• Aggregate Fetch XML Queries in Dynamics CRM 2011 - COUNT

      Roshan Mehta, 16 June 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

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    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - AVG

      Roshan Mehta, 11 June 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

      Read the full article here

    • Dynamics CRM 2011 JavaScript Get Attribute from OnChange

      Paul Nieuwelaar, 10 June 2012

      When writing JavaScript for Dynamics CRM 2011, we often write functions that can be used multiple times, across different fields and entities. Because the field names are usually different, these variable names are often passed in as a parameter. This means each time we use the function we need to t

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    • Dynamics CRM 2011 – The Agile Approach

      Jaime Smith, 09 June 2012

      Last week I reviewed Rapid, Standard and Enterprise project types, today let’s move to another popular project type in software development – AGILE. There is plenty of information all over the net about AGILE, its origins, methodology, tool etc, so as I have said previously I am looking

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    • Marketing Emails Aka Quick Campaigns in MS Dynamics CRM 2011

      Mark Bradman, 08 June 2012

      Following the scenario from our previous blog, you have spent many thousands of dollars on a Stand at a Trade Show where the measure of your success is a list of people who gave you their contact details. As customary, you enter them into a spreadsheet for follow up by your sales team.   The

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    • Sales Territories in Dynamics CRM 2011

      Megha Kainth, 07 June 2012

      By using ‘Sales Territories’ functionality in Microsoft Dynamics CRM 2011, we can group users into one territory with a common manager for a specific territory. In this blog post I will discuss how to create Sales Territories in Dynamics CRM 2011. To create sales territories Click on &ls

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    • Dynamics CRM 2011 Custom System Views for Sub Grids

      Paul Nieuwelaar, 06 June 2012

      In Dynamics CRM 2011 when adding a sub grid to a form, often the default view used is the ‘Active’ view, since the ‘Associated’ view is not available in sub grids, as you can only select Public views (Active/Inactive and Custom views). The problem here is that often the &lsqu

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    • Magnetism Microsoft Dynamics CRM 2011 Starter Packs

      Colin Maitland, 05 June 2012

      Over the last two weeks I have been involved hands on in a Magnetism CRM Starter Pack deployment for a new Microsoft Dynamics CRM 2011 Online customer. Out the box Microsoft Dynamics CRM 2011 is not ready for immediate deployment without the need for additional expertise and investment in the areas

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    • Considerations When Adding A Business Required Field To Contacts In Dynamics CRM 2011

      Colin Maitland, 04 June 2012

      Adding a new custom Business Required field called Contact Type to the Contact entity and related Contact form in Microsoft Dynamics CRM seems like a simple change that can be made with minimum impact.  However, there are several issues to be considered and addressed when adding a Business Requ

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    • Using Marketing Lists in Dynamics CRM 2011

      Mark Bradman, 03 June 2012

      In my previous blog, I used the example of following up leads from a Trade Show by turning the “next to useless” method of maintaining them in Excel spreadsheets…   … into a Valuable Asset available centrally to everyone within your organisation by importing them dire

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    • Create a Phone Activity Icon on Task Bar by using Dynamics CRM 2011

      Megha Kainth, 02 June 2012

      As a part of your job responsibilities, you might be responsible of answering phone call for your organization on behalf of your colleagues. By using Dynamics CRM 2011 you can make this process very simple and you can easily create phone activities. First of all you need to open an activity in Dynam

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    • Fun with Dynamics CRM 2011 Performance Issues

      Gayan Perera, 31 May 2012

      As we near completion of a global CRM 4 to CRM 2011 upgrade rollout we hit a performance problem with CRM 2011. Fun began when we couldn’t reproduce these performance issues in our development or test environments which ran on 2GHz 4GB RAM 160GB SSD machines. Now that we have pinpointed the ca

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    • Dynamics CRM 2011: Staying Dynamic

      Jaime Smith, 27 May 2012

      It has been a while since my last post and I have been spending a lot of time reading the SureStep 2010 book.  It has been challenging me in the area of communication – it is easy to think that you are good at something or that you do well enough – but is getting by enough? If you p

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    • Adding Filter Parameters into SQL Query of SSRS

      Zhen Yuwang, 26 May 2012

      In general speaking, the user will not need all data in a report every time. And we want to only fetch the part of data needed. So in this blog, I will discuss how to narrow your reports by specify several values on fields. Assume that we have 3 cases record in original report, which belongs to 3 di

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    • Importing Data to Dynamics CRM 2011

      Mark Bradman, 24 May 2012

      The most common CRM system used by sales people is arguably an Excel Spreadsheet with numerous lines and columns, painted in different colours, all meaning something to someone, but of not much use to anyone else.   Let’s see how easy it can be to import this type of data into Microsoft D

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