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"FYI - This does not work with "set-psdebug -strict". This setting requires all variables be defined before they can be referenced, the equivalent of "option explicit" from vbscript. " Read more
by Bill Faulk on Export CRM customizations using PowerShell

"Hi Molly -- this kind of stuff can be dicey to troubleshoot. Make sure the workflow scope is set to Organization and not User and that it is published. Sharing is not required. Then make sure their role can execute workflows. Hope this helps, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Phil, I spoke too soon. I was able to get everything set up. I was testing this with out inside sales group and when they try to run the workflow they receive an error saying they do not have permission to run the workflow. I went back and made sure they had rights to the sync entity and the workflow. I shared the workflow with them (I believe that is what I should do), but they still cannot run it. What else could I be missing? Thanks in advance. Molly" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Glad I could help!" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Thanks Phil! That worked. I knew it was something simple that I was just overlooking." Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Hi Molly -- open a role that the salesman has and click on the very last tab "Custom Entities". Make sure he has rights on the Sync User entity. Best, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"I think this is really going to help us. I am having a problem configuring outlook for one of our salesman and I cannot get "Sync Users (contact)" to even show up. I'm sure I'm missing something in their role. Do you know what should be changed to allow them to see that?" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"hi, good staff.I think calender is the most important aspects of any crm solution.It help to update the information about the events and also helpful to for modification of transactions and easily approachable medium " Read more
by real estate crm on Adding a Custom Calendar to the CRM UI

Altriva Team Blog

Microsoft Dynamics CRM 2011 Beta Available for Public Download

Posted by: Altriva on 9/9/2010
  • Categories:
  • CRM

Microsoft has released the public beta for Microsoft Dynamics CRM 2011 (Code name CRM 5) which also means the Non-Disclosure Agreement that prevented Altriva from discussing CRM 2011 details is no longer in effect. We’ve been working with earlier builds of CRM 2011 for months, and we’re excited to share with you what the new release has to offer. Stay tuned for updates.

Get involved by participating in the Microsoft Dynamics CRM 2011 Beta forum: http://social.microsoft.com/Forums/en-US/crm2011beta/threads
Download the installation files and implementation guide documentation from Microsoft: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0c7dcc45-9d41-4e2e-8126-895517b4274c&displayLang=en
See an interactive demo screencast put on by XRM Virtual and Microsoft: http://www.screencast.com/users/coloradojules/folders/Default/media/094c821f-c71f-448d-88bf-5b627b586004
Here’s a teaser of new application features copied from the Microsoft Dynamics CRM 2011 Beta Implementation Guide:
New application features
•             Visualization. On demand graphical charts for many record types.
•             Improved user interface that includes the Office Ribbon design and more streamlined forms.
•             Connections. A new feature for establishing relationships between records.
•             Recurring activities. Schedule activities, such as appointments, that repeat.
•             Queue enhancements.
•             Record level Auditing.
•             Field level security. Manage user and team permissions to read, create, or write information in secured fields.
•             Solutions. Solutions are packages of software that you can install or remove from your Microsoft Dynamics CRM organization.
-          Phil Edry

UPDATE: Developer documentation can be found here: http://offers.crmchoice.com/CRM2011Beta-Developer-Videos/#content780

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