• Considerations when building APIs for CRM 2011

      Roshan Mehta, 04 October 2012

      Our development team has been working on an API to pull and push data to and from a large system built on the Microsoft Dynamics CRM 2011 platform. The API would be used to present data in JSON format to make it easy for a website to display the information in a user-friendly manner. It would also a

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    • Pros and Cons of Dashboards in CRM 2011

      Roshan Mehta, 11 October 2012

      Dashboards are a very popular feature in Microsoft Dynamics CRM 2011 and allow users to analyse data quickly through visualizations. These visualizations include charts, lists (views), web resources, and iFrames. In this blog, we will take a look at some of the pros and cons of dashboards and their

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    • Understanding the CRM 2011 Data Structure

      Roshan Mehta, 18 October 2012

      One of the great things about Microsoft Dynamics CRM is the ability to track relationships between different entities in the system. This allows users to see a 360 degree view of customers to perform timely follow-up and establish better relationships with the people that matter most. In this blog,

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    • Chart Types in Dynamics CRM 2011

      Roshan Mehta, 16 November 2012

      By default, Dynamics CRM 2011 allows users to work with a number of different chart types within the application. The available chart types include column, bar, area, line, pie and funnel but CRM also supports chart types defined in the .NET 3.5 controls. In this post, we will look at how to easily

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    • Programmatically Retrieve Documents from SharePoint

      Roshan Mehta, 16 December 2012

      We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge

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    • Quickly Create Reports for CRM 2011 with BIDS

      Roshan Mehta, 12 December 2012

      Business Intelligence Development Studio (BIDS) is a tool used by report designers to create custom reports for Dynamics CRM 2011. Reports can also be created from within the CRM application via the Report Wizard, but in this post we will take a look at the built in report wizard inside BIDS. Note t

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    • Converting a Personal Chart into a System Chart

      Roshan Mehta, 01 November 2012

      As a CRM 2011 administrator, how many times have you built a system chart for your end users only to find out that it’s not exactly what they wanted? Sometimes what is requested and what is built are two totally different things and you just end up looking silly in front of your end users. A n

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    • Amazing 3D Charts in Dynamics CRM 2011

      Roshan Mehta, 19 November 2012

      Everything looks better in 3D! Your favourite movie or video game brings forward a whole new experience when things are displayed in 3D. This blog is targeted to the hard working CRM users around the world who don’t have time to watch movies or play video games by introducing three dimensional

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    • CRM Report Wizard – The Foundation for Custom Reports

      Roshan Mehta, 29 November 2012

      The CRM 2011 Report Wizard is a nice way for general users to build personal reports which they can then share with other users. Users are restricted to the default report layout which consists of a light-blue colour scheme and simple formatting which cannot be changed from the CRM interface. In thi

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    • Modifying Chart Colour Schemes in Dynamics CRM 2011

      Roshan Mehta, 11 November 2012

      When you create new personal or system chart in Microsoft Dynamics CRM 2011, the system automatically applies a colour scheme which you are unable to change at design time through the user interface. This can impact the readability of the chart – for example the series and font colours may cla

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    • Error Loading a Dynamics CRM 2011 Form

      Roshan Mehta, 20 September 2012

      Our team has been working on a large Dynamics CRM upgrade over the past few months from version 4.0 to 2011. I haven't had a lot of exposure to the project over this time, but had the chance to perform some bug fixes and work on some customizations in the system. I encountered an interesting issue w

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    • Copy a Dynamics CRM 2011 Process

      Roshan Mehta, 18 September 2012

      Microsoft Dynamics CRM 2011 makes it easy to copy a workflow or dialog process which simplifies deployment and the configuration of similar processes. In this post, we will look at how we can create process templates and initialize multiple workflow processes from these templates. Let’s assume

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    • OptionSet Helper for your xRM Applications

      Roshan Mehta, 06 September 2012

      The latest version of the Microsoft Dynamics CRM 2011 Software Development Kit includes a new mechanism to generate an OptionSet helper to include in your custom .NET xRM applications. It uses the CrmSvcUtil executable to generate a C# code file with enum definitions for your OptionSets. You can dow

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    • CRM 2011 – Track Last Contacted Date for Customers

      Roshan Mehta, 30 August 2012

      In this post, I will briefly describe what is required to create a plug-in which will set the “Last Contacted On” field for Contacts and Accounts in Microsoft Dynamics CRM 2011. This functionality will allow CRM Users to keep track of customer follow-ups when Activities are completed in

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    • Unable to Sort View Columns in Dynamics CRM 2011

      Roshan Mehta, 23 August 2012

      I encountered an interesting issue with the “My Open Leads” view in Microsoft Dynamics CRM 2011. The view was customized to include additional attributes from the Lead entity as well as attributes from related parent entities. When a User navigates to the view, it was sorted correctly bu

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