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 hereRenaming 1 file name is extremely simple, while renaming lots of files’ name is kind of troublesome task. This blog will introduce an alternative way to solve this problem using console application in C#. First of all, let’s see what we need to do in below example. Assume we have a folde
Read the full article hereI decided to integrate LinkedIn to our CRM 2011 online deployment, so that I could see if all I heard about it was true. The reason that I wanted to use it is due to the following features that come with the connector: 1. Qualifying Prospects (as LinkedIn users add their own information
Read the full article hereIn my last post, I showed you how to migrate Notes from Sales Force into Microsoft Dynamics CRM 2011. The process to migrate attachments is quite similar, except we need to tick the Include images, documents and attachments option as shown in the screenshot below. When we click on Start Expor
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 hereIn my last blog post, I have talked about why we need a Naming Plugin and we have done some customization to our Meeting entity for, to remove the Name field from the form. In this blog post I will show you how to write the Naming Plugin. As stated before, this blog is more showing you the logic an
Read the full article hereIn Dynamics CRM 2011 we have seen how useful Sub Grids can be to display related records in line with your form. This basically takes the associated view, and shrinks it into an easy to access grid on the form, allowing you to access all important data without requiring lots of clicks. When configur
Read the full article hereLast month we had our Sitefinity site on Azure go completely down. On checking the Azure management portal, we found that not only was the subscription disabled but our deployment had been deleted! It turns out that the spending limit had not been disabled on the subscription we were using, so onc
Read the full article hereReading a discussion in a Sales Manager forum I was surprised by the number of opinions listing reasons for easing reporting requirements on salesmen. This was in stark contrast to my own experience that call reporting and call follow-up are two key areas of the sales process. How can we as sales
Read the full article hereNowadays, lots of Salesforce users have hopped to Dynamic CRM 2011. This situation requires more data migration works, while these 2 products have different structure in data, especially in Notes and Attachments. This time I want to introduce how to export and import notes in data migration process.
Read the full article hereI have previously taken you through some simple examples of early binding in Microsoft Dynamics CRM 2011. Late binding involves the use of the “Entity” class which can manage entities of any type. For example, we can use the “Entity” object to programmatically create Accounts
Read the full article hereAs we all know Sites are the physical location where work is done. In Microsoft dynamics CRM 2011 we can assign resources to the site when scheduling a service. In this blog post I will elaborate how to create a site in Dynamics CRM 2011. Click on ‘Settings’ > Click on ‘Business
Read the full article hereIn a previous post, I talked about setting Date/Time fields in plugins, and how Dynamics CRM 2011 stores all date fields as UTC time in the database. This means when setting dates to the current time, we must get the current UTC time instead of the Users or Servers Local Time. When we are retrieving
Read the full article hereIn this blog post I will talk about a very useful feature from CRM 2011, which is EntityImage. There are two types of EntityImage which are PreEntityImage and PostEntityImage. They contain snapshots of the primary entity’s attributes before and after the core platform operation. If you want to
Read the full article hereSitefinity websites can contain a large amount of JavaScript files, possibly up to a megabyte. Thus enabling HTTP compression can significantly increase the performance of your website. YSlow stats of a Sitefinity page with a lot of JavaScript. To enable HTTP compression first add this
Read the full article here