Microsoft Dynamics CRM Online Out Of The Box

Saturday, August 27, 2011

Microsoft Dynamics CRM Online Out Of The Box I recently gave a webcast for Microsoft Israel on the subject of Microsoft Dynamics CRM Online customization features. I described and demonstrated customization tools that do not require development skills, such as form customization, Report Wizard, Workflow etc. The webcast was given in Hebrew and the recording can be viewed  here.
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Microsoft Dynamics CRM 4.0 View Records Filtering

Sunday, August 14, 2011

Microsoft Dynamics CRM 4.0 View Records Filtering In Microsoft Dynamics CRM 4.0 views, you can sort records by clicking the column header. Did you know you can also filter records? I didn’t know, until last week, and this is quite embarrassing for me… It turns out that after sorting a view column by clicking the column header (and by this, selecting the column), clicking a letter in the letters index at the bottom of the grid will filter the view records which values in the selected...
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Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011

Friday, August 12, 2011

Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011 In Microsoft Dynamics CRM 2011 data can be exported to Excel file. This feature can be used to update CRM data externally and then import back while updating the matching CRM records. When exporting data to Excel, select the ‘Static worksheet option’ and check the ‘Make this data available for re-importing’ checkbox.   Off course, the re-importing functionality relies on the CRM records GUIDs to uniquely identify each CRM records that requires an update. But when you open...
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E4D CRM 2011 Ribbon Customization Utility

Monday, June 20, 2011

E4D CRM 2011 Ribbon Customization Utility I have recently done a lot of Ribbon customization tasks in Microsoft Dynamics CRM 2011. As there are few references on this issue, these tasks involves a lot of trial and error iterations, each require zipping the solution files, uploading to the server and publishing. After 2 or 3 iterations, this becomes exhausting and mind numbing. For that reason I have developed the Ribbon Customization Utility, which can be downloaded at Codeplex, along with source code and a short demo video. This...
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Accessing Dynamics CRM 2011 Organization Service: it’s all about timing

Monday, April 4, 2011

Accessing Dynamics CRM 2011 Organization Service: it’s all about timing While trying to access Dynamics CRM 2011 Organization Service from a client machine I received the following error: “An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail”. The inner exception stated: “An error occurred when verifying security for the message” This exception was received only by some clients while other were able to consume the service successfully. This error is...

CRM 2011 How to: set IFrame control content dynamically

Monday, February 7, 2011

CRM 2011 How to: Set IFrame control content dynamically CRM 2011 features the Sub Grid  which allows displaying related records grid in the form of the parent entity using only customization tools. For example, displaying all open Opportunities in the form of the parent customer. This is a great feature which was missing in version 4.0 and required some scripting. Yet, some entities are not supported by this feature. For example, the Audit entity (which is not available in Advanced Find as well. Why???). To solve this problem, you can use the following...

How to create a repeating schedule workflow rule

Tuesday, February 10, 2009

I am often asked by my clients if Microsoft Dynamics CRM 4.0 can automatically schedule and perform a repeating task, such as sending an email notification to a Contact every year or adding a Note to a Contact record every day. One trivial solution to this problem is developing a custom module that will be repeatedly launched by Windows Scheduled Tasks feature or Windows Service and perform the required task. Another solution, one that does not require writing code, can be implemented using the Work Flow engine. Let’s take, for example, a...

Huh? Ice cream, yay!

Friday, February 6, 2009

I have been using the term Vanilla for quite some time now to describe Microsoft Dynamics CRM application when referring to the state in which it comes right out of the box. What I meant to say was “Plain and without any extras or adornments”. But why Vanilla? Only recently I have discovered the origin of this term in the ice cream flavors analogy crudely illustrated here:                           ...