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Public and Shared Dashboards in Microsoft Dynamics CRM 2011
Zhen Yuwang, 08 April 2012
One of the most eye-catching features, included by Microsoft Dynamics CRM 2011 is visualization dashboard. This week, I have a request to customize dashboards for our sales team. They want two kinds of dashboards, one for Account Executive and another for Sale Manager. For the Account Executive one,
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Storing Custom Settings in Dynamics CRM 2011
Gayan Perera, 07 April 2012
While browsing the Dynamics CRM 2011 Development forum I came across a post asking where people store their settings for ISV extensions. The way we’ve done this is by creating a custom entity called “Settings” with 3 fields, Key, Value and Encrypted (yes/no). Example: Then we have a he
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Sales Enlightenment and Microsoft Dynamics CRM 2011
Robert Cooper, 06 April 2012
Through talking with a client recently, it has become evidently clear that many salespeople are reluctant to use CRM systems such as Microsoft Dynamics CRM 2011. No matter how many impressive stats and fabulous case studies you give them, they will still carry on with what they do the same way they
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Script# (C# to Javascript) Meets Dynamics CRM 2011
Paul Nieuwelaar, 05 April 2012
If you haven’t already heard of Script#, it is basically C# that compiles into Javascript. You still use the Javascript language, such as document.getElementById, although it’s written using C# standards and regulations. You can write pages of C# code to perform your javascript needs, an
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Getting a company’s staff to buy into your CRM system
Stuart Haynes, 05 April 2012
Getting top management to buy into the idea of a CRM initiative can be difficult; ensuring that all the staff actually use the system can be even harder. A survey done in 2009 by Forrester Research, that examined the pitfalls to successful CRM implementations, discovered that 22% of all problems rep
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Dynamics CRM 2011 –Sprints: Nearing the end
Jaime Smith, 04 April 2012
* It is about time I wrote another update and what better timing than at the completion of our sprints for this project….but wait…..the finish line has moved! Time for some reflection… Scope Creep I mentioned last time that I was hoping the project wouldn’t see too much scope creep, what I now know
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Change the Status of Record using Plugin in Dynamics CRM 2011
Vincent Zhong, 03 April 2012
Last couple of weeks I have been spent most of my time in working with Plugins. I would like to share some of my issues I came across and the solution I found. * One of the issues that I found was I need to deactivate or re-activate a record in my Plugin. As I already done some Naming Plugins, and
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Keyboard Shortcuts for Microsoft Dynamics CRM 2011
Megha Kainth, 02 April 2012
Microsoft Dynamics CRM 2011 has a very supportive ribbon; however, most of the times we like to use keyboard shortcuts for all menu options to cut-down on processing time and to speed up our performance. I also like to use keyboard shortcuts. In this blog post, I will share the keyboard shor
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Enable Ribbon Button using rules in Dynamics CRM 2011
Zhen Yuwang, 01 April 2012
When we configure the ribbon buttons in Dynamics CRM 2011, we can define specific customized rules to enable or disable them in RibbonDiffXml. There are two places we need to change. One is in “/RuleDefinitions/EnableRules/EnableRule” to define the rule controlling when ribbon button sho
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How to install and set up Microsoft Dynamics CRM for Not for Profit Organisations
Stuart Haynes, 31 March 2012
Half an hour and you could be ready to go. In my last blog I explained the benefits to Not for Profit Organisations that Microsoft Dynamics CRM can bring. This week I thought I would explain how easy it is to register, download and install Microsoft Dynamics CRM Not for Profit Accelerator It all sta
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How to set up shortcuts in Microsoft Dynamics CRM 2011
John Fredrickson, 30 March 2012
Here is a good technique to quickly access your common Microsoft CRM 2011 areas (Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client: Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to all the Microsoft CRM menu areas: &
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Creating Naming Plugins in Dynamics CRM 2011
Roshan Mehta, 29 March 2012
In this post, we will take a look at how we can write a plugin to set the primary field for an entity. This is important because lookup views MUST have the primary field as the first column. Unfortunately for system customizers, this field cannot be removed from the view. For example, I have created
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Dynamics CRM 2011 Many-to-One Relationship Behaviour
Paul Nieuwelaar, 28 March 2012
Sometimes when you are creating relationships (lookups) In Dynamics CRM 2011, the relationship behaviour is either overlooked, or just missed out. The Relationship behaviour of a Many to One relationship determines what happens to child records when an action is performed on the parent record. For E
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Dynamics CRM 2011 R8 - Industry Solution Templates
Marc Whitlow, 27 March 2012
In the Q2 release we see new Industry templates which show the power of Microsoft Dynamics CRM 2011 across a wide range of industry needs. These new industry solution templates include a new
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How do I do that in Dynamics CRM 2011? - YouTube it!!!
Robert Cooper, 26 March 2012
* I’ve been working with Dynamics CRM for a month or so now and have been amazed and the speed and simplicity of using such a sophisticated piece of software. I am trying to make the most of Dynamics CRM 2011 as sales toll to help me keep on top of my work load and to help streamline my
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