• Field level Security in Dynamics CRM 2011

      Paul Nieuwelaar, 03 November 2010

      In Microsoft Dynamics CRM 2011 it is possible to set field level security on new fields, or existing fields that you have created. Unfortunately, at this time CRM 2011 doesn't support setting security on default fields, but hopefully with the full release of Dynamics CRM 2011 this will change.  

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    • Creating additional forms in Dynamics CRM 2011

      Paul Nieuwelaar, 10 November 2010

      In Dynamics CRM 4.0, you had one form for each entity, and everyone who had access to that entity could view the form. There was no out-of-the-box way to restrict users to certain parts of the form, or even have the form appear differently for some users. But now, with Dynamics CRM 2011, you can cre

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    • All New Dynamics CRM 2011 Stencils, Cutting Development Time in Half

      Paul Nieuwelaar, 17 November 2010

      Over the next couple of weeks I will be creating a set of Dynamics CRM 2011 stencils to be used inside of Microsoft Expression Blend 4 Sketchflow, so that you can design your customizations with the stencils before actually performing the customizations inside of CRM. Microsoft Expression Blend 4

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    • Fully Sketched Dynamics CRM 2011 Account Form

      Paul Nieuwelaar, 01 December 2010

      Last week I finished the account form ribbon, and this week I’ve been working on the rest of the account form. In case you haven’t read my last 2 blogs on my stencils, over the last few weeks I’ve been working on creating Dynamics CRM 2011 Stencils inside of Expression Blend 4 Sketchflow, to be use

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    • Dynamics CRM 2011 Main Window Stencilled up in Expression Blend 4

      Paul Nieuwelaar, 08 December 2010

      In my last week’s blog about the Dynamics CRM 2011 Sketchflow Stencils, I had created a working Account form in Expression Blend Sketchflow, so this week I thought I would show the main CRM 2011 window I had been working on, showing Accounts under Workplace. This is what I wanted to create: Since I

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    • Creating the Dynamics CRM 2011 Ribbon in Expression Blend 4 Sketchflow

      Paul Nieuwelaar, 24 November 2010

      In my last post on the All New Dynamics CRM 2011 Stencils I mentioned that I would be working on created a set of Microsoft Dynamics CRM 2011 stencils, to be used inside of Microsoft Expression Blend 4 Sketchflow so that you can create your entities and customization in Blend, before performing them

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    • Customizing Dynamics CRM 2011 with SketchFlow Stencils

      Paul Nieuwelaar, 15 December 2010

      In some of my past blogs, I showed that I had created the Dynamics CRM 2011 Account form and Main Window using only Expression Blend 4 SketchFlow and the stencils I developed for performing customizations. But I didn’t really show how you can use the stencils. So in this post I’m going to be showing

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    • How to use Dialogs in Dynamics CRM 2011

      Paul Nieuwelaar, 29 December 2010

      In Dynamics CRM 2011, as well as having the ability to create workflows, like in Dynamics CRM 4.0, you can also create Dialogs. Dialogs are like workflows, although they allow you to work through them step by step, with user interaction, including prompts to gather information easier. To create a D

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    • Solutions in Microsoft Dynamics CRM 2011

      Paul Nieuwelaar, 22 December 2010

      In Dynamics CRM 4.0, the standard way to import and export customizations to be used on other CRM instances was to use the customizations.xml file generated by exporting selected customizations. In Dynamics CRM 2011, the process of packaging and deploying customizations (or solutions) is now easier

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    • No More Tabbing – Dynamics CRM 2011

      Paul Nieuwelaar, 12 January 2011

      In Dynamics CRM 4.0, forms were made up of several different tabs, where you had the main information on the General tab, and other fields on the other tabs. This required you to go through each tab, and then once you reach the bottom of that tab you needed to go back to the top of the form to switc

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    • Advanced Find in Dynamics CRM 2011

      Paul Nieuwelaar, 19 January 2011

      Advanced finds in Dynamics CRM 2011 are very similar to advanced finds in Dynamics CRM 4.0 in how they work, however there are a few subtle differences that shouldn’t go unnoticed. The Query part of the advanced find works exactly the same as in Dynamics CRM 4.0, in that you set the query in the fo

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    • How to get your hands on the Dynamics CRM 2011 Trial

      Paul Nieuwelaar, 22 January 2011

      The full version of Dynamics CRM 2011 has now been released, and if you want to get your hands on the trial version, all you have to do is follow the steps below to get started right away. 1. Follow this link: http://crm.dynamics.com/en-nz/trial-overview. 2. Click on ‘Try Now’. 3. You will then be

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    • How to Designate Magnetism as your Partner on Record for Microsoft Dynamics CRM Online

      Paul Nieuwelaar, 23 January 2011

      If you already have your organization set up on Dynamics CRM 2011, then the steps described in this blog will show you how you can designate Magnetism as your organizations Dynamics CRM 2011 Partner on Record. If you haven’t yet got Dynamics CRM 2011, I recommend you read my previous blog post on Ho

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    • Syncing Dynamics CRM 4.0 Invoices with Xero Online Accounting

      Paul Nieuwelaar, 02 February 2011

      If you use, or have heard about Magnetism’s Xero Connector, connecting Dynamics CRM 4.0 with Xero Online Accounting, then this blog will show you how you can sync invoices between the two applications, and how you can add payments in real time, so that they are visible in both Dynamics CRM 4.0 and X

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    • Dynamics CRM 2011 Email Fields as Links

      Paul Nieuwelaar, 03 February 2011

      In Microsoft Dynamics CRM 4.0, you will probably remember how you could create an nvarchar text field with a format of URL to resemble a website field, and then when a website is entered into that field it would appear as a link, and you could double click the field to open it in your web browser.

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