Browsing All Posts filed under »CRM«

CRM 2011 – in plugins only select the fields you need and not ColumnSet(true)

September 17, 2012


usually when I am first developing some code in a plugin I will select all columns in the query e.g. account Account= (account)service.Retrieve(account.EntityLogicalName, id, new ColumnSet(true)); Once I know the code is working I will change this to pass only retrieve the fields I need because this makes the code run quicker and it’s basically […]

CRM 2011 – Reassigning records in CRM 2011

August 23, 2012


someone at work recently left and someone replaced them and I hadn’t thought anything about it until I started thinking about all the records assigned to this user?   Interestingly you cannot delete users in CRM 2011 you can only de-active them.   so I know had to find out how to reassign the records from one user to […]

CRM 2011 – Dynamic Connector Error – The request failed with HTTP status 401: unauthorized

August 16, 2012


I was once again wrestling with a Dynamic Connector install. The hardest thing about using the Dynamic Connector is as soon as you get an error, it’s practically impossible to find any help for it, I think this is due to not much has been written, they didn’t agree on a name for ages so […]

Another blogger (Srikanth Reddy) copies CRM blog posts

February 23, 2012


It seems like the blogger is copying some my blogs and other CRM blogs, so if you are a CRM blogger you might want to check the blog written by Srikanth Reddy to see if he has copied one of your blog posts. on to the examples Here is my blog and here is the copy, […]

CRM MVP’s and blog links

November 29, 2011


if you want to subscribe to some of the best blogs on Microsoft Dynamics CRM then I would recommend subscribing to the blogs written by the CRM MVP’s (and mine of course) The CRM MVP’s all make fantastic contributions to CRM community and their articles, tools, forum posts and books have helped me loads over […]

CRM – November KB articles for CRM

November 28, 2011


Here is a list of the all KB articles released for CRM in the month of November 2011 Dynamics CRM   KB Article Link Publish Date CRM Version Title 2620926 05/11/2011 Dynamics CRM 4.0 [SDP 3][61593d1b-21b0-43e3-9088-74e77dec12f4] Microsoft Dynamics CRM client for Microsoft Office Outlook diagnostic tool 2550098 10/11/2011 Dynamics CRM 4.0 Update Rollup 20 for […]

CRM 2011 – CRM and Portal information

November 28, 2011


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 […]

Tips on generating random Data for CRM

November 12, 2011


I wanted to once and for all create some random data for a demo CRM organisation.  If you are like me then this is something you have been meaning to do for quite some time, if you are not like me you probably have already done this.  I would also like to mention that people […]

CRM 2011 – Outlook add-in installed but not appearing

November 7, 2011


I had installed the outlook Add-In and it had been running for a month or so and then suddenly it stopped appearing in Outlook. The folders weren’t there and non of the functionality was showing. I tried accessing CRM using the browser and the it didn’t give me the message saying I should install CRM […]

CRM 2011 – How to apply a security role to multiple users

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 […]