• 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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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 5

      Colin Maitland, 13 June 2013

      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 most recent posts I have discussed a number of findings with respect to the integration of the S

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 4

      Colin Maitland, 28 May 2013

      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 the sample data provided with Microsoft Dynamics CRM, Nancy Anderson is the Primary Contact

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    • Microsoft Dynamics CRM Online Free Trial, Paid Subscription, Non-Profit Charity Subscription

      Colin Maitland, 23 May 2013

      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 the trial to a Paid Subscription and applying for Non-Profit Charity Pricing. Eligible

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 3

      Colin Maitland, 20 May 2013

      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 previous blog:  •  I wrote about the impacts of attempting to integrate Towns/Citie

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 7 – Sample Data Integration – Part 2

      Colin Maitland, 29 April 2013

      In this series of blogs I am writing about using the Connector for Microsoft Dynamics with the Microsoft Dynamics CRM Instance Adapter to integrate two Microsoft Dynamics CRM Organisations.  In my previous blog I wrote about the need to ensure that Mappings are ordered or scheduled in such

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 6 – Sample Data Integration – Part 1

      Colin Maitland, 25 April 2013

      In my previous blog I wrote about the options for Mapping fields when creating integration between two Microsoft Dynamics CRM Organisations using the Microsoft Dynamics CRM Instance Adapter.   In this blog I will be writing about some requirements for integrating the Sample Data betwe

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 5 – Mappings

      Colin Maitland, 11 April 2013

      In this blog I will discuss the options provided in the Microsoft Dynamics Connector for Mapping Destination fields.  There are five options. The following screenshot shows the three most common options. A fourth option is to not Map selected Destination fields and a fifth option is to Map all

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 4 – Configure and Run a Simple Integration

      Colin Maitland, 07 April 2013

      In this blog I will describe how to create and run a simple integration between two Microsoft Dynamics CRM organisations for a custom entity called Country.  1. Open the Microsoft Dynamics Connector. 2. Open the Connector for Microsoft Dynamics. The New Integration screen will be dis

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 3 – Connector Configuration

      Colin Maitland, 24 March 2013

      In this blog I will describe how to configure the Microsoft Dynamics CRM 2011 Instance Adapter for integrating two Microsoft Dynamics CRM organisations.  Part 1 – Configure Microsoft Dynamics CRM User Accounts Ensure that you have the following user account in each of the Microsoft Dynami

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 2 – Connector Installation

      Colin Maitland, 20 March 2013

      In my previous blog I provided instructions for downloading the components required to install the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM 2011 Instance Adapter.   In this blog I will provide abbreviated/ annotated instructions, from the Connector for Microsoft Dyna

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    • Microsoft Dynamics CRM 2011 Instance Adapter – Part 1 - Downloads

      Colin Maitland, 12 March 2013

      Recently a new adapter for Microsoft Dynamics CRM 2011, named the Microsoft Dynamics CRM Instance Adapter, has been released for use with the Connector for Microsoft Dynamics.    The Connector for Microsoft Dynamics may be used to integrate/synchronise data between Microsoft Dynamics CRM

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 4

      Colin Maitland, 01 March 2013

      In this blog I will describe how to install/configure Microsoft Dynamics CRM 2011 for Outlook for use with your trial Microsoft Dynamics CRM Organisation.  Before starting, it is important to take be aware of the following points:  • To install Microsoft Dynamics CRM 2011 fo

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