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Get the right people on the bus
It’s a bit of rambling friday post about the book Good to Great which I have been listening to. I read the blog of Mike Ames who is a business development coach and he recently had a very interesting...
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CRM 2011 – Video Sales Stage Dates and workflows
Here is an excellent video from the guys at Zero2Ten it runs through the sales stages and how to automatically add a date called sales stage date to an opportunity and have a workflow to automatically...
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CRM 2011 – SPN for service account not working
I had setup CRM 2011 to run using a service account as good practise recommends (well actually you are meant to have separate accounts to run the different services I think). I have setup the service...
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CRM 2011 – Can you stop users exporting to Excel
I was asked this question by a customer recently and although I was sure you could, I was set the task to confirm this. The setting can be found in Security Profiles and in the Business Management tab....
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CRM 2011 – Tanguy toolbox for CRM 2011 and how to easily set up CRM SPN’s
I read a couple of excellent blog posts today. Tanguy the CRM tool guy has made a toolbox to hold all of his CRM tools in...
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CRM 2011 – Error – You are attempting to create a user with a domain login...
A quick blog post for you today about a cheeky little error I experienced. I added a user onto the system and he had the naming convention of firstname.secondname e.g. homer.simpson Then later that day...
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CRM 2011 – Free universal search solution from Sonoma Partners
The Sonoma partners have done many great things for the CRM community, they have an excellent blog, they have authored some of the best books on CRM out there and now and again they write an excellent...
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Microsoft Dynamics CRM 2011 Installation and Deployment PASSED
After studying on and off for about 4 months I finally booked the exam and passed it. It’s always a lovely feeling to have passed and not have to study for a while. You can see more about the exam...
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CRM Online – Storage space, costs and Information
Today a salesman asked me how big our CRM database was? A curious question I thought but then he was investigating how much space you get with CRM Online and how much it costs to buy more space. I...
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CRM 2011 – SPN’s can be hell
If you have installed CRM you might have been unluckily enough to come up against some SPN (Service Principal Name) problems. SPN problems are usually difficult to resolve because it usually involves...
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[NAV Enumerated Values to Picklist] has encountered an error while processing...
If you get this error message in the NAV connector for the enumerated maps [NAV Enumerated Values to Picklist] has encountered an error while processing key [Countries_Regions]. Sequence contains no...
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CRM 2011 – “No Organization has been specified” in Visual Studio CRM 2011...
I opened a visual studio CRM 2011 solution and got the message “No Organization has been specified” hmmm, I thought and then annoyingly I wasn’t able to add an organisation because the CRM Explorer...
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Dynamic Connector – Missing Icon
Sometimes you end up installing, uninstalling the Dynamic connector lots of times, especially in the bad old days where the connector would often forget your maps when you updated them. Sometimes this...
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CRM 2011 – Understanding Email Tracking tokens
When you turn on email tracking in CRM 2011 the default method is to use tracking tokens which are attached to the subject of the email. Some users instantly don’t like the funny text of CRM:0001001...
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CRM 2011 – Advanced Bag of Tips & Tricks for Microsoft Dynamics CRM 2011...
I bumped into this video this week and was very interested. I don’t often see videos aimed for CRM Developers and even if you only get one tip out of the video it will be worth it when you use it over...
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CRM 2011 – MB2-876 Exam Study Notes
I found a great study guide from the blog MSCRM Geek on the blog post below http://www.mscrmgeek.com/post/2012/05/09/MB2-876-Exam-Study-Notes.aspx The study guide is 107 pages long If you want to...
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CRM 2011 – CRM Developer Technical Skills
Whilst studying for my Extending CRM 2011 exam and going through a chapter which details the different ways you can access the CRM data, it had a section with the title “Helpful Skills”, which...
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Dynamic Connector – When new/custom tables won’t add web services
I have been working on a Dynamic Connector upgrade and one of the steps in the upgrade is you have to apply a hotfix. These hotfix is for the Integration of Countries/Regions hotfix. I think this was...
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CRM 2011 – How to copy a workflow
Today I needed to make a few workflows which were very similar to one I had already created. I looked around CRM but I couldn’t see any copy functionality or a sneaky save as in the workflow (which you...
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CRM 2011 – Outlook Synchronisation Process – who wins
Someone asked me to explain exactly how the Synchronisation process worked from outlook to CRM. I wasn’t positive which records would be the last to update, I had a feeling it was the update with the...
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