• How to Check your Current Dynamics CRM 2011 Rollup Version

      Paul Nieuwelaar, 08 November 2012

      If you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.    

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    • Default Activities ‘Filter on’ to ‘All’ Dynamics CRM 2011

      Paul Nieuwelaar, 18 December 2012

      For Dynamics CRM 2011 Rollup 12 users, check out this blog post instead. In Dynamics CRM 2011, for entities that have Activities such as Account, Contact, and Lead, there is a left-nav related link for Activities and Closed Activities. For Account and Contact, the ‘Activities’ view only

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    • Auto Create Price List Item for Dynamics CRM 2011 Products

      Paul Nieuwelaar, 29 October 2012

      The following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha

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    • Dynamics CRM 2011 Dialog Processes - More than a Call Script

      Paul Nieuwelaar, 25 September 2012

      When Dialogs were first introduced with Dynamics CRM 2011, I’m sure most people labelled them as simply being just a ‘call script’ for sales teams. They appeared to be great in scenarios where you need to ask the prospect a series of questions, and then capture the responses on the

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    • Merging Custom Entity Records with Dynamics CRM 2011 Dialog

      Paul Nieuwelaar, 13 September 2012

      Dynamics CRM 2011 by default includes the ability to merge 2 records into 1; however this functionality is only available on Accounts, Contacts and Leads. This is usually not a problem, however as CRM is designed to be fully customizable, there are some cases where you have an entity that needs the

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    • Dynamics CRM 2011 with Windows 8 Server and SQL 2012

      Paul Nieuwelaar, 09 September 2012

      Recently I set up a virtual machine to test how Dynamics CRM 2011 would work with a Windows 8 Server, and SQL Server 2012. Needless to say, I successfully got the 3 working together (after a few gotchas!). In this blog post I will go through some of the issues I faced during the whole process, and h

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    • Different Field Widths within same Column Dynamics CRM 2011

      Paul Nieuwelaar, 04 September 2012

      You can see in the image above what we want to achieve. Basically, within the same section, we want to have one field occupy more space than the others. In this example, we have a Product name, which could potentially be very long, and then price and quantity fields, which are never going to need

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    • Delete E-mail Attachments with Plugin in Dynamics CRM 2011

      Paul Nieuwelaar, 28 August 2012

      Recently I had a requirement where I needed to delete e-mail attachments from certain e-mail messages delivered by the e-mail router. The idea was that if an e-mail was deemed ‘confidential’, its attachments would be stripped from the e-mail so users would not be able to see what the att

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    • Duplicate Field Name Error Creating Field Dynamics CRM 2011

      Paul Nieuwelaar, 21 August 2012

      The other day I was creating a bunch of fields for a custom entity, of which included a Two Options field, and a Single Line of Text field. For whatever reason, the field name of the Single Line of Text field was to be that of the Two Options field, but with ‘name’ on the end. I created

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    • Show or Hide Reports for Certain Users Dynamics CRM 2011

      Paul Nieuwelaar, 14 August 2012

      If you have ever created a custom report in Dynamics CRM 2011, whether it was an SSRS (SQL Server Reporting Services) report, or just a report created using the built in Report Wizard, you will have configured the report to be viewable to either the Individual (Owner) or the Organization (Everyone).

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    • Metro Themed Reporting in Dynamics CRM 2011

      Paul Nieuwelaar, 06 August 2012

      Recently I created a report in Dynamics CRM 2011 to show the number of phone calls made by each Sales Person for a given day. This includes a breakdown of each Status; for example the total calls that were Successful, Unavailable, or No Answer, as well as the overall total for the day. Ideally this

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    • Introducing: Dynamics CRM 2011 Read-Optimized Forms - UR7

      Paul Nieuwelaar, 02 August 2012

      Update Rollup 7 for Dynamics CRM 2011 includes a new feature to allow you to enable Read-Optimized forms for certain users. Often, many users just require the ability to read information within the system, but do not necessarily need to edit it. With this feature we can now show these users stripped

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    • Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011

      Paul Nieuwelaar, 26 July 2012

      Before CRM 2011 R8 beta was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE

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    • Track All Staff Emails Anonymously using Dynamics CRM 2011

      Paul Nieuwelaar, 08 July 2012

      The requirement: Simply put, we needed to track all emails ‘to’ and ‘from’ any staff member in Dynamics CRM 2011. Not all Staff members are CRM Users, and using the Email Router for each staff member is not an option due to the administrative overhead involved with maintaini

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    • Bulk Edit Customize Dynamics CRM 2011 Entity Name Messages

      Paul Nieuwelaar, 01 July 2012

      In Dynamics CRM 2011, if we want to change a system entities name (for example a common one is changing ‘Account’ to ‘Company’ or ‘Business’), we can go into the customizations area, and modify the Display Name. Then we need to go through each of the System Views,

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