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The difference between UserId and InitiatingUserId in Plugin of Dynamic CRM 2011
Zhen Yuwang, 07 July 2012
In this Blog, I want to discuss the difference between UserId and InitiatingUserId of IExecutionContext interface in Dynamic CRM 2011 plugin. The explanations of them are given in MSDN like this: • IExecutionContext.UserId Property: Gets the global unique identifier of the system user for
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Create Campaign Responses in Dynamics CRM 2011
Megha Kainth, 06 July 2012
Campaign responses are a mechanism to track the record of responses which we receive for our campaigns. Once we have created a Campaign and distributed Campaign activities the next step is to track the responses from the target group members. There are four different ways to record Campaign Response
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Considerations When Adding A Business Required Field To Contacts – Part 4
Colin Maitland, 05 July 2012
There are a number of methods for creating Contacts in Microsoft Dynamics CRM 2011. These include New Contact, Add Contacts and Import Data. These methods are available in the Microsoft Dynamics CRM for Outlook Client. The New Contact and Import Data methods are also available in the Microsoft Dynam
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The Microsoft Dynamics CRM 2011 Discovery Service
Roshan Mehta, 04 July 2012
The Microsoft Dynamics CRM 2011 Discovery Service is a web service which lets us determine the organizations that a particular user belongs to. It provides information such as the organisation friendly name, URL endpoints, unique id, version, unique name, URL name, and the current state (whether it
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Microsoft Dynamics CRM [RIC]: Managing Donations
Sumeet Singh, 03 July 2012
RIC (Relationship Information Centre): Not For Profits Receiving and dealing with donations plays an important role in not-for-profits organisations – but managing them can equally be as important. In this blog I’ll be shinning some light on how you can manage your donations in RIC easil
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Avoiding CRM Project Cost Overrun
John Eccles, 02 July 2012
Why is it that the final project cost is often more than we expected? Many of the CRM development projects I have been involved in, the task of estimating costs has not been simple. But I am reading an enlightening book, “Thinking Fast and Slow” by Daniel Kahneman which has helped me und
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Bulk Edit Customize Dynamics CRM 2011 Entity Name Messages
Paul Nieuwelaar, 01 July 2012
In Dynamics CRM 2011, if we want to change a system entities name (for example a common one is changing ‘Account’ to ‘Company’ or ‘Business’), we can go into the customizations area, and modify the Display Name. Then we need to go through each of the System Views,
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Considerations When Adding A Business Required Field To Contacts – Part 3
Colin Maitland, 30 June 2012
In my previous two blogs I have been writing about considerations when adding a custom Business Required field to the Contacts entity and Contacts form. I have used, as an example, a custom field called Contact Type. This field is an option set field. The values users are permitted to select are def
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World Vision – Setting the standard for non-profit business in NZ
Huniyer Hovich, 29 June 2012
I had the pleasure of meeting the IT team from World Vision on-site last week. I was so impressed with their technology 'vision' (pardon the pun) that I was moved to write about them. Their goal is to move all their activities off their 8 year old legacy system on to Dynamics with minimal di
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Dynamics CRM 2011 – Solution Rollout
Jaime Smith, 28 June 2012
Over the last few weeks I have delved into the different types of projects and templates that SureStep provides with consideration as to how and when you would decide to use each one. This week I am going to elaborate on how you can combine approaches to deliver a quality solution to you custo
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Programmatically Change the Status of a Dynamics CRM Record
Roshan Mehta, 27 June 2012
The Microsoft Dynamics CRM 2011 SDK provides a simple way to change the status of a record for any entity using the SetStateRequest object. Changing the status involves modifying the statuscode and/or statecode fields of a record depending on whether or not a status reason needs to be set when deact
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Microsoft Dynamics CRM [RIC]: Sorting Your Contacts!
Sumeet Singh, 26 June 2012
RIC (Relationship Information Centre): Not For Profits CRM Version So, let’s talk about sorting your contacts in RIC. How nice would it be to sort out your contacts in different categories? – In Microsoft Dynamics CRM, you can categorize your contacts in different groups to make it easie
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Dynamic Clickable Email Hyperlink Dynamics CRM 2011 Workflow
Paul Nieuwelaar, 25 June 2012
In a previous blog post, I mentioned about using hyperlinks in workflows. The example I used was creating a hyperlink to the record using the record URL in the form assistant. In this post I will be showing how we can use this Hyperlink feature in workflows to create clickable hyperlinks that open a
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CRM 2011 Automated Deployment Tools – Hide Reports
Gayan Perera, 24 June 2012
At Magnetism we like to remove manual deployment tasks as much as possible to avoid errors or missed steps. We have built an automated deployment engine and one of the actions you can perform is the ability to hide certain reports. For example, customers sometimes don’t want to see the out of
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Dynamics CRM 2011 –Out with the Old, In with the New: Upgrade Considerations
Jaime Smith, 23 June 2012
CRM 4.0…….. TO CRM 2011…..
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