Articles By: Scott Weiss, Integrated IT

Dynamics CRM 2013 - Re-Inventing the Wheel

At Core Solutions, we are always on the lookout for time-saving End-User tips, even if they aren’t very technical in nature. This decidedly low-tech navigation tip has saved clients (and us) lots of time and effort moving around Dynamics CRM 2013. With the introduction of the new Tiles menu options (a la Windows 8), CRM …

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Microsoft Dynamics CRM Workflow - Take Care When Linking Tables

I was creating a Workflow for a client in Microsoft Dynamics CRM 2011. It was a simple process; when an Opportunity field was updated (in this case, Rating was set to HOT), the client wanted the related Account record to automatically have its Status field updated. On my first pass the Process Properties looked like …

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JavaScript Compatibility Issue With Microsoft Dynamics CRM 2011

A client running Microsoft Dynamics CRM 2011 online had their JavaScript stop working all of a sudden.  After a quick search, we determined that they were upgraded to UR12.  The upgrade normally would not have been an issue, but the new release of Microsoft Dynamics CRM 2011 now has cross-browser support.  In this client's case, …

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Microsoft Dynamics CRM 2011 and SharePoint: Easy File Management

By mapping a drive from your computer to your SharePoint Online address, you can have Windows Explorer-type Drag & Drop access between email attachment files and the Documents section of any Entity (Accounts/Contacts/Opportunities...) in Microsoft Dynamics CRM 2011.

How to Create Dynamics CRM Reports Accessing Outside Data

I recently had a request to create a Report that used both tables inside of Microsoft Dynamics CRM 2011, with tables from another database within the same SQL Server. Typically, when I do this, I write the query inside SQL Server Management Studio and make sure the results I am looking for are returned.  Then, when …

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Re-Assigning Accounts in Microsoft Dynamics CRM 2011

What happens if you cannot re-assign an Account to another User - only a Team Recently I ran into a problem with Microsoft Dynamics CRM 2011 that it appears few people have encountered.  A client of ours could not assign an Account to another User, only to a Team This is a tough error to …

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Importing Attachments into Microsoft Dynamics CRM: A Challenge & A Solution

Importing Attachments into Microsoft Dynamics CRM poses a challenge. Here's how to meet it.

User Mapping Error Upgrading to Microsoft Dynamics CRM 2011

  User Mapping Error Upgrading from CRM 4.0 to CRM 2011 I ran into a problem when doing an upgrade to Microsoft Dynamics CRM 2011 from CRM 4.0.  It took several hours to discover how to get past the error and I would like to save you the trouble if you run into a similar …

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Odata Where Art Thou? A Microsoft CRM Mystery Unraveled!

Recently, I took a look at the REST end point to provide a little CRM functionality that we'd developed for CRM 4. Imagine the following scenario, a person who is not an existing CRM contact sends you an email. Perhaps this person is a new contact at a sales prospect. You track the email in …

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What Happened to My Custom CRM Button?

Many Microsoft Dynamics CRM systems (version 3 or 4) have been modified to show custom buttons on the toolbar.  But what happens when the buttons disappear?  The fix is easy.  In Internet Explorer (IE), go to Tools -> Internet Options click on the Delete button (under Browsing history), check Cookies and click Delete.  Do this …

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