• Microsoft Dynamics CRM 2013 Upgrade – Form Header - Header Tile Conditions

      Colin Maitland, 05 November 2013

      When upgrading your customised forms from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 one of the considerations is the number and type of items that are displayed in the Form Header of the upgraded forms and the style resultantly selected by Microsoft Dynamics CRM for the display of t

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    • Adding Ready-To-Use Business Process Flows to Microsoft Dynamics CRM 2013

      Colin Maitland, 03 November 2013

      In this blog I will provide a list of the ready-to-use Business Process Flows that have been provided by Microsoft and how these may be added to and activated in your Microsoft Dynamics CRM 2013 organisation. The following list of ready-to-use Business Process Flows has been copied from the Micros

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    • Translating Address Fields in Dynamics Microsoft CRM 2013

      Colin Maitland, 28 October 2013

      With the release of Microsoft Dynamics CRM 2013 a new composite address field and related composite address control for displaying and editing addresses has been added to Accounts, Addresses, Competitors, Contacts, Invoices, Leads, Orders, Quotes and Users. A composite address field has not been add

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    • Deduplication of Data during Import using Data Import Wizard and Duplicate Detection Rules

      Colin Maitland, 04 August 2013

      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. The following two screenshots show a sample combined set of Contacts and Accounts to be imported. Th

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

      Colin Maitland, 01 August 2013

      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 CWR Mobility. These are:  • Personal Trial: Allows you to t

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    • Microsoft Dynamics CRM 2011 Communications Preferences

      Colin Maitland, 28 July 2013

      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 types of records.   In this blog I will provide a list which methods, in Microsoft Dynamics CRM 201

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    • Quick Find Record Limits – Search Results May Be Limited to 10,000 instead 50,000 Records

      Colin Maitland, 25 July 2013

      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 Find functionality in Microsoft Dynamics CRM 2011 allows users to quickly and easily search for m

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    • ISV Extension Privilege Required To Display Renamed Information Form Navigation Pane Group Headings

      Colin Maitland, 22 July 2013

      When customising forms in Microsoft Dynamics CRM 2011 it is possible to customise the Information Form Navigation Pane.    One way on which the Navigation Pane may be customised is to rename the Group Names. This is sometimes desirable because it not possible to remove these groups or to a

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    • Act on Behalf of Another User

      Colin Maitland, 18 July 2013

      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 Dynamics CRM Online and another system. • Use of a dedicated Microsoft Dyna

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    • Restricting Access for Integrations to Microsoft Dynamics CRM 2011 Using Security Roles

      Colin Maitland, 14 July 2013

      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 Microsoft Dynamics using either the Microsoft Dynamics CRM Web Client or the Microsoft Dynamics CRM

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    • Restricting Access for Integrations to Microsoft Dynamics CRM Online Using the Non-Interactive Access Level

      Colin Maitland, 08 July 2013

      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 use either an in-house, partner, third-party, or Microsoft provided solution such as the Connector

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    • Microsoft Dynamics CRM Service Health – Incident Example

      Colin Maitland, 07 July 2013

      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 Portal, I found that there was a Current Health status of Service Degraded for CRM.    The det

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 8 – Record Actions

      Colin Maitland, 26 June 2013

      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 the Microsoft Dynamics CRM Instance Adapter.  Two blogs ago in this series, I wrote that I would

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    • Microsoft Office 2003 Not Supported in Next Major Release of Microsoft Dynamics CRM (Orion)

      Colin Maitland, 23 June 2013

      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 http://technet.microsoft.com/en-us/library/dn265924.aspx.  This brings the Microsoft Dynamics CR

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    • Duplicate Detection during Record Create and Update Operations Not Supported

      Colin Maitland, 20 June 2013

      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 created and uncustomised Microsoft Dynamics CRM 2011 Organisations include a number of predefin

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