• Passing Extra Parameters for Filter when Adding Existing Record

      Vincent Zhong, 08 May 2012

      In Dynamics CRM 2011, one of the new features is sub-grid. It gives the users with proper security the ability to view, create, and modify records for a related entity directly within a form. As shown in the image below, in the form of Firm entity, there is a sub-grid of Documents, and when that sub

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    • Dashboard and Chart in Dynamics CRM 2011 – Part 2

      Vincent Zhong, 07 May 2012

      In my previous blog post, I talked about how to create a System Charts and Dashboards. I will talk about the Personal Charts and Dashboards now. Here is some recap from last blog post, only users who have System Administrator or System Customizer security roles can create System Charts and Dashboard

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    • Early Binding in Dynamics CRM 2011

      Roshan Mehta, 06 May 2012

      The Microsoft Dynamics CRM 2011 Software Development Kit ships with a tool (CrmSvcUtil) which can automatically generate helper classes to make it easier to work with your CRM entities and their attributes. Developers can take advantage of type checking at compile time and intellisense for entity, a

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    • Templates for Data Import in Microsoft Dynamics CRM 2011

      Megha Kainth, 05 May 2012

      Whenever we want to import some data into our most commonly used applications or software, we need to feed in the data. Microsoft Dynamics CRM 2011 is such a powerful tool which has in-built functionality to create templates for Data import. In simple terms, we don’t have to worry about creati

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    • Dynamics CRM 2011 – Early vs. Late Binding Overview

      Roshan Mehta, 04 May 2012

      Developers have two options when writing code for Microsoft Dynamics CRM 2011 – early binding and late binding. The choice comes down to personal preference, but there are several advantages and disadvantages with both options.    Early Binding The Microsoft Dynamics CRM 2011 Softwar

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    • How to set up Dynamics CRM to work with your Sales Team

      Robert Cooper, 03 May 2012

      When speaking with clients and prospects, we often find that their CRM system does not support their sales business processes and thus their sales team. Why? Reasons that we are given include that the system being too difficult to understand or the system being too complex to use. Another

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    • Dynamics CRM 2011 – Querying Data with QueryByAttribute

      Roshan Mehta, 02 May 2012

      In my previous post, I showed you how to write simple and complex queries using the QueryExpression class. Another way in which developers can query CRM records is through QueryByAttribute, which allows you to search for records where a specific set of fields matches a specific set of values. Like Q

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    • Training in Microsoft Dynamics CRM

      Mark Bradman, 01 May 2012

      One of the best things about Microsoft Dynamics CRM is the wealth of training available to help you take full advantage of its functionality. In fact, there is so much training available through multiple channels that it is almost overwhelming. With this in mind, we will help simplify matters for yo

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    • Dynamics CRM 2011 – Querying Data with QueryExpression

      Roshan Mehta, 30 April 2012

      Developers can utilize the power of the Microsoft Dynamics CRM 2011 SDK to build custom applications, plug-ins, and workflows which communicate with the CRM platform. Queries can be written to retrieve information from the CRM database in many different ways. In this blog, I will explain the use of

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    • Lync Sip Trunk Plugged

      Favad Qaisar, 30 April 2012

      Recently one of the hottest issues on the internet was Microsoft’s most recent and by far biggest acquisition ever: they bought Skype for $8.5 billion. Let’s not get into the debate about whether the deal was worth it or indeed whether it just a numerical value that would help them stay

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    • Microsoft Lync – Calling Numbers with Words in them!

      Marc Whitlow, 28 April 2012

      Have you ever had someone give you a phone number which contained words? For example, you have heard an ad on a television show or a radio show which said “contact us today, just call 0800 CONTACT US”. When using a cellular phone or standard phone this makes total sense as all the lette

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    • Does Lync Offer Corporate Level Security?

      Favad Qaisar, 27 April 2012

      The question of how to secure Lync voice traffic, both on an internal network and external to the network, is one that has been hovering around in the minds of many. Server-to-server Lync Server 2010 communications are encrypted by default. By requiring all servers to use certificates and by using K

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    • Creating Reports in Microsoft Dynamics CRM 2011

      Robert Cooper, 26 April 2012

      Microsoft Dynamics CRM 2011 has different reporting options ranging from the very simple and limited to complex and amazing. The preference you choose is dependent upon many factors and not simply limited to your time, your budget, your level of experience, or the aim of the report. While there are

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    • Send Workflow Email from Executing User Dynamics CRM 2011

      Paul Nieuwelaar, 25 April 2012

      In Dynamics CRM 2011, we can create workflows that get triggered on create/update of records within our system. A common example is where a new Lead comes in, and a workflow is triggered (on create) which emails the Lead, sent from the Lead Owner. This kind of scenario is fine, as it makes sense for

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    • Install or Remove Sample Data in Microsoft Dynamics CRM 2011

      Megha Kainth, 24 April 2012

      When we deploy a new organisation in Dynamics CRM 2011, the organisation does not have any data in it and if you want to play around with the system to get some hands on experience then first of all you need to enter some sample data into each record. Microsoft has made it easy for you as you can in

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