More info on the Microsoft Dynamics Marketplace
On July 12th 2010, at the Microsoft Worldwide Partner Conference, Microsoft Corp., announced the Microsoft Dynamics Marketplace, a new online service for discovering software applications and...
View ArticleMicrosoft Dynamics CRM 2011 Beta notification
All you need is this link: https://offers.crmchoice.com/betaofferlanding/?campaignid=3C2D347A-8280-DF11-9910-001B7841C76C Be sure to register to be notified when the public beta is available!
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Problem with Microsoft SQL Server Full-Text Search
If, by any means, you have upgraded your Microsoft SQL Server 2005 to 2008, you’ve probably seen this: you want to install a brand new CRM 4 on your server and, just before the end of the wizard, the...
View ArticleTip: Use that default ‘name’ field in custom entities!
Sometimes it is useful, sometimes it is not…when you create a new custom entity in Microsoft CRM, there is always one default field called ‘name’ which is a varchar field. One will say that you can...
View ArticleMicrosoft Dynamics CRM 2011 Beta Signup
And there it is, the beta signup for Microsoft Dynamics CRM 2011 is finally available! More info here: https://offers.crmchoice.com/CRM2011Beta-Signup/
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How-to series: Generate auto-numbers on custom entities (part 1)
Ok, in this series, I will try to explain how to generate auto-numbers on custom entities based on the user’s preferences (length of the auto-number, prefix, suffix, increment value, etc.) This kind of...
View ArticleWhat’s new in Microsoft Dynamics CRM 2011?
A good read for everyone, not only developers or customizers: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/whatsNewCRM5.aspx
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Deploy plugins in an IFD+OnPremise environment
If you are stuck with the Plugin Registration Tool (PRT) in an IFD environment, one test to make is this one: Compile the Visual Studio solution using VS 2008 or 2010 Deploy the debug or release files...
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CRM 2011: Installation issues and way to resolve it
Some issues that can arise during the ‘System Checks’ while installing Microsoft CRM 2011… Issues The SPN for the ASP.NET App Pool account has to be verified The SPN for the CRM Deployment Web Service...
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CRM 2011: New ‘helpers’ for system customizers! (Part 1)
PREVIEW – Here is an overview of the new ‘helpers’ customizers have at their disposal while customizing Microsoft CRM 2011: Solutions Upon installing Microsoft CRM, a new default solution is created...
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CRM 2011: Finally a way to alter the ‘queue items’ view!
Yes, now it’s nearly official: you CAN alter the queue items views and set the columns you want to display! Before: After: This was a long awaited need for my clients, thanks Microsoft!
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CRM 2011: A first look at the field security
A nice feature that has been added to Microsoft CRM 2011 is the field security. I’ll try to explain it with an example where a customer wanted to store the contact’s password in Microsoft CRM for...
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CRM 2011: New update (KB2409294) for beta available!
New update for Microsoft CRM 2011 beta is available through Windows Update Link:...
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CRM 2011: Installer le connecteur SharePoint 2010 pour Microsoft CRM 2011
Une nouvelle fonctionnalité de Microsoft CRM 2011 est la possibilité d’utiliser SharePoint 2011 pour l’intégration des documents CRM. Cette fonctionnalité était longuement attendue et pouvait être...
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How-to series: Generate auto-numbers on custom entities (part 2)
In the first post of the series (see Part 1), I was dealing with the creation of a new entity which can be used to store the autonumbering parameters such as: which entity must get a number, which...
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CRM 2011 : Adaptez vos modèles d’emails à la nouvelle version !
Finalement, il n’en fallait pas plus à Microsoft pour adapter sa plateforme CRM aux demandes des partenaires (dont moi ) : il est désormais possible d’attacher un ou plusieurs document(s) dans les...
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CRM 2011: Show-off your icons!
One of the noteworthy feature available now in Microsoft CRM 2011 is the ability to define ‘Web Resources’ which are a set of ‘virtual’ files that can be accessed from a URL (think: virtual folder...
View ArticleCRM 2011: New update (KB2439176) for beta available!
New update for Microsoft CRM 2011 beta is available through Windows Update since the 26th of October. I haven’t found any information on this update so far, so I’m going to test it against my...
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CRM 2011: New activity types for dummies®– Part 1
After a couple of days without posting anything, I thought about explaining a real case scenario where your client would like to deal with meeting minutes inside Microsoft CRM. This real case scenario...
View ArticleUpdate Rollup 14
Haha! This update rollup *should* resolve the following issue I had with my workflows: “For a Send Email step in a workflow, an email template is not retained when the email step properties window is...
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How-to series: Change activities’ status when closing opportunities
Okay, this post is a response to a good question made by someone on the Microsoft Dynamics CRM forum (for Partners). The initial question was: “Hi All, When an opportunity is cancelled, the activities...
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CRM 2011 : Ajouter des packs de langue
Bien que Microsoft CRM 2011 soit multi-langues, il est nécessaire d’installer un pack de langue pour que celle-ci soit disponible lors de l’instanciation d’une nouvelle organisation (OU). En effet, il...
View ArticleCRM 2011: Global launch event
“Thursday, January 20th, 2011 at 9am PST” is the date you can’t miss! Quote from the web page http://crm.dynamics.com/2011launch/: “Attend this FREE global virtual launch event and watch Microsoft CEO...
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How-to series: Create-and-deploy a “template” organization
Okay, now this post is going to show how to quickly export a complete CRM 4.0 organization, which includes: customizations reports workflows mail-merge templates email templates contract templates...
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CRM 2011: The RC version is here!
As stated on various blog around the world, the Release Candidate version of Microsoft CRM 2011 is finally here! I’ll updating soon, if not today, to see what has changed and what has been corrected...
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How-to series: Create a custom report (part 5)
So, after a long time, I’ve decided to end my how-to series by explaining how to embed a subreport in a custom report. If you don’t already know how to create a custom report, I’ll suggest that you...
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CRM 2011: RTM today!
Or yesterday it seems http://www.microsoft.com/downloads/en/details.aspx?FamilyID=c3f82c6f-c123-4e80-b9b2-ee422a16b91d&displaylang=en
View ArticleWhere are we with the CRM software market today?
Here is an interesting video from Software Advice about the CRM software market as-of today compared with 12 years ago. As you will hear, Brad Wilson (General Manager of Microsoft Dynamics CRM) talks...
View ArticleGet ready for a fight Salesforce.com!
In this video from Software Advice, Brad Wilson, General Manager of Microsoft Dynamics CRM, gives an overview of the current and future strategy behind Microsoft Dynamics CRM 2011. What is interesting...
View ArticleAre you ready for the Cloud?
In this video from Software Advice, Brad Wilson, General Manager of Microsoft Dynamics CRM, explains the choice between Microsoft Dynamics CRM Online and On Premise. It all ends up to this obvious...
View ArticleCRM 2011: Update Rollup 1 available through direct download
More information here: http://support.microsoft.com/kb/2466084 If you don’t want to bother downloading all the components separately, wait until the 26th of April when the update will be given through...
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CRM 2011: Hide a button in a custom entity’s form ribbon
For all of you who wanted to know how to do this, here are the steps: Make sure the custom entity is part of the solution you want to export and modify Export the solution and edit the...
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How-to series: Send SMS messages from CRM 2011 (part 1)
In a time where the information must be available quickly, there is an alternative to feeds, tweets, walls and emails….this alternative is called SMS, for Short Message Service. Of course, one can...
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How-to series: Send SMS messages from CRM 2011 (part 2)
In the first part (see part 1), I explained how a SMS could be better to communicate with your customers and contacts, since it is instantly dispatched on the cell phone. In this part, I’ll deal with...
View ArticleCRM 2011: Update Rollup 2 available through direct download
More information here: http://support.microsoft.com/kb/2466086/en-us Link to the download:...
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How-to series: Send SMS messages from CRM 2011 (part 3)
Finally! This is the final part of my how-to series on how to send and track SMS messages in Microsoft CRM 2011. The first post explained how to prepare the solution. The second post talked about the...
View ArticleInteresting article: Microsoft CRM 2011 Multiple Forms basics
I’ve just found out this very nice post on multiple forms basics in Microsoft CRM 2011, so I wanted to share it with you all… Microsoft CRM 2011: Multiple Forms basics.
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How-to: Use SQL CTE with custom reports in CRM
One of my client asked me the other day to produce a report containing all the cases (incidents) in the system… OK, this is pretty easy and it already exists somewhere But the hardest part was the...
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CRM 2011: Thunderbird compatibility
Well, this one is a recurring question: is Microsoft CRM compatible with other email clients such as Thunderbird? Well, the simple answer is “No sir”, but I’ve found myself thinking about creating a...
View ArticleCRM 2011: Update Rollup 4 available through direct download
More information here: http://support.microsoft.com/kb/2556167/en-us Link to the download: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=27554 This update will be available...
View ArticleCRM 2011: Update Rollup 5 with Q4 Service Update available through direct...
More information here: http://support.microsoft.com/kb/2567454/en-us Link to the individual downloads: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=27820 This update will be...
View ArticleCRM 2011: Q4 Service Update and localhost
If, like me, you get consistent ‘Access denied’ error while browsing the “What’s New” activity feed screen, this is because you are using the following Web address: http://localhost/YOUR_ORG Instead,...
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CRM 2011: Q4 Service Update
OK, now that you have installed Update Rollup 5 for Microsoft CRM 2011, you can import the Activity Feeds solution provided by Microsoft and available here. This new solution will provide new...
View ArticleCRM 2011: ADFS error 317
While deploying a new CRM 2011 environment at a client site, I got errors with my ADFS setup: We used a wildcard certificate for all servers (on the same domain), purchased from RapidSSL ADFS is on a...
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CRM 2011: Error 404 while using internal claims authentication
This error has driven me crazy for a while: while using Microsoft CRM 2011 in IFD-mode, the external authentication would work correctly but not the internal access! DNS were working correctly, the TMG...
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BI: TARGIT Certified Specialist
Congratulations to my colleague Mathieu and I as we have successfully passed the TCS exam and are now proud to announce that we can deliver TARGIT trainings in French to customers in Belgium (French...
View ArticleCRM 2011: Bad ‘setFormMode’ error!
The other day, I was puzzled by a weird problem coming from a “Go to URL” action in a CRM sub-report. The link was constructed correctly by using the following line of code: Parameters!CRM_URL.Value...
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CRM 2013: What I’m waiting for
Okay, CRM 2013 is showing itself around the corner and a couple of new functionalities are being unveiled to the partners which are pretty cool! I, for myself, am looking forward to: More fluent UI...
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CRM 2013: Rich text editor in emails is still missing an important feature!
Edit 2013-10-16 – thanks to dyncrm So this must be one of the requirements in my top-list of priorities for Microsoft CRM and it seems that MS is still not considering it to be important… With the...
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