Category: Dynamics CRM

Dynamics CRM

Whenever possible repoint your Microsoft Dynamics CRM 4.0 and CRM 2011 Users to new Active Directory User.

Because we shouldn’t delete Users in Microsoft Dynamics CRM we disable the User when they no longer need to access CRM. This can be a time consuming process. You have to re-assign all records Owned by that User including any Workflows before disabling the User. After several years of staff changes you can end up

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Creating OrganizationData (ODATA) Service Reference in Dynamics CRM 2011 – The REST Endpoint

It was while working on one of my first projects in Dynamics CRM 2011 that I encountered the following error when creating the Service Reference to the REST endpoint in Dynamics CRM 2011. The custom tool ‘DataServiceClientGenerator’ failed. Data service client code-generation failed: Schema specified is not valid. Errors: (0,0) : error 0042: Name nje_fail

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Microsoft Dynamics CRM Mobile Coming to an iPad near you!

Yep! You heard that right. Microsoft is releasing an iPad native app for Dynamics CRM in the 2012 Q2 Service Update. But wait! There’s more! Microsoft is also releasing native apps for iPhone, Android, Blackberry and Windows Phone 7.5. So no matter what mobile platform you choose, you can take Dynamics CRM with you. So,

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Creating Dynamics CRM 2011 Reports in SQL Reporting Services with Pre-Filtering and Default Filters

With the release of Microsoft Dynamics CRM 2011 and the rapid proliferation of through cloud deployments, Microsoft had to make some changes to how SQL Reporting Services worked to make it possible to write SRS Reports without physical database access that could be easily published to either On Premise or Through Cloud deployments of Dynamics

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Dynamics CRM 2011 and SharePoint Online – Installing the List Component for Document Management

After completing our transition to Office 365, I was very excited to start using the integration between Microsoft Dynamics CRM 2011 (in the NjevityToGo cloud) with the SharePoint Online piece of Office 365 (in the Microsoft Cloud). This is a fantastic feature of Dynamics CRM and SharePoint that allows you to manage documents for an

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Turning the tables on your Life Insurance Sales "Friends"

So, it occurs to me that I am often accosted at social gatherings by “friends” of mine that sell life insurance (but if you happen to be a FaceBook friend of mine who sells insurance…I am certainly NOT talking about you! I just LOVE talking to you about this incredibly interesting topic!). It is usually

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Industry Solution Templates for Dynamics CRM

The Microsoft Dynamics CRM Q2 2012 Service Update is going to include 4 new industry templates for Dynamics CRM. These templates can be downloaded from the Dynamics CRM Marketplace from Dynamics Labs. Microsoft says that the goal of these is to ‘illustrate Microsoft Dynamics CRM’s suitability for specific industries’ and that they will not support these

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Microsoft Dynamics CRM goes Social

In the upcoming Q2 2012 service update to Microsoft Dynamics CRM, Microsoft is enhancing the micro-blogging features they introduced in the November service update (called Activity Feeds). The new release will provide a Facebook like ability to ‘like’ and ‘unlike’ activity feed posts. It also includes a timeline view of all posts that mention the

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Microsoft Dynamics CRM is now Browser Independent!

Yesterday, Microsoft announced the Dynamics CRM Q2 2012 update. One of the long awaited features to be included in this release of Dynamics CRM is cross browser support. What this means for our customers is that you will no longer be tethered to Internet Explorer! YAY!!! According to Microsoft, Dynamics CRM will now run Yesterday,

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