• Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

      Paul Nieuwelaar, 30 January 2013

      With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class

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    • Dynamics CRM 2011 Rollup 12 Switch to Process Form Button

      Paul Nieuwelaar, 29 January 2013

      With Dynamics CRM 2011 rollup 12 (Polaris), and the new Process Forms, we are given an option to ‘Switch to Classic’ which allows us to switch from our Process Form to the Classic Form equivalent. One of the problems with this is that once you’re on the ‘classic’ form,

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    • Microsoft Dynamics CRM 2011 - Include HTC Support in CRM forms

      Greg Olsen, 28 January 2013

      So the first thing you are probably asking is what is HTC support mean? HTML Components, known as HTCs, are a nonstandard mechanism to implement components in script as Dynamic HTML (DHTML) "behaviours" in the Microsoft Internet Explorer (IE) web browser.   These files typically use an .ht

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    • Dynamics CRM 2011 Rollup 12 and Bing Maps

      Roshan Mehta, 27 January 2013

      Another nice feature in update rollup 12 for Microsoft Dynamics CRM 2011 is out-of-the-box Bing Maps integration. Previously, custom solutions were required in order to display a map on an entity form in CRM, but Microsoft have made this available as part of the new process-driven user interface. Fo

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    • CRM 2011: ActivityPointer and Custom Fields

      Nathan Eccles, 25 January 2013

      CRM 2011 has given us this wonderful means of accessing all Activity entities through a single pointer, called the ActivityPointer. Unfortunately this pointer contains only out-of-the-box fields which are generic enough across the various Activities to warrant being included. This means that if you

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    • Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

      Paul Nieuwelaar, 24 January 2013

      If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc

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    • Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!

      Paul Nieuwelaar, 23 January 2013

      In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo

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    • Office 365 Active Directory Synchronization Error

      Gayan Perera, 22 January 2013

        Recently, a customer with a federated active directory setup got an error from the MS Online Services Team saying that they did not register a synchronization for at least 24 hours. The synchronization has been working fine until now but then suddenly stopped. We noticed the following errors

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    • Calling Your Dynamics CRM Customers with Skype

      Roshan Mehta, 21 January 2013

      Update Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r

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    • User Interface Changes in Dynamics CRM 2011

      Roshan Mehta, 20 January 2013

      If you have signed up for a trial version of Microsoft Dynamics CRM 2011 lately, you may have noticed the slick new user interface. The new look is part of update rollup 12 and includes a few cool new features which I will run through in later posts. For now, let’s get familiar with the change

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    • CRM 2011 Rollup 12 - No More Freezing PC while Publishing

      Paul Nieuwelaar, 18 January 2013

        One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished

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    • Script#, jQuery, Cross Browser and Dynamics CRM 2011 SOAP – Part 1

      Gayan Perera, 17 January 2013

      This is a two part series; we’ll show you how you can write cross browser compatible code using Script# and jQuery. We’ve shown you our Xrm.Page Script# library in our earlier posts, if you haven’t had a change to look at it yet take a look at the CodePlex project (http://sharpxrmp

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    • Duration Fields in Dynamics CRM 2011

      Roshan Mehta, 16 January 2013

      Microsoft Dynamics CRM 2011 has been out for a while now so you probably know about custom duration fields. Duration fields were previously found only on system entities and there was no way of adding custom ones to entity forms. In this post, we will take a closer look at duration fields and unders

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    • Goals Management in Dynamics CRM 2011 – Goal Metrics 2

      Colin Maitland, 14 January 2013

      In my previous blogs I wrote about the components of a Goal Metric and describe the pre-defined Goal Metrics in Microsoft Dynamics CRM 2011. This blog covers adding a custom Goal Metric for measuring scheduled, completed and cancelled Phone Calls. In my next blog I will look at adding a Goal Metric

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    • KPIs, Forecasting and Dashboard ideas for Sales Managers using Microsoft CRM

      Richard Penny, 13 January 2013

      The team at Click dimensions recently posted this article on how sales managers can use Microsoft CRM to create dashboards and manage a sales pipeline. In this example they are using a SaaS business model but the principles are the same no matter what your model is. KPIs, Forecasting and Dashboard

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