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  • Blog Post: Site Map Error Troubleshooting

    Anonymous Anonymous
    A co-worker ran into this pesky Site Map error the other day after importing and publishing customizations into a new organization.  Unfortunately the ability to download the log file was disabled and the CRM trace was of no help.  Since we knew the Site Map was the culprit, we opened up the...
    on 8 May 2013

  • Blog Post: DefenseReady Daily Standup Released to the Win 8 App Store!

    Anonymous Anonymous
    We are excited to announce the release of the DefenseReady Daily Standup app on the Windows 8 App Store! DefenseReady is a Dynamics CRM solution built by Permuta Technologies, Inc. that provides DoD and DHS organizations out-of-the-box mission-enabling solutions for Force Readiness, Mission Execution...
    on 2 May 2013

  • Blog Post: Announcing the Sonoma Partners Community Site

    Anonymous Anonymous
    Our new Sonoma Partners Community is now LIVE! To access the site, click here or “Community” on the Sonoma Partners website toolbar. Check out the key areas of our community site: Blog – find countless articles on MSFT Dynamics CRM...
    on 9 Apr 2013

  • Blog Post: Sonoma Partners Universal Search Update - CRM Online Patches Applied and Working Once Again!

    Anonymous Anonymous
    Today's guest blogger is Cherish Orozco, a Consultant at Sonoma Partners Universal Search is now working again for all CRM Dynamics Online customers! As many of you know, Microsoft deployed a patch to CRM Online late February which adversely affected two supported functions used by Universal...
    on 5 Apr 2013

  • Blog Post: Dynamics CRM UR13 and SDK v5.0.15 Released

    Anonymous Anonymous
    Update Rollup 13 Update Rollup 13 was released last week. This update provides long-awaited support for Windows Server 2012 as well as support for ADFS 2.1. The important thing to note here is that to install CRM 2011 on Windows...
    on 2 Apr 2013

  • Blog Post: Microsoft Dynamics CRM: Product Recap & Roadmap Primer

    Anonymous Anonymous
    At this week’s Convergence conference, Jujhar Singh (Microsoft Dynamics CRM General Manager of Program Management) presented a session titled “Microsoft Dynamics CRM: Product Recap & Roadmap Primer”. Being software geeks, of course we wanted to learn as much as possible...
    on 22 Mar 2013

  • Blog Post: Can’t Relate to your Charts?

    Mike Snyder
    Today's guest blogger is Peter Majer, a Senior Consultant at Sonoma Partners CRM 2011 introduced some very powerful analytical tools including Charts and Dashboards.  With Charts (or Inline Visualizations) you’re able to quickly see a graphical representation of your current record set that...
    on 17 Dec 2012

  • Blog Post: We Heard You Like Apps: So Here's A Hot One For Windows 8

    Mike Snyder
      Every so often Microsoft releases a new installment of their venerable Windows operating system. Their newest is called Windows 8, and it is a radical departure from previous iterations.  This is the first version of Windows that has been optimized for a touch experience and includes...
    on 24 Oct 2012

  • Blog Post: Silverlight 5 Async Tasks with Microsoft Dynamics CRM 2011

    Mike Snyder
    Have you ever needed to execute several queries in CRM 2011 from Silverlight and perform some task when all the data is retrieved?  If so, you’ll know that this can be a major pain as well as create some ugly code due to asynchronous requests. With Silverlight 5 you can use the System.Threading...
    on 10 Sep 2012

  • Blog Post: How to Pump up Sales at Your Accounting Firm [INFOGRAPHIC]

    Mike Snyder
    Accounting firms are finding themselves in a race to the top: grow revenue or be acquired.  Sounds super easy, but how does your firm do that while competing with so many others? One easy way to do it is to give yourself an unfair advantage with technology. This infographic shows you one great...
    on 30 Aug 2012

  • Blog Post: The Top 3 Reasons A/E/C Marketers Need Microsoft Dynamics CRM

    Mike Snyder
    Architecture, Engineering, and Construction (A/E/C) firms operate a little differently than most businesses.  And marketers at those firms work a little differently than marketers in other industries. Generating proposals on time is a brutal process. Keeping track of projects in one place seems...
    on 15 Aug 2012

  • Blog Post: JavaScript Bookmark Series – Part 1

    Mike Snyder
    Today we’ll be kicking off a series of posts about JavaScript bookmarks that can be useful to CRM developers and customizers.  These bookmarks are easy to setup and could help save some time.  To create these bookmarks, just browse to any CRM page and add it to your favorites (This will get...
    on 13 Aug 2012

  • Blog Post: The Top 4 Reasons to Integrate Your Apps With Microsoft Dynamics CRM

    Mike Snyder
          If you work at an ISV, your biggest priority is gaining new subscribing customers each month. Competitive pressures shorten how long your product development lifecycles can be, so your biggest challenge is getting your app to market quickly and at a low cost. Luckily for...
    on 9 Aug 2012

  • Blog Post: Announcing CRM WF Date/Time Utilities

    Mike Snyder
    I am pleased to announce the CRM WF Date/Time Utilities.  It consists of three custom workflow activities that help extend the limitations of Date/Time fields in CRM.  Together these utilities can be pretty powerful when working with Date/Time fields in CRM Workflows.  First, lets go...
    on 31 Jul 2012

  • Blog Post: CRM 2011 Timeouts and Limits Wiki Created

    Mike Snyder
    With all the technologies that CRM is built on, it can be tricky to hunt down the source of a timeout and how to configure it, if necessary.  Along the same lines, it can be hard to track down hard coded limits that Microsoft imposes (usually for performance reasons) and how to configure those...
    on 25 Jul 2012

  • Blog Post: Microsoft Dynamics CRM Product Roadmap Updates from WPC 2012

    Mike Snyder
    Last week we attended the Microsoft Worldwide Partner Conference (WPC), and the conference was filled with plenty of updates (some good, some bad) about the Microsoft Dynamics CRM Product Roadmap. Right before WPC, Microsoft posted an update stating that some of the key features that were supposed to...
    on 16 Jul 2012

  • Blog Post: The Coding Hero You Deserve, Not The One You Need

    Mike Snyder
    Today's guest blogger is Rob Swafford, a Senior Developer at Sonoma Partners We recently ran into an unusual situation on a client project for which it took a fair bit of research to ultimately track down the correct fix.  This particular client utilizes a number of internal web services...
    on 26 Jun 2012

  • Blog Post: Legend...wait for it...nope, that's all - legend.

    Mike Snyder
    Barney Stinson is not the only person who cares about things being legendary.  I was building out a demo of Microsoft Dynamics CRM 2011 (CRM) and I created what I considered a pretty cool chart.  Much to my chagrin, the legend was showing in the reverse order (see Before image, below). ...
    on 22 Jun 2012

  • Blog Post: The Curious Case of the Never Ending OData Request and How SQL Profiling Saved the Day

    Mike Snyder
    Today's guest blogger is BJ Dibbern, a Developer at Sonoma Partners. Just the other day a coworker and I were attempting to track down a request to CRM 2011’s OData service from Silverlight that just would not complete. We first noticed that a very simple update request was taking forever to finish...
    on 2 Apr 2012

  • Blog Post: Light “spackling” for your Activity Feed walls

    Mike Snyder
    I'm a big fan of Activity Feeds , the social CRM feature in Microsoft Dynamics CRM introduced with release 7 (R7) in November.  Not only can users manually post to "record walls," but power users can use Activity Feed Rules or custom workflows to create auto-posts when meaningful...
    on 30 Dec 2011

  • Blog Post: Document Assembly & Management, the One Stop Shop!

    Mike Snyder
    Today’s guest blogger is Josh Meyer , an account executive at Sonoma Partners. In today’s vast world of software products, it’s nearly impossible to find a single platform that can provide all of the business functionality that end users need to accomplish their daily activities. How often do we all...
    on 26 Oct 2011

  • Blog Post: Some Assembly Required – Unmanaged Solution Gotchas

    Mike Snyder
    In Microsoft Dynamics CRM 2011, you can use solutions to bundle and export customizations from one environment into a different Microsoft CRM system (perfect for moving from development to QA to production). You might assume that exporting the solutions from one system to another would provide a perfect...
    on 20 Sep 2011

  • Blog Post: Is your Microsoft CRM Ribbon missing in Outlook?

    Mike Snyder
    We've been doing a lot of work with the ribbon in Microsoft CRM 2011. It's much more flexible than the old ISV.config setup from Microsoft CRM 4.0, but that flexibility comes at the cost of complexity. If you've worked with the ribbon at all, you know what I'm talking about! For a recent...
    on 22 Aug 2011

  • Blog Post: Are you Missing Outlook Reminders with Office 2010 SP1 and Microsoft CRM 2011?

    Mike Snyder
    Today’s guest blogger is Peter Majer , a CRM Sr. Consultant at Sonoma Partners. Recently, the Office 2010 SP1 was delivered through Windows Updates, and many people in our office who have the Microsoft Dynamics CRM 2011 Outlook Client installed have been reporting that Outlook reminders are no longer...
    on 16 Aug 2011

  • Blog Post: Have fun with your CRM 2011 forms (and learn from my mistakes)

    Mike Snyder
    Microsoft Dynamics CRM 2011 includes a bunch of new additions to the form customization options and controls. These enhancements provide even more ways to design forms for better usability, perfect for those nit-picky end users! While the form customization enhancements provide much more deisgn flexibility...
    on 1 Aug 2011
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