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Improved Duplicate Detection in Dynamics CRM

Why do I need it? We've noticed the CRM Duplicate detection doesn't allow for much creativity, you can only create Duplicate Detection Rules with the following condition: full string match begins with (number of characters) ends with (number of characters) The problem with this is that people or companies aren't always entered in the same ... [More]

Technology Technology

Op 08/09/2009 door Orbit One

Synchronizing activities from Dynamics CRM 4.0 to Outlook

The other day we did some research for a client into the synchronization behavior of Dynamics CRM for Outlook specifically when it comes to activities. Syncing activities like: Tasks, Appointments, Phone Calls and Letters to Outlook is a powerful option in Dynamics CRM but there can be some ambiguity into what’s gets synced where and what ha... [More]

Technology Technology

Op 08/09/2009 door Orbit One

Microsoft Dynamics CRM Outlook Client Signed out when accessing webclient

When you use Microsoft Dynamics CRM Outlook Client 4.0 on a computer with Internet Explorer 8 (IE8), you might have experienced unexpected Signed Out of your Outlook Client every time you open the CRM web interface in Internet Explorer: You are then unable to use the CRM Outlook Client until you restart Outlook: First make sure you have the l... [More]

Technology Technology

Op 28/08/2009 door Orbit One

Auto complete text box in Dynamics CRM 4.0

We needed a drop down box in our CRM 4.0 environments for a lot of our clients. The data from the drop down should come from within CRM 4.0 to limit the dependencies to other systems. The cleanest way we found to do this is via an autocomplete textbox which is actually jQuery.  To make it work we needed to get data from CRM through the CRM we... [More]

Technology Technology

Op 27/08/2009 door Orbit One

Dynamics CRM 4.0 tool - Bulk update / export to csv

One of our customers recently asked to do an update on their instance of the microsoft CRM 4.0 platform. The goal was to change the current Country Picklist to a lookup field which points to a new_country entity. The new_country entity contains a few translations of the countries in different languages like english, dutch and french, and the ISO ... [More]

Technology Technology

Op 27/02/2009 door Orbit One