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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

Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.

CRM to SharePoint Site Creation and Clients List Integration

Posted by: Hoss Hostetler on 9/18/2009 | 3 Comments
Here at Altriva, like many other organizations, we use CRM for many of our core business processes and use SharePoint for our intranet, document management, and enterprise search. With these two platforms being vital to many of our overall processes we have integrated the two applications. Having also solved this problem for many of our clients, we know how common it is for organizations to use CRM and SharePoint in similar capacities. As a result we felt it would be valuable to share our insight and integration approach.

Multiple "Owners" in CRM

Posted by: Hoss Hostetler on 7/10/2009 | 0 Comments
  • Categories:
  • CRM
There are many instances where businesses want multiple "owners" of something within CRM. Having multiple users own something comes in many different forms when related to CRM. Examples include team selling using CRM Opportunity records, team support using Cases, and Tasks assigned to a group. Microsoft CRM is constructed such that one user is the "owner" of each record within CRM. Can we alter the system to modify this ownership?

How to trigger reminders off dates within Microsoft CRM

Posted by: Hoss Hostetler on 3/3/2009 | 0 Comments
  • Categories:
  • CRM
This past month a few questions were asked in the CRM newsgroup and forums about how to trigger reminders off of dates within Microsoft CRM. I thought this would be a good discussion topic to discuss the options along with some Pros and Cons of each option. A few examples of the questions we have seen are: "Let's say I want to be notified 3 days in advance about birth dates of all the contacts in the system" "I want a reminder sent to the owner of a case 3 days before the due date of the case" "Is there a way to send a note to a manager if a case is untouched after 4 hours"

Execution Pipeline Overview

Posted by: Hoss Hostetler on 1/30/2009 | 0 Comments
  • Categories:
  • CRM
We have brought up synchronous and asynchronous processing multiple times throughout previous posts thus far related to Custom Workflow Assemblies and Plug-ins in Microsoft Dynamics CRM 4.0. The next section will cover in more detail the business and technical impacts of both types of event registration within the Execution Pipeline.

Custom Extensions – Custom Workflow Activities vs. Plug-ins

Posted by: Hoss Hostetler on 1/16/2009 | 0 Comments
  • Categories:
  • CRM
Today's "CRM Success" blog entry will focus on when to use Workflows with Custom Workflow Activities (AKA Workflow Assemblies) and when to use Plug-ins when registering .NET assemblies to help facilitate business processes in CRM.
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