One of the most important aspects of the CRM 4.0 upgrade is what will happen to your plugins. The first question to ask yourself is: Do I have any plugins installed? That may seem like a strange question but what if CRM was installed 4 years ago and you are the fifth administrator to work […]
Continue readingIn 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 […]
Continue readingOne 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 […]
Continue readingI was entering some sample data when I happened to notice the Delete button on the ribbon contained an arrow. Hmm, I wondered, what does that arrow do if I push it. Here’s what it does: Very good. Not only can you delete the currently selected records, but you can also create a bulk-delete job […]
Continue readingWhile working on yesterday’s article, I ran into several issues attempting to import my Sitemap. Since I wasn’t exactly sure what it was, I decided to turn on CRM Tracing to track down the internal error. Here is what I found in the trace logs: Crm Exception: Message: The import file is invalid. XSD validation […]
Continue readingWhen you deleted a record in CRM 4.0, it didn’t physically delete the record at that point in time, it merely marked it for deletion. Once per day, an automated background process would run to delete any such records. With CRM 2011, Microsoft changed the architecture so that a delete operation is physically performed when […]
Continue readingHi Everyone, I am really enjoying Convergence 2011 this week so I thought I would pass along some great news and even greater news about the CRM Migration Assistant, our JavaScript conversion tool. Great News In honor of Convergence 2011, we’re offering a 10% discount through Sunday, April 17th. Just enter the code: CONV11 upon […]
Continue readingI am working hard to put one of the last major features into my CRM Migration Manager and ran across some interesting issues today and the background information was equally interesting so I thought I’d share: Error: System.Runtime.InteropServices.COMException Using the exception-handling code ask documented in the CRM 2011 SDK (5.0.2), I received the following […]
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