Configuring Microsoft Dynamics CRM 2011 Outlook Client – WCF Strikes Again

July 23, 2012

Configuring Microsoft Dynamics CRM 2011 Outlook Client - WCF Strikes Again I have already addressed WCF clock synchronization fault in this post. The first time I encountered this fault, it took me about 3 hours to find out it is the reason why a client machine can not access Microsoft Dynamics CRM 2011 OrganizationService service. The second time, it required *only* 1 hour. When configuring Microsoft Dynamics CRM 2011 Outlook Client for one of my colleagues, I kept getting the following error: “Cannot find any organization on the server. Try...
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Import Data to Microsoft Dynamics CRM 2011 – Using Import Template

July 20, 2012

Import Data to Microsoft Dynamics CRM 2011 – Using Import Template Microsoft Dynamics CRM 2011 simplifies the data import process using the Import Template. Using the Import Template allows users the skip the attributes mapping process, as the template contains the application attribute names and automatically identifies the imported entity. To download the the Import Template go the grid for the target entity, click the Import Data button sub menu and select ‘Download Template for Import’. After opening the downloaded file in Excel, notice all of the Entity attributes are represented as columns with the attributes...
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Microsoft Dynamics CRM 2011 Auto Complete

Microsoft Dynamics 2011 CRM Auto Complete Microsoft Dynamics CRM has some useful auto complete features for Option Sets (pick lists) and Lookup fields: Option Set Field User can type the first letter of the required option and get the first option starting with this letter without opening the list Typing the letter again will get the next option starting with this letter Typing the first two (or more) letters of the the required option will get the first option starting with these letters...
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How To Edit Microsoft Dynamics CRM 2011 Chart Category Colors

July 18, 2012

How To Edit Microsoft Dynamics CRM 2011 Chart Category Colors What’s wrong with the following chart? According to one of my customers, the chart should display high priority Cases category in red and medium priority Cases category in blue.   The customer is always right. Let’s see how we can switch the category colors in few simple steps: Export the chart and save the exported XML file to your disk (Charts –> Export Chart) Open the saved XML file in Visual...