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Email Tracking Error with Dynamics CRM 2015 Outlook Client
Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and...
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Correcting Customizations in the Sitemap when Upgrading to 2015
In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to...
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Performing Specialised Dynamics CRM SDK Operations using UpdateRequest
The latest version of Microsoft Dynamics CRM 2015 (pre-release) introduces some improvements to the SDK to simplify common operations. In this post, we will look at how the UpdateRequest has been...
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Connecting Microsoft Power BI Public Preview to Microsoft Dynamics CRM Online
In this blog I will briefly describe how to connect your Microsoft Dynamics CRM Online Organisation to the new Microsoft Power BI Portal Public Preview in order to be able to access, create and use...
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Microsoft Dynamics Marketing – Add New Zealand Currency
If you start a trial in New Zealand you may notice that the NZ Dollar is not an option you can choose for the default currency. Don't worry, if you keep reading you will be able to add the New Zealand...
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Display External Web Pages in Unified Service Desk
In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to...
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CRM 2013 – Error with Access Team Templates after Deployment
Access Teams in Dynamics CRM 2013 allow you to assign records to multiple users through the use of a sub-grid which references an Access Team Template. When deploying a solution which contains this...
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Configuring Knowledgebase Folders in Parature
The Knowledgebase module in Parature provides a way for customer’s to view the information about the problems they might have encountered or when they want to know about products or features. It also...
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Office 365 – Integration with Office 365 APIs
As we continue to work more and more with Office 365, we are likely require some form of integration from our custom application or business system with Office 365. The Office 365 platform has some...
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Sub-Reports in Dynamics CRM and SSRS Run on Multiple Records
In Dynamics CRM, when we create a report in SSRS we can choose to add filtering so it can be run on a single record, or multiple records from CRM.Say we want to create a custom invoice report, which...
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Office 365 – Accessing the Australia Office 365 Data Center for NZ
Office 365 – Accessing the Australia Office 365 Data Center for NZ As I write this article, New Zealand (NZ) Office 365 subscribers have their services hosted out of a data center in Singapore. The...
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Integrating Microsoft Social Listening with Dynamics CRM
Integrating Microsoft Social Listening with Dynamics CRMSocial Listening can help you gain insights into what is being said about your company, products and competitors. Data is given to you in the...
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Attaching Files to Knowledge Base Articles in Parature
In my previous post, we added some knowledge base articles to folders and looked at how alternate questions can help customers find the articles. The next step in creating rich knowledge base content...
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Microsoft Dynamics CRM 2015 – Global Navigation UI Changes
Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes.This blog post will...
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Microsoft Dynamics CRM 2015 – You can now add a Theme to your CRM
There are times customers are wanting to change the User Interface (UI) look n feel of CRM. They wanted to change the colours, logos etc to blend CRM into their existing systems. Well as of the Spring...
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Configuring the Chat Interface in Parature
Parature gives the ability to change the look and feel of the Live Chat interface to meet your company's design/colour scheme. The Parature Live Chat interface is shipped with default settings which...
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Error on Create of Appointment in CRM 2013 SP1 Rollup 2
After updating to CRM 2013 SP1 Rollup 2, we noticed an error on create of appointments in one of our clients systems. The error was a generic "Unexpected Error" which gave no indication of why it was...
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Debug Multiple Projects at the Same Time in Visual Studio
Usually when we need to debug something in Visual Studio, it's one project that we're launching, so we can simply set our project as the startup project by right clicking the project, and selecting set...
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Move SQL Azure Database to Local SQL Server
Exporting Azure SQL Database In this post, we are going to look at how we can move a database hosted in Microsoft SQL Azure to a local SQL Server. If you attempt this via the Azure Management Portal,...
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Windows 10 Technical Preview – Step-By-Step Install
This blog post will give you a step-by-step look into the installation of Windows 10. This installation I have used the Windows 10 Technical Preview release. At the time of this blog post, v10049 is...
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