In my last blog I began a discussion on considerations when adding a new custom Business Required field to the Contacts entity and Contacts form. The example I used was a field called Contact Type. The main consideration I discussed was the need to ensure, after the creation of this new field, that
Read the full article hereIn this blog post I will elaborate about the attributes of Campaign Template in Dynamics CRM 2011. You can create Campaign templates to follow the same method in related campaigns. You can follow the two methods mentioned below to create a Campaign Template: 1) Create a new blank Campaign Template:
Read the full article hereIn this and following blogs I am going introduce you to Relationship Information Centre (RIC) and also familiarize you with it and show how easy and simple it is to use. Moreover, why all Not-For Profit Organisations should start using it. Relationship Information Centre (RIC) is the 21st century s
Read the full article hereToday I have a task to create a workflow which starts when a record is created. Then it waits for a while and check if there are any other records associated with this record. For example, when an Account is created, after a period of time, we want to know, is there any Contacts associated with this
Read the full article hereAs a non-profit organisation you will likely rely on some funding and grants from various sources – government, community trusts, local councils etc. By now you will have heard some arguments for and against the Flavell Bill – although there appears to be a widely held view in non-profi
Read the full article hereBefore CRM 2011 R8 was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE R8: /
Read the full article herePreviously, 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 hereThe best way to sum-up what Techsoup can do for non-profit groups is stated in their website: “TechSoup is a nonprofit with a clear focus: providing other nonprofits and libraries with technology that empowers them to fulfill their missions and serve their communities. As part of that
Read the full article hereIn Sitefinity version 3 there was included an Events Calendar widget. However it was not included in Sitefinity 4 onwards. Here is how you can recreate the Events Calendar in Sitefinity 5. Sitefinity 3.7 Events Calendar Create a web user control called EventsCalendar. In EventsCalendar
Read the full article hereAs a new user of Microsoft Dynamics CRM I was amazed by how powerful the system is and yet how easy it is to use. One of the most interesting things I found so far is the Dashboard. It provides real time representation of the vital information, hassle free. Likewise, that means users can spend more
Read the full article hereHow often do you come across “code” while working, when something “rings a bell” but you have absolutely no idea what its about or where you heard it or saw it - or even worse, not remembering that it was written actually by your own damn self? Well, do not fear
Read the full article herePreviously, 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 hereWhen 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
Read the full article hereLast 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
Read the full article hereFollowing 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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