• Dynamics CRM 2011 for Outlook – The “View” Tab

      Roshan Mehta, 05 May 2011

      Previously, I have taken you through a quick overview of some of the available ribbon tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “View” tab and how you can use it to personalize your Dynamics CRM 2011 experience from within Outlook.   Dynamics CRM 2011 for

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    • Dynamics CRM 2011 for Outlook – The Customization Tab

      Roshan Mehta, 09 May 2011

      Previously, I have taken you through a quick overview of some of the available Ribbon Tabs in Dynamics CRM 2011 for Outlook. Today we’ll take a closer look at the “Customize” tab and how you can use it to easily customize your Dynamics CRM 2011 implementation from within Outlook.   Let’s assume

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    • I’ve Lost My Dynamics CRM E-mails!

      Roshan Mehta, 16 May 2011

      I came across an interesting issue after performing a data migration from Business Contact Manager 2007 to Dynamics CRM 2011 Online. The migration included a large number of Accounts and Contacts, as well as Activities related to these customer records. After the migration was complete, the customer

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    • Displaying a Bing Map in Dynamics CRM 2011

      Roshan Mehta, 23 May 2011

      Many Dynamics CRM users in different industries rely on integrations with other systems and services to diversify their CRM implementations. A popular example of such integration is displaying a Bing Map inside CRM. Companies tend to use this integration for a number of reasons such as to obtain a

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    • Native SharePoint Functionality in Dynamics CRM 2011

      Roshan Mehta, 31 May 2011

      The Document Management feature of Dynamics CRM 2011 allows you to view your SharePoint documents from within Dynamics CRM and relate them to your CRM records. We have already taken a look at what is involved to setup Document Management and have also seen how we can use it within our business. In t

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    • How to use Document Management in Dynamics CRM 2011

      Roshan Mehta, 07 June 2011

      Previously, I have given you a quick overview of Document Management, as well as shown you how easy it is to configure Document Management for your Dynamics CRM deployment. Today we will see this feature in action and how easy it is to use SharePoint 2010 functions from within CRM 2011.   Frost

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    • Document Management Settings in CRM 2011

      Roshan Mehta, 08 June 2011

      In my past blog posts, I have been going over How to use Document Management in Dynamics CRM 2011. In this post I will be showing you another important component of the out-of-the-box Document Management feature of Dynamics CRM 2011, which is the ability to manage your Document Management Settings,

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    • How to use Document Management in Dynamics CRM 2011

      Roshan Mehta, 13 June 2011

      In my last post, I showed you the demo on how to setup and configure Document Management in CRM 2011 with SharePoint 2010. Below is the second demo from my presentation at the XRM User Group showing how a construction company might use Document Management. Firstly, the demo takes you through h

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    • Setting up Document Management with SharePoint 2010 for Dynamics CRM 2011

      Roshan Mehta, 10 June 2011

      On Tuesday 7th June I had the privilege of presenting at the xRM User Group. I covered the topic of Document Management in Dynamics CRM and ran through a couple of demos on how to setup Document Management as well as how an organization might use this feature with SharePoint 2010. I have added belo

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    • How to Create a Silverlight Map Control for Dynamics CRM 2011

      Roshan Mehta, 15 June 2011

      There are many cases in which an organization will need to work with maps as part of their Dynamics CRM experience. For example, you might be part of a courier company that needs to be able to see your customer locations in a map before you can deliver the goods. It is now very easy to create a map

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    • Relationships in Dynamics CRM 2011

      Roshan Mehta, 21 June 2011

      Microsoft Dynamics CRM is designed to record and track the relationships between various parts of an organization. There are a number of out-of-the-box relationships which we can create such as an Employer/Employee relationship by storing multiple Contacts within an Account. * Types of Relationships

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    • Cascading Rules in Microsoft Dynamics CRM

      Roshan Mehta, 22 June 2011

      In my previous post, we covered the different types of relationships available in Microsoft Dynamics CRM. We can also define what are known as cascading rules which allow us to have better control over our CRM records and any records which may be related to them. In this post, I will cover the diffe

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    • Retrieving Marketing List Members in CRM 2011

      Roshan Mehta, 01 July 2011

      Microsoft Dynamics CRM 2011 introduces the concept of dynamic Marketing Lists which allow you to have better control of various categories of Contacts, Accounts, and Leads. However, there are some important things to note when working with Marketing Lists via the Dynamics CRM 2011 SDK. Today, we’ll

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    • Error Showing Related Money field in a Dynamics CRM 4.0 View

      Roshan Mehta, 11 July 2011

      One of our clients recently came across an error when navigating to a customized view in Microsoft Dynamics CRM 4.0. Basically, a CRM user was trying to add a money field of a related entity as a column of the view. After publishing the changes to the entity, the user navigated to the view in CRM on

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    • Clickable Header Fields in Dynamics CRM 2011

      Roshan Mehta, 18 July 2011

      Dynamics CRM 2011 introduces the ability for system customizers to add fields to the header and footer of each customizable CRM form. This is especially useful for displaying important information about a particular record at the very top of the form and perhaps includes summary information at the b

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