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Tag Archives: crm2011
When to use a Global Option Set vs. a Custom entity
One of the great features in MS Dynamics CRM 2011 is Global Option sets. A global option set, sometimes called a global pick list, provides a common set of options that can be used by multiple entities to set attributes.
Creating and Hiding Shared Views in Microsoft Dynamics CRM 2011
One of the great features of Microsoft Dynamics CRM is the ability for users to create their own views and share them with others. In this post we’ll review how to create a shared view and we’ll also discover how
Posted in CRM 2011
Tagged CRM, crm 2011, crm2011, hosted microsoft crm, PowerObjects
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Mass Editing Dynamics CRM 2011 Records using Microsoft Excel
What’s the Situation? I need to mass edit Dynamics CRM 2011 records and I need to make changes to more than 250 records at a time. How do I accomplish this without using the Edit button in MSCRM 2011 which
Creating a Dialog in CRM 2011
New to CRM 2011 is a process called Dialogs. Dialogs are a question and answer format that can be run on-demand or as a child to another process. As the user answers each question, the information can be stored in
Utilizing some of the cool new customization tricks in CRM 2011…
As most people who work with CRM 2011 on a daily basis know already, CRM 2011 has given us quite a few cool new tricks for customizing and enhancing the user experience. I recently came across an opportunity to combine
Automatic Lead Assignment Based on Zip Code in Microsoft Dynamics CRM
In Microsoft Dynamics CRM, automatic Lead assignment based on Zip Code can be accomplished in many ways, but the two most common ways are with workflow and with custom plugins. Workflow For those with a simple zip code to sales
Adding Outlook Contacts to Dynamics CRM 2011
This is a question that comes up time and again….. I recently imported an address book into my Outlook and I want to add some of these contacts to our CRM system. How do I do that efficiently? Here is
CRM 2011 Unable to Switch Forms with Script Error – The value of the property ‘openUrlByCrmUrl’ is null or undefined
So from time to time we run into little issues I know others will encounter – hope this helps someone else out there!! We recently ran into an error on organizations where multiple forms had been configured for entities in
CRM 2011 Address Validation with County Data
We have been implementing address validation by integrating to various web services for long time. We have had a need to implement county data as well, but most of the free web services do not return county information. So if
Posted in CRM 2011
Tagged Address validation, crm2011, Microsoft Dynamics CRM, mscrm
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