Microsoft Dynamics CRM – ALM for Microsoft Dynamics CRM 2011: CRM Solution...
Today Microsoft released a new white paper titled ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management. It’s great to see a white paper or information being released in this area. You...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data...
In this series of blogs I am writing about using the Microsoft Dynamics CRM Instance Adapter with the Connector for Microsoft Dynamics to integrate two Microsoft Dynamics CRM Organisations. In my...
View ArticleMicrosoft Dynamics CRM Online Free Trial, Paid Subscription, Non-Profit...
Since writing a previous blog on setting up a Microsoft Dynamics CRM trial some things have changed! This blog provides updated information on creating a Microsoft Dynamics CRM Online trial, converting...
View ArticleCRM 2011 – Add Users to a Team via the SDK
In this post, we will see how we can use C# and the Microsoft Dynamics CRM 2011 SDK to programmatically add Users to a Team. This is useful in situations where there are special conditions in your...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data...
In this blog I will discuss some scenarios with respect to synchronizing related Accounts and Contacts from one Microsoft Dynamics CRM Organisation to another using the Microsoft Dynamics Connector. In...
View ArticleSuccessful Implementation of CRM
According to a study by SandHill Group and Neochange (2008) the number 1 indication of "success" for an enterprise software implementation is "value realisation for the company." 96% of buyers thought...
View ArticleHow Magnetism Implemented a Student Acquisition System for Le Cordon Bleu New...
Magnetism provided the CRM assistance to Le Cordon Bleu to implement a student acquisition system to accurately capture, track and manage their leads, automate key workflows, and to acquire a clear...
View ArticleMicrosoft Dynamics CRM – Windows Server & SQL Server Supported Versions
This post will provide a quick snapshot of the supported versions of Windows Server and SQL Server for Microsoft Dynamics CRM 2011. This posting will also be a quick reference post for me in the...
View ArticleCRM 2011 Plugins – Shared Variables
The Microsoft Dynamics CRM 2011 platform and the execution pipeline provides the ability to pass data from one plug-in to another through an IPluginExecutionContext property called SharedVariables ....
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data...
I am now at the end of this series of blogs on integrating two Microsoft Dynamics CRM Organisations using the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM Instance Adapter . In my...
View ArticleDynamics CRM 2011 View Records Owned by My Team Members
In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter...
View ArticleCRM 2011 –Automatically Enable/Disable Plug-ins and Workflows
I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom...
View ArticleDuplicate Detection during Record Create and Update Operations Not Supported
In this blog write about the fact that Duplicate Detection Rules are not triggered when using the Updated User Interface Forms in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online . Newly...
View ArticleMicrosoft Office 2003 Not Supported in Next Major Release of Microsoft...
In a recent update from Microsoft regarding the next major release of Microsoft Dynamics CRM (known as Orion), Microsoft have advised that Microsoft Office 2003 will no longer be supported . Refer to...
View ArticleCRM 2011 – SendEmailRequest Not Working?
There is one “gotcha” when using the SendEmailRequest in the Microsoft Dynamics CRM 2011 SDK. I have seen questions asked throughout the community where developers are trying to programmatically send...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 8 – Record Actions
In this series of blogs, starting with this one , I have written about the Connector for Microsoft Dynamics with an emphasis on integrating data between two Microsoft Dynamics CRM Organisations using...
View ArticleBuild 2013 – Visual Studio 2013 – What’s New?
Here’s some notes from the Visual Studio 2013 session at Build 2013 describing some of the cool new features we can expect. Note that this is only from the VS2013 preview, so there may be some more...
View ArticleMicrosoft Dynamics CRM Service Health – Incident Example
On June 25 I encountered an error when attempting to connect to Microsoft Dynamics CRM Online using the Microsoft Dynamics CRM Software Development Kit (SDK). By logging into the Microsoft Online...
View ArticleRestricting Access for Integrations to Microsoft Dynamics CRM Online Using...
When integrating Microsoft Dynamics CRM Online with other systems, such as another Microsoft Dynamics CRM Organisation, an Enterprise Resource Planning (ERP) system, or any other system it is common to...
View ArticleDynamics CRM 2011 – Prevent Header Web resource disappearing
On a Dynamics CRM project we had a requirement to show a simple static html page in the header of a contact form. We achieved this by adding the html page as a web resource to CRM and then using the...
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