• Bulk Deletion of Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 26 July 2011

      Often a Microsoft Dynamics CRM user will need to delete a large amount of data from the system. This can be a time consuming process if handled manually from the CRM user interface since CRM will only show you a maximum of 250 records per view. Thankfully, Dynamics CRM 2011 provides you with a Bulk

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    • Service Scheduling Error in Microsoft Dynamics CRM 2011

      Roshan Mehta, 09 September 2011

      The Service Scheduling module of Microsoft Dynamics CRM is a powerful feature which allows your company to track and schedule the services that you may provide to your customers. However, I recently stumbled across an interesting error with the Service Scheduling module in Microsoft Dynamics CRM 201

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    • Displaying a Dynamics CRM 2011 Account on a Bing Map

      Roshan Mehta, 16 September 2011

      Previously, I demonstrated “How to Create a Silverlight Map Control for Dynamics CRM 2011”. Today we’ll improve this functionality by actually displaying the location of an Account on the map using methods described in the Microsoft Dynamics CRM 2011 SDK as well as the various services available wit

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    • Associate/Disassociate Message for Dynamics CRM 2011 Plug-ins

      Roshan Mehta, 14 October 2011

      If you are a Dynamics CRM 2011 developer, you may have had issues when attempting to register plug-ins on the associate and/or disassociate message via the Plugin Registration Tool. This wasn’t a problem in Dynamics CRM 4.0, so why do many websites and blogs tell me that the associate and disassocia

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    • Colour Indicators for Microsoft Dynamics CRM 2011 Records

      Roshan Mehta, 25 October 2011

      With the introduction of dashboards in Dynamics CRM 2011, users are provided with a visual representation of their business data. We can take this idea and combine it with the ability to modify the CRM user interface using JScript to show colour indicators inside CRM records and alert users based on

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    • Duplicate Detection in Dynamics CRM 2011

      Roshan Mehta, 01 November 2011

      An important aspect of any system is the ability to detect duplicate records when data is added or updated in the database. Duplicate Detection can help an organisation maintain clean and consistent data across the system without having to perform manual duplicate checking. Dynamics CRM has a nice d

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    • Checking for Duplicates in Microsoft Dynamics CRM 2011

      Roshan Mehta, 07 November 2011

      In this post, I’ll show you how easy it is to check for duplicates in your Microsoft Dynamics CRM 2011 system. There are many reasons why you might want to perform a duplicate detection check. Perhaps your organisation is new to CRM and has recently performed a data migration from an old system, or

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    • Hiding a Ribbon Button in Dynamics CRM 2011

      Roshan Mehta, 14 November 2011

      There are many areas of Microsoft Dynamics CRM 2011 that can be customized to allow an organisation to make the software run the way they want it to run. These include the out-of-the-box customization tools made available within the CRM user interface, as well as advanced customization features such

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    • Debugging Dynamics CRM 2011 Plugins

      Roshan Mehta, 21 November 2011

      Developers can add additional business logic to Microsoft Dynamics CRM 2011 by writing custom plugins and registering them to the appropriate steps. However, debugging plugins can be quite a tricky task for developers especially when working with complex business logic. In this post, I will show you

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    • Modifying Translations in Dynamics CRM 2011

      Roshan Mehta, 28 November 2011

      Sometimes it is important for a CRM implementation to be setup in such a way that Users can see entity and field labels in different languages. For this we can install language packs, however this is not useful in situations where there are no language packs available for a specific language. For ex

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    • Data Validation in Microsoft Dynamics CRM 2011

      Roshan Mehta, 04 December 2011

      Data validation is the process of ensuring that clean, consistent, and accurate data is input into a system to make sure that useful analysis and reporting can be performed on business data. Microsoft Dynamics CRM 2011 provides various methods for data validation such as duplicate detection, field c

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    • Conditional Formatting in Microsoft Dynamics CRM 2011 for Outlook

      Roshan Mehta, 06 December 2011

      A cool feature of Microsoft Dynamics CRM 2011 for Outlook is the ability to apply conditional formatting to records in a view. Conditional formatting allows you to define a set of conditions so that certain records in a view stand out from the rest. Users have control over the styling they want to a

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    • Hide “Activities” and “Closed Activities” from Dynamics CRM 2011 Forms

      Roshan Mehta, 15 December 2011

      A common requirement for some CRM 2011 implementations is the need to hide items in the navigation pane of an entity form. CRM 2011 introduces the ability to add or remove items directly from the form editor but there are some restrictions around the level of control a system customizer has. You can

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    • Exporting Static Worksheets to Excel in Dynamics CRM 2011

      Roshan Mehta, 29 December 2011

      Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “static worksheets”. When a static worksheet is exported from Microsoft Dynamics CRM 2011, it means that the data does

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    • Exporting Dynamic Worksheets to Excel in Dynamics CRM 2011

      Roshan Mehta, 05 January 2012

      Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “dynamic worksheets”. When a dynamic worksheet is exported from Microsoft Dynamics CRM 2011, the resulting export file

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