Category Archives: CRM

Connector for Dynamics: Getting things synced up

Before I run the initial sync in the connector I am going to ensure that the data is mapping to place we want.  we are currently using Scribe.  I am going to compare the mapping for scribe to the mapping … Continue reading

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

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

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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: Customer Portal Contact Sign Up

Building off my previous post where I converted the authentication to what was used with the eService portal available for 4.0 http://wp.me/p1iFyd-52.  I am now making the customer sign up a little less cumbersome and more like the original. First what … Continue reading

Posted in CRM, Customer Portal | 2 Comments

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