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Restricting Access for Integrations to Microsoft Dynamics CRM 2011 Using...

In my previous blog I wrote about restricting access to Microsoft Dynamics CRM Online using the Non-Interactive User Access Mode. This mode restricts users from connecting to and interacting with...

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Dynamics CRM HTML Web Resources in Visual Studio 2013

Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some...

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CRM 2011: Import Error 0x8004D293 – opportunity_customer_accounts

The release of the December 2012 Service Update and the introduction of Rollup 12 added a raft of new features to Dynamics CRM 2011, and changed the way a few things work. One of the minor changes that...

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Microsoft Dynamics 2013 – Announcements Released at WPC 2013

I thought I would add a blog post of some of the announcements for Microsoft Dynamics CRM 2013 (a.k.a Orion) at the latest Worldwide Partner Conference 2013. I did a blog post when I was at Convergence...

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Act on Behalf of Another User

In my previous two blogs I wrote about: • Use of a dedicated Non-Interactive Microsoft Dynamics CRM Online User to restrict access to Microsoft Dynamics CRM for use by integration between Microsoft...

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Dynamics CRM CSS Web Resources in Visual Studio 2013

Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some...

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ISV Extension Privilege Required To Display Renamed Information Form...

When customising forms in Microsoft Dynamics CRM 2011 it is possible to customise the Information Form Navigation Pane. On way on which the Navigation Pane may be customised is to rename the Group...

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Dynamics CRM JavaScript Web Resources in Visual Studio 2013

Microsoft has released some great new features with Visual Studio 2013 that is guaranteed to please Dynamics CRM developers. At Build 2013, Scott Hanselman and Mads Kristensen showcased some...

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How to switch a Dynamics CRM form based on a value

With Dynamics CRM 2011 you now have the ability to create multiple forms per entity. This allows you to streamline the data entry process based on roles and fields. Dynamics CRM 2011 already has an...

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Quick Find Record Limits – Search Results May Be Limited to 10,000 instead...

In this blog I will briefly describe the Quick Find functionality in Microsoft Dynamics CRM 2011 and will conclude with a brief description of the Enable Quick Find Record Limits option. The Quick...

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Microsoft Dynamics CRM 2011 Communications Preferences

The Lead, Contact and Account entities in Microsoft Dynamics CRM 2011 provide options that affect whether or not communications, such as E-mails, may be sent from Microsoft Dynamics CRM for these...

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User Adoption of CRM – The Key Issue

How’s this for an IT strategy: • Management decides “we need a CRM system.” • Careful selection to find the best fit CRM software. • Find a consultant or partner...(read more)

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Installing an Organisation Trial of CWR Mobile CRM for a Microsoft Dynamics...

CWR Mobility are leaders in the Microsoft Dynamics CRM Mobile Client market. Magnetism is CWR Mobility Certified partner. For evaluation purposes there are two types of free 30-day trials provided by...

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Deduplication of Data during Import using Data Import Wizard and Duplicate...

When using the Data Import Wizard in Microsoft Dynamics CRM 2011, duplicate detection rules may be used to deduplicate data during the data import. In this blog I will describe how this may be done....

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Microsoft Dynamics CRM 2011 – UR 11 Critical Update

Microsoft has releases a Critical Update for Microsoft Dynamics CRM 2011. This update is for CRM instances who cannot upgrade their system beyond UR11 but still would like some bug fixes applied to...

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CRM 2011 – Customize Address Views?

I have recently been working with a customer who asked if it’s possible to create new views for the out-of-the-box Address entity in CRM 2011 Online. I thought I would try this in the Chrome...

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Microsoft Dynamics CRM 2013 Makes Business Personal

The next version of Microsoft Dynamics CRM is coming. It’s called Microsoft Dynamics CRM 2013. This version is designed to redefine how businesses engage with their customers. CRM 2013...

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CRM and the Big Bang Theory

I love the show, but I have grave doubts about the Big Bang Theory. I find it impossible to imagine the complex systems all around us originating from the randomness of some sort of cosmological...

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Reverse ‘Parent: Child Business Unit’ access CRM 2011 Plugin

In Dynamics CRM 2011, when configuring security roles with business units, we have the ability to give a user the following levels of access to records: User : Any records they own. Business Unit :...

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Get bool/Two Options response from Dialog Prompt CRM 2011

In Dynamics CRM 2011, when we create a Prompt and Response of type Option Set (radio buttons or picklist) we can set the Data Type to Integer which gives us the Option Set value in the response. This...

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