Browsing All Posts filed under »CRM 2011 New Features«

CRM 2011 – Custom Activity types

February 22, 2011

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I saw this article on the the power object blog.  Custom activity types is something on my todo list of things to check out. I have a possible need for some custom activity types.  A user wants to create activities for themselves but they aren’t always just email/phone calls etc. Here is the link to […]

CRM 2011 – Recently visited items = Favourites/Bookmarks

February 16, 2011

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The Customer Effective blog which is excellent by the way has recently had an article about the improved navigation abilities in CRM. I won’t bother going through them because this article does that already so please go to the blog and read about it. I have been using CRM 2011 for a few months now […]

Released Today – Dynamics CRM 2011 Developer Training Kit

February 10, 2011

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I have been watching the Developer training videos which I blogged about in this post a few days ago.  These were the videos that on the channel 9 microsoft channel. I have been watching these video’s and found them really useful so why am I now getting excited about the Dynamics CRM 2011 Developer Training […]

CRM 2011 – Dynamics CRM 2011 Developer Training Videos

February 7, 2011

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I found this brilliant set of videos regarding CRM 2011 Developer Training. http://channel9.msdn.com/Series/DynamicsCRM2011/ Before I found a good youtube series from the Sonoma Partners, 10 videos containing the front end customizations and this highlights the changes you can make without doing any developing or code based solutions What’s New: Episode 1 – Dashboards What’s New: […]

CRM 2011 – Removing the Borders in an Embedded Web Page

February 6, 2011

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I read this article today on embedding a web page in CRM 2011. This is interesting because it is something I might need to do this week, so to look at a good example is very useful. the article splits up the linking of pages into two distinct pages you can link to in CRM […]

CRM 2011 – Setting up a new organisation – don’t forget to add users

February 2, 2011

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I added a new organisation in CRM 2011 today and I am happy to report it was a pleasant stroll down easy street. The first thing you have to make sure is the user is a member of the deployment administrator group (if you have done a certification you will have study that). The second […]

CRM 2011 – Sonoma Partners 10 Video course on CRM 2011 new features

January 31, 2011

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The Sonoma Partners have done a good 10 video course on the new features in CRM 2011. They concentrate on the features you use and change within Microsoft CRM, so these are the customizations a consultant would probably make rather than a CRM developer. What’s New: Episode 1 – Dashboards What’s New: Episode 2 – […]

CRM 2011 – Video – Listing your App in the Dynamics Marketplace

January 31, 2011

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I think the CRM Dynamics Marketplace is a good idea, there hasn’t been much information about it.  Then slowly but surely the information is appearing and things are becoming clear. but finally Microsoft made a blog with the  FAQ’s, it contains details about costs and the testing (and where) you need to do to get your […]

CRM 2011 – Processes what are they?

January 13, 2011

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I was doing some work in CRM 2011 and then I wanted to do a workflow.  I go to the customerization menu and I can’t find workflows. You have to wonder why Microsoft constantly keeping not only changing the name of things but also moving them around.  You sometimes wonder if they go out of […]

CRM 2011 – deactivating system views and filtered lookups

January 13, 2011

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Whilst watching the partner source CRM 2011 training videos, I was interested to see you can deactivate systems views you can also copy system views. Any new feature which is extremely welcome because people used to do it programitcally in CRM 4 is filtered lookups.  You can filter lookups using any of the previous views […]