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Change How Data is Handled in a Merge Operation in Dynamics CRM
Zoe Sands, 02 November 2015
When writing a plugin on the “Merge” message in Microsoft Dynamics CRM, there are three entities you need to work with – although the merge function in CRM is only performed on two records at a time. These are the “Master”, “Subordinate”, and “UpdateContent” entities. When a merge is performed, a t
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Workaround for Deleting Option Descriptions in Option Sets
Isaac Stephens, 14 October 2015
When editing option descriptions in an option set field, sometimes Dynamics CRM won’t let you delete the description if it already has contents. This can be problematic if you’ve mistakenly entered something into the description of an option and then need to remove it, as happened to me recently.
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Integrating Vend with CRM 2015 using Webhooks
Ahmed Anwar, 08 October 2015
Concept of Webhooks Vend has its own REST APIs that can be called using .NET or any other platform. For example retrieving all customers by calling the /api/customers end point. However due to certain limitations, the Vend team introduced a new concept of accessing data via Webhooks. Webhooks are no
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9 Tips to Drive CRM Strategy
John Eccles, 06 October 2015
CRM, Customer Relationship Management, is NOT primarily a software technology. Rather, CRM is a business strategy. Hence the rationale for implementing CRM must be because it is a good strategy for your organisation. Here is my working definition of CRM: “CRM is the business strategy to acqui
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Microsoft Dynamics CRM 2016 - What's coming
Gayan Perera, 09 September 2015
The Dynamics CRM team at Microsoft are doing an amazing job rolling out releases with great features. Here are some of our favourite new features. Modern Design The modern design reduces the number of clicks and eases navigation by pulling together relevant information from multiple locations.
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