Outlook 2011 configuration issue
Last week I installed Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and encountered a peculiar issue. The installation went just fine, but when I tried to add an organization within the configuration wizard I received an error message. When I press "Test connection", it worked just fine, but when I press on OK, it [...]
Displaying inactive records in associated view
There are a number of ways to display inactive records in an associated view. MVP George Doubinski wrote an article about how to solve this by using a plugin. MVP Ronald Lemmen had a different approach via JavaScript. Here is a copy of that post. Step by Step Export Customizations for the specific entity Open [...]
C360 Relationship Explorer/ Charting
Functionality: C360 Relationship Explorer/Charting is a Microsoft CRM enhancement that improves and extends the relationship display and linking capabilities of Microsoft CRM. By using this enhancement you can display all existing and custom relationships between CRM records. Key features: Use Relationship Tree or – Chart to display all relationships that exist between entities within Microsoft [...]
XML Picklist Generator
There is a tool that allows you to easily generate XML codes for creating picklist values. The generated XML can then be copied directly in the appropriate customization file. Go to this website: XML-Generator for Picklist-values to use with Microsoft Dynamics CRM.
CRM Customization Comparison and the Configuration Data Utility
Rather than comparing XML files side-by-side, the Customization Comparison Utility lets you compare the customization files between two Microsoft Dynamics CRM systems and the Configuration Data Utility lets you transfer custom configuration data from one Microsoft Dynamics CRM system to another. You can even drill down and see what’s missing or has changed. Some of [...]