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Tag Archives: Microsoft Dynamics
Creating a Connection in Microsoft Dynamics CRM and how to search for related records
Connections in Dynamics CRM 2011 provide a flexible way to connect and describe the relationships between two records. For example, from a Contact record we will create a Connection to another Contact record for a referral. This is accomplished by
Sending Surveys from CRM – New Templates and Question Types
Ready to experience your surveys in a whole new way? PowerSurvey lets you send surveys from CRM and automatically collects the survey data into CRM after someone fills out the survey – no more importing and exporting information! Now all survey
Posted in CRM 2011, CRM How To, CRM Integrations
Tagged CRM, Microsoft Dynamics, Microsoft Dynamics CRM add-on, powersurvey
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Global Picklists – update from workflows in Microsoft Dynamics CRM
Global picklists are a new concept introduced with Microsofty Dynamics CRM 2011. This allows you to define the set of picklist values once as a Global picklist and then utilize this global picklist across entities. This has several advantages: Define picklist
Using Teams in a Customer Service Scenario with CRM 2011
Group responsibility for customer issues is a common scenario among Microsoft Dynamics CRM clients. In the past, these groups would only have had one viable option for group management of Cases and that was Queues. However, in organizations that don't
Posted in CRM 2011, CRM How To
Tagged Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011
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How to programmatically set the status code field of a Dynamic entity
If you are working on creating or updating a dynamic entity in Microsoft Dynamics CRM and got stuck on properly setting the statuscode field please read further: Assigning value to the statuscode fields is not same as assigning any other
Microsoft Dynamics CRM Activity Feed Part 3 – Working with Rules
By Definition Microsoft Dynamics CRM Activity Feed Rules specify when posts will be automatically created for the records you choose to follow. (Make sure to read the first two installments in this series: Microsoft Dynamics CRM 2011 Activity Feed, Part 1
Displaying an Office 365 SharePoint page in iframe in CRM
One of the great features in Dynamamics CRM is being able to display data or websites from other software packages via an iframe. While working with the Office 365 products, I wanted to display an iframe with the a specific
Posted in CRM How To
Tagged Microsoft Dynamics, Microsoft Dynamics CRM, Microsoft Dynamics CRM 2011, office 365
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CRM 2011 Error Customizing Entity Form
While working on a Microsoft Dynamics CRM 4.0 to CRM 2011 upgrade we encountered this error while trying to customize an entity form: Error: Exception of type 'System.Web.HttpUnhandledException' was thrown. Error Message: An unhandled exception occurred during the execution of
A Tip for Notes when you create a new Entity in Dynamics CRM
When you create a new entity in Microsoft Dynamics CRM 2011 you have the option to select Notes and Activities to add to each record. If you aren't sure if you want to display Notes and Activities on the entity,
Scheduling Duplicate Detection in Dynamics CRM 2011
Keeping your data clean within Microsoft Dynamics CRM can be large responsibility. Scheduling duplicate detection jobs can help keep our data clean with minimal effort. First, navigate to Duplicate Detection Jobs of Data Management in the Settings module. The Welcome
