• Cloning Records in Microsoft Dynamics CRM 2011

      Roshan Mehta, 12 January 2012

      We were recently asked to build a record cloning system in Microsoft Dynamics CRM 2011 where the customer would be able to click on a Clone Contract button on a custom “Funding Contract” entity form ribbon and have an identical record automatically pop open. There are multiple solutions we could use

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    • Converting JavaScript for a Dynamics CRM 2011 Upgrade

      Roshan Mehta, 19 January 2012

      Upgrading from Dynamics CRM 4.0 to Dynamics CRM 2011 can be a big job especially when the original system is heavily customized. The resulting system after the upgrade needs to be thoroughly tested to ensure that any additional business logic functions as expected. In this post, we will take a look

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    • URL Addressable Forms in Microsoft Dynamics CRM 2011

      Roshan Mehta, 22 December 2011

      Microsoft Dynamics CRM 2011 uses URL addressable forms to make it easier for system customizers to pop CRM records from different areas of the application. The URL of each entity form includes information such as the entity type code (or entity type name), the ID of the record, and depending on the

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    • Viewing Historical Sales Deals in Dynamics CRM 2011

      Roshan Mehta, 09 February 2012

      The aim for sales representatives using Dynamics CRM 2011 is to close out Opportunities as either “won” or “lost”. Closing an Opportunity allows the sales rep to capture additional information about the closure of an Opportunity. For example, they might want to enter a short description as to why an

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