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Recent Blog Posts
CRM 2011 Unable to Update Existing Records Using The Import Data Tool We ran into an issue today with trying to update existing records for a custom entity using the Import Data tool:
‘The records were not updated because the record type was not found in Microsoft Dynamics CRM.’
We had a custom entity nam
SharePoint 2010 Minor Annoyances Pt. 1 I often find myself navigating within SharePoint directly on the server. Having blessed with installing the farm and playing around with the admin powers of configuration directly on the server, I often find myself running into a few common pro
CRM 2011 Inbound Tracking Not Working A newly deployed CRM 2011 environment with a major issue: incoming tracking is not working for all users. An e-mail would only be tracked if a user manually clicked on ‘Track in CRM,’ regardless of the source address, and affects all inbound e-
When CRM 2011 Custom Reports don’t work If your users can run OOTB (out of the box) CRM 2011 reports, but all custom reports (built using the CRM Report Wizard or designed in BIDS) fail with the rsProcessingAborted error (as shown below), then the solution may be relatively simple. The
Addressing Privilege Errors in CRM 2011 With CRM 2011 it’s easier than ever for administrators to identify and resolve user permission errors, and to finely-tune the additional privileges that need to be given to users. When a user tries to do something and the CRM balks at the operatio
SharePoint 2010 Content Types In order to launch MS Office documents from SharePoint, or via the standard CRM 2011 list component, we need to define content types in SharePoint. Here is a screenshot illustrating my goals from the CRM 2011 UI. The new buttons, when clicked
Error opening entity records I recently had the opportunity to work on an issue that would present itself as possible bad data, or an invalid attribute in a column view when browsing entity records. In my case, it was browsing the e-mail template records. However, I
Finding Unused CRM Fields Often during an implementation of CRM a lot of attributes get added to entities, or get imported from another environment, and never end up being used for anything. Sometimes those fields are earmarked for ‘future use’, but often times they
Duplicate E-mail Addresses confound CRM 2011 Tracking A month or so ago, I was preparing test-bed data for a prospective client. As part of the test, they wanted identical sets of contact data loaded for 20 users in 20 individual CRM Business Units. This would allow 20 different testers to e