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Microsoft Volume licensing – the nuts and bolts of it
Huniyer Hovich, 22 July 2012
It’s probably safe to assume that the majority of us have purchased boxed software at some point; a nicely packaged CD-ROM or DVD, user guide and other packaging items. Insert your disc, start your install, enter your license key…you know the drill. Volume licensing is recommende
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Dynamics CRM 2011: Creating a Personal View
Jaime Smith, 21 July 2012
I am taking a different path today – usually I talk all about project management and CRM implementations. However I thought I would share how to create a personal view because I needed a new one the other day to show the pre-tax amount on quotes not just the extended amount. When I provi
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Microsoft Dynamics CRM [RIC]: Managing Volunteers
Sumeet Singh, 20 July 2012
RIC (Relationship Information Centre): Not For Profits How are you currently managing your volunteers? Do you want to keep track of the volunteers who come and go? Or keep records of how much time is being donated by your volunteers? Or keep track of what they volunteered for? If y
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Setting Values Programmatically via the CRM 2011 SDK
Roshan Mehta, 19 July 2012
In this blog, I will show you how to set field values for Microsoft Dynamics CRM 2011 entities using the Microsoft Dynamics CRM 2011 SDK. Previous versions of Dynamics CRM required the use of specific “CRM data types” such as CrmBoolean or CrmDateTime which can be frustrating when it com
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Activity Feeds Issue in Importing Managed Solution of Dynamics CRM 2011
Zhen Yuwang, 18 July 2012
Today I got an error when I imported a managed solution of Dynamic CRM 2011 from my Development environment to an online instance. Its message showed the error on System View of Account like this: A managed solution cannot overwrite the SavedQuery component with Id=61273827-328e-e011-95ae-00
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Dynamics CRM 2011: Certification & Exams
Mark Bradman, 17 July 2012
A contractor enquired few weeks ago about attaining certification in Microsoft Dynamics CRM 2011. While she was currently under an extended contract, her concern was that as large as her employer was they only used a small portion of the available functionality, meaning that: • There was
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The Complete Marketing Campaign aka Campaigns in Dynamics CRM 2011
Mark Bradman, 16 July 2012
Tracking our series of blogs around the Marketing out-of-the-box functionality of Microsoft Dynamics CRM 2011, we have explored how to run a Quick Campaign (eg. Emailing marketing letters) to every lead from a Trade Show within minutes of returning to the office. Today we start exploring what
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 2
Vincent Zhong, 15 July 2012
In my previous blog post I have shown you the diagram I created for Xrm.Page.ui, and used a simple example to illustrate how to use the diagram. In this post I will show you some more examples on how you can use the diagram to speed up your Xrm.Page development. You can download the full size
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Considerations When Adding A Business Required Field To Contacts – Part 5
Colin Maitland, 14 July 2012
Qualifying Leads and converting a qualified Lead to a Contact record is another method for creating Contacts in Microsoft Dynamics CRM 2011. In my previous blogs I have reviewed other methods for creating Contact records such as New Contact, Add Contacts, Import Data and Track. In this blog I will b
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Understanding how the Relationship Information Centre database solution can be factored into a non-profit budget
Huniyer Hovich, 13 July 2012
The reality is that unless you implement a relevant business model for your non-profit operations, chances are you will remain a reactive organisation that just manages to keep your head above water. Running your organisation more like a business is not necessarily about spending a lot of cash &nda
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Dynamics CRM 2011: Project Culture…Begins in the Analysis Phase with the Project Charter
Jaime Smith, 12 July 2012
Earlier this year I touched on the importance of setting up the right climate or culture for your projects. The time to start setting the scene is right at the start, during the analysis phase. It is at this point that we can bring all involved in the project into alignment and agree on the im
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Creating & Editing Templates for Marketing Emails in Dynamics CRM 2011
Mark Bradman, 11 July 2012
In our previous blog scenario, we emailed a marketing letter to a list of prospects we obtained from a Trade Show using a Microsoft Dynamics CRM 2011 out-of-the-box Template. It’s one of the joys of Microsoft products that they come with numerous templates to help you get started. Inev
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 1
Vincent Zhong, 10 July 2012
I have been working with Microsoft Dynamics CRM 2011 for more than 6 months now. Same as many people, I started with from customization and JavaScript. And I believe Xrm.Page Object Model is one of the most important new features of Dynamics CRM 2011 and a must have tool for your Dynamics CRM progra
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White Paper - Achieving operational performance & funding growth: The role of technology in the Not-For-Profit sector
Richard Penny, 09 July 2012
For Not-For-Profit organisations there has never been a better time, nor a greater imperative to embrace the benefits that the latest relationship management software has to offer. Budget and resource constraints are the strongest possible reasons to turn to technology for assistance in achie
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Track All Staff Emails Anonymously using Dynamics CRM 2011
Paul Nieuwelaar, 08 July 2012
The requirement: Simply put, we needed to track all emails ‘to’ and ‘from’ any staff member in Dynamics CRM 2011. Not all Staff members are CRM Users, and using the Email Router for each staff member is not an option due to the administrative overhead involved with maintaini
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