• 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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    • How to switch a Dynamics CRM form based on a value

      Gayan Perera, 24 July 2013

      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 out of the box feature to control which form is displayed based on a user’s role. However it is

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    • Dynamics CRM JavaScript Web Resources in Visual Studio 2013

      Roshan Mehta, 23 July 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 time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.

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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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    • Dynamics CRM CSS Web Resources in Visual Studio 2013

      Roshan Mehta, 21 July 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 time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.

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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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    • Microsoft Dynamics 2013 – Announcements Released at WPC 2013

      Greg Olsen, 17 July 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 2013 in New Orleans earlier in the year about Orion. So if you would like to see that post also, t

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    • CRM 2011: Import Error 0x8004D293 – opportunity_customer_accounts

      Nathan Eccles, 16 July 2013

      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 was made with this update was to modify the CustomerId attribute on the Opportunity entity from Sy

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    • Dynamics CRM HTML Web Resources in Visual Studio 2013

      Roshan Mehta, 15 July 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 time-saving shortcuts that will surely help developers focus on their coding and get their jobs done faster.

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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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    • Dynamics CRM 2011 – Prevent Header Web resource disappearing

      Jared Johnson, 11 July 2013

      On a Dynamics CRM project we had a requirement to show a simple static html page in the header of a contact form. We achieved this by adding the html page as a web resource to CRM and then using the insert web resource button to insert the page into the header. Pre Rollup 12 this worked fine, howeve

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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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