• 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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    • CRM 2011 – SendEmailRequest Not Working?

      Roshan Mehta, 25 June 2013

      There is one “gotcha” when using the SendEmailRequest in the Microsoft Dynamics CRM 2011 SDK. I have seen questions asked throughout the community where developers are trying to programmatically send an e-mail, but the recipient never receives it. The e-mail message appears in the Activi

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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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    • CRM 2011 –Automatically Enable/Disable Plug-ins and Workflows

      Roshan Mehta, 17 June 2013

      I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom business logic from executing which could potentially slow down the migration process. Once the mi

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    • Dynamics CRM 2011 View Records Owned by My Team Members

      Paul Nieuwelaar, 16 June 2013

      In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter criteria “Owner - Equals Current User”. If we wanted to also see records owned b

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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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    • CRM 2011 Plugins – Shared Variables

      Roshan Mehta, 12 June 2013

      The Microsoft Dynamics CRM 2011 platform and the execution pipeline provides the ability to pass data from one plug-in to another through an IPluginExecutionContext property called SharedVariables. This property is a collection of key/value pairs which developers can use to share data between plug-i

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    • Successful Implementation of CRM

      John Eccles, 03 June 2013

      According to a study by SandHill Group and Neochange (2008) the number 1 indication of "success" for an enterprise software implementation is "value realisation for the company."  96% of buyers thought so!   But the same study showed that only 40% of buyers and 35% of software provide

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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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    • CRM 2011 – Add Users to a Team via the SDK

      Roshan Mehta, 26 May 2013

      In this post, we will see how we can use C# and the Microsoft Dynamics CRM 2011 SDK to programmatically add Users to a Team. This is useful in situations where there are special conditions in your organisation that define which Team (or Teams) a particular User can belong to. The SDK makes it easy v

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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 – ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

      Greg Olsen, 19 May 2013

      Today Microsoft released a new white paper titled ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management. It’s great to see a white paper or information being released in this area. You can download the whitepaper here What does this white paper provide? "This paper provides a

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