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Microsoft Dynamics CRM
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  • Forum Post: Re: Created a new organization, but no user access... how does one add users?

    Eric W. Cahoon
    Have you setup accounts for this new Organization? You will need to go in and add accounts to this new organization before any user will be able to use it. Also, to my knowledge MS does not plan on opening CRM up to other browsers. However,it is possible to use CRM from Google Chrome if users install...
    on 25 Oct 2010

  • Forum Post: Re: How to prevent duplicate Contacts, Accounts, in CRM 4.0

    Eric W. Cahoon
    Hi Jon, Alex is absolutely right. A plug-in is the only way to prevent a duplicate from being entered. This is a good thing though as defining a duplicate is a complex challenge that really does need to include some human insight. For example, how would you handle a scenario where a married couple...
    on 25 Oct 2010

  • Forum Post: Re: Created a new organization, but no user access... how does one add users?

    Eric W. Cahoon
    You could query the SystemUser view from the database and see what it returned. You would use something like the following query to return a list of active user for the Organization. You will need to replace #ORGANIZATION NAME# with the name of the orginization you created. USE #ORGANIZATION NAME#_MSCRM...
    on 25 Oct 2010

  • Forum Post: Re: How to send quick campaign email as another user?

    doru
    I find DocumentBurster - http://www.pdfburst.com/ to be well suited for this kind of email campaign task. Using the variables functionality it is easy to configure the From area to be either Marketing or Event, as per the need. Software documentation is available here - www.pdfburst.com/docs.html
    on 6 Jul 2011

  • Forum Post: MS CRM 4.0 PidGen.dll cannot be loaded from this path

    Neruos Neruos
    Exception message: Invalid license. PidGen.dll cannot be loaded from this path C:\Program Files\Microsoft Dynamics CRM\Server\bin\PidGen.dll This server and the install of MS CRM has been up and running for over 3 years and never showed sign of this error until after rollup 21. This error...
    on 11 Jul 2012

  • Blog Post: CRM 2011 Rollup 10 now available

    RhettClinton
    The Microsoft Dynamics CRM Sustained Engineering (SE) team have been hard at work to get the UR10 release to us all on August 16 2012. You can find the related Rollup 10 items here Microsoft Download Center: http://www.microsoft.com/en-us/download ...read more
    on 16 Aug 2012

  • Blog Post: CRM 2011 SDK version 5.0.12 available

    RhettClinton
    The MS CRM Team have released an updated CRM 2011 SDK version 5.0.12 which can be downloaded here  http://www.microsoft.com/en-us/download/details.aspx?id=24004  or viewed on MSDN here  http://msdn.microsoft.com/en-us/library/gg309408.aspx Check out the ...read more
    on 21 Aug 2012

  • Blog Post: Support with CRM 2011, Windows 8, IE 10 and Office 2013

    RhettClinton
    For those of you lucky enough to play with CRM 2011, Windows 8, IE 10 and Office 2013, you should check out these KB articles published on the 16th of Aug 2012. Support with Microsoft Dynamics CRM 2011 and Internet Explorer 10 http://support.microsoft ...read more
    on 22 Aug 2012

  • Blog Post: Upcoming Webinar – Marketing for Microsoft Dynamics CRM

    Alex Fagundes - PowerObjects
    For the latest updates to this post please visit the original posting here: Upcoming Webinar – Marketing for Microsoft Dynamics CRM If you’re a Dynamics CRM user, you’re off to a great start. Now it’s time to take it to the next level. Come spend half an hour with the PowerPack Pro...
    on 27 Aug 2012

  • Forum Post: Microsoft Dynamics CRM 4.0 & Extended Stored Procedures

    Bradford Liedel
    I was wondering if there might be a list of what MS SQL 2005 System Extended Stored Procedures might be used by MS Dynamics CRM 4.0? We host in a secure environment and we have a requirement to remove several of the System Extended SPs. Obviously, if CRM is using it, I don't want to remove it, but...
    on 27 Aug 2012

  • Blog Post: eXtremeCRM Recap – Day 2 or What’s in the CRM Roadmap?

    Shawn Tabor
    I had the opportunity to attend the eXtreme CRM conference this week in Las Vegas, NV.  This is the second of a series of blog posts, I will recap my activities and observations from Day 2 of the conference, focusing on the keynote presentation focusing on the Microsoft Dynamics CRM Roadmap.  You can...
    on 4 Oct 2012

  • Blog Post: CRM 2011 Rollup 11 now available

    RhettClinton
    The Microsoft Dynamics CRM Sustained Engineering (SE) team have been hard at work to get the UR11 release to us all on October 12 2012. You can find the related Rollup 10 items here Microsoft Download Center: http://www.microsoft.com/en-us/download ...read more
    on 13 Oct 2012

  • Blog Post: The CRM Field Guide – How to CRM like an MVP

    RhettClinton
    http://www.crmfieldguide.com/ The CRM Field Guide is an essential guide to Microsoft Dynamics CRM that everyone should have on their bookshelf.  This book offers you details not only on CRM fundamentals and extensibility points but also the tried and ...read more
    on 13 Oct 2012

  • Blog Post: Prepare for Dynamics CRM Rollup 12

    RhettClinton
    Are you ready for the multi browser support of your customisations with Dynamics CRM Rollup 12, do you even care? It sounds great doesn’t it, IE, Chrome, Safari, Firefox, take your pick but will your CRM script customisations be supported. I guarantee ...read more
    on 3 Jan 2013

  • Blog Post: CRM 2011 SDK version 5.0.13 available

    RhettClinton
    The MS CRM Team have released an updated CRM 2011 SDK version 5.0.13 which can be downloaded here  http://www.microsoft.com/en-us/download/details.aspx?id=24004  or viewed on MSDN here  http://msdn.microsoft.com/en-us/library/gg309408.aspx Check out the ...read more
    on 7 Jan 2013

  • Blog Post: CRM 2011 Rollup 12 now available

    RhettClinton
    The Microsoft Dynamics CRM Sustained Engineering (SE) team have been hard at work to get the UR12 release to us on Jan 7 2013. (Jan 10 for On-Premise) You can find the related Rollup 12 items here Microsoft Download Center: Rollup 12 Downloads ...read more
    on 7 Jan 2013

  • Blog Post: 12 Great Reasons Companies Use Microsoft Dynamics CRM Infographic

    RobertF
    Many new and exciting reasons to have Microsoft Dynamics CRM for your organization. In 2013 there will be many more around mobility, social and telephony. Last year I saw a good graphical (Infographics) description of why Microsoft Dynamics CRM should be utilized. Take a look and let me know your thoughts...
    on 9 Jan 2013

  • Blog Post: CRM 2011 Metadata Query Enhancements

    RhettClinton
    Rollup 12 (CRM December 2012 Service Update),  is full of nice new features but a huge bonus was the new capabilities to interact with CRM metadata in a much more efficient manner along with benefiting from improved performance. Only retrieving the metadata ...read more
    on 11 Jan 2013

  • Blog Post: CRM 2011 Validate User Security Roles using JavaScript/REST

    RhettClinton
    This example I’m sharing today is demonstrating a few techniques which promote JavaScript and REST, along with using namespaces and creating a library of functions/properties. This example declares a library Security.UserInRole and defines a number ...read more
    on 16 Jan 2013

  • Blog Post: Latest Release from Microsoft for Dynamics CRM (Polaris)

    RobertF
    Now that the December 2012 release for CRM Online has been applied and the Update Rollup 12 for CRM On-Premises has been re-released  (kind-of), I wanted to share my most recent thoughts after spending some time with the product.  If you want details on what was to be included please review one of my...
    on 23 Jan 2013

  • Blog Post: Next 4 Releases of Microsoft Dynamics CRM

    RobertF
    After reading many blogs and postings from the eXtremeCRM 2013 in Rome (a Partner CRM event), it appears more details are now available about upcoming releases for Microsoft Dynamics CRM (CRM) for 2013. The road ahead looks very interesting and promising for CRM. It continues to have similar themes around...
    on 7 Feb 2013

  • Blog Post: Microsoft Dynamics CRM Technical Compatibility

    RobertF
    I have been receiving many questions lately about the compatibility of Microsoft Dynamics CRM 2011 on-premises with other Microsoft related technologies. With the recent releases not only to CRM but also other Microsoft technologies it is important to stay on top of the latest and greatest info so that...
    on 15 Feb 2013

  • Blog Post: CRM Related Teams Dominate the Requests for Big Data

    RobertF
    I read an article this week about Big Data. The article is based on a Microsoft survey and states that the most dominate users of Big Data are Sales, Marketing and Customer Support. You can view the full details of the eWeek article here. The obvious interface for a lot of this data would be [...]
    on 22 Feb 2013

  • Forum Post: Can I create Stored Procedures to fetch data in MS CRM database

    Mayank989
    I have heard that Microsoft voids it license if we make direct updates in the tables of CRM. However can I use stored procedures to fetch data in CRM database. Or can i create stored procedure in different database that will fetch data from CRM database. Please advice if that is allowed under the Terms...
    on 6 Mar 2013

  • Blog Post: Better Together SharePoint and Microsoft CRM

    RobertF
    As SharePoint 2013 is released for both on-premises and online (Office 365) the story with Microsoft Dynamics CRM and SharePoint continues to evolve. Recently I was asked by a prospect to outline the possibilities with CRM and SharePoint so I thought I would share. First there is the out of the box option...
    on 12 Mar 2013
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