I found this great feature in CRM 2011. I had to import some contacts into an organisation, I created my import file which involved a bit of excel manipulation and concatenating some columns together. When I imported the file, the customer then decided (well I asked them actually) the concatenated column should use different fields. […]
August 30, 2011
Finally Microsoft has made a CRM 2011 user guide. I found it quite baffling they never had a user guide for people to download, it seems weird to expect people to buy a complex system like Microsoft Dynamics CRM 2011 and then not tell them how to use it fully. You can download the […]
August 26, 2011
I was doing an installation of CRM 2011 today and I had to connect to a citrix network (is network the right word?) So I downloaded the new Citrix Receiver Entreprise edition, yes a brand new version just to add to the potential pitfalls. I haven’t used a citrix connector but the receiver seems to […]
August 25, 2011
it’s often useful to know what version an organisation is on and unfortunately when you look at the version/build numbers they all look so similar you then have to Google the numbers. For some reason it’s at this point I always find it difficult to find a list of the versions and build numbers to clarify what build they […]
August 25, 2011
I have done a few CRM 2011 installations and although the first part of the installation actually starts with making sure the servers are 64 bit and have enough power, the next stage is begging the IT person to give you domain administration privileges so CRM can create some active directory groups. You have another small leap […]
August 25, 2011
I have over the past couple of weeks found some good resources of information for the connector and finding useful information is difficult because there isn’t much of it and a lot of the blogs/sites you will visit will be the same information and all they will tell you is what the connector does and […]
August 24, 2011
I got emailed this free productivity boost from LinkedIn, which offers you a free months trial using the premium package LinkedIn Premium helps you to be more productive, with tools such as: • InMail: Contact anyone on LinkedIn without an introduction – response guaranteed!** • Expanded Profile Views: See expanded profiles of everyone on LinkedIn, even people […]
August 23, 2011
I recently had a customer call up saying their workflows in CRM 4 were not sending emails. This involved me doing a bit of research about emails in CRM. The fundamental piece of information is CRM doesn’t have any email capability! Yes it needs something else to send the emails for it. There are two […]
August 23, 2011
I have been working with the connector for the last couple of weeks, I am flabbergasted by the total lack of information about it. Microsoft haven’t even created a sample CRM link. The only example you have is a GP sample. What’s more frustrating is the complete lack of documentation and examples. They cover the […]
August 22, 2011
I was getting this error today whilst trying to import my solution Error while Importing a solution in CRM 2011 – The solution file is invalid. The compressed file must contain the following files at its root: solution.xml, customizations.xml, and [Content_Types].xml after about an hour of frustration the solution to the not importing solution finally […]
August 30, 2011
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