I recently created a custom ASPX page for the Opportunity entity in Microsoft Dynamics CRM 4.0. The logic behind this custom page is to allow a Dynamics CRM user to add products to the Opportunity, and click a button which would create the Opportunity Product records, and then close the Opportunity
Read the full article hereYou may have noticed that to make a field appear or disappear on a Dynamics CRM form you can use the JavaScript Display or Visibility. But often when you want to hide a field it is hard to know which one to use. Display: When using Display, the field being changed will be added or removed from th
Read the full article hereAs I have been working a lot with Microsoft Silverlight lately, in this post I am going to explain how to connect a Silverlight project into Dynamics CRM 4.0. For the sake of this post I just created a simple ‘Hello World’ Silverlight project to demonstrate to you how to get this project to display
Read the full article hereRecently, Louise posted a blog outlining the features of the Microsoft Dynamics CRM 4.0 Marketing Campaign tool. In this post she detailed the functional and step by step usability of the Marketing Campaign tool in Dynamics CRM 4.0. If you already know about this Marketing Campaign tool is then let
Read the full article hereRecently, Louise posted a blog outlining the features of the Microsoft Dynamics CRM 4.0 Marketing Campaign tool. In this post she detailed the functional and step by step usability of the Marketing Campaign tool in Dynamics CRM 4.0. If you already know about this Marketing Campaign tool is then let
Read the full article hereOkay, so now I have covered the very basics of a Quick Campaign and a Marketing Campaign in Microsoft Dynamics CRM 4.0, it is now time to look at some of the features available within these modules. In this post I will look into the Campaign Template feature – how it works and the benefits it can pr
Read the full article hereOkay, so now I have covered the very basics of a Quick Campaign and a Marketing Campaign in Microsoft Dynamics CRM 4.0, it is now time to look at some of the features available within these modules. In this post I will look into the Campaign Template feature – how it works and the benefits it can pr
Read the full article hereThis post is the next part of scanner integration story. To recap on how this all began, I was assigned a task to connect a Barcode Scanner to Dynamics CRM. The project came about as one of our customers required such an integration in order to check, monitor and manage attendance levels for events.
Read the full article hereMicrosoft Silverlight is a web application framework that provides functionalities of integrating multimedia, graphics, animations and interactivity into a single runtime environment. This application is becoming a big thing in the developer’s world, particularly with the recent release of the Silve
Read the full article hereThe other day I was led to a very handy website, where I found a piece of JavaScript that made creating a phone call activity from a contact very easy. The website where I found the code gave a block of JavaScript that could be added to the Contact forms onLoad event, and would work unchanged. How i
Read the full article hereIt is often said in our industry that the value of your CRM system is directly proportional to the quality of the data inputted. Microsoft Dynamics CRM has the ability to capture a myriad of information about your customers, some of which is always valuable (required), some of which is good to know
Read the full article hereBefore we dive into what your business needs and doesn’t, maybe we should understand what a workflow is. Microsoft Dynamics CRM 4.0 Workflow enables the automation of your business processes or sales activities. It allows your team to save time on the once manual processes and let the system do the
Read the full article hereBefore we dive into what your business needs and doesn’t, maybe we should understand what a workflow is. Microsoft Dynamics CRM 4.0 Workflow enables the automation of your business processes or sales activities. It allows your team to save time on the once manual processes and let the system do the
Read the full article hereMy last post detailed the ‘Quick Campaign’ tool in Microsoft Dynamics CRM 4.0, where you can distribute a singular marketing effort to a target group. This week I will move onto explaining the features and benefits of the ‘Marketing Campaign’ tool. Each campaign tool is equally as beneficial dependi
Read the full article hereMy last post detailed the ‘Quick Campaign’ tool in Microsoft Dynamics CRM 4.0, where you can distribute a singular marketing effort to a target group. This week I will move onto explaining the features and benefits of the ‘Marketing Campaign’ tool. Each campaign tool is equally as beneficial dependi
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