Configuring Settings for IE 10 and CRM 2011

Posted on March 25, 2013 by JoeCRM

As you may know, Microsoft is pushing out Internet Explorer 10. There are a few IE 10 settings that you’ll need to update in preparation for using IE 10 and CRM 2011. Luckily, it’s pretty simple! By default, IE 10

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Posted in CRM 101

A Tip for Dynamics CRM 2011 Security Roles

Posted on March 21, 2013 by JoeCRM

Many companies create silos within their data for security reasons. One way to do this is to increase Dynamics CRM security settings to make user-owned records read/write-only. This works, but it can also present some challenges. For example, what if

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Posted in CRM 2011

Creating a Contact with a Basic CRM 2011 Dialog

Posted on March 19, 2013 by JoeCRM

Want to learn how to create a prompt and response dialog in Microsoft Dynamics CRM? Then you’re in luck, because today we’ll walk you through how to use a dialog to create contacts in CRM 2011. Creating a contact via

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Posted in CRM 101

Sending Emails via On-demand Workflows in Dynamics CRM

Posted on March 18, 2013 by JoeCRM

It’s important to set up “just enough” notification to users in Microsoft Dynamics CRM. Too much automatic notification can create an environment where no messages are taken seriously. We’ve talked about how useful Time and Condition-based Workflows can be for

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Posted in CRM 101, Customizing

Rolling Up Activities to Parent Accounts and PowerOneView in Dynamics CRM 2011

Posted on March 15, 2013 by JoeCRM

We know that Microsoft Dynamics CRM allows us to create a variety of Activities for every entity. So, for example, if we create a Phone Call or Email activity regarding any opportunity, quote, order, or invoice (or any other entity

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Posted in Addons, CRM 101

Upcoming Webinar: Online Event Registration Management + Microsoft Dynamics CRM

Posted on March 15, 2013 by JoeCRM

Webinar: Manage Events & Event Registration in Microsoft Dynamics CRM When: Thursday, April 4, 2013 from 2:00 – 3:00 CDT Event directors manage what can seem like an overwhelming sea of information, including data on event registrants, vendors, sponsors and

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Posted in Addons, Announcements

Impersonating a Dynamics CRM User in Silverlight

Posted on March 13, 2013 by JoeCRM

Impersonating a Dynamics CRM user is fairly straightforward in server-side code and using SDK. We have covered it before in the blog post How to Impersonate in Microsoft Dynamics CRM. But how can we do this in client-side code, specifically

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Posted in Development

Configure Microsoft Dynamics CRM Online With Yammer

Posted on March 8, 2013 by JoeCRM

The integration between Microsoft Dynamics CRM and Yammer is now available for Microsoft Dynamics CRM Online customers. This blog describes the steps to set up and configure the integration for your organization. In order to do this, you must already

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Posted in Social CRM

Displaying a Filtered View in the Site Map in CRM 2011

Posted on March 8, 2013 by JoeCRM

Most organizations use Dynamics CRM to track their Accounts and Contacts, but they also track other companies with whom they work. It’s common to use the Relationship Type field on the Account to indicate that a company is a Partner,

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Posted in Customizing

Use SharePoint Workflows to create CRM 2011 / SharePoint Sub-Folders

Posted on March 5, 2013 by JoeCRM

Today we’ll describe a time-saving trick that automatically creates SharePoint sub-folders to be used in the integration with Microsoft Dynamics CRM. When configured to do so, Microsoft Dynamics CRM 2011 offers an integration with SharePoint that will create a folder

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Posted in Customizing