Adding attachments to Templates and Bulk email

A frequent request from the customers of Microsoft Dynamics CRM 4.0 was the ability to add attachments to bulk email. Some users were also looking for a mechanism to use email templates when distributing Campaign Activities and Quick Campaign. There were also requests to allow usage of attachments in email templates so that whenever some…

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Accessibility in CRM 2011 lists

Accessibility-compliance is one of the key new features of Microsoft Dynamics CRM 2011. We on the CRM team believe that no person should be denied from using the product even if one is visually challenged. Accessibility in CRM is useful not only to the visually challenged users but also to the user who prefers keyboard…

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Microsoft Dynamics CRM 2011 Top 10 in 10

During last week, we hosted xRM Cloud Acceleration Lab in Redmond, WA. We had 14 on-site advisors to help 16 partners develop their industry solutions using Microsoft Dynamics CRM 2011 Online, Microsoft Windows Azure, and Microsoft Office 365. We were lucky to have 9 CRM MVPs as part of our on-site advisors, who came all…

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How To: Configure Tracing for Microsoft Dynamics CRM List Component for Microsoft SharePoint Server 2010

The Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 allows SharePoint site collection administrators to configure tracing (enable/disable tracing, configure trace levels and view traces) using a graphical user interface. In this blog I will walk you through the steps to accomplish above and will also share some facts about Microsoft Dynamics…

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Introduction to Queues in Microsoft Dynamics CRM 2011

What is a queue? The analog predecessor to the CRM queue was the incoming and outgoing box on an employee’s desk. When someone has a work item for you to work on they filled out a form and set it in your “incoming” box. Employees often would have different boxes to manage different types of…

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Microsoft Dynamics CRM 2011 Release Candidate (RC) Announcement

The Microsoft Dynamics CRM 2011 Release Candidate (RC) is now available for download in the Microsoft Download Center.  As with the Microsoft Dynamics CRM 2011 Beta, the Release Candidate is available for anyone to download, and will be available until the RTM release scheduled for Q1, 2011.   This release represents the combined efforts and feedback…

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Announcing the Microsoft Dynamics CRM 2011 Global Launch Event

On Thursday, January 20th, 2011 at 9am PST Attend this FREE global virtual launch event and watch Microsoft CEO Steve Ballmer introduce Microsoft Dynamics CRM 2011. Learn how it is designed to help you boost sales, improve marketing, enrich customer service interactions, and accelerate line of business application development through xRM. Hear keynote presentations by…

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Integrating Microsoft Dynamics CRM via App Fabric (using SAML token)

In an earlier article called Integrating Microsoft Dynamics CRM via App Fabric, we saw how we can integrate Microsoft Dynamics CRM 2011 with an external application via the Windows Azure platform App Fabric. We converted a classical pull model of integration to a more efficient push model. The data was queried only when needed. I…

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What’s New in Microsoft Dynamics CRM 2011 training

NOW AVAILABLE! What’s New in Microsoft Dynamics CRM 2011 training materials (draft) are available for download on PartnerSource and  Customer Source for partners and customers on a service agreement. These materials explain the new features and functionality found in Microsoft Dynamics CRM 2011 and are intended for Microsoft Dynamics CRM 2011 partners, namely implementation consultants,…

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Demystifying the Recurring Appointment series expansion in Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 Beta is out and so is the support for creating and managing recurring appointments within Microsoft CRM. Now we can create and manage recurring appointment within Microsoft Dynamics CRM 2011 using its familiar Web client user interface and it also allows you to perform full bi-directional synchronization with Microsoft Dynamics CRM…

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