Monthly Archives: June 2011

1 Changing the CRM startup experience

In case you didn’t know, each CRM user can change their initial web client startup experience by modifying several different settings that control how the home page is displayed. Let’s walk through the process:   Changing the Workplace You access your personal options through File, Options: When the Set Personal Options dialog is displayed, click […]

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2 CRM 2011: Exploring the Developer Resources Page

CRM 2011 includes a Developer Resources page which provides additional information and tools for the CRM developer. You find the page by navigating to: Settings, Customizations, Developer Resources, where the following page is display: So, how can I use this information?   Organization Unique Name The Unique Name for an organization is the internal name […]

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1 Categorize your CRM Contacts using Relationship Type

One of the most powerful fields on the Dynamics CRM Contact entity is something called the Relationship Type. This field allows you to categorize your contacts by specifying who they are: customer, vendor, partner, etc. Unfortunately, for some unknown reason, this field is missing from the default CRM 2011 data entry form.  Let’s walk through […]

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CRM 2011 Tip o’the Day: Keyboard Shortcuts

It’s amazing what you can find browsing through the help file or manual sometimes. Case in point: Did you know Dynamics CRM had hotkeys for certain operations? Well it does.  Here they are, grouped by functional area:   General Keyboard Shortcuts Action Press Copy text Ctrl+C Paste text Ctrl+V Undo previous text change Ctrl+Z Save […]

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1 CRM SDK Nugget: SolutionId Value for the Active Solution

I’ve been working with solutions and web resources a lot lately so this next series of articles will focus on Solutions and Web Resources. Importing an object into the Default/Active solution Let’s pretend for a moment that you’re writing a utility that maybe converts your JavaScript from the CRM 4.0 object model into the CRM […]

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