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Recently, I had to do some custom formatting for mail merge documents in CRM 4.0 and here are a few format examples: Formatting a Date: { MERGEFIELD "MyDate" \@ "M/d/yyyy" \*MERGEFORMAT} If you just wanted to add the current date when...
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How To Access Attributes Within Plug-In Code When developing plug-ins, users can access fields on the form before and after the record has been updated, created, etc. Developers can do this by first registering the assembly, then a step (configuring whether...
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Microsoft CRM 4.0 allows your organization to track accounts, contacts, leads, opportunities, activities, support cases, and a vast array of additional business information users need. In addition, you can leverage the platform to create your own related...
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Intro As mentioned in one of my earlier blog articles: http://www.crowehorwath.com/cs/blogs/crm/archive/2008/03/05/gac-it-developing-portable-code-for-microsoft-crm.aspx one can register assemblies in the GAC to help build a portable custom CRM solution...
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Microsoft CRM is a web application. That means it uses a variety of resources such as html pages, javascript, css style sheets, and images to render the user interface. Occassionally during development or troubleshooting you will need to view these resources...
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Microsoft has changed the way administrators may alter an existing user's Domain and/or Username in CRM 4.0. A knowledge base article exists with detailed instructions, which can be found here: http://support.microsoft.com/kb/930853 . Here is a quick...
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Each Campaign created using the CRM Marketing Module can have Planning Tasks associated with it. Sorting for the default view of these Planning Task is on the column Name. For many, it may make more sense to sort this view by Due Date, with those Due...
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When you need to modify a view in CRM, nine times out of ten you will modify the view in the Settings | Customization | Customize Entities area of CRM. Occassionally however, you will find the need to modify additional views that are not available through...
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Scenario: I have a CRM 4.0 environment and have installed the SSRS Data Connector. I also created a report that uses filtered views and uploaded the report to CRM. I now created a custom user in Active Directory, added the user to CRM and gave the user...
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When installing CRM 4.0 (or upgrading from 3.0) in an environment where SQL Server, SQL Reporting Services and CRM will all be on separate physical machines, you must use the Microsoft CRM Data Connector to bypass authentication issues. Once you’ve done...
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If you have tried creating a “1:N” relationship between a system entity and custom entity with the "Type of Behavior" property set to “Parental”, you most probably have also gotten an error when you try to save the system entity after updating...
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One of the best ways to improve a client's business is to keep users better informed and up-to-date on the information provided by CRM. A workflow could be created (and maintained) to send out an email to the appropriate parties when a specific event...
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I've mentioned in a previous post how to add an I_Frame to a related entity: http://crowechizek.com/cs/blogs/crm/archive/2008/03/18/adding-an-i-frame-that-contains-a-view-of-related-entity.aspx . The steps mentioned work for any entity that has a...
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If you have just completed an upgrade of your CRM system from 3.0 to 4.0, you might have discovered that your 3.0 Callouts are no longer working properly. This can be a very annoying problem, as most organizations do not want to upgrade all of there server...
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The default attachment file size limit in Microsoft Dynamic CRM 4.0 is 5 MB. There is good reason for this - as a general rule you should be placing some restrictions on the amount of file data that can enter CRM so that the database can maintain a reasonable...
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