Dynamics PTS Team Blog

A blog managed by Dynamics Partner Technical Services team for Global English

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  • Blog Post: Updating Dynamics CRM OnPremise to work with Microsoft Dynamics Marketing 2015

    If you have Dynamics CRM OnPremise and it is integrated with Dynamics Marketing this post is for you. This post will focus on the steps to you need to perform to allow your integration to continue to work after Dynamics Marketing is upgraded to 2015. Download the Dynamics Marketing resources: http...
  • Blog Post: Microsoft Dynamics Technical Conference – Register Now!

    The Technical Conference is back with more learning opportunities than ever as the R&D teams for both Microsoft Dynamics AX and Microsoft Dynamics CRM come together to put on one stellar event. It has been scheduled from February 2nd – 4th, 2015 at Seattle, WA. Whether you’re new to...
  • Blog Post: Microsoft Dynamics Competitive Sales Guides

    The following competitive sales guides provide you with actionable tips on how to position Microsoft Dynamics against several top competitor offerings. They include Microsoft Dynamics differentiators, competitive product strengths and weaknesses, and insight into the sales tactics our competition may...
  • Blog Post: SharePoint 2010 and CRM 4 - Dynamic Documents

    Anand has posted another article on CRM 4.0 and Sharepoint, where he talks about the concepts of Dynamic Documents. Take a look at the article in the link below. SharePoint 2010 and CRM 4 - Dynamic Documents Hope this helps...
  • Blog Post: Connector for Microsoft Dynamics V3 Cumulative Update 1 – Released!

    Performance improvements and key suggestions on Connector V3 deployments are the primary new features in Connector for Microsoft Dynamics V3 CU1 (3.1.116.2), which was posted today for download. Additional new features with this release include: Overall performance improvement in the Connector...
  • Blog Post: Workshop: CRM 2011 – Reporting and Dashboards

    Please find the details of the " CRM 2011 – Reporting and Dashboards " workshop below. Agenda Introduction Creating Dashboards Inline Visualization Creating Reports Labs Q & A Session Duration 60 mins Advisory Hours 3 - 4 Hours Target Audience...
  • Blog Post: Workshop: CRM 2011 - Reports Deep Dive

    Please find the details of the " CRM 2011 – Reports Deep Dive " workshop below. Agenda How to Create a Report Project How to Create a Data Source / Data Set Pre-filtering CRM Data FetchXML- based Reports Troubleshooting - Report cannot be displayed in CRM CRM Parameters...
  • Blog Post: Workshop: CRM 2011 - Creating Custom Workflows with WF4

    Please find the details of the " CRM 2011 – Creating Custom Workflows with WF4 " workshop below. Agenda Creating custom code workflows Creating XAML workflows (no code workflows) Modifying an existing CRM 2011 workflow in VS2010 Deploying workflows into CRM 2011 using the Plugin...
  • Blog Post: CRM 2011 and Sharepoint 2010 Integration - Continued...

    Anand has come up with some more cool articles on the following topics, which I am sure will be useful to the community. Take a look at these articles which are given below. Workshop: CRM 2011 - Integration with SharePoint 2010 CRM 2011 and SharePoint 2010 Integration - Office 365 and all...
  • Blog Post: Workshop: CRM 2011 - Processes - Workflows and Dialogs

    Please find the details of the " CRM 2011 – Workflows and Dialogs " workshop below. Agenda Workflow Introduction Workflow Web Based Workflow Monitoring Workflow Privileges Workflow Context Dynamic Expressions Branching and Conditionals Exporting and Importing...
  • Blog Post: Workshop: CRM 2011 - Customization Capabilities

    Please find the details of the " CRM 2011 – Customization Capabilities " workshop below. Agenda Form Customization View customization Entity Customization Workflow Dialogs Demo Session Duration 60 mins Advisory Hours 3 - 4 Hours Target Audience...
  • Blog Post: Microsoft Dynamics Partner Day - Registrations Open!

    Dynamics Partner Day is on its way! Please see the agenda of the event below. Feel free to register and avail the takeaways! here to register for this event!-->
  • Blog Post: CRM 2011 and Sharepoint 2010 Integration

    Anand has come up with some cool articles on the following topics, which I am sure will be useful to the community. Take a look at these articles which are given below. CRM 2011 and SharePoint 2010 Integration - Part 1 CRM 2011 and SharePoint 2010 Integration - Part 2 CRM 2011 and SharePoint...
  • Blog Post: Workshop: CRM 2011 - Integration with SharePoint

    Please find the details of the " CRM 2011 – Integration with Sharepoint " workshop below. Agenda Integrating CRM Document management with SharePoint 2010 Using list web part with CRM 2011 and Sharepoint 2010 Bringing SharePoint 2010 data within CRM using Iframe Session Duration...
  • Blog Post: Workshop: CRM 2011 - Integrating with Azure using Azure AppFabric ACS & Service Bus

    Please find the details of the " CRM 2011 – Integrating with Azure using Azure AppFabric ACS & Service Bus " workshop below. Agenda Understanding the Azure AppFabric Layer: ACS, Service Bus Key Elements in the CRM model for the integration Creating Service Listeners for the Service...
  • Blog Post: Workshop: CRM 2011 - Service Module

    Please find the details of the " CRM 2011 – Service Module " workshop below. Agenda Introduction to Service Management Managing Cases Managing Contracts Managing Knowledge base Service scheduling Session Duration 60 mins Advisory Hours 3 - 4 Hours ...
  • Blog Post: Workshop: CRM 2011 - Administration

    Please find the details of the " CRM 2011 – Administration " workshop below. Agenda Announcements Auto- Numbering Business Units System Settings Security Roles Field Security Profiles Teams Users Languages Billing System Notifications Subscription Management...
  • Blog Post: Workshop: CRM 2011 - An Overview of the Customizations

    Please find the details of the " CRM 2011 – An Overview of the Customizations " workshop below. Agenda The architecture of CRM 2011 Why do we need customizations which cannot be done out of the box New customizations possible in CRM 2011 and differences from CRM 4 customizations...
  • Blog Post: Workshop: CRM 2011 - Advanced Customization Capabilities

    Please find the details of the " CRM 2011 – Advanced Customization Capabilities " workshop below. Agenda Custom Workflow Activities Plugin development Demo Session Duration 120 mins Advisory Hours 5 - 6 Hours Target Audience Developers If...
  • Blog Post: Workshop: CRM 2011 - Developing, Deploying and Debugging Plugins

    Please find the details of the " CRM 2011 – Developing, Deploying and Debugging Plugins " workshop below. Agenda The need for plugins v/s workflows The event framework Creating plugins for CRM 2011 Plugin Isolation Levels Registering and Deploying Plugins Session Duration...
  • Blog Post: Workshop: CRM 2011 - Information needed when opening a support ticket with CRM Support Team

    Please find the details of the " CRM 2011 – Information needed when opening a support ticket with CRM Support Team " workshop below. Agenda This presentation will outline why partners need to have requested information available such as traces, tools, reports, screenshots and server file...
  • Blog Post: Workshop: CRM 2011 - Silverlight Integration

    Please find the details of the " CRM 2011 – Silverlight Integration " workshop below. Agenda Using Silverlight with the CRM RESTful Services Using Silverlight with CRM WCF Services Integrating a Silverlight application within CRM An external Silverlight application integrating...
  • Blog Post: Workshop: CRM 2011 - Solutions and Marketplace

    Please find the details of the " CRM 2011 – Solutions and Marketplace " workshop below. Agenda Solution Creation Unmanaged and managed Solutions Exporting Solutions Importing Solutions Updating Solutions Managed properties Managing multiple solutions Session Duration...
  • Blog Post: Dynamics PTS Workshops

    The Microsoft Dynamics Partner Technical Services team offers a series of workshops that are designed to provide participants with the knowledge and practice to learn, deploy, administer and sell Microsoft Dynamics products including Dynamics GP, Dynamics NAV, Dynamics AX, Dynamics CRM and Dynamics SL...
  • Blog Post: Workshop: CRM 2011 – Marketing

    Please find the details of the " CRM 2011 – Marketing " workshop below. Agenda Marketing Lists Campaigns Quick campaigns Campaign performance reports and Dashboards Session Duration 60 mins Advisory Hours 3 - 4 Hours Target Audience Technical...