 August 2012
I once heard that as a Project Manager I am not expected to be the expert or really do anything much other than manage the three key criteria we all know so well: time, scope and cost. This statement is good in practice, if we are practicing it consistently! More often than not we let the
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Unable to Sort View Columns in Dynamics CRM 2011
Roshan Mehta, 23 August 2012
I encountered an interesting issue with the “My Open Leads” view in Microsoft Dynamics CRM 2011. The view was customized to include additional attributes from the Lead entity as well as attributes from related parent entities. When a User navigates to the view, it was sorted correctly bu
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 4
Vincent Zhong, 22 August 2012
This blog post is the final part of a series. Hopefully after a long wait you will see the following screen. When it is done, you have the option to start the installer for Reporting Extension for SSRS. I will just tick it as I don’t want to manually locate the installation file for Repo
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 3
Vincent Zhong, 22 August 2012
This is part 3 of this series. Hopefully after you come back from your coffee break, the status of your virtual machine should say “Running”. I will show you how to connect to it and install Dynamics CRM 2011 in it. * If you logged in your Windows Azure Portal, apart from your vir
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 2
Vincent Zhong, 22 August 2012
This is the second post in this series. Last week I have showed you how to create a 3 months trial account for Windows Azure and set up the Portal. Today I will continue from where we stopped last time, and show you how to create the virtual machine we need. * The second stage is to create a Virtua
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 1
Vincent Zhong, 22 August 2012
Last week I was preparing for my Dynamics CRM 2011 Installation Exam. I guess same as most people, I used Virtual Machine as my platform for practicing, specifically Hyper-V. While I was building my Hyper-V virtual machine, I did come up another idea, which is can I set up the same Dynamics CRM 2011
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Duplicate Field Name Error Creating Field Dynamics CRM 2011
Paul Nieuwelaar, 21 August 2012
The other day I was creating a bunch of fields for a custom entity, of which included a Two Options field, and a Single Line of Text field. For whatever reason, the field name of the Single Line of Text field was to be that of the Two Options field, but with ‘name’ on the end. I created
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Pricing Products – Part 4 – Price Lists and Price List Items 1
Colin Maitland, 20 August 2012
In this series I have been writing about pricing products using the features of the Microsoft Dynamics CRM 2011 Product Catalog In this article I will be commence writing about the setup and use of Price Lists and Price List Items. The Use of Price Lists and Price List Items is a mandatory feature
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Dynamics CRM evening for non-profit is a success
Huniyer Hovich, 19 August 2012
Last week we held our first client night for non-profit, complete with wine and cheese. A lot of complaints I hear in non-profit circles is that there are no technical forums or workshops designed to cater to their specific needs. So we decided to test the waters and run an event that would a
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