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Copy and Paste Plugin Steps and Images from One Plugin to another

I have just modified Plugin Registration tool to add some more functionality, a small tool which will allow you to Copy and Paste Plugin steps and images from one plugin to another. Image below shows...

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Quicktip: Debugging merged plugin assembly

Plugin profiling and debugging is a very useful feature in the plugin registration tool. It helps you to debug and step through the plugin code in your local machine with Visual Studio, using the...

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Processing Records in Dynamics CRM Using CData SSIS Provider

In one of my recent post on   Dynamics CRM Integration Tools – SSIS  I explained Microsoft SQL Server Integration Service (SSIS) is one of best solution to integrate data from/to Dynamics CRM. Let me...

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(Resco Mobile CRM + CWR Mobility) > Dynamics CRM

Introduction I was going to blog about the new 2016 features of the mobile Dynamics CRM app as to counter my recent amount of “glorifying” posts on Resco Mobile CRM. But Resco’s acquisition...(read more)

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How to be more proactive about CRM 2016 system issues

Being proactive about system issues apply to just about anything. For example, your car showing the amount of gas remaining in the tank, engine warning lights, oil warning lights, when the warrant of...

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The Secret Life of Lead Nurturers, Or How B2B CRM Can Help You Sell the Show

I think it was 2008 when we first started customizing Microsoft Dynamics CRM for medium and large-sized companies. Being a software consultant, however, never saves you from going to the root of a...

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7 de Marzo: FieldOne & Microsoft Dynamics CRM

Objetivo: Aprender a configurar FieldOne y la administración de los elementos que se utilizan entorno a una Work Order. Agenda: …

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Show all Contacts whose Birthday falls this week in Microsoft Dynamics CRM...

I came across this interesting requirement today and hence thought of penning down the solution. Please note this solution is for only for CRM 2015 Online Update 1/ CRM 2016. This solution does not...

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CRM Web API – Prepare for Upgrades

A Web API was introduced for CRM 2016 Online and On-Prem and will eventually replace the existing Organization.svc, OrganizationData.svc and Discovery.svc endpoints. Developers use the API to...

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Microsoft Dynamics CRM 2016 – Voice of the Customer Surveys

Beringer takes pride in being connected to the newest developments with Microsoft and Microsoft’s Dynamics CRM. With the release of CRM 2016, it’s important that you have support from a Microsoft Gold...

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Calculated Fields

Have you ever wondered what these calculated fields can be used for? Here is a simple explanation of how they can be used with a basic example given! Calculated fields can be used with the...

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You use IFD for CRM and suddenly CRM is unavailable

I arrive at work one morning and decide to access CRM on one of our development environments configured for use with IFD. I cannot access it on the server, I cannot access it via a website away from...

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The Joys of the Scribe services failing!

A quick tip I have utilized when the Scribe services just start giving up.. Once upon a time a problem existed where data was not appearing in CRM from Nav. I can tell you why this happened…the...(read...

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Using the Scribe Web Services Adapter

Recently, a number of my projects have required that Scribe Insight connects to a home-grown web service in order to write or retrieve data. While there is some information out there on how to use...

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Five Awesome Benefits of Parature, from Microsoft

Today’s customers expect more out of their customer service experiences and your customer service agents need to be able to deliver the right information and the right time. Parature, from Microsoft,...

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Microsoft Dynamics CRM vs Salesforce: Personalization and User Adoption

In the end, user adoption determines whether a CRM implementation is successful or not. If users start working outside the system because it’s easier; information silos will be created and user...

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I.P. Examples for Microsoft Partners

In my last post, I started a discussion around I.P. for Microsoft Partners. In this post I want to provide some examples of I.P. that partners have developed, in hopes of sparking your...

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Custom Entity Hierarchy In CRM

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MB2-714 (Microsoft Dynamics CRM 2016 Customer Service): FieldOne

In this post I will look at what I think you should need to know about FieldOne in preparation for the MB2-7014 exam (Microsoft Dynamics CRM 2016 Customer Service.) FieldOne is a powerful and...

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Debugging custom workflow assemblies

Plugin Registration tool can be used to debug not just plugin assemblies, but also custom workflow assemblies. I am not sure how well known this feature is, as I could not find any documentation...

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