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Related Posts
Blog Post:
How to programmatically set the status code field of a Dynamic entity
Alex Fagundes - PowerObjects
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 fields programmatically. It needs a bit of trick. Statecode and...
on
30 Mar 2012
Blog Post:
Microsoft Dynamics CRM Activity Feed Part 3 – Working with Rules
Alex Fagundes - PowerObjects
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 – Getting Started and Microsoft Dynamic...
on
12 Mar 2012
Blog Post:
CRM 2011 Error Customizing Entity Form
Alex Fagundes - PowerObjects
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 the current...
on
8 Mar 2012
Blog Post:
A Tip for Notes when you create a new Entity in Dynamics CRM
Alex Fagundes - PowerObjects
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, leave them unchecked. You can always circle back and add Notes and Activities to...
on
6 Mar 2012
Blog Post:
Scheduling Duplicate Detection in Dynamics CRM 2011
Alex Fagundes - PowerObjects
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 to the Duplicate Detection...
on
1 Mar 2012
Blog Post:
CRM 2011 – Sharepoint 2010 Configuration and Folder Structure
Alex Fagundes - PowerObjects
Overview The Microsoft Dynamics CRM List component provides a way to obtain the document management capabilities of SharePoint in Microsoft Dynamics CRM with the appearance and behavior of Microsoft Dynamics CRM. This component also enables Microsoft Dynamics CRM to automatically create document libraries...
on
28 Feb 2012
Blog Post:
How to send an email campaign from Microsoft Dynamics CRM with MailChimp
Alex Fagundes - PowerObjects
Sending a bulk email campaign from CRM using existing marketing lists and the PowerMailChimp add-on is easy and quick. Build a marketing list or open an existing CRM marketing list and associate it to a MailChimp list. Create a new PowerMailChimp blast inside CRM: Enter a Name, Subject, From...
on
27 Feb 2012
Blog Post:
Modifying Microsoft Dynamics CRM Left Navigation on an Individual Record
Alex Fagundes - PowerObjects
You might already know that the most common way to remove visibility to a certain entity on the navigation in Microsoft Dynamics CRM is to remove the users access to that entity in the security role. You can also modify the Sitemap using XML or use the sitemap editor available on Codeplex . But what...
on
17 Feb 2012
Blog Post:
Microsoft Dynamics CRM 2011- Update Users Outlook Filters via Script
Alex Fagundes - PowerObjects
The Microsoft Dynamics CRM Outlook synchronization filters provide a way to granularly specify the data that is synchronized between Outlook and CRM. If the offline outlook crm client is enabled, then these filters specify the data that is available offline. These filters are defined on a per user basis...
on
13 Feb 2012
Blog Post:
E-mail Preferences in Microsoft Dynamics CRM 2011
Alex Fagundes - PowerObjects
Microsoft Dynamics CRM 2011 allows you to automatically restrict records from being sent emails. Each lead, contact and account record comes with standard fields to let you track if that record should receive emails and/or bulk emails. The Preferences/Contact Methods section of the Lead, Contact or...
on
10 Feb 2012
Blog Post:
Sending Meeting Requests from Microsoft Dynamics CRM 2011
Alex Fagundes - PowerObjects
This is a follow-up up with an earlier post on Sending Meeting Requests with Microsoft Dynamics CRM which explains how Microsoft Dynamics CRM does NOT send meeting requests out of the box, and best practices is to send meeting requests from Outlook and track them in CRM. Another option for sending...
on
7 Feb 2012
Blog Post:
Contacts, Cell Phones, and Microsoft Dynamics CRM
Alex Fagundes - PowerObjects
One of the really powerful features of Microsoft Dynamics CRM is the integration between Outlook and CRM for contact management . Contacts entered into CRM appear as Outlook Contacts for the owners of those records automatically. If you have a smart phone which is connected to your Exchange, then these...
on
31 Jan 2012