Dynamics CRM on Microsoft.com Home Page
When I go to the Microsoft.com home page to start a search, I just love it when I see a Dynamics CRM tile on the page. According to Alexa, Microsoft ranks 31st in the world and 37th in…
Export Data to Excel – Unblocking your way to Success
Most of us our familiar with the following warning message when exporting a grid view to Excel. If you select the make available for re-import option you will likely get presented with a totally different warning message. This less common but exceedingly…
CRM 2011 Implementation Guide 5.5 – What’s New
The CRM Technical Writing Team has just released version 5.5 of the Implementation Guide. The IG is actually 4 documents in one. Planning Guide: information and tools that help you get your organization ready for Microsoft Dynamics CRM 2011. Installing…
Microsoft Dynamics Vision Fireside Chat
Fred Studer talks about Microsoft's vision for people-powered, connected and forward-looking organizations
CRM Option Set Utility & Community Site
Do you need to create a global or single option set but do not want to type all the items in manually? Would you like to be able to use a pre-existing source from the Internet or from a down-loadable library…
AutoNumber for Dynamics CRM 2011
Our latest version of the Dynamics CRM AutoNumber solution we introduced almost 4 years ago has enhanced prefix/suffix capabilities. In the example shown below you can see that we have set the prefix so that is uses the current System…
iPad Users and Dynamics CRM 2011 – 53 Million in 2012?
One of the most talked about core changes to Dynamics CRM is coming this summer. User access will now no longer be limited to just Internet Explorer. Accessing CRM via 'Small Screen' Devices using the free Mobile Express or one of several…
The E-mail Router service could not process a provider work item using assembly
We had successfully setup the email router for CRM 2011 in an IFD-ADFS environment for a client and then some weeks later it stopped working. No workflow generated emails were leaving the system. Their event log looked as follows with…
Windows Update and CRM Update Rollups – almost automatic
CRM 2011 Updates now come as part of the Windows Update process. However, this still doesn't make them totally 'automatic'. Last night on our own development environment we duplicated an 'error' we have made before. There was a group of…
Deleting Custom Security Roles can cause Customization File Issues
Recently we made some modifications to a client's environment which involved redesigning the use of custom forms and some scripting that we had written to pre-populate some fields on those forms. As a consequence we no longer required certain custom…