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The Two Reasons CRM Trials Fail
As CRM consultants , we provide our clients with a lot of trials at xRM.com. Adopting new CRM applications entails risk. Understandably, many of our potential clients are reticent to invest in...
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CRM 2011 – Book Review – Microsoft Dynamics CRM 2011 Scripting Cookbook
Apologies for readers of the blog, I have been slack at blogging but very busy at work. I got sent a very interesting CRM 2011 book and I thought I would review it. it’s a packt book, who are doing a...
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Working with Past Due Records in Dynamics CRM
For the latest updates to this post please visit the original posting here: Working with Past Due Records in Dynamics CRM Have you ever wondered if your opportunities in Dynamics CRM are slipping...
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Session Lineup Posted for CRMUG Summit 2013 Tampa
Check out the session schedule for this year's CRMUG Summit, happening Oct 22-24 in Tampa, FL. We're continuing to work out more sessions to add to this already impressive lineup - when it's all said...
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Windows Store Apps - Best Practices: How to Report Infringement in Apps
If you are unable to reserve your app name for which you hold the trademark or other legal right, or see another app in the Windows Store using that name, you may report the App Infringement at...
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ClickDimensions turns 3, reports revenue, customers base growth
As marketing automation vendor for Microsoft Dynamics CRM ClickDimensions celebrates its third birthday and CEO John Gravely is sharing some interesting insight into the company's growth. For one...
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.NET Upgrade: Interesting Workflow Activity Upgrade Issue
I ran into an interesting issue today upgrading a custom workflow activity. I received this error: <OrganizationServiceFault xmlns=" http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i="...
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Rule Based Forms Strategies for CRM 2011
CRM 2011 introduces the out of the Role Based UI (RBUI or RBF for Role Based Forms). It is a very nice feature and frankly, it was about time they introduced it. Obviously, it is limited because we can...
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Getting past the 3 Live ID/Day/IP Limitation for CRM Online or Windows...
If you are moving to CRM Online or implementing Windows Surface Pro’s to enable your users to be mobile while they use CRM then you will need to create Windows Live IDs for each user. However, you will...
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Predefined type ‘Microsoft.CSharp.RuntimeBinder.Binder’ is not defined or...
Today I got this error when I was preparing a Silver light training session, when I tried to build my Silver light web resource, it failed and when I check error list I got below error message: When I...
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Dynamics CRM 2011 View Records Owned by My Team Members
In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter...
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Lessen Compliance Headaches and Avoid Hefty Regulatory Fines with Customer...
The financial services CRM consulting practice of Customer Effective has been on top of the surge in compliance-related issues for years now, including going back to the inception of Dodd Frank . Many...
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Product, Project and Day to Day Prioritisation
In my opinion the ability to prioritise is one of the most important skills people should try to master. The problem with prioritisation is that it is not easy. We inherently don’t like making...
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SCRIBE: Source Columns Not Displaying from SQL Query
Had this issue this morning with a SQL query i had created for my data source in Scribe Workbench, after numerous attempts of reopening the application a colleague pointed out that Scribe does not...
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Microsoft Dynamics Partner Roundup: CRM integration tool updates; Low-cost...
In this week's Microsoft Dynamics partner news roundup: SSIS Integration Toolkit v3.1 for Microsoft Dynamics CRM; Sundaram Infotech Launches Low-cost ERP; eTrigue DemandCenter Integrated With Microsoft...
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Microsoft Dynamics CRM 2011 | Workflow Activity – Handling Lookups
Seitdem Microsoft Dynamics CRM Onilne ebenfalls die Custom Workflow Activities unterstützt, können zahlreiche Erweiterungen zum Einsatz gebracht werden, mit denen die Prozesse noch besser auf die...
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Drive CRM Success through Better User Adoption – 2-Day Workshop
For the latest updates to this post please visit the original posting here: Drive CRM Success through Better User Adoption – 2-Day Workshop What are the ingredients for CRM success and how can you...
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Integrating Source System Standardized Values to CRM
Many times, when people are building integrations they build the front end and then worry about the integration after. While it is important to focus on the UI, having an integration that performs...
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CRM 2011 –Automatically Enable/Disable Plug-ins and Workflows
I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom...
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Que cambiará en la próxima Release
Hay vientos de cambios, todo cambio incluye nuevos desafíos y beneficios. Ayer Microsoft ha publicado un artículo muy interesante en el blog del equipo con el nombre “What’s Changing in the Next...
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