• Early Binding in Dynamics CRM 2011

      Roshan Mehta, 06 May 2012

      The Microsoft Dynamics CRM 2011 Software Development Kit ships with a tool (CrmSvcUtil) which can automatically generate helper classes to make it easier to work with your CRM entities and their attributes. Developers can take advantage of type checking at compile time and intellisense for entity, a

      Read the full article here

    • Templates for Data Import in Microsoft Dynamics CRM 2011

      Megha Kainth, 05 May 2012

      Whenever we want to import some data into our most commonly used applications or software, we need to feed in the data. Microsoft Dynamics CRM 2011 is such a powerful tool which has in-built functionality to create templates for Data import. In simple terms, we don’t have to worry about creati

      Read the full article here

    • Dynamics CRM 2011 – Early vs. Late Binding Overview

      Roshan Mehta, 04 May 2012

      Developers have two options when writing code for Microsoft Dynamics CRM 2011 – early binding and late binding. The choice comes down to personal preference, but there are several advantages and disadvantages with both options.    Early Binding The Microsoft Dynamics CRM 2011 Softwar

      Read the full article here

    • Dynamics CRM 2011 – Querying Data with QueryByAttribute

      Roshan Mehta, 02 May 2012

      In my previous post, I showed you how to write simple and complex queries using the QueryExpression class. Another way in which developers can query CRM records is through QueryByAttribute, which allows you to search for records where a specific set of fields matches a specific set of values. Like Q

      Read the full article here

    • Dynamics CRM 2011 – Querying Data with QueryExpression

      Roshan Mehta, 30 April 2012

      Developers can utilize the power of the Microsoft Dynamics CRM 2011 SDK to build custom applications, plug-ins, and workflows which communicate with the CRM platform. Queries can be written to retrieve information from the CRM database in many different ways. In this blog, I will explain the use of

      Read the full article here

    • Creating Reports in Microsoft Dynamics CRM 2011

      Robert Cooper, 26 April 2012

      Microsoft Dynamics CRM 2011 has different reporting options ranging from the very simple and limited to complex and amazing. The preference you choose is dependent upon many factors and not simply limited to your time, your budget, your level of experience, or the aim of the report. While there are

      Read the full article here

    • Send Workflow Email from Executing User Dynamics CRM 2011

      Paul Nieuwelaar, 25 April 2012

      In Dynamics CRM 2011, we can create workflows that get triggered on create/update of records within our system. A common example is where a new Lead comes in, and a workflow is triggered (on create) which emails the Lead, sent from the Lead Owner. This kind of scenario is fine, as it makes sense for

      Read the full article here

    • Install or Remove Sample Data in Microsoft Dynamics CRM 2011

      Megha Kainth, 24 April 2012

      When we deploy a new organisation in Dynamics CRM 2011, the organisation does not have any data in it and if you want to play around with the system to get some hands on experience then first of all you need to enter some sample data into each record. Microsoft has made it easy for you as you can in

      Read the full article here

    • Refresh Opening Grid View from a Form in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2012

      I was working on a project recently where we needed to use a custom Silverlight screen to deactivate a record, and then close the open form. This meant you were taken back to the ‘Open Records’ view where you first opened the record from. After deactivating the record using Silverlight,

      Read the full article here

    • What is CRM?

      Mark Bradman, 21 April 2012

      If you’re happy with your sales team doing their own thing without ever knowing what promises they’re making or to whom, then you probably don’t need CRM. If you’re happy with your sales staff recording their customer calls on bits of paper or excel spread sheets that no one

      Read the full article here

    • CRM 2011: Lessons Learned

      Jaime Smith, 18 April 2012

      There are many ways to learn about project management, many courses, short and long, that can teach you the ABC’s of the discipline.  However there is nothing like life to give you a good dousing of reality.  So I have begun reflecting on my experiences and decided to share my though

      Read the full article here

    • Filtered lookup view in Dynamics CRM 2011 using JavaScript

      Zhen Yuwang, 17 April 2012

      In Dynamics CRM 2011, we can set up a lookup view by editing Filter Criteria which could have several conditions. Those conditions could be based on fields, related entity’s fields and even related entity’s related entity’s fields. However, this is still not enough in some situatio

      Read the full article here

    • Dynamics CRM 2011 - Querying Data using FetchXML

      Roshan Mehta, 16 April 2012

      I have previously taken you through various querying techniques through the Microsoft Dynamics CRM 2011 SDK such as the QueryExpression and QueryByAttribute classes. Today we will take a look at querying data using fetchXML queries and the FetchExpression class. FetchXML lets you define complex quer

      Read the full article here

    • Dynamics CRM Sales Manager’s Dashboards

      Marc Whitlow, 14 April 2012

      Recently I have been given the task to create and configure a sales manager dashboard which would be used by our sales team.  As invoices can be raised by people who are not part of the sales team it was important that the records to be displayed were ONLY created by users who are a part of the

      Read the full article here

    • Tracking your competitors within Microsoft Dynamics CRM

      Stuart Haynes, 13 April 2012

      One of the features in Microsoft Dynamics CRM is the ability of tracking your competition. I have been working on a project recently which needed me to be very aware of what my competitors were up to and decided to utilise this to the full. It was suggested to me that I firstly build a central base

      Read the full article here

Filter by Category

Filter by Author