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  • Blog Post: I Will Presenting CRM and SharePoint Integration at the Denver CRMUG May 15th!!

    My colleagues from RBA Consulting and I will be in Denver on May 15th at the Denver CRMUG. We will be presenting on the topic of CRM and SharePoint integration and will go well beyond what you can do out of the box. Date: May 15th Time: 4:00 pm - 6:00 pm Location: Microsoft 7595 Technology...
  • Blog Post: CRM MVP Developers Doing the Google Hangout Thing!!

    Today I participated in a Google Hangout for the first time along with some fellow CRM MVP's (Donna Edwards, Daniel Cai, and Dave Berry). The top of the conversation was development where we went through our thoughts on HTML5 vs Silverlight, JSON, JQuery, Jscript, Polaris, Orion, etc.. from a developer...
  • Blog Post: The Current State of the WinRT Connection Code for CRM 2011

    So, for the last week I have been working with the CRM 2011 connection code for WinRT released here: http://blogs.msdn.com/b/crm/archive/2012/11/02/building-clients-for-windows-phone-and-windows-8-rt.aspx Below are some general observations: PROS: It appears that they have covered...
  • Blog Post: Strange Address Behavior On Account and Contact in CRM 2011

    I have noticed that if you put a customer address sub-grid on an account or contact form you can see the two out of the box addresses that are created when you create the record. Just a note about these. Do not delete them. If you do the record won't work right and you will not be able to update...
  • Blog Post: CRM Gamified Can Help You Boost Your User Adoption for CRM 2011!

    The topic of gamification is not new, but CRM Gamified just released a great solution that allows you to apply it to Microsoft Dynamics CRM. Gamification plays on ones natural competitive instincts (like playing a game), but in a non-game context. Gamification can be useful in the CRM context as...
  • Blog Post: Azure Service Bus Changes to CRM 2011 Integration Changes (ACTION REQUIRED!!)

    Azure Service Bus Changes to CRM 2011 Integration Changes (ACTION REQUIRED!!) Word was just released today about impending changes to some Security around the CRM 2011 to Azure Service bus integration capabilities in CRM This means that you need to make some configuration changes on your end...
  • Blog Post: Microsoft Dynamics CRM 2011 Data Import Wizard Appears to be Broken in Google Chrome

    Thanks to a blog reader it has come to my attention that the data import wizard seems to be broken if used from Google Chrome. The "Choose File" button does not product a dialog. It currently isn't doing anything. I have tested this in versions 25.0.1364.172 m and version 26.0.1410...
  • Blog Post: Successful Downgrade of a Dynamics CRM 2011 Database from SQL 2012 to SQL 2008 R2

    DISCLAIMER: I do not take any responsibility for any damage done by using this process. I do not think it would be considered "supported" by Microsoft either. This post is for education use only. My scenario was creating an organization for UAT only. The real production org during our migration...
  • Blog Post: Dynamics XRM Application Speed Builder Now Supports Access and Relationships

    Jason Lattimer and I have released the next version of the Dynamics XRM Application Speed Builder. The new version adds support for: - Microsoft ACCESS as a datasource (previously only supported SQL Server) - Full Relationship Support (allows you to explicitly specify relationships, but will...
  • Blog Post: Dynamics CRM 2011 SDK 5.0.14 is Out, Contains Solution Downleveling Tool

    Yesterday, Microsoft released the newest version of the Microsoft Dynamics CRM SDK and it contains a much needed feature called a solution down-leveling tool. This allows you to take exported Polaris release solutions and import them into UR 6+ environments. The problem is that the new entities...
  • Blog Post: CRM 4 Client Side SDK Will Not Work In Orion Release

    Heads up, if you still use the 4.0 client-side SDK you won't be able to in Orion. It's not supported and it won't work. You might want to start migrating those customizations over if you are going to be planning an upgrade to the Orion release. -Happy Tuesday!
  • Blog Post: If You Have Trouble Connecting up to CRM Online (O365) Using the Outlook Client

    I don't know why but it seems like lately using the old "CRM Online" in the server URL doesn't work anymore. I seem to have to use " https://disco.crm.dynamics.com " now. I know Chris Cognetta from Tribridge has also blogged this, I haven't seen the article, but I...
  • Blog Post: Cross Browser Compatibility is Here for Microsoft Dynamics CRM 2011!

    I know I am not the first person to drop this bit of information, but just in case any of my readers missed it you can now access CRM 2011 with other browsers besides IE now that UR-12 is here. The additional browsers are: - Chrome - Firefox - Safari (on OS-X) Still coming are: - Safari...
  • Blog Post: I Will Be Presenting at the CRMUG This Thursday!

    Hello Everyone, I will be demoing some more advanced Sharepoint and CRM integration concepts at the CRMUG on Thursday February 7th at the MTC (Microsoft) at Centennial Lakes in Edina. Come check it out if you are in the Twin Cities area. Register here: http://www.crmug.com/events/crmugMinnesota020713...
  • Blog Post: Check Out This Great Article About Being a CRM MVP From Gus Gonzalez!

    Check out this great article about what it's like being a CRM MVP from Gus Gonzalez. It features many prominant MVP's in the Microsoft Dynamics CRM community. Including myself ;) Bonus: Scott Sewell evindently is an aspiring cat juggler. Check it out: https://community.dynamics...
  • Blog Post: I Have Been Re-Awarded MVP for 2013!

    I am ecstatic to say that I have been re-awarded MVP for 2013. This is a great honor and I am very glad to to have received it. I will admit that I didn't think I had been renewed because I didn't see my email and everyone else was shouting from the rooftops about their renewal. Turns out...
  • Blog Post: XRM Speed Builder for Microsoft Dynamics CRM is Here!!

    First off, before I say anything, I would like to thank Jason Lattimer for all of the hard work he did helping develop this application. I would not have reached my goal of having it out this year without him. If you haven't been following, this new tool is designed to take existing applications...
  • Blog Post: Oh Yeah, Evidently I Am Recognized as a Microsoft Community Contributer

    So I was on the forums the other day and I noticed on my profile that my profile shows that I am a Partner, MVP, and Microsoft Community Contributor. I emailed the MCC program and they said that they could only email my award info the info they had on file which was for some reason some email address...
  • Blog Post: Ramping Up!! Something is coming

    I got a fun announcement in the next few days. Can anyone guess in the comments what it is?!?! Stay Tuned!!!!!!
  • Blog Post: Dynamics CRM Org Merge Part 2: The Sandbox

    So, if you haven't been following, I am working on a project where they have both a CRM 4.0 organization and also a CRM 2011 Organization and they need me to merge them into a single organization. This is a bit of a different scenario than the norm in the Dynamics world but I am hoping to gain some...
  • Blog Post: Org Upgrade/Merge Scenario Part 1

    I am doing something a little different from previous CRM upgrade projects I have been a part of. The client has a CRM 4.0 organization and a CRM 2011 organization and they are used by two different sets of users. Now they want to upgrade the org to 2011, but they don't just want it upgraded, they...
  • Blog Post: Overriding the CreatedOn Attribute On Entities in Microsoft Dynamics CRM 2011

    I wanted to write a quick blogpost because I think there are a lot of people out there that have never used the overriddencreatedon field that is on all CRM 2011 entities. If you have ever tried to manipulate the createdon field manually using the CRM sdk you will find that it is basically read-only...
  • Blog Post: Sync Your Organizations With Microsoft CRM 2011 Instance Adapter

    Microsoft has released a great new tool that will allow you to easily synchronize data between multiple Microsoft Dynamics CRM 2011 organizations. The tool is called the Microsoft Dynamics CRM 2011 Instance Adapter. It works for IFD, Online, AD, any CRM 2011 environment and should be a great tool for...
  • Blog Post: New Logo for Microsoft Dynamics CRM 2011!

    Microsoft Dynamics CRM 2011 has got a new logo, or at least new coloring. I was wondering what the rest of the community thought. Maybe it will grow on me but, as for right now, I think I liked the old one better. I am interested in hearing your thoughts! -Happy Monday...
  • Blog Post: Demo Builder For Microsoft Dynamics CRM 2011 Adding New Verticals

    If you haven't worked with the new re-released demo-builder that makes use of Office 365 with CRM Online, I highly recommend it. They have it working and fully functional now. They also have started releasing verticals for it. The demo-builder creates a trial lab, fully configured, with working...