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Posts Tagged 'CRM Online'

We are pleased to present below all posts tagged with 'CRM Online'. If you still can't find what you are looking for, try using the search box.

Debugging Plug-in Made Easy for Dynamics CRM Online

imageIs Exception Handling one of the easiest ways to track values of variables used in C# plugin for Dynamics CRM Online? It was really helpful for me, when I found that developers can use the Profiler in the Plugin Registration Tool to debug a C# plugin. Here is a step by step guide for the whole process.

Dynamics CRM Online - The User ID Associated With The Current Record Is Not Valid

A client recently found he could not enable a user he needed to use in one of our sandbox organizations. Every time he tried, he got “The user ID associated with the current record is not valid”. This blog explores the fix.

Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 2

imageWelcome back to part 2 of my review of tips and gotchas for using Power Query with Dynamics CRM OData feeds. Let’s continue our review and talk about how ugly the option set numeric values are, and how you can improve your query times by tweaking (filtering more specifically) the OData URL used in Power Query.

Gotchas When Using Power Query to Retrieve Dynamics CRM Data – Part 1

imageIf you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map.  We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel.  I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query. 

    Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 3

    Screenshot (2)In the first two blogs of this series we discussed how to enable Microsoft Dynamics CRM entities for Mobile/Tablet and how to access Microsoft Dynamics CRM online 2013/2015 via a mobile phone. Here is another blog in this series that will discuss how to access Microsoft Dynamics CRM online 2013/2015 on tablets. For demonstration purposes, we will be using a Microsoft Surface.

    Early Adopter Issues with Sandbox Instances in CRM 2015 Online

    Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

    Guidance for Updating Multiple CRM Online Orgs with Customizations

    Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

    Guidance for Updating Multiple CRM Online Orgs with Customizations

    Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

    Working with Dynamics CRM 2013 Plugin Profiler

    Clients often ask us to customize their CRM implementation beyond the original out of the box capabilities. There are many options you can use as a developer to eXtend CRM (xRM). For the sake of this blog, we'll focus on plugins; and in particular how to circumvent an issue when working with Plugin Profiler.

    “It’s Not Me, It’s You”: 4 Reasons Why Your CRM is Failing


    CRM10Failure, at its core, can take on many forms. When it comes to CRM, failure can mean a low adoption rate, un-integrated platforms that lack of one view to customer/partner/prospect data, or a costly investment with no return. Many assume that as technology has evolved, failures have decreased. The C5 Insight team set out to find out the truth about CRM failure. Is it on the decline, or are we kidding ourselves in thinking it possibly could be?

    Steps to Resolve the SharePoint Error “Sandboxed code execution request failed” When Configuring CRM Integration

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    After getting a client's SharePoint available on the public interweb and thus available to CRM, we installed and activated the list component. But when we went to an Opportunity or other entity that was configured for document management, it would throw an error...

    Bug Alert! Hold Off Installing or Upgrading InsideView Social Insights for Dynamics CRM 2013


    As a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 for a bit longer until the problem is fully resolved by the publishers.

    How To Set Work Hours and Business Closures in Microsoft Dynamics CRM

    This blog details how to set work hours and business closures in Microsoft Dynamics CRM, along with best practices to manage these workflows.

    Microsoft Dynamics CRM 2013 Mobile/Tablet Express : Part 1



     As the world moves fast, we need everything on our finger tips wherever we are. In Microsoft Dynamics CRM 2013 you can enable any entity for Mobile Express, which we will explore in this blog. 

    How To Set Up and Best Utilize Microsoft Dynamics CRM 30-Day Free Trial


    thumbnailThis blog will help you gain a full understanding on Microsoft Dynamics CRM 30-day free trial.  You'll learn  how to register, what you can expect, and some basic initial configuration to practice. By understanding how to best utilize this powerful and useful tool, users can easily add more value to their business.

    How to use Image field on Dynamics CRM 2013

    When I started using Dynamics CRM 2013, I found a new field type added called "Image". Initially, I thought it would allow developers to put an image on a CRM form and that "Image" can be of any type. Later, I came to realize that the "Image" type is referring an image that is being put to the entity record, which the user can update and change like in Office 365.

     

    Developers can use the "Image" type by following the steps outlined in this post.

    9 Tips to Re-Engage your CRM Use


    Is it a fair statement to say that we all have had a poor experience using CRM? That we either wanted our old methods back or short cuts in this new application called CRM? There are many reasons for user not liking and embracing CRM deployments; however let's address instead how to re-engage to increase adoption of CRM in your organization.  

    All I Really Need To Know About CRM I Learned In Kindergarten

    Today's busy professional spends a good deal of time tripping over technology. Somewhere along the way, we've convinced ourselves that the very tools invented to make our lives easier seem to do exactly the opposite. Speaking as someone with minimal technical expertise and absolutely no development background, I recently stumbled upon a striking realization. All I really need to know about CRM, I learned in Kindergarten.  

    Dynamically Set the Document Location in Dynamics CRM 2013 with JavaScript

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     If you have CRM and SharePoint, one of the easiest things you can do is to link the two together so that you can manage your documents in SharePoint, but access, create, and interact with them in CRM. This post will guide you through the process of dynamically assigning the document storage location for CRM entities.  

    Microsoft Convergence 2014: Humanize the Enterprise

    Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

    Microsoft Convergence 2014: Humanize the Enterprise

    Members of our team recently had the pleasure of attending Microsoft Convergence, a premier conference for the Microsoft Dynamics community. What really struck me about the conference is that, for a gathering of people seeking more powerful ways to use technology, the common theme always lead back to people, and to building better relationships.

    Dynamics Workflow History Auto-Purge: Do’s and Don’ts

    In deployments with a decent amount of workflows that fire constantly (i.e., system jobs are spawned), the amount of records placed in the AsyncOperationBase table is quite impressive. However, when these system jobs complete (canceled or succeeded) they remain in this table until you decide to purge them. When these tables begin to grow into the millions of rows it imposes undue performance issues on the Async service and overall system performance may suffer as well.

    A RAD Approach to CRM Projects

    This entry will provide an overview of project implementation approaches from SureStep Methodology, as well as define the benefits of a RAD approach to CRM projects with automated business processes.

    Upgrade Paths for Microsoft Dynamics CRM 2011

    You may have heard that Dynamics CRM 2011 requires 64-bit architecture. This is true and is giving some folks some heartburn when they start to think about upgrading their CRM 4.0 deployments, many of which are still living in a 32-bit world.

    The Dynamics CRM 2011 Administration Bible is Almost Here!

     

    The Microsoft Dynamics CRM 2011 Administration Bible is only a few weeks away (March 1, 2011) from being available!  After lots of hard work and long hours, we’re going to celebrate by giving away five copies of the book for free!

    To be entered to win a free copy, just sign up to follow C5 Insight on one of the various social channels that we offer (you must have a United States mailing address to be qualified).  You can click here to follow us on Twitter.  We’re planning to select 5 winners on March 21, 2011 (or once we have 200 new followers across our social channels – whichever comes first).

    Or, if you’re in a hurry, then use the link to the left to order your copy today (our kid’s college funds thank you)!

    For those of you who are interested in SharePoint 2010, the book includes a chapter on the “out of the box” SharePoint integration and a special appendix on customized SharePoint 2010 / CRM 2011 integration written by Curtis Hughes.

    What’s next?  We’ve created a site for the book (www.dynamicscrmbible.com) and we need to get the finishing touches on it ... Gotta get going!

     

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    Blog Topics

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    CPR for CRM Study

    The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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    SharePoint Readiness Assessment

    This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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    CRM Self Assessment

    Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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    SharePoint Feedback Solution

    This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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    SharePoint Upgrade Checklist

    Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.