Sub-grids enhance the user experience by conveniently providing associated information. Within a sub-grid the user can easily view, create, or modify a related entity. By default, Microsoft will auto-populate up to four sub-grids. One thing to note however is that if the form contains more than four sub-grids, then sub-grids 5+ will contain a [...]
continue reading...Posts Tagged ‘Microosft Dynamics CRM 2011’
CRM 2011 Client Install Issue and .Net Framework 4
In my opinion, Microsoft has done a great job regarding the stability of the CRM 2011 client installation. We have successfully uninstalled CRM 4 client and installed the CRM 2011 client on 1000’s of client workstations with very few issues. On a recent new deployment of CRM 2011, we had one client out of seventy-five [...]
continue reading...A CRM 4.0 to CRM 2011 Upgrade First Hand Experience
We just completed our CRM 2011 upgrade and all is well. We have an on-premise deployment where we ran CRM 4.0 on a Windows 2003 Server with SQL 2005. Since CRM runs only on Windows 2008 64-bit, we decided to take the opportunity to upgrade the entire platform and implemented a new server to serve [...]
continue reading...CRM 2011 and Restoring the SSRS server
While working thru issues related to a previous posting on creating a highly secure CRM deployment with MS support, we needed to rebuild the SSRS reporting server from scratch. Based on what posting on the internet you read you are led to believe that the SSRS connector for CRM installs the reports on the reporting [...]
continue reading...Improve Sales Results with Better Forecasting and Sales Intelligence in CRM 2011
Sales teams that consistently increase annual revenues to exceed quotas and expand market share spend more time on client-facing communications and selling activities rather than organizing and searching for data or manually calculating forecasting figures for potential deals. This summer, Peter Ostrow of Aberdeen released a new report entitled “Chance Favors the Prepared Mind – [...]
continue reading...Become More Customer-Centric and Streamline the Sales Cycle with CRM 2011
As a Microsoft Dynamics CRM consultant, I see firsthand how an effective CRM strategy can help an organization’s employees collaborate more effectively to improve a customer’s experience and positively impact a company’s bottom line. Not only do I directly see it on the front lines of my customers’ implementation and configuration projects, but also as [...]
continue reading...Retrieving All Attributes in Microsoft Dynamics CRM 2011
Occasionally you may come across the need to return all of the attributes on an entity. Today I’m going to show you how to return all attributes inside of Fetch, within the IOrganizationService, and provide a little caution about returning all attributes. Fetch XML This is pretty well documented, but it’s worth mentioning. In FetchXML, [...]
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