I was asked about portals and CRM 2011 today. I have been googling information about it. In my mind this is fantastic functionality that clients want but setting it up and maintaining it can be difficult. The main problem I have is to use a portal you have to set up a seperate website and… [Read more…]
November 4, 2011
sometimes when you create a new entity and access the system as Admin you forgot you need to change the security roles to add access to the new entity. it can be quite a hassle to edit all the security roles to add the correct privileges to all the different security roles. So you might find this tool useful… [Read more…]
March 12, 2011
I have been working with CRM 2011 for 3 months and during these time I also have been some work on some CRM 4 developments. The changes between CRM 2011 and CRM 4 are quite signnificant. CRM 2011 has a lot of excellent new features but it also looks and feels different and from a… [Read more…]
January 5, 2011
I was in meeting/discussion about CRM 2011 and we were discussing how to view accounts in a list, should we use the owner of the account or maybe add a new field onto accounts. then someone said lets use connections. Now at this point connections to me were one of the new features added in… [Read more…]
January 4, 2011
This is one of the big improvements in CRM 2011. REUSABLE JSCRIPT LIBRARIES!! Richard Knudson who has a great blog and I am always getting great articles and videos from his site. He has an article and 12 minute video explaining web resources http://www.dynamicscrmtrickbag.com/2010/11/12/extreme-2010-recap-taking-advantage-of-web-resources/ This is a great improvement for CRM 2011 because now we… [Read more…]
January 4, 2011
Although it seems rather odd to get these CRM titans to woodenly describe a different feature of CRM 2011, you can’t argue that they certainly have picked the best enhancements. It’s worth watching the video. I have read lots of articles about the favourite features and using the new features but this video is… [Read more…]
January 3, 2011
Whilst looking for other CRM related things I saw this article on CRM 4 interview questions I have also found some good interview questions on this blog - http://microsoftcrm3.blogspot.com/2010/11/microsoft-dynamics-crm-interview.html I have interviewed people for development roles before and technical interview questions are usually a tricky topic. Usually with technical questions regarding programming you are wanting the… [Read more…]
December 31, 2010
I am continueing my quest to increase my knowledge in the CRM world. It has been a slow drawn out journey. In 2008 whilst working on different projects, the company I work for said they were moving in the direction of CRM. So I studied for Crm 4 Applications certification. This was quite difficult… [Read more…]
December 21, 2010
I was tinkering with CRM 2011 today and found out someone had added in a bunch of entities but had changed the prefix of the entities so instead of New_entityName It was instead hosk_entityName I thought this was a brilliant way of knowing all the entities we had added into the system. The only problem… [Read more…]
December 19, 2010
This link has a number of different summary/introduction CRM 2011 videos http://crm.dynamics.com/crm2011beta Initially I only looked at the development videos but I have recently gone back and looked at the other videos. The videos are split into various sections User Manager Developer Partner I think the most important features and the benefits you will… [Read more…]
I'm a Dynamics CRM Developer - Consultant based in Birmingham, UK.
Certifications
CRM 4.0 Applications
CRM 4.0 Customization and Configuration
CRM 4.0 Installation and Deployment
CRM 4.0 Extending Microsoft Dynamics
November 28, 2011
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