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CRM Report Filtering
Roshan Mehta, 03 June 2010
I have been working on a few complex reports for different clients over the past few weeks and have run into a few problems with getting the report to display the correct data. For example, I had to create a custom Account Overview report which was intended to be run against a single Account, and di
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Migrating Data Into Dynamics CRM 4
Roshan Mehta, 17 June 2010
Data Migration is a massive step of implementing Microsoft Dynamics CRM. As a business, rather than throw away all the data that you have stored in your old system, you'd want to keep all that data and move it from the old system into CRM. This is a process that requires a lot of time and effort, an
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Generating Barcodes in CRM 4
Roshan Mehta, 25 June 2010
I have had the privilege to work on a fun task for one of our clients - generating barcodes in CRM. The client requested that a custom CRM report be generated which displays a list of children that belong to a particular class in a church. The report prints out the child’s name, ID number, and a bar
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Programmatically Controlling Security in Dynamics CRM
Roshan Mehta, 01 July 2010
Security in Microsoft Dynamics CRM 4.0 is controlled by Security Roles. Security Roles determine which entities a particular user can access, and which records for those entities a user can interact with. If a user does not have the privileges to interact with a particular entity, they will not see
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Extending Quick Find Functionality Using Advanced Find
Roshan Mehta, 23 July 2010
The Quick Find functionality of Microsoft Dynamics CRM 4.0 is a great tool to easily search for active records from within the entity’s grid view. The Quick Find view can be customized out-of-the-box to allow you to configure sorting, add view columns, or add find columns. However, sometimes it is d
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Simple Integration between Bing Maps and Microsoft Dynamics CRM 4.0
Roshan Mehta, 05 August 2010
I have recently been speaking with a representative of a local transport company providing bus charter services to various businesses and individuals in different parts of the country. The transport company currently uses a system which lacks the ability to accurately calculate travelling distances
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Using Custom Extensions to Integrate Bing Maps and Microsoft Dynamics CRM 4.0
Roshan Mehta, 19 August 2010
In my previous post, I showed you a simple way to integrate Bing Maps with Microsoft Dynamics CRM 4.0 using iFrames and address data on a custom Dynamics CRM form. In this post, I will show you how to display a map for an Account record in a custom ASPX page. The idea behind this integration is to o
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Advanced Integration between Microsoft Dynamics CRM 4.0 and Bing Maps
Roshan Mehta, 10 September 2010
In my past posts I have already shown you how to display a map inside a Microsoft Dynamics CRM 4.0 iFrame as well as a custom ASPX page using the Bing Maps service. Now, I will merge these two techniques together and display the driving directions between two locations on a custom ASPX page which w
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Creating One Dimensional Barcodes for Courier Post Labels
Roshan Mehta, 22 September 2010
In the past, I had the opportunity to generate one-dimensional barcodes using data stored within Microsoft Dynamics CRM 4.0. These barcodes used the Code39 barcode standard, which was quite simple to generate using a barcode font. However, one-dimensional barcodes for Courier Post labels require th
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Creating Two Dimensional Barcodes for Courier Post Labels
Roshan Mehta, 26 September 2010
Two-dimensional barcodes? What are they? That’s exactly what I thought when I first came across them. I had an idea that there were different barcode standards, but when I think of barcodes I usually think of a series of vertical black lines. Two dimensional barcodes come in different shapes such a
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Microsoft Dynamics CRM 4.0 to Bing Maps Integration – Improving the User Experience
Roshan Mehta, 16 September 2010
In my last post, I showed you a great way to display the driving directions between two addresses in a Dynamics CRM iFrame, and also pull through the total distance and estimated time values. Although this is a powerful method of integrating the two Microsoft systems, there is always a way in which
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Automatically Refreshing Microsoft Dynamics CRM 4.0 Forms from Custom Pages
Roshan Mehta, 02 September 2010
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
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Using Sub-Grids in Microsoft Dynamics CRM 2011
Roshan Mehta, 07 October 2010
I have been using Microsoft Dynamics CRM 2011 for only two days now and man do I love it! The customization features have improved so much that I can’t wait to start using it full time. One thing I particularly like is the new sub-grid feature which can be added to any entity form. Now what is a sub
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Microsoft Dynamics CRM 4.0 and Direct Payment Systems – PX Pay
Roshan Mehta, 10 October 2010
Direct Payment Systems (or DPS for short) is an online service which allows you to build custom applications that involve secure credit card transactions. I have had the chance to build custom web forms inside Microsoft Dynamics CRM 4.0 which use two different types of DPS services - PX Pay and PX P
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Microsoft Dynamics CRM 4.0 and Direct Payment Systems – PX Post
Roshan Mehta, 21 October 2010
In my previous post, I showed you how Microsoft Dynamics CRM 4.0 can be integrated with PX Pay – a credit card transaction processing service provided by Direct Payment Systems. In this blog, I will describe how you can use an alternative method to handle your online purchasing needs. PX Post is des
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