CRM 2011 – How to Upgrade Activity Feeds
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...
View ArticleHow Does the CRM 2011 5.0.14 SDK Solution Down-level Utility Work? – Part 1
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...
View ArticleSetting up a free 30-day trial of the Polaris Release of Microsoft Dynamics...
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...
View ArticleCRM 2011 Polaris Asynchronous Javascript Loading
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...
View ArticleCRM 2011 – Working with Activities from Process Forms
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...
View Article3 Tips – Upgrade Your CRM 2011 AJAX Calls to Support Chrome, Firefox & Safari
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...
View ArticleSalesforce.com vs Dynamics CRM Online
The main arguments made by Salesforce in promoting their software against Dynamics CRM online are out of date. I recently watched a video clip ( http://www.youtube.com/watch?v=XGgkM_hsmiI ) on Youtube...
View ArticleMicrosoft Dynamics CRM – iPad and Yammer Capabilities Released for CRM Online
The next release for Microsoft Dynamics CRM Online has been done! CRM Online now includes of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social...
View ArticleHow to Find Similar Cases in Dynamics CRM 2011
The new process form for the Case entity in the December 2012 Update includes a new feature which makes it easy for customer service representatives or support technicians to find similar cases that...
View ArticleCRM 2011 RU12/Polaris - Disable Inline Notes Control
Recently a fellow college wanted to disable the inline notes control. Requirement was to still be able to see all the notes but not add or edit existing notes inline. With RU12/Polaris the notes...
View ArticleDynamics CRM 2011 and Yammer Integration Step by Step
Finally! The Yammer integration is here. If you’re a Microsoft Online customer you’ll be able to take full advantage of this integration. Here is a step by step guide to integrating Yammer with...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 1 - Downloads
Recently a new adapter for Microsoft Dynamics CRM 2011, named the Microsoft Dynamics CRM Instance Adapter , has been released for use with the Connector for Microsoft Dynamics . The Connector for...
View ArticleConfiguring Dynamics CRM 2011 Online with Yammer - Live Demo
Check out my presentation from the March Auckland xRM/CRM User Group, where I demo how to configure Dynamics CRM 2011 online with Yammer. This live presentation includes: - What is Yammer? - Why you...
View ArticleCRM 2011 Technical Debt – A real example
A few days ago I was listening to a talk on DotNetRocks.com by Gary Short where he talks about “Technical Debt”. Timing couldn’t be better; couple of weeks ago we started a large Dynamics CRM 4 to CRM...
View ArticleCRM 2011 Automated Deployments – Backup Databases
Another time consuming task of deploying software updates is backing up existing application files, configuration files, databases etc etc which adds to the overall deployment time. These tasks can be...
View ArticleFeatures of Polaris in Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2011 Polaris release has brought so many useful features to the users of Dynamics CRM. In this blog post I will give you an overview of the new features. Multiple browser support...
View ArticleBetter Unit Testing with Microsoft Fakes – Free eBook!
Spotted a blog post mention on Twitter today, which I thought I would re-post to my blog for future reference as it had some good info on Unit Testing well worth giving a plug for. Since I am a BIG fan...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 2 – Connector Installation
In my previous blog I provided instructions for downloading the components required to install the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM 2011 Instance Adapter . In this blog I...
View ArticleDynamics CRM 2011 – Partner vs Vendor: Let’s Play Together
There is the old adage “no one cares what or how much you know, until they know how much you care”, it seems like a fluffy statement but it is pertinent to all human engagement - in my experience, it...
View ArticleMicrosoft Dynamics CRM 2011 Instance Adapter – Part 3 – Connector Configuration
In this blog I will describe how to configure the Microsoft Dynamics CRM 2011 Instance Adapter for integrating two Microsoft Dynamics CRM organisations. Part 1 – Configure Microsoft Dynamics CRM User...
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