10 Days Challenge–Tip #9

FetchXML has limitations. For those of you that have not really used FetchXML a lot, you can only return up to 5000 record using FetchXML. So in a situation where you want to return the record count, stay away from FetchXML. Use a personal chart instead, or a report.

10 Days Challenge–Tip #8

Integration with Dynamics GP is an often requested functionality. With Dynamics CRM 2011 we are having a good story, using the Connector for Microsoft Dynamics Feature Pack 5 for Microsoft Dynamics GP. For now, it is only available through Partnersource. So, I go ahead and review the installation documentation, it’s a breeze. Configuration, with a... Continue Reading →

10 Days Challenge–Tip #7

The scenario today revolves around what happens to the users of a business unit when you remove that business unit. The ability to delete a business unit was finally brought to us in CRM 2011. We don’t have to deal with abandoned business units any more. Basically two things happen when deleting a business unit:... Continue Reading →

10 Days Challenge–Tip #6

Have you worked with ClientGlobalContext yet? Often times while writing your JS you need to reference the environment. Here's where ClientGlobalContext.js.aspx comes into play. Reference it from your script using: <script src="../ClientGlobalContext.js.aspx"></script> assuming you are using folders to differentiate your resources. This gives you access to several functions and global variables. The most notable are:... Continue Reading →

10 Days Challenge–Tip #5

Because every time I am asked this I have to look it up for the exact names, here’s the groups CRM creates in AD during installation. Group Description UserGroup Holds the CRM users PrivUserGroup Privileged users ReportingGroup Access to the SRS reports PrivReportingGroup Privileged access to the SRS reports SQLAccessGroup User access to filtered views... Continue Reading →

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