Archive for July, 2011

Sense/Net CMS – Enterprise Content Management

July 27, 2011

Sense/Net CMS is the first Open Source Enterprise Content Management system for the .NET platform, a perfect alternative to proprietary ECM suites, such as SharePoint. With wider functionality than most open source Web CMS packages, Sense/Net is ideal for building enterprise Intranets, Extranets and Internet sites.

  • Content Repository with powerful search and query
  • Workspaces, lists and libraries for collaboration and document management
  • WebDAV protocol and Microsoft Office integration for enhanced user experience
  • Windows Workflow Foundation 4 based workflows for BPM
  • Skin system, WYSIWYG and Smart Application Model for managing loads of web content
  • ASP.NET based development platform with Webpart and MVC support
  • Scalable Enterprise Architecture and Active Directory integration for enterprise deployment
  • Free Community and supported Enterprise editions with professional training

Watch a 3 minute video on YouTube. http://youtube.com/sensenetcms

Check out the features at http://www.sensenet.com

Current release is Sense/Net 6.0 Community Edition 6.0.5 wit Enterprise 2.0 features.

Sense/Net 6.0.5 Community Edition includes Enterprise 2.0 features and lots of bug fixes. New Workspace features include a wall similar to Facebook (yes, you can Comment and Like posts), a lightweight blog & wiki, user profile, workspace membership. We also added a better backup tool, a new webpart framework and device-aware applications, so you can create mobile applications easily.

project-workspace-wall (1).png

Advertisements

Microsoft Dynamics CRM 2011 Videos

July 26, 2011

Video: CRM that works in Microsoft Outlook: :32
Is your CRM as easy as email?

Demo: Personalizing Microsoft Dynamics CRM 2011: 5:07
This demo shows and many ways that Microsoft Dynamics CRM 2011 can be personalized to suit individual roles and workstyles.

Demo: Declarative Programming Model in Microsoft Dynamics CRM 2011 : 6:56
This demo shows how to quickly customize Microsoft Dynamics CRM 2011 using a declarative programming model. New forms can be easily created using templates, and the form layout, titles, and formatting can all be configured with just a few clicks. Demo:

Document Management with Microsoft Dynamics CRM 2011 and SharePoint: 4:23
This demo shows how documents can be easily stored, accessed, updated, and included in workflow using Microsoft Dynamics CRM 2011 and SharePoint Server.

Demo: Flexible Goal Management in Microsoft Dynamics CRM 2011: 4:28
See how a businesses can define key performance and business indicators to track and measure progress against any organizational goal or metric.

Demo: Process control in Microsoft Dynamics CRM 2011: 3:18
This demo shows the different ways in which managers can gain greater control of their business processes using Microsoft Dynamics CRM 2011.

Demo: Microsoft Dynamics CRM 2011 and Outlook: 8:52
This demo shows how Microsoft Dynamics CRM 2011 works inside Microsoft Outlook, making it easier than ever to keep track of customer information.

Demo: Solutions Management in Microsoft Dynamics CRM 2011: 7:50
This demo shows how developers and ISVs can manage thier solutions in Microsoft Dynamics CRM 2011.

Demo: Microsoft Dynamics CRM 2011 and Fluent UI: 4:24
This demo shows how Microsoft Dynamics CRM 2011 is adopting the Microsoft Office Fluent UI to make navigation easier and tasks quicker to perform.

Video: How to make Dialogs: 9:07
This video will demonstrate how to create a dialog, a type of process, in CRM 2011

Video: Conditional Formatting in the Outlook CRM Client: 3:16
This video will demonstrate how to create conditional formating in CRM 2011.

Video: Record Auditing in CRM 2011: 4:37
Want to know how to track changes to records in CRM? This video on auditing shows you how to manage audit tracking and history.

Video: Dynamic Marketing Lists: 4:37
Create marketing lists and add members automatically using dynamic marketing lists.

Video: Dynamic Marketing Lists: 3:50
Watch this video to get a better understanding of the changes in the new version of Microsoft Dynamics CRM Online to help you prepare for your upgrade.

Video: Next-Generation Microsoft Outlook Experience s: 8:39
The best Microsoft Outlook client experience yet enables native Outlook functionality including previews and conditional formatting.

IFD/Claims CRM2011 configuration: Not able to pull federationmetadata.xml – 404 error

July 18, 2011

During configuration of Claims based configuration in CRM2011 the federationmetadata.xml is not accessible.

Testing the connection, it gives the following error:

“HTTP Error 404.0 – Not Found The resource you are looking for has been removed, had its name changed, or is temporarily unavailable.” the file (and folder) are not created/available in: “C:\Program Files\Microsoft Dynamics CRM\CRMWeb\FederationMetadata\2007-06\FederationMetadata.xml”

This is because the IIS extension “URL REWRITE” is missing.

You could prevent this, by:

  1. Going to http://www.iis.net/download/URLRewrite
  2. Download the URL REWRITE Extension and install it
  3. Do an IISRESET and reopen the IIS Manger
  4. Try try to pull <a href="http://crmserver:/FederationMetadata/2007-06/FederationMetadata.xml”>/FederationMetadata/2007-06/FederationMetadata.xml”>/FederationMetadata/2007-06/FederationMetadata.xml”>http://crmserver:<crmport>/FederationMetadata/2007-06/FederationMetadata.xml again
  5. Now the correct FederationMetadata.xml is shown.

Note: IIS URL Rewrite Extension enables Web administrators to create powerful rules to implement URLs that are easier for users to remember and easier for search engines to find.

Microsoft SharePoint 2010 Tips & Tricks (part 3/3)

July 16, 2011

17. After a workflow is started on a document or item, you can use the Workflow Status page to monitor the progress of the workflow on that document or item. http://office.microsoft.com/en-us/ sharepoint-server-help/view-the-status-of-a-workflow-in-progress-HA101793718.aspx

18. Columns help you group, categorize, and track information, such as the department name or project number. In SharePoint you have many options for the type of column that you create. Depending on the type of column that you select, you may be unable to change the type of column type after you create it. http://office.microsoft.com/en-us/sharepoint-server-help/site-column-types-and-options-HA010302196.aspx

19. Displaying content based on ratings can help people find quality content easily. If you are a content manager or author, ratings can help you easily see which topics are considered to be more popular by the readers. http://office.microsoft.com/en-us/sharepoint-server-help/display-content-based-on-ratings-HA101791942.aspx

20. You and your fellow co-workers bring different strengths and knowledge to your organization. By using features in the “Ask Me About” section of your My Sites, you can all tap into this knowledge pool by identifying strengths and asking each other questions. http://office.microsoft.com/en-us/ sharepoint-server-help/use-your-my-site-to-ask-and-answer-questions-HA101794427.aspx

21. Build your network by adding colleagues. When you visit the profile of someone you are not following as a colleague, you will see Add as Colleague under the person’s profile picture. http://office.microsoft.com/en-us/sharepoint-server-help/add-new-colleagues-and-manage-your-colleague-list-HA101665476.aspx

22. If you want to open a SharePoint site in a new tab, press Ctrl, and then click the link in the quick launch bar located on the left side of the page.

23. SharePoint allows you to apply Boolean logic to keywords and properties, which means you can connect them with the operators like AND, OR, NOT, + (PLUS), and – (MINUS) to construct a meaningful search query. Check out the following examples to help create successful queries: http://office.microsoft.com/en-us/sharepoint-server-help/search-for-content-HA010378166.aspx

24. The Chart Web Part is useful when you want to quickly and easily create a chart without leaving a SharePoint site. http://office.microsoft.com/en-us/sharepoint-server-help/introduction-to-the-chart-web-part-HA101889216.aspx

Microsoft SharePoint 2010 Tips & Tricks (part 2/3)

July 14, 2011

9. Use the I Like It button when you want to tag content to remember later, but don’t want to apply additional tags and notes right away. You can add other specific tags later if you like. http://office.microsoft.com/en-us/sharepoint-server-help/use-tags-and-notes-to-share-information-with-colleagues-HA101810816.aspx

10. You can stay updated on changes to documents and list items on your SharePoint site by receiving notifications of changes as alerts and Really Simple Syndication (RSS), if your site is configured to send them. http://office.microsoft.com/en-us/sharepoint-server-help/create-an-alert-or-subscribe-to-an-rss-feed-HA010378197.aspx

11. When communicating through email, adding a link to a file is more efficient than adding an email attachment. It ensures that the latest copy is being accessed and reduces network traffic and email storage. http://office.microsoft.com/en-us/sharepoint-server-help/e-mail-or-copy-the-link-of-a-library-file-list-or-list-item-HA102397542.aspx

12. When selecting a URL for your new site, remove spaces to ensure that your link is both shorter and less likely to break when shared via email or instant message.

13. To change the way items in a library or list appear, sort or filter the items or create or apply a view. http://office.microsoft.com/en-us/sharepoint-server-help/video-create-personal-views- VA101861793.aspx

14. Use Microsoft Word2010 to create blog posts so you can easily include SmartArt to enhance diagrams. Watch this video to learn more about blogging with Word 2010. http://office.microsoft. com/en-us/sharepoint-server-help/video-use-word-2010-to-post-to-a-sharepoint-blog- VA101790488.aspx

15. Having trouble keeping track of who has permission to your site? If you have permission to add Web Parts to your site, you can add the Site Users Web Part to display all the people and groups who have access to the site. http://office.microsoft.com/en-us/sharepoint-server-help/check-permissions-for-a-person-or-site-HA101794808.aspx

16. If you are using a program that is compatible with SharePoint Server 2010, such as Word 2010, you can drag and drop documents from Windows Explorer into the Upload Document dialog box.

Microsoft SharePoint 2010 Tips & Tricks (part 1/3)

July 12, 2011

 1. You should check out a document only if you want to make sure that no one else can change it until you check it back in. If you want to collaborate on a document, do not check it out. http://office.microsoft.com/en-us/sharepoint-server-help/check-out-check-in-or-discard-changes-to-files-in-a-site-library-HA101849698.aspx

2. If you are deleting something in SharePoint 2010 and you do not see a message that states the deleted item is being sent to the Recycle Bin, neither you nor your IT department will be able to restore it once it has been deleted.

3. Don’t know the first letter of someone’s name? Try a wild card search by substituting the unknown letter with an asterisk (*). http://office.microsoft.com/en-us/sharepoint-server-help/search-for-content-HA010378166.aspx

4. Need to add an event to your calendar? Just point to the date on the calendar, and then click Add.

5. A SharePoint calendar enables you to work with multiple Exchange and SharePoint calendars at the same time. A view for a calendar can display a maximum of ten calendars. http://office.microsoft.com/en-us/sharepoint-server-help/work-with-multiple-exchange-and-sharepoint-calendars-in-one-sharepoint-calendar-HA101777171.aspx?CTT=1

6. Having trouble deciding what kind of site you need to create? Check out these short videos to help you make the right decisions. http://office.microsoft.com/en-us/sharepoint-server-help/a-preview-of-the-sharepoint-server-2010-site-templates-HA101907564.aspx

7. Want to see just your tasks in a tasks list? In the Change View box (List tab), click My Tasks.

8. If you want to open a SharePoint site in a new window press Shift, and then click the link in the quick-launch bar located on the left side of the page.

Workflow Utilities for CRM 2011 On-Premise Editions

July 8, 2011

From Sonoma Partners Blog

A long, long time ago (think 2008), I wrote a blog post and provide some simple code to provide the record id and subsequent url’s for workflow alert emails. As we moved into CRM 2011, I have some good news and some bad news.

Good News:

  • The upgrade of this utility worked like a charm for our production system.

Bad News:

Even though the original assembly upgraded fine, I went ahead and rewrote the assembly to leverage the new WF 4.0 and activity pattern that the CRM 2011 SDK is promoting. What is even cooler, is that now with CRM 2011 Solutions, installation (and removal) of this utility is a snap!

Download the managed solution, and import it into your Dynamics CRM 2011 On-premise edition. Once installed, you can access the utilities by clicking Add Step in the workflow editor.

image

Select Url Builder and update the input parameter with the url for your CRM system. Replace server and org with your correct values, and also replace entity with the appropriate entity (such as lead, account, sonoma_project, etc)

image

That’s it! Now you can use the output values from this assembly in your workflow rules. The Url Builder returns 3 values:

  • Entity Id – The GUID of the record that instantiated the workflow process
  • Formatted Url – The url from the input property with the entity id formatted in HTML. Very useful for alert emails, as it will automatically be hyperlinked.
  • Output Url – This is the url without the HTML formatting. This can be useful if you are using it to populate a field or integrating into another application that may do it’s own formatting.

I have also included a simple method (Format Line Breaks) for taking text with new lines (\n) and formatting it with HTML < br > statements which provides better readability for emails that include text area attributes in their message.

Microsoft Dynamics CRM Codex Record Recovery

July 4, 2011

Record Recovery gives a system user the ability to recover deleted CRM records. Providing that auditing is enabled this tool can utilise auditing data to recover deleted records. Record Recovery has been produced using the Microsoft Silverlight 4 framework and integrates seamlessly into Microsoft Dynamics CRM 2011. Record Recovery is one tool that CRM developers and consultants alike should have in their arsenal.

This tool should not neglect the importance of database backups and data restoration. However, if you require restoring a handful of accidently deleted records, and you have audit records of the deletion, then this is the tool for you.

Record Recovery is a Free tool that offers simple functionality. The tool will be kept in line with CRM’s rollups and new features may or may not be added as they come apparent.

Download

To download this application visit the downloads section or alternatively directly download the file here. In order to access the downloadable file you must be logged in to your CRM Codex account.

Install

For instructions on how to install the Record Recovery tool click here.

User Guide

The user guide for the Record Recovery tool can be found here.

Microsoft Dynamics CRM 2011 SDK version 5.0.4 available

July 3, 2011

The MS CRM Team have released an updated CRM 2011 SDK version 5.0.4 which can be downloaded here http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69 or viewed on MSDN here http://msdn.microsoft.com/en-us/library/gg309408.aspx

Check out the CRM Team blog for further details about the release http://blogs.msdn.com/b/crm/archive/2011/06/06/announcing-microsoft-dynamics-crm-sdk-update-v5-0-4.aspx

Microsoft Dynamics CRM 2011 Diag Tool

July 2, 2011

The features are the following:

  • Enable/Disable tracing
  • Zip content of Trace directory
  • Open Trace directory
  • Generate diagnostic file in text or html format with components selection
  • Enable/Disable DevErrors

Download