Customer address entity in CRM 2011 stores all the addressed for contacts and accounts. I recently got a requirement to create all address fields on opportunity and a custom entity. Customer also wanted to populate these addresses based on a address lookup similar to the option on quote,order and invoice entity. I wanted to do... Continue Reading →

Update Rollup 6 for Microsoft Dynamics CRM 2011 has just released and is available for download. Note that CRM Online Orgs will be updated with UR6 sometime in Feb/Mar due to some infrastructure changes that will be implemented at the same time. There is no issue running UR6 now on CRM Outlook Clients connected to... Continue Reading →

Just found a very interesting feature added to CRM 2011 Outlook Client. Users can now perform conditional formatting on views while working from their outlook and share them with other users. This can be useful while analysing large amount of data for auditing. This video will demonstrate the feature.

Microsoft has released Update Rollup 3 for Microsoft Dynamics CRM Server 2011 which fixes lot of issues pertaining to overall developer experience as described in Knowledge Base article 2547347 . This updates is available for the following under release  5.0.9688.1244. Microsoft Dynamics CRM 2011 Server Microsoft Dynamics CRM 2011 for Microsoft Office Outlook Microsoft Dynamics CRM 2011 E-mail Router... Continue Reading →

I was trying to write a mail merge tempelate for incident and noticed that incident does not appear in the list for Associated Entity while creating a template. For all custom entities, mail merge is enable by default but for system entities. If you don't see the entity name in the dropdown, follow these steps:... Continue Reading →