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Here’s how you pack for 71 days around the world
The actual list of stuff follows but here was the strategy. I need to blend. My goal, as hard as it may seem if you know me, is to not be noticed. Muted colors keep you safe from lions and cheetahs but...
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CRM 2013 – Recently Viewed Records
The ability to quickly find recently viewed records is a popular feature with CRM 2011 and allows users to get their jobs done fast! Users can find the “Recently Viewed Records” option on the...
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CRM 2013: JavaScript – How to Manage Form AutoSave
CRM 2013 brings with it the feature of auto-saving forms after new data in entered. While this is helpful to users, it does mean that we have to be a wee bit careful with our JavaScript coding (and...
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Dynamics CRM 2011 to CRM 2013 Upgrade Experience
Upgrading from Dynamics CRM 2011 to CRM 2013 is a fairly straight forward operation. The upgrade experience is very similar to upgrading from CRM 4 to CRM 2011. The basic steps are: Take a backup of...
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Automapping von Entitäten durch das SDK
Wenn über die Oberfläche von CRM 2011 unter einer Firma ein Kontakt angelegt wird, werden diverse Felder der neu erstellten Entität mit Werten der “Eltern”-Entität. Sofern es eine Abhängigkeit ist,...
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Plugins: Transacciones en Pre/Post operations
El artículo Plugins: Transacciones en Pre/Post operations fue publicado en La Comunidad CRM ....(read more)
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Microsoft CRM Training Guide @CRMFieldGuide–Business Analyst Track
Original post here . 1. Chapter 1 - Building the Foundation – This chapter lays the groundwork for understanding the various terms and parts of a CRM Organization. It includes helpful tips not covered...
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Setting Long-Term Workflows in Dynamics CRM
I originally wrote this article for MS Dynamics World who gave me permission to recreate it on my blog. Setting Long-Term Workflows Workflows are remarkably useful because they are so powerful as well...
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Microsoft CRM – Leading by Example
Continuing with the financial services theme I wanted to write about some of the most successful case studies in the industry. Rather than just provide you a link to the case studies I have tried to...
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Do you understand MergeOptions?
If you use LINQ queries with the OrganizationServiceContext then understanding MergeOptions is vital. At the end of this post I describe the most common 'gotcha' that comes from not fully understanding...
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Dynamics CRM Case Study: South West Water
South West Water, a leading UK water provider, has implemented a new Customer Management system to more effectively and efficiently manage In-bound and Out-bound multi-channel customer contacts. South...
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Quickly Create Records in CRM 2013
I have been working with Dynamics CRM since version 4.0 and I must admit that one of the headaches is the ability to quickly create records. How many times have you had to create an inbound Phone Call...
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CRM 2013: What I’m waiting for
Okay, CRM 2013 is showing itself around the corner and a couple of new functionalities are being unveiled to the partners which are pretty cool! I, for myself, am looking forward to: More fluent UI...
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Business process enhancements in Microsoft Dynamics CRM 2013
With the introduction of Microsoft Dynamics CRM 2013, there are many improvements and enhancements but one of the areas I found to be much improved is the Processes (Workflows/Dialogs). In the past...
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Microsoft Dynamics CRM 2013 | Der Countdown hat begonnen
Get ready for Microsoft Dynamics CRM 2013 heißt es in diesen Tagen. Und so ist es auch nicht weiter verwunderlich, das immer mehr Informationen rund um das neue Release auftauchen. Nach zuletzt...
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Microsoft CRM Training Guide @CRMFieldGuide- New User Track
Original post here 1. Chapter 1 - Building the Foundation – This chapter lays the groundwork for understanding the various terms and parts of a CRM Organization. It includes helpful tips not covered...
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Checking if a user is a member of a Team using JavaScript
Occasionally we need to conditionally take an action programmatically on a form such as hiding fields, etc. based on a user’s team instead of their role. There are plenty of JavaScript snippets...
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Final Stages for the release of Microsoft Dynamics CRM 2013
The latest from Microsoft concerning the next release of Microsoft Dynamics CRM (2013) scheduled to be released in October 2013. This documentation (Release Preview Guide) contains the latest...
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The Microsoft Dynamics CRM 2013 Release Preview Guide is Here
You know, it’s no secret that I've been in this business a long time. That gives me a pretty good perspective on what is out there when it comes to the world of CRM software, heck, I helped build a...
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How To Use Aggregate Fetch Calls in Microsoft Dynamics CRM
One thing people sometimes overlook with Fetch is the ability to do calculations. It’s easily overlooked given that you won’t find aggregate fetch calls using Advanced Find. Today though I want to show...
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