Tag Archives: CRM2011

Integrating Dynamics CRM Data into SharePoint 2010

Years ago I worked on a development team looking at the requirements of a good CRM System that could be developed to fit various business models, and one of the key requirements we determined was the ability to pull data … Continue reading

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Posted in CRM 2011, Integration, MSCRM, SharePoint | Tagged , , , , , | 10 Comments

CRM 2011 Integration with SharePoint: Custom Document Management

The previous post on CRM and SharePoint integration focused on looking at the workings of the default CRM 2011 functionality to see how the underlying structure of SharePoint Site and SharePoint Document Location records could cater for much more than the basic ‘out-of-box’ … Continue reading

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Posted in CRM 2011, Development, MSCRM, SharePoint | Tagged , , , , | 36 Comments

CRM 2011 Integration with SharePoint: Taking a Deeper Look

One of the best new additions to CRM 2011 is tight integration with SharePoint 2010 for storing documents.  In the past when using v3 or v4, CRM Projects have been forced to develop custom code to integrate CRM with SharePoint, … Continue reading

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Posted in CRM 2011, Customisation, MSCRM, SharePoint | Tagged , , , | 22 Comments

Using jQuery in CRM 2011

With the introduction of Web Resources to CRM 2011, the model for client-side scripting changes completely – in the past we were restricted to embedding chunks of Javascript into the CRM Database to enable certain client side actions, and beyond invoking … Continue reading

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Posted in CRM 2011, Development, JavaScript | Tagged , , , | 13 Comments

Using LINQ in CRM 2011 Plugins

One of the technical points that CRM 2011 has introduced is the ability to use LINQ queries to invoke the CRM Service as opposed to the traditional Execute methods or FetchXML. This allows the use of both simple LINQ queries … Continue reading

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Posted in CRM 2011, Development, LINQ, Technical, xRM | Tagged , , | 9 Comments

Filtered Lookups in CRM 2011

Often when working with CRM Projects we can see requirements where we require a selection of other CRM records filtered to only records that are associated with an earlier user selection.  A common example would be selecting a key contact … Continue reading

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Posted in Consultancy, CRM 2011, JavaScript | Tagged , , , | 20 Comments

Solutions in CRM 2011

One of the common problems using previous versions of Dynamics CRM was managing the various customisations throughout a project, particularly when thinking of developing reusable sets of customisations that could be deployed to multiple CRM Solutions. The only method we … Continue reading

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Posted in Consultancy, CRM 2011, Customisation | Tagged , | 3 Comments