Category Archives: CRM 2011

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

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

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MS CRM 2011: Upgrade Helpful tid bits

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

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

CRM 2011 Customer Portal: Adding a new simple form page

In the documentation of the portal I see it having a section for adding a page.  It appears that this is mainly for additional FAQ’s or such.  I did not however see how to add a new “page” page to … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 19 Comments

CRM 2011 Customer Portal Attachment File download

As I work through the customizations for the customer portal.  I am very impressed with the OOB functionality that is already in this version as opposed to what was available with eService. For eService I had to add features like, … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 17 Comments

MS CRM 2011 Customer Portal Implementation using eService Membership authentication

The accelerators provided for use with MS CRM 2011 are a starting point and are intended to modified. In CRM 4.0 we used eService, but we need to move from the eService accelerator to the new Customer Portal with the upgrade … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 12 Comments

CRM 2011 Web Resources: Just getting started…

One of the most impressive things about the CRM2011 framework is the amount of customization that can be done right from the GUI of the application.  Considering we implemented CRM 4.0 only a couple of months before CRM2011 was initially released I … Continue reading

Posted in CRM, CRM 2011, Customer Portal, Dynamics | 4 Comments