Category Archives: Uncategorized

Differences in Custom Workflow Assembly in CRM 4.0 and CRM 2011

We have listed the list of changes noticed for designing a custom workflow assembly in CRM 2011 and in CRM 4.0. 1. References CRM 4.0using System.Workflow.Activities;using System.Workflow.ComponentModel;using System.Workflow.ComponentModel.Compiler;using Microsoft.Crm.Sdk;using Microsoft.Crm.Sdk.Query;using Microsoft.Crm.SdkTypeProxy;using Microsoft.Crm.Workflow; CRM 2011using System.Activities;using Microsoft.Crm.Sdk.Messages;using Microsoft.Xrm.Sdk;using Microsoft.Xrm.Sdk.Workflow; 2. Base Class Base class definition has been changed from SequenceActivity to CodeActivity. CRM 4.0: In CRM… Read More »

Addresses in CRM explained….

We recently came across a request for data correction where the customer had lost some of their address data. No addresses were displayed on the Account form. One would think all that was corrupt was the address and having them type in the address on the form should do the trick. But no, with the… Read More »

Unveiling CRM 2011 features

Blog – 2: CRM 2011 features continued…Welcome back! and we are pleased again to share some more CRM 2011 features with you. Document Management This provides the ability to integrate SharePoint site with CRM. By using this feature you can store the documents related to CRM in SharePoint and to manage this documents from within… Read More »

Exploring the new CRM 2011

Finally! We are rolling into the much awaited beta version of CRM 2011.While we are still exploring its new features; we are pleased to share some great features. You can find some of these new useful features of CRM 2011 listed below. – Ability to create a custom Activity type- Dynamic Marketing List- Bulk Delete… Read More »

How to activate contract in CRM

When a new contract is created in CRM, it is in the Draft state and cannot be utilized to assign a case against it. For a contract to be available, it must be activated. A contract is automatically activated by CRM if the following conditions have been met.1. There must be contract lines added to… Read More »

Working of Announcement

Dynamics CRM provides feature to create announcement that can be broadcast to the entire organization. it can be viewable by the entire organization if the users have been given the permission to read the Announcements.How to create the announcements 1. In the Navigation Pane, click Settings, click Administration, and then click Announcements.2. On the Actions… Read More »

Microsoft Office Accounting Integration Link with Microsoft Dynamics CRM now supports Dynamics CRM version 4.0 Partner Hosted deployment

Our Integration Module for Office Accounting and Dynamics CRM now supports the Partner hosted deployment as well. In the Partner hosted model, the Integration Module shall be setup locally on users local machine and does not require any files to be hosted on the server.For more information on the Intergration module visit http://www.inogic.com/integration_off_accounting.htm