• Importing a Solution into Dynamics CRM 2011

      Paul Nieuwelaar, 04 August 2011

      In this blog post I will be going through the steps required to import a Managed Solution into Dynamics CRM 2011. Solutions can be downloaded from the Dynamics Marketplace, or from our own Products Page. For this example I will be importing our ‘mNumbering’ solution into Dynamics CRM 2011. Before yo

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    • Remove ‘Add Existing’ Button from a Dynamics CRM 2011 Ribbon

      Paul Nieuwelaar, 09 August 2011

      A common issue with Dynamics CRM 4.0 was removing the ‘Add Existing’ button on the grids of related entities. By default when you create a relationship/lookup, the related grid on the primary entity has 2 buttons; one to ‘Add New’ records, and the other to ‘Add Existing’ records. However often you w

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    • General Security Role for Dynamics CRM 2011

      Paul Nieuwelaar, 11 August 2011

      In Dynamics CRM 2011 there are several Security Roles loaded in the system by default, all of which give various permissions to access the system. However there is no “General” role that grants any user access to the system. For this reason we have created one role that can be given to any user, and

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    • Managed to Unmanaged Solution Dynamics CRM 2011 – Easy!

      Paul Nieuwelaar, 16 August 2011

      In Dynamics CRM 2011 when you import a Managed solution, there is no way to add or remove components from the solution, or re-export the solution from CRM. While this is true, it is possible to edit the solution outside of CRM, giving you the ability to change the Managed properties of the solution

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    • Customizing the Status Reason Field Dynamics CRM 2011

      Paul Nieuwelaar, 20 September 2011

      In dynamics CRM 2011 sometimes you will have a custom entity, for example ‘Project’, which requires an option set to store the Project Statuses such as ‘In Progress’, ‘On Hold’, ‘Completed’, and so on. At first glance this looks like a custom option set called ‘Project Status’, however a much more e

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    • Set a Time Stamp on Activities in Dynamics CRM 2011

      Paul Nieuwelaar, 13 October 2011

      In Dynamics CRM 2011, when I am entering phone call activities or tasks I often find that I am updating the same activity multiple times. As a result of this I end up needing to enter in the date and time before each update to the description in order to keep a ‘time stamp’ of when each change was d

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    • Click to Call from Dynamics CRM 2011 Grid Views with MS Lync

      Paul Nieuwelaar, 18 October 2011

      If you are a Microsoft Lync user, you may have already noticed around the web some phone numbers displaying a small phone icon after them. If you have tried clicking on one of these icons you would have noticed a Lync call would have started using that phone number. While this can sometimes be annoy

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    • Prefill a Date Field with Today’s Date in Dynamics CRM 2011

      Paul Nieuwelaar, 08 July 2011

      A common issue for users of any system has to input the same dates over multiple records. For example when creating new Invoices in Dynamics CRM 2011 you will often set the Date Delivered field to Today’s date by default, so why not automate this? To make this whole process a bit smoother we can add

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    • Click to Call Lync from Dynamics CRM 2011 Forms

      Paul Nieuwelaar, 31 October 2011

      In my previous post on Click to Call from Dynamics CRM 2011 Grid views with MS Lync, I showed how easily Lync can be used to call your contacts from Dynamics CRM grid views with an easy to use ‘click to call’ feature. In this post I will be showing another handy ‘click to call’ method for Dynamics C

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    • What to Check for when Approving an Article in Dynamics CRM 2011

      Paul Nieuwelaar, 09 March 2011

      In a few of my past blog posts, I have shown how to use Articles in Dynamics CRM 2011, including: The Lifecycle of an Article, How to Create an Article, and How to Create and Edit an Article Template. While these show how to use some of the basic functions of an Article, I also want to show the step

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    • Set Personal Options for Dynamics CRM 2011 Outlook Client

      Paul Nieuwelaar, 10 November 2011

      In my last post I described the steps to set up your Dynamics CRM 2011 Outlook Client for Office 2007 and 2010. In this blog post I will go through the steps to configure your Personal CRM Options for Office 2007 and 2010. 1. If you are using Office 2010, to configure your personal CRM settings, cl

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    • Dynamics CRM 2011 Customization Course and Exam Preparation

      Paul Nieuwelaar, 22 November 2011

      Since its initial release late last year, I have been working with Dynamics CRM 2011, performing customizations to meet the requirements of many different clients. Just recently, I sat and passed the Microsoft Dynamics CRM 2011 Customization and Configuration exam (MB2-866). In this post I will prov

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    • Record Hyperlinks Available in Dynamics CRM 2011 Workflows

      Paul Nieuwelaar, 27 November 2011

      For a long time now, Dynamics CRM users have been requesting the ability to add a hyperlink to a Workflow, so that when you receive a reminder or notification email, you can quickly click the Record URL to open the CRM record. There have been a few different solutions available on the CRM Marketplac

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    • Setting up your Dynamics CRM 2011 Outlook Client

      Paul Nieuwelaar, 02 November 2011

      In this blog post I will describe in depth the steps to Install and Configure your Dynamics CRM 2011 Outlook Client for Office 2007 and 2010. Download Installer: First you will need to download the Dynamics CRM 2011 Outlook Client Installer, which can be downloaded in 2 ways: 1. Click on the ‘Get CR

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    • Hiding System Views for any Entity in Dynamics CRM 2011

      Paul Nieuwelaar, 08 December 2011

      In Dynamics CRM 2011, by default there are several different views that are configured for some of the main entities, such as Contacts and Accounts. In some cases it is good to keep these default views, as they usually provide some handy information. If you are adding lots of your own views however,

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