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How useful are the workflows?

Well, this might be an interesting question after all… My client wanted me to update one field (a bit field) on more than 400 contacts, and I didn’t want to convert the Excel file into a CSV because of...

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My workflows do not run anymore…or why you don’t want to rename an OU in a...

Well, this is kind of a weird problem that got a hold on me for almost a week: my client wanted to rename the organization on the production environment, after 2 months of work (which is, IMO, a wrong...

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How-to series: Create a custom report (part 3)

Okay now, I’ve already dealt with the basics of custom report creation (see Part 1 & Part 2 on this blog) so now I’m going to show you how to create a report from scratch for displaying the service...

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How-to series: Create a custom report (part 4)

In this article, I deal with the reporting drill-through and with the report pre-filtering to display the list of elements that are currently in queues. The purpose of this report is to display a list...

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Dynamics CRM 2011 public beta release in September 2010!

As stated here: http://msdynamicsworld.com/story/bi-reporting/crm5-formally-christened-microsoft-dynamics-crm-2011-wpc-2010 And the new name will be Dynamics CRM 2011

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Dynamics CRM 2011 new functionalities…

Here is a first list of improvements that are going to be useful: Ability to develop and deploy customizations and even full xRM solutions more quickly and flexibly, with more granular security...

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More info on the Microsoft Dynamics Marketplace

On July 12th 2010, at the Microsoft Worldwide Partner Conference, Microsoft Corp., announced the Microsoft Dynamics Marketplace, a new online service for discovering software applications and...

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Microsoft Dynamics CRM 2011 Beta notification

All you need is this link: https://offers.crmchoice.com/betaofferlanding/?campaignid=3C2D347A-8280-DF11-9910-001B7841C76C Be sure to register to be notified when the public beta is available!

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Problem with Microsoft SQL Server Full-Text Search

If, by any means, you have upgraded your Microsoft SQL Server 2005 to 2008, you’ve probably seen this: you want to install a brand new CRM 4 on your server and, just before the end of the wizard, the...

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Tip: Use that default ‘name’ field in custom entities!

Sometimes it is useful, sometimes it is not…when you create a new custom entity in Microsoft CRM, there is always one default field called ‘name’ which is a varchar field. One will say that you can...

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Microsoft Dynamics CRM 2011 Beta Signup

And there it is, the beta signup for Microsoft Dynamics CRM 2011 is finally available! More info here: https://offers.crmchoice.com/CRM2011Beta-Signup/

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How-to series: Generate auto-numbers on custom entities (part 1)

Ok, in this series, I will try to explain how to generate auto-numbers on custom entities based on the user’s preferences (length of the auto-number, prefix, suffix, increment value, etc.) This kind of...

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What’s new in Microsoft Dynamics CRM 2011?

A good read for everyone, not only developers or customizers: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/whatsNewCRM5.aspx

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Deploy plugins in an IFD+OnPremise environment

If you are stuck with the Plugin Registration Tool (PRT) in an IFD environment, one test to make is this one: Compile the Visual Studio solution using VS 2008 or 2010 Deploy the debug or release files...

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CRM 2011: Installation issues and way to resolve it

Some issues that can arise during the ‘System Checks’ while installing Microsoft CRM 2011… Issues The SPN for the ASP.NET App Pool account has to be verified The SPN for the CRM Deployment Web Service...

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CRM 2011: New ‘helpers’ for system customizers! (Part 1)

PREVIEW – Here is an overview of the new ‘helpers’ customizers have at their disposal while customizing Microsoft CRM 2011: Solutions Upon installing Microsoft CRM, a new default solution is created...

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CRM 2011: A first look at the field security

A nice feature that has been added to Microsoft CRM 2011 is the field security. I’ll try to explain it with an example where a customer wanted to store the contact’s password in Microsoft CRM for...

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CRM 2011: New update (KB2409294) for beta available!

New update for Microsoft CRM 2011 beta is available through Windows Update Link:...

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CRM 2011: Installer le connecteur SharePoint 2010 pour Microsoft CRM 2011

Une nouvelle fonctionnalité de Microsoft CRM 2011 est la possibilité d’utiliser SharePoint 2011 pour l’intégration des documents CRM. Cette fonctionnalité était longuement attendue et pouvait être...

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How-to series: Generate auto-numbers on custom entities (part 2)

In the first post of the series (see Part 1), I was dealing with the creation of a new entity which can be used to store the autonumbering parameters such as: which entity must get a number, which...

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