Category Archives: CRM 2011

SQL Server error – safe to ignore?

I’ve came across a few random cases of the SQL Server error while using Microsoft Dynamics CRM Online the past few weeks.  I’d seen this type of error in the past.  It seems to occur more often during major updates … Continue reading

Posted in CRM 2011, CRM Online, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Service Update, Troubleshooting, Update | Tagged , , | 1 Comment

How to enable CRM 4.0 API support in Microsoft CRM Online – HTML component HTC support – resolve errors after the December 2012 Service Update “Polaris”

Our Microsoft Dynamics CRM Online organization was updated to December 2012 Service Update “Polaris” Release last week.  One thing we immediately performed was to enable CRM 4.0 API support since our CRM customizations contain both Microsoft CRM 2011 and CRM … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Service Update, Software Development Kit (SDK), Update, Update Rollup | Tagged , , | Leave a comment

Microsoft CRM 2011 and Office 2013 Support

There are new versions of popular Microsoft products released recently such as SQL Server 2012, Windows Server 2012 and Windows 8, and finally this week – Office 2013!  Since the Microsoft Dynamics CRM 2011 for Outlook is a very popular … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , | 2 Comments

Microsoft CRM 2011 and Windows 8 Support

Windows 8 with the new Metro UI is a major change – I’m still getting use to it.  In terms of Microsoft CRM 2011 support – Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Windows 8 per … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , , , , | 2 Comments

Microsoft CRM Mobile Express on iPad / iPhone Setting

A common Microsoft CRM mobile question I’d often come across – does Microsoft CRM supports iPad or iPhone? As of June 11, 2012, the Microsoft Dynamics CRM Mobile Express client runs on iPad/iPhone.  Be sure to check the setting to … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged , , | 1 Comment

Activity Feed – Auto Follow based on CRM Conditions via Workflow

The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool.  Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage … Continue reading

Posted in Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged , , , | 2 Comments

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011

Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

Microsoft CRM Demos, Pricing and Why Microsoft CRM

For good online demonstrations of Microsoft Dynamics CRM, I would recommend checking out these online demos, they are among the best that I’d seen: Driving Sales Productivity Maximizing Marketing Impact Optimize Customer Experience Another good site is the Weekly Webcasts … Continue reading

Posted in CRM 2011, CRM Online, Demo, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Pricing | Tagged , , | Leave a comment

How to display All Personal Views Shared with You in Microsoft CRM 2011

Here is a quick way to find out all the personal views that other users have shared with you in Microsoft Dynamics CRM 2011. From Advanced Find >> Saved Views >> Record Type >> All >> Active Views Shared with … Continue reading

Posted in Advanced Find, CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged | 2 Comments