Sunday, February 05, 2012
  Search

Categories

Archive

Tag Cloud

Recent Comments

"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.

A great mix of old and new: EDI and Windows Azure

Posted by: Tim Dutcher on 8/9/2010 | 0 Comments
  • Categories:
  • CRM
On the surface, combining "EDI" and "Windows Azure" in the same sentence seems preposterous, but in practice the two can work together quite well.

Use Bing Maps with Dynamics CRM 4.0

Posted by: Tim Dutcher on 9/30/2009 | 0 Comments
  • Categories:
  • CRM
Combining Microsoft Dynamics CRM 4.0 and Bing Maps can help businesses visualize geographic and location-based information quickly and easily. This article provides examples and source code to help you implement this useful mashup.

Adding a Custom Calendar to the CRM UI

Posted by: Tim Dutcher on 7/29/2009 | 2 Comments
  • Categories:
  • CRM
Adding a custom event calendar to Dynamics CRM 4.0 can help team members stay in synch on events, milestones, and deadlines and can help provide visibility into major events. Although CRM 4.0 provides a calendar view in the product, a custom calendar is often needed to show events that are not time-based and are not linked to appointments or service activities. This blog post provides examples of how various industries can utilize a custom calendar and provides technical details for how a custom calendar can be implemented.

Export CRM customizations using PowerShell

Posted by: Tim Dutcher on 6/10/2009 | 2 Comments
  • Categories:
  • CRM
Microsoft's "PowerShell" is a command-line shell and scripting language designed for system administration and automation. Its potential benefits to developers and administrators of CRM installations are endless. Since PowerShell can utilize .NET assemblies and web services, it can be used with CRM to automate just about any administration tasks or any other type of routine or tedious tasks. This blog post provides one example of how PowerShell can make the lives of Microsoft Dynamics CRM 4.0 administrators easier. The provided script fully automates the process of exporting CRM system customizations to file, which can be scheduled to run at any time interval.
 


    • Copyright 2010 by Altriva LLC