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CRM 2011: change format of textfield to hyperlink

Posted 3 months ago

by Sven Vanoirbeek

A customer asked me to change a single line text field to a hyperlink. As we know or as you have found out. It’s not possible to change the formatting of fields. Personally I think this is something which should be available. Maybe something for the next...
Creating a link to new document infoPath form in SharePoint 2010

Posted 6 months ago

by Sven Vanoirbeek

If you want to create a hyperlink to the new document button of a forms library then you can use the following template. http://{server}/_layouts/FormServer.aspx?xsnLocation=http://{fullpath to the library}/forms/template.xsn?DefaultItemOpen=1 Just...
Browsing SharePoint server from Word not possible

Posted 10 months ago

by Sven Vanoirbeek

Quite puzzled today when I tried to save a file from Word to SharePoint. I got the message “You can’t open this location using this program. Please try a different location”. After googling a little bit I found a solution for my problem. This only seems...
Get optionset text from value or value from text

Posted 11 months ago

by Sven Vanoirbeek

Here are two functions I use on a regular base when working with optionsets in CRM 2011 development projects. When you request an optionset attribute you will get an object of the type “OptionSetValue”. This object contains the value of the selected item...
Iterating over requiredattendees in an appointment

Posted 11 months ago

by Sven Vanoirbeek

In this sample code I will show you how to iterate over the requiredattandees attribute of an appointment. This attribute is a list of activityparty records. An activityparty record can contain many different entity types, for example contacts and...
General exception while creating an appointment in CRM 2011

Posted 11 months ago

by Sven Vanoirbeek

Some time ago I had a serious problem when I tried to add the apppool user to CRM 2011. When I did that, not a single user could access CRM2011 anymore. I think, not sure, that it had something to do with the AD groups where the apppool user is a member...
CRM2011 keeps asking for user credentials

Posted 11 months ago

by Sven Vanoirbeek

A great way to test security roles is to hold SHIFT and right click on Internet Exploter. This way you can run Internel Explorer in the context of different users in the domain. Today I was trying to that but CRM 2011 showing the prompt requesting...
How to modify report categories in CRM 2011

Posted 11 months ago

by Sven Vanoirbeek

When you are creating a new report you have the possibility to categorize your report in report categories. By default you have - Sales Reports - Service Reports - Marketing Reports - Administrative Reports Now I wanted to store a report under a custom...
Unknown error occurred while tracking email via CRM Outlook client

Posted over 1 year ago

by Sven Vanoirbeek

Seems that quite a lot of people have already experienced some kind of error with the CRM Outlook client. Today was one of those days again where I experienced an error. I did a clean install of the CRM 2011 Outlook client and connected to the CRM 2011...
Project setup for CRM 2011 custom workflow activitty development

Posted over 1 year ago

by Sven Vanoirbeek

Today I wanted to create a custom workflow activity in code. I had some issues while creating and building this project in Visual Studio.By trial and error I slowly discovered what I was doing wrong. So here is you and for myself as future reference the...
SharePoint 2010: How to upload a List Template

Posted over 1 year ago

by Sven Vanoirbeek

- Go to the Home of your site - Click on Site Actions and select Site Settings - Under Galleries select List Templates - Click the Documents tab and select Upload Document - Select the list template (.stp file) that you want to upload - Now...
Setting up user profile synchronization in SharePoint 2010

Posted over 1 year ago

by Sven Vanoirbeek

Setting up user profile synchronization seems to be one of the most tricky tasks in SharePoint 2010. I experienced this myself just recently. The problem was that I started with the farm configuration wizard right after I first installed SharePoint...
CRM 2011 User and Administrator guides

Posted over 1 year ago

by Sven Vanoirbeek

A couple days ago I found these handy guides via the Microsoft forums. These documents are very handy to have when teaching people Dynamics CRM2011. The user guide can be downloaded here: Microsoft Dynamics CRM 2011 User’s Guide The administrator...
Great Dynamics CRM posts from week 30

Posted over 1 year ago

by Sven Vanoirbeek

Interesting blog posts History of Microsoft Dynamics CRM Online Microsoft CRM 2011 How to Configure IFD Hosted Setup Using FetchXML Aggregation to Create a Rollup Plugin in Microsoft Dynamics CRM 2011 Now You Can Handle “Nearly Static” Data with...
Big plans for Dynamics CRM

Posted over 1 year ago

by Sven Vanoirbeek

I read some really great news a couple of days ago concerning the announcements made at WPC 2011. Microsoft Dynamics CRM currently has more than 30000 customers and more than 2 million users worldwide. For me it wasn’t such a big surprise though...
CRM 2011 splash screen has stopped working

Posted over 1 year ago

by Sven Vanoirbeek

Over the weekend I started working on a new virtual image that I could use for CRM 2011 experimenting. For the OS I chose Windows Server 2008 R2 x64. Once the OS and SQL Server 2008 were installed I launched the Windows updates. Obviously there were a...
Preparing your data migration via Data Import Templates

Posted over 2 years ago

by Sven Vanoirbeek

I’m involved in a lot of Dynamics CRM data migration/integration projects. I know how much time it takes to analyse, clean up and import the data into a Dynamics CRM system. If you’ve done this in the past, then you know it can get complicated very quickly...
Migrating from CRM2011 Online to CRM2011 on premises

Posted over 2 years ago

by Sven Vanoirbeek

A lot of times I read on forums that people are asking if it is possible to migrate their data and customizations from CRM2011 online to CRM2011 on premises. Customizations is not really a problem because you can just import and export the solution. However...
Prototyping CRM2011 applications

Posted over 2 years ago

by Sven Vanoirbeek

In the past when I was mainly working on custom software development projects, I liked to wireframe my application before actually diving into the code or IDE. To create these mockups I used tools like Balsamiq . Creating mockups can save you a lot...
How to add Outlook contacts to CRM2011

Posted over 2 years ago

by Sven Vanoirbeek

In this short blog post I would like to discuss the different methods to import your Outlook contacts into Dynamics CRM2011. Track Outlook contacts Tracking a contact in CRM 2011 means that you will select your individual contacts and select “Track...
Problem viewing XML in IE via CRM2011 REST interface

Posted over 2 years ago

by Sven Vanoirbeek

I was trying to view a specific record in an entity set when my Internet Explorer showed the message “Internet Explorer cannot display this feed”. It seems that this has something to do with the build in RSS feed reader in IE. If you want to view...
Experimenting with CRM2011 adapter for Scribe

Posted over 2 years ago

by Sven Vanoirbeek

Some time ago I explained how you can connect Scribe to CRM2011 Online using the CRM4 adapter. I also mentioned that the CRM2011 adapter would be released very soon. Well, good news, the adapter has been released. More information on the release can be...
How to connect Scribe to CRM2011 Online

Posted over 2 years ago

by Sven Vanoirbeek

Scribe by default has a CRM adapter to connect to Microsoft Dynamics CRM. Now with the release of CRM2011, Scribe is working on a specific CRM2011 adapter. However, with the current CRM adapter it is also possible to connect to Dynamics CRM 2011 (online...
How to disable the Get Started pane in CRM2011

Posted over 2 years ago

by Sven Vanoirbeek

You probably have noticed that CRM2011 now comes with a very handy pane at the top showing tips&tricks, videos etc. to help you work with CRM2011. This is truly a great help if you are just getting started with CRM2011. If you however have a little...
Creating a calculated field in Dynamics CRM2011

Posted over 2 years ago

by Sven Vanoirbeek

In this short post I’ll explain to you how you can create a calculated field in dynamics CRM2011. It’s actually just the same as in CRM4. The only thing now is that we have to use web resources. Web resources is new in CRM2011 and needs to be used whenever...

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