Category: Configuration, page 3 of 3

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Country lists and multi-language lookup fields

One of the most common customizations almost any organization working with customers from multiple countries will want to have in their Microsoft Dynamics CRM data model is the addition of a structured list of country names, to ensure they are stored in a consistent format. Yes, by default the Country/Region fields on the account, contact […]

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Creating a copy of your production CRM database

If you have an on-premises CRM server and you’re running Dynamics CRM 2011, then you’re eligible to having more than one database in your CRM environment. Back when the multi-tenancy concept was introduced in CRM 4.0, there was a distinction between Workgroup, Professional and Enterprise editions. Only the Enterprise version granted you the right to […]

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CRM adventures in Azure: SQL Server 2012 updates

After Microsoft announced their latest enhancements to the Windows Azure service catalog in the beginning of June (although still in a preview phase), I wanted to test the Azure Virtual Machines for running a Microsoft Dynamics CRM 2011 server instance in the Microsoft hosted cloud. Since we now have an excellent step-by-step tutorial available from Shan […]

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The haunted house of callouts

One of the integrations implemented for our CRM environment includes a feature that writes entries to a dedicated Error Log entity. This can be a convenient way to provide the end users access to error notifications, when the process itself is asynchronous and does not provide a way to prompt the user. During the development […]

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Save your time by documenting

Documenting what your CRM environment looks like and what changes you’ve done to it can be such a drag. Compared to how fast you can perform and publish customization changes in Microsoft CRM, writing it all down and communicating it to the rest of the organization can take a lot more time (the same goes […]

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Eating your own dog food: deleted appointments

In my working team we’ve only recently started to use Microsoft CRM 3.0 for organizing our own work. The CRM system has been already rolled out to 200 users globally, but these databases have been reserved solely for end customer data. Now we finally have a separate CRM environment to manage our team’s internal customer […]

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Switching between Outlook laptop and desktop clients

If you need to support a Microsoft CRM environment where both the desktop (online) and laptop version of the Outlook client are being used, here’s a quick way to switch your own workstation to use a different client mode. Assuming of course that you already have the local SQL database on your machine. Open Regedit […]

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