• 3 Tips – Upgrade Your CRM 2011 AJAX Calls to Support Chrome, Firefox & Safari

      Gayan Perera, 05 March 2013

      Rollup 12/Polaris added support for Chrome, Firefox & Safari, therefore we need to ensure custom javascript works across all of the above browsers. One of the things we’ve seen with xRM implementations are AJAX calls using ActiveXObjects. ActiveXObject works fine in IE but fails with other

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    • CRM 2011 – Working with Activities from Process Forms

      Roshan Mehta, 04 March 2013

      Working with Activities has never been easier with the introduction of process-driven forms in Microsoft Dynamics CRM 2011 UR12. Previously it took a number of clicks to create, read, update, and complete Activities while also managing the headache of multiple pop-up windows. With the new Activities

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    • CRM 2011 Polaris Asynchronous Javascript Loading

      Gayan Perera, 03 March 2013

      Some of you might have noticed “xyz is undefined” in your form scripts with the latest update. This is caused by the system failing to load javascript libraries in the specified order. Let’s say you had a function that displayed a bunch of accounts. Eg: function DoSomething_OnLoad(

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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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    • How Does the CRM 2011 5.0.14 SDK Solution Down-level Utility Work? – Part 1

      Gayan Perera, 28 February 2013

      CRM 2011 Rollup 12/Polaris introduced new components which integrated with the existing system. It also pulled in the activity feeds solution into the base CRM solution. With both of the above changes we’re no longer able to develop solutions in a Rollup 12 environment and install into an orga

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    • CRM 2011 – How to Upgrade Activity Feeds

      Roshan Mehta, 27 February 2013

      Activity Feeds is a collaborative tool which sits inside CRM and allows real time notifications among employees regarding various records. The new features are available for both CRM Online and CRM On-Premise customers, and in this blog we will see how we can upgrade Activity Feeds to the latest ver

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 3

      Colin Maitland, 26 February 2013

      In my first blog in in this series I described how you can setup a free 30-day trial of Microsoft Dynamics CRM 2011 Online.  I described how to configure some Personal Options and System Settings in Microsoft Dynamics CRM 2011 so that you get the best experience from your trial. 

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    • What is the difference between a Business Analyst and a Functional Consultant?

      Jaime Smith, 25 February 2013

      I was recently asked “What is the difference between a Business Analyst (BA) and a Functional Consultant?” and I had to think about how to answer…..because I was sure they were different but I wasn’t quite sure how to explain it. According to the IIBA1, a BA is any person wh

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    • CRM 2011 – Case Management Phone Support

      Roshan Mehta, 24 February 2013

      As we’ve seen with the recent release of Microsoft Dynamics CRM 2011 Rollup 12, the process-driven user interface and new integrations make everyday use quick and easy. One of the added features of the Case Management module is the ability to quickly log details of a phone call when troublesho

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 2

      Colin Maitland, 22 February 2013

      In my previous blog I provided instructions on how to setup a 30-day free trial of Microsoft Dynamics CRM 2011. In this blog I will provide instructions on how to configure some of your Personal Options and System Settings for Microsoft Dynamics CRM 2011 so that you get the best experience from

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    • Dynamics CRM 2011 Online – Custom Workflow Activities!

      Roshan Mehta, 21 February 2013

      The ability to create custom workflow activities and register them with CRM 2011 online has been a feature not previously supported in CRM due to security limitations. The release of Microsoft Dynamics CRM 2011 UR12 (Polaris) provides the ability for developers to write custom workflow activiti

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    • How to Add Autocomplete Functionality to CRM 2011 Fields

      Gayan Perera, 20 February 2013

        This is an unsupported customization. To implement the autocomplete functionality you’ll need the following: 1. jQuery (latest version) 2. jQuery Autocomplete 3. A custom javascript web resource – See code below 4. A custom css web resource – This will a

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    • What is Polaris and Rollup 12 in Dynamics CRM 2011

      Paul Nieuwelaar, 19 February 2013

      First of all, Rollup 12 and Polaris are not the same thing. Polaris is the codename for the December 2012 Q4 release of Dynamics CRM 2011 Online. Rollup 12 is available for On-Premise customers, which includes some but not all of the features included in Polaris. As with other Dynamics CRM rollups,

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    • Setting up a free 30-day trial of the Polaris Release of Microsoft Dynamics CRM 2011 – Part 1

      Colin Maitland, 18 February 2013

      The Polaris release of Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online was recently released.  The Polaris release web application supports multiple web browsers and operating systems. A new process-flow user experience for guiding users through Sales and Customer Service related

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    • Dynamics CRM 2011 Metadata Browser

      Roshan Mehta, 17 February 2013

      The latest version of the Microsoft Dynamics CRM 2011 SDK (v 5.0.13) ships with a revamped metadata browser which allows you to get a quick glance into the customizations and configurations implemented in your CRM system. It is available as a managed solution which you can easily import into an

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