Category Archives: CRM 2011

ClickDimensions: Fancy Formatting Forms

Posted on April 5, 2013 by

I do think Click Dimensions is a pretty good content style management tool for CRM 2011.  Although you are extremely limited in the formatting of forms.  The labels have to go on top of the text box, the submit button … Continue reading →

Posted in CRM 2011, Dynamics | Leave a comment

Dynamics Connector: The CrmReference mapping query returned no results for property

Posted on August 17, 2012 by

First I want to give a huge thanks to this blog: http://crmbusiness.wordpress.com/2012/02/23/crmnav-connector-crm-exception-message-entity-doesnt-contain-attribute-with-name-name/ This blog had the exact solution to a problem that was difficult to diagnose and then finding a fix seemed near impossible. I have committed to using the Dynamics … Continue reading →

Posted in Connector for Microsoft Dynamics, CRM, CRM 2011, Dynamics | 2 Comments

CRM 2011 Plugin causing “Could not load file or assembly ‘Microsoft.Xrm.Client” error

Posted on August 17, 2012 by

I know I am not the first person to come across this error.  I see a lot of solutions out there to resolve this error.  This is how I resolved this error. First for a little back story.  I have … Continue reading →

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CRM 2011 Customer Portal: Adding Paging and Sorting to Caseview

Posted on August 7, 2012 by

A Customer Portal is only as good as it is User/Customer Friendly.  One of the things that I have been asked is… Can you add sorting and paging to the case view?  No matter how you sort the result set … Continue reading →

Posted in CRM 2011, Customer Portal, Dynamics | 2 Comments

Microsoft Connector V2 Upgrade GP 2010 to CRM 2011: Gotchas and Improvements

Posted on July 2, 2012 by

This connector version is a substantial improvement.  I will say that we are doing pretty basic integration, mostly OOB with a couple changes to the maps.  Nothing overly exciting. That is why it surprised me when we had issues with the previous … Continue reading →

Posted in Connector for Microsoft Dynamics, CRM, CRM 2011, Dynamics, GP | 2 Comments

CRM 40 to CRM 2011 After Testing Now what: Re-Import

Posted on May 29, 2012 by

So the only thing that I have been truly disappointed in with the upgrade is the effort involved in getting the data from your current system integrated into the new CRM 2011.  I have been calling this process the Re-Import solution.  Now … Continue reading →

Posted in CRM, CRM 2011, Dynamics, Uncategorized | Leave a comment

Connector for Microsoft Dynamics: Error ‘crmform.all.dynamics_isreadyforintegration.DataValue’ is null or not an object

Posted on April 18, 2012 by

So thankfully I am still not in production with CRM and I suppose I should get a slap on the hand for not testing CRM a little more after I imported the ConnectorForMicrosoftDynamicsGP.zip solution. As soon as I opened the a … Continue reading →

Posted in Connector for Microsoft Dynamics, CRM, CRM 2011, Dynamics | Tagged | Leave a comment

Connector for Microsoft Dynamics: GP2010 to CRM 2011 just getting it set up

Posted on April 16, 2012 by

First off I needed to install the connector, but before I could begin I needed to install the Web Services for GP.  And the Web Services Runtime also had a list of requirements… Make sure you use the correct Install … Continue reading →

Posted in CRM, CRM 2011, Dynamics, GP, GP 2010 | Leave a comment

MS CRM 2011: Upgrade Helpful tid bits

Posted on April 5, 2012 by

Settings menu upgraded and has “unknown” everywhere??? when I imported my CRM 4.0 db into CRM 2011 my settings menus had all of these  ”Unknown”‘s all over the place in the settings menu.  I found this kb article http://support.microsoft.com/kb/2530358 Then … Continue reading →

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CRM 2011 Customer Portal: Allowing Contact Access to Multiple Accounts

Posted on March 7, 2012 by

In my previous implementation blog I discussed our need for our “Contractors” in our system as contacts to have access to multiple accounts through the Customer Portal.  With the eService portal our solution was to continually reassign the contacts to different … Continue reading →

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 16 Comments