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Microsoft Dynamics
CRM 2011 Cookbook
Includes over 75 incredible recipes for deploying, configuring,
and customizing your CRM application
Dipankar Bhattacharya [ DAfin 1 enterprise ss

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PUBLISHING
Microsoft Dynamics CRM 2011 Cookbook
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Credits
Author Project Coordinator

Dipankar Bhattacharya Anurag Banerjee
Reviewers Proofreader
Ian Grieve Ting Baker
James Wood
Indexer
Acquisition Editor Tejal Soni
Rukhsana Khambatta
Graphics
Lead Technical Editors Ronak Dhruv
Rukmini Iyer
Ankita Shashi Production Coordinator
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Sharvari Tawde
Cover Work
Technical Editors
Shantanu Zagade
Jalasha D'costa
Saumya Kunder
Varun Pius Rodrigues
Copy Editors
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About the Author
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About the Reviewers
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Table of Contents
Preface 1
Chapter 1: Installing Dynamics CRM 2011 7
Introduction 8
Installing Dynamics CRM Server 10
Installing Microsoft Dynamics CRM Reporting Extensions 24
Installing Dynamics CRM for Outlook 28
Installing a Dynamics CRM language pack 35
Installing Microsoft Dynamics CRM E-mail Router 40
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Installing Microsoft Dynamics CRM E-mail Router on multiple computers 52
Deploying Microsoft Dynamics CRM on multiple servers 54
Creating a new organization 60
Editing the organization's details 62
Chapter 2: Maintaining and Optimizing Microsoft
Dynamics CRM 2011 Server 65
Introduction 66
Backing up Dynamics CRM 2011 Database Server 67
Backing up Dynamics CRM 2011 Server 74
Recovering from a Dynamics CRM 2011 Database Server failure 75
Recovering from a Dynamics CRM 2011 Server failure 78
Enabling server-level tracing 79
Enabling deployment-level tracing 82
Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail
Router machine 84
Monitoring Dynamics CRM 2011 Server performance 85
Optimizing Dynamics CRM 2011 Database Server performance 87
Optimizing Dynamics CRM 2011 Server performance 98
Table of Contents
Chapter 3: Administering Microsoft Dynamics CRM 2011 107

Securing Dynamics CRM 2011 deployment with SSL/HTTPS 108
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Dynamics CRM 2011 111
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Creating a new deployment administrator 127
Creating a new system administrator 131
Creating a new business unit 132
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Creating a custom administrator security role 139
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Adding a new user account in the Dynamics CRM 2011 system 142
Adding multiple users in the Dynamics CRM 2011 system 146
Creating a new team in the Dynamics CRM 2011 system 148
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Chapter 4: Data Management 159
Introduction to data import 159
Importing data into Dynamics CRM 2011 with Import Data Wizard 160
Exporting Dynamics CRM 2011 data to Microsoft Excel 170
Cleaning data using Bulk Deletion Wizard 172
Creating duplicate detection rules 175
Scheduling duplicate detection jobs 180
Enabling auditing in the Dynamics CRM 2011 system 183
Viewing and cleaning audit records 187
Chapter 5: Solution Management 191
Introduction to solution management 192
Creating a solution publisher 193
Creating a new unmanaged solution 194
Adding an item in the unmanaged solution 196
Removing/deleting an item from the unmanaged solution 198
Exporting a solution 200
Importing a solution 203
Updating a managed solution 206
Deleting components from a managed solution 208
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Table of Contents
Uninstalling or deleting a solution 209
Exporting translations from an unmanaged solution 210
Importing translations to an unmanaged solution 212
Chapter 6: Entity Customizations 215
Introduction to entities 215
Creating a custom entity 218
Updating the icon of an entity 226
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Creating a global option set 234
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Introduction 252
Creating and customizing an entity main form 254
Controlling form behavior using JScript 269
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Creating and customizing the mobile form 280
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Creating and customizing a public view 284
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Creating a user's personal view 292
Deactivating or deleting a user's personal view 295
Chapter 8: Site Map and Ribbon Customizations 297
Introduction to Site Map and Ribbon 297
Editing the Site Map 299
Preparing for editing the ribbon 307
Adding a new button to an existing ribbon group for all entities 310
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Hiding a ribbon button 327
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Chapter 9: 2IÀFHDQG6KDUH3RLQW,QWHJUDWLRQ
Introduction 333
Creating Mail Merge templates using Microsoft Word 334
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Dynamics CRM 2011 342
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Table of Contents
Chapter 10: Processes 351

Introduction to processes 351
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Creating a dialog using the Dynamics CRM 2011 web interface 361
Querying Dynamics CRM data in a dialog 371
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Index 381
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Preface
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What this book covers

Chapter 1, Installing Dynamics CRM 2011LVDVWHSE\VWHSJXLGHWRLQVWDOOLQJ0LFURVRIW
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4ÿ| Microsoft Dynamics CRM Setup -Ini x|

Download and Install Required Components
To download and install the listed required components, dick Install. Then, dick Next.
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Component Status Message
+ Microsoft Application Error Reporting Not installed Minimum version required: 12.0...
+ Windows Identity Foundation Not installed Minimum version required: 6.1.7..
Windows Azure platform App Fabric SDK ... Not installed Minimum version required: 1.0.1..
+ Microsoft SQL Reporting Service Report ... Not installed Minimum version required: 10.0...
+ SQL Native Client Not installed Minimum version required: 10.1...
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Specify the server roles that you want to add or remove on this computer.
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More information about roles
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14
Chapter 1
2QWKH Specify Deployment OptionsSDJHVHOHFWWKHCreate a new deployment

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Specify the Microsoft Dynamics CRM deployment and the computer that is running SQL Server.
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Specify Service Accounts

Specify the service accounts for the Microsoft Dynamics CRM services.
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We recommend that you specify a different least-privileged account for each service.
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Application Service PACKT'SVC_APP
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-I 16 \
Chapter 1
44 Microsoft Dynamics CRM Setup - | X|

Select Web Site
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Specify the Organization Settings

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-I 18 \
Chapter 1
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34
Chapter 1
How it works…
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Chapter 1
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Chapter 1
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Configuration Profiles j Deployments | Users. Queues, and Forward Mailboxes |
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T:\MS_CRM_Master_DB_Backup\msdb.bak
76
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Chapter 2
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RESTORE DATABASE MSCRM_CONFIG FROM <backup_device> WITH REPLACE
RESTORE DATABASE <Organization_MSCRM> FROM <backup_device> WITH

REPLACE
T:\MS_CRM_Master_DB_Backup\MSCRM_CONFIG.bak
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DVVWDWHGLQChapter 1, Installing Dynamics CRM 2011DQG
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Chapter 2
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Edit DWORD (32-bit) Value [31

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80
Chapter 2
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C:\Program Files\Microsoft Dynamics CRM\Trace ]
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Chapter 2
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FROM [MSCRM_CONFIG].[dbo].[DeploymentProperties]
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83
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I ColumnName InlColumn BilColumn NVarCharColumn

1 TraceCallStack NULL 1 NULL
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3 | TraceDirectory NULL NULL c:\crmdrop\logs
4 TraceEnabled NULL 0 NULL
5 TraceFileSize 10 NULL NULL
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CRM 2011 E-mail Router machine
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Chapter 2
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Programs | Microsoft Dynamics CRM 2011
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108
Chapter 3
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General Web Address | License | Usage Reporting |
Binding Type:
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HTTPS is required.
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Chapter 3
"V: AD FS 2.0 Federation Server Configuration Wizard m

Welcome
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Welcome to the AD FS 2.0 Federation Server Configuration Wizard
Q Welcome
This wizard helps you configure Active Directory Federation Services (AD FS) 2.0 software on this
• Select Deployment Type computer, which sets up the computer as a federation server. An instance of AD FS is referred to as a
Federation Service.
• Federation Service Name
• Summary ® Create a new Federation Service

Select this option to set up either a stand-alone federation server or the first server in a federation
• Results server farm.
O Add a federation server to an existing Federation Service

Select this option to join this computer to an existing federation server farm.
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AD FS 2.0 Federation Server Configuration Wizard a

Specify the Federation Service Name
Steps
This wizard determines the Federation Service name from the Subject field of the SSL certificate for the
• Welcome
9 Select Deployment Type
Default Web Site. If the wizard cannot determine the Federation Service name from the SSL settings, you
must select a certificate.
Select the certificate and/or port, and then dick Next.

9 Federation Service Name
® Specify Service Account SSL certificate: Port:
Wildcard Certificate View... 443
9 Summary
9 Results Federation Service name:

adfs.packt.com
What kind of certificate do I need7

Unable to determine the Federation Service name from the selected certificate. The certificate
you selected is a wildcard f.contoso.com) certificate. Type a name that will represent this
Federation Service, for example, sts1.contoso.com.
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Chapter 3
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Claims- Based Authentication Wizard *J

Configure Clainis-Based Authentication
Specify the security token service.
You must configure claims-based authentication to federate multiple Active Directory domains
or before you can configure an Internet -facing deployment.
Enter the federation metadata URL of the security token service (STS) that will be used to
federate domains. The STS must be installed and running.
Federation metadata URL:

|https://adfs .packt .com/FederationMetadata/2OO7-06/federationmetadata .xml
Example : https://fabrikam.com/FederationMetadata/2007-06/f ederationmetadata .xml
More information about claims-based authentication
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Ifr Configure Claims- Based Authentication Wizard *J

Configure Claims-Based Authentication
Specify the encryption certificate.
An encryption certificate is required to encrypt data sent between Microsoft Dynamics CRM
and the security token service. The specified encryption certificate must be installed on all
Microsoft Dynamics CRM servers that are running the Web Application Server. Organization
Web Service, or Discovery Web Service server roles.
Certificate:
|CN=WMSvc-WIN-0ADVBV56O9K Select.
Example: CN=Fabrikam Corporate Root CA
More information about claims-based authentication
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Description:
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Chapter 3
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< Previous Finish Cancel Help
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Chapter 3
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which to extract LDAP attributes. Specify how the attributes will map to the outgoing claim types that will be
issued from the rule.
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[UPN
Rule template: Send LDAP Attributes as Claims
Attribute store:
|Active Directory
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computers may have different domains.
Web Application Server Domain:

|crm.packt.com: 444
Organization Web Service Domain:
|crm.packt.com: 444
Discovery Web Service Domain:
|crm.packt.com: 444
More information about Internet-facing deployments
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Add Relying Party Trust Wizard 3

Select Data Source
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Select an option that this wizard will use to obtain data about this relying party:
9 Welcome
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Use this option to import the necessary data and certificates from a relying party organization that
9 Choose Issuance publishes its federation metadata online or on a local network.
Authorization Rules
Federation metadata address (host name or URL):
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150
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Chapter 3
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Chapter 3
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SourceEntityName="Competitor"
Dedupe="Eliminate"
ProcessCode="Process">
</EntityMap>
</EntityMaps>
</Map>
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Data Management
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Chapter 4
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organization.Id = orgId; //GUID of the Organization
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to 50,000
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174
Chapter 4
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Creating duplicate detection rules

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1DYLJDWHWRSettings | System | Data Management | Duplication Detection Rules
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Name * Duplicate Accounts Status Reason * Unpublished v
Description
Duplicate Detection Rule Criteria

Base Record Type * Account V Matching Record Type Account V
+
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matching records
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Field Criteria No. of Characters Ignore 61
w Account Name Same First Characters 10 J0
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176
Chapter 4
Data Services #
0 Duplicate detection
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A This entity will not be audited until auditing is enabled forthe organization.
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// create operation by using duplicate detection
CreateRequest createRequest = new CreateRequest();
createRequest.Target = contact;
// Duplicate detection is activated.

createRequest.Parameters.Add("SuppressDuplicateDetection", false);
// Update operation by using duplicate detection

UpdateRequest updateRequest = new UpdateRequest();
updateRequest.Target = retrievedAccount;
// Duplicate detection is activated.

updateRequest["SuppressDuplicateDetection"] = false;
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//Create Duplicate Detection Rule
DuplicateRule duplicateRule = new DuplicateRule();
duplicateRule.BaseEntityName = "account";
duplicateRule.MatchingEntityName = "account";
duplicateRule.Name = "Accounts having same Account Number";
duplicateRule.IsCaseSensitive = true;
duplicateRule.ExcludeInactiveRecords = true;
//Create Duplicate Rule Conditions

DuplicateRuleCondition duplicateRuleCondition = new
DuplicateRuleCondition();
duplicateRuleCondition.OperatorCode = new
Microsoft.Xrm.Sdk.OptionSetValue(0);
duplicateRuleCondition.IgnoreBlankValues = true;
179
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Data Management
duplicateRuleCondition.BaseAttributeName = "accountnumber";
duplicateRuleCondition.MatchingAttributeName = "accountnumber";
DuplicateRuleCondition.OperatorParam = null;
DuplicateRuleCondition[] duplicateRuleConditions = new

DuplicateRuleCondition[] {duplicateRuleCondition };
//Create Duplicate Detection Rule with conditions in one go

TargetCompoundDuplicateRule target = new
TargetCompoundDuplicateRule();
target.DuplicateRule = duplicateRule;
target.DuplicateRuleConditions = duplicateRuleConditions;
CompoundCreateRequest request = new CompoundCreateRequest();
request.Target = target;
CompoundCreateResponse response = (CompoundCreateResponse)crmService.
Execute(request);
Scheduling duplicate detection jobs

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Select Records # Help
Specify the entity to check. To limit the records checked, specify additional criteria.
Look for: | Accounts 3 Use Saved View: [new] 3

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SIC Code Equals 4221
Select
Preview Records
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Specify the name of the duplicate detection job, and scheduling and notification options.
Name:
Duplicate Detection: Account Advanced Find View - 12/1/2012 8:20:03 PM
Start time:
12/1/2012 ][Mv 8:24 PM

13
0 Run this job after every
30 v days
E-mail options:
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System Job Name Status Reason Started On
Duplicate Detection: Account Advanced Find View - 1Z/1/2012 8:20:03 PM Succeeded 12/1/2012 8:28 PM
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t General
Details
Account Name Status Modified On Account Number E-mail E-mail Address 2 E-rrS
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182
Chapter 4
How it works…
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Set system-level settings for Microsoft Dynamics CRM.
General Calendar Formats Auditing E-mail Marketing Customization Outlook Reporting Goals
Audit Settings
0 Start Auditing
Audit user access
Enable Auditing in the following areas
0 Common Entities
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'ÿV For a complete list of Entities and their Audit states visit Entity and Field Audit Settings.
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184
Chapter 4
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Description Exchange rate for the currency associated with the invoice with respect to the base currency.
For information about how to interact with entities and fields programmatically, see the Microsoft Dynamics CRM SDK
Type
Type * Decimal Number v

Precision * 10
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Maximum Value * 1100,000,000,000.0000000000
IMEMode * I disabled
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188
Chapter 4
See also
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Solution Management
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Chapter 5
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Chapter 5
Publish Customizations # Help
Only published customizations are exported. Publish your customizations to ensure that your most recent changes are
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Display Name Name/ld Type Managed Solut... | Required by

Activity (Open Activities) Open Activities View System Solution Account fForm)
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Solution Management
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settings in your solution. For more information, click the Help icon.
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202
Chapter 5
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Solution 15aad015-5d3d-e211-b507-lccldee99123 friendlyname Packt Solution
Solution 15aad015-5d3d-e211-b507-lccldee99123 description This solution includes customization components.
Publisher cleaflfc-5a3d-e211-b507-lccldee99123 friendlyname Packt Publisher
Publisher cleaflfc-5a3d-e211-b507-lccldee99123 description CRM customization published by PACKT
account 70816501-edb9-4740-al6c-6a5efbc05d84 Description Business that represents a customer or potential c
account 70816501-edb9-4740-al6c-6a5efbc05d84 LocalizedCollectionNa Accounts
account 70816501-edb9-4740-al6c-6a5efbc05d84 LocalizedName Account
account 97fb4aae-ea5d-427f-9b2b-9a6b9754286e Description Third e-mail address for the account.
account 97fb4aae-ea5d-427f-9b2b-9a6b9754286e DisplayName E-mail Address 3
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Chapter 5
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Chapter 8
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Chapter 9
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Version: 05.00.96902843 Date published: 12/3/2012
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Chapter 9
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Microsoft Dynamics CRM

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