• 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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    • 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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