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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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