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Microsoft Dynamics CRM 2011
Tagged Content List
Wiki Page:
Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Script (JScript) Web Resources
Maheshkumar S Tiwari
Microsoft Dynamics CRM 2011 has revolutionised the way we write JScripts in the framework. In this blog I will create a JScript web resource. This web resource will validate the "Cost of Production (millions)" and "Revenue (millions)". The JScript will calculate whether...
on
19 Sep 2013
Wiki Page:
Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online - Benefits of having the JScript Web Resource Code as a separate JS file
Maheshkumar S Tiwari
When I create a new JScript web resource, there are 2 ways to add code to it. One way is to upload the JScript file to the web resource. This will embed the "JScript file" code inside the web resource. Below is the file in Visual Studio and uploaded as part of a web resource...
on
19 Sep 2013
Wiki Page:
Create a Simple CRM Online Report in 30 Minutes or Less
Maheshkumar S Tiwari
CRM Technet Wiki Home Original Article This post assumes you have already installed Business Intelligence Studio (BIDS), which can be installed from the SQL media disc, CRM Report Authoring Extensions , and you have a Report project created in BIDS. The first step you will take is to...
on
17 Sep 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - JavaScript Development
Maheshkumar S Tiwari
There is a very handy JavaScript development cheat sheet available for Dynamics CRM 2011. It is by Daniel Cai, a Microsoft Dynamics CRM MVP . I always refer to this cheat sheet's PDF whenever I need help in the new CRM 2011 JavaScript model. Thanks to Daniel for a wonderful thought! You can...
on
7 Sep 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - Form Sub-Grids
Maheshkumar S Tiwari
Microsoft Dynamics CRM 2011 has many new features which made it easier to customize and enhance the product. I reckon this new version, Dynamics CRM 2011, catapulted the product into another league. I am sure Microsoft Dynamics CRM 2011 will steal the limelight from all its competitors to prove itself...
on
6 Sep 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - SSRS Multi-Series Chart and Display in Dashboard
Maheshkumar S Tiwari
One of the helpful additions to new CRM 2011 features is Dashboards. In dashboards, charts can give us concise view and an accurate idea of the information we are looking for. If we can always get access to the information easily and whenever needed, then getting to a calculated decision becomes easy...
on
6 Sep 2013
Wiki Page:
Using Goals to Enable Cumulative Notifications in Microsoft Dynamics CRM
Maheshkumar S Tiwari
Many people use workflows in Microsoft Dynamics CRM to trigger and send record-based notifications—for example, notifying sale representatives when a new account is assigned to them, or notifying a customer when a case is closed. But sometimes you don’t want a single-record notification—you want a...
on
6 Sep 2013
Wiki Page:
Network Load Balancing Microsoft Dynamics CRM 2011
Maheshkumar S Tiwari
This article originally appeared on the Customer Effective Blog Deploying Microsoft Dynamics CRM 2011 on a Network Load Balanced (NLB) server cluster is a supported way to get increased scalability and high availability performance from your CRM deployment. Why load balancing? Using NLB, you...
on
5 Sep 2013
Wiki Page:
Microsoft Dynamics CRM 2011: List of Tools and Software
Mamatha Swamy
There are many tools available at our disposal to make our lives easier as a Microsoft Dynamics CRM 2011 Developer or Business Analyst. Below is the list of tools I use frequently and many of them are my favourite. Site Map Editor http://pinpoint.microsoft.com/en-us/applications/microsoft...
on
31 Aug 2013
Wiki Page:
CRM 2011: Sales Process Overview
Maheshkumar S Tiwari
This article covers the basic sal e s proce s s and how sales proces s es vary between organizations. It describes and provides guidance for making decisions about which areas o f Sales to use and how to use th e m . It discuss e s s o me of the m o st i m portant qu e stions to con s ider when...
on
31 Aug 2013
Wiki Page:
Dynamics CRM 2011 Portal Development - Snippet/SiteSetting Expression
Richard Mueller
This document was originally published as Dynamics CRM 2011 Portal Development – Snippet/SiteSetting Expression and has been reproduced here to allow the community to correct any inaccuracies or provide other enhancements before updating the original version of this topic. Dynamics CRM 2011 Portal...
on
1 Aug 2013
Wiki Page:
Microsoft Dynamics CRM 2011 Charts Customization
Hassan Loutfy
Table of Contents Introduction Editing chart XML Useful Tricks Large difference in data ranges Customizing series name and legends 3D charts Hiding the bar values 3D Cylinder Soft Edge Doughnut Square base Funnel Multi series chart Introduction One of the best features...
on
17 Jul 2013
Wiki Page:
Best Practices for Activity Reporting in Microsoft Dynamics CRM
Payman Biukaghazadeh
Table of Contents Activitypointer – The “Anchor” Activityparty – The people The specific activity type views Planning your report Common Mistakes Best Practices So you want to report on your activities in CRM—and that is a great idea. Activities such as appointments,...
on
28 May 2013
Wiki Page:
Rules Of Thumb for SQL Server Sizing for Microsoft Dynamics CRM 2011
Payman Biukaghazadeh
SQL Server sizing is critical for good CRM Performance. Maybe you are standing up a new environment and wanting to ensure that your SQL environment will handle your estimated load of data and users, or maybe you have an existing CRM deployment and you want to enhance it to improve performance. ...
on
28 May 2013
Wiki Page:
Plugin Registration Console Application Tool for Microsoft Dynamics CRM 2011
Payman Biukaghazadeh
The purpose this one is to allow for easy registration and un-registration from a post-build or automated build environment, like TFS or Cruise Control.NET. It is created by Johan Küstner. I recommend checking it out at CodePlex here: http://pluginregcrm2011.codeplex.com/ Here are is instructions...
on
28 May 2013
Wiki Page:
Install Microsoft Dynamics CRM Reporting Extensions
Payman Biukaghazadeh
< BACK to Overview > Excerpted from Microsoft Dynamics CRM Implementation Guide Microsoft Dynamics CRM Reporting Extensions has the following requirements: You must complete Microsoft Dynamics CRM Server Setup...
on
28 May 2013
Wiki Page:
Available Microsoft Dynamics CRM 2011 Plugin Messages
Payman Biukaghazadeh
Originally Taken from: http://mileyja.blogspot.com/2011/04/available-microsoft-dynamics-crm-2011_11.html Message Name Primary Entity Secondary Entity Message Availability Entity Supported Deployment AddItem ...
on
28 May 2013
Wiki Page:
Dynamics CRM 2011 Portal Development - Hello World
Peter Geelen - MSFT
This document was originally published as Dynamics CRM 2011 Portal Development – Hello World and has been reproduced here to allow the community to correct any inaccuracies or provide other enhancements before updating the original version of this topic. Dynamics CRM 2011 Portal Development ...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - What's new in SQL Server 2012
Payman Biukaghazadeh
Finally SQL Server 2012 RC0 is here. A release candidate is a version of a software program that is usually not in its final form. While the version is functional, it's not quite ready to offer for sale to the general public. SQL Server 2012 code named "Denali" is the next major release...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - Filtered Option Sets or Filtered Lookups
Payman Biukaghazadeh
A new out of the box feature in Microsoft Dynamics 2011 is filtered option sets also called as filtered lookups. This is a positive step forward as compared to days of Microsoft Dynamics CRM 4.0. A filtered lookup or filtered option set is a lookup whose values are depended on an earlier selection...
on
27 May 2013
Wiki Page:
Unit Testing for CRM 2011; Plugins, Custom Workflow Activities and Custom .Net Code
Payman Biukaghazadeh
Every time we write a plugin and a custom workflow activity, we should make sure it works as desired. The business logic we write within these plugins and custom workflow activities, should accept the business confirmed parameters and should perform the agreed operations. The above holds true...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - Global Option Sets (Picklists)
Payman Biukaghazadeh
CRM 2011 was released with many new features. New features were added in the core application, configuration and extending CRM. One of the most appreciated new feature is Global option sets. The other name given to it is Global picklists. In Dynamics CRM 4.0 there were local option sets. Let's...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 Currency Updater Plug-in
Payman Biukaghazadeh
A plugin has been released that updates currencies in Microsoft Dynamics CRM 2011 based on your default currency. It uses a samples service that I appears helpful but I guarantee or confirm it's validity, reliability, or even it's terms of use (as I cannot find where they are published). It just...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - Workflows Wait and Timeout
Payman Biukaghazadeh
When we come across adding any kind of wait conditions in our workflows, we only think of Wait and not Timeouts. We need to be careful when choosing either one of them. They both seen to be the same, but they do serve different purpose. Depending on the requirements, one of them can perform better...
on
27 May 2013
Wiki Page:
Microsoft Dynamics CRM 2011 - Adding a new Custom Ribbon Button
Payman Biukaghazadeh
One of the best new features of CRM 2011 has to be "The Ribbon". CRM 2011 Ribbon is customizable. We can add custom buttons, add events to buttons, hide/unhide buttons, enable/disable buttons, add button groups, etc. A custom ribbon button could be used in following scenarios: ...
on
26 May 2013
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