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Entity field restrictions on calculating totals
One way or another, eventually you will get a request to change the default amount calculations as built in CRM. This could be either by adding a tax percentage (after all, all provinces or states use...
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Product customization
As you probably know, the Product has a non-sufficient form for most customers. Let’s have a look at the actual form, and see what’s missing: Now, from what we see, the List Price is what is being used...
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Integrate CRM Accounts with LinkedIn
Integrating CRM Accounts with LinkedIn is a very easy step. I have found numerous examples on doing this by using a Web Resource, but I don’t like the way it displays in a frame. It looks anything but...
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Formatting postal codes for US and Canada
For the sake of standardizing the format for all system postal codes, I have implemented the following script to re-format the user input of postal codes for both US and Canada. The purpose is to take...
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Static Marketing List Limit
When adding members to a marketing list, among other things pay attention to the number of members added. By default, there is a limit set at 50,000. If working with an on prem. deployment, this can be...
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Simplistic UI Enhancements – Dynamic Map
One basic requirement received not too long ago prompted me to think about how to make this look pretty. I needed to show states/provinces by penetration in a nicely formatted dashboard. The prep. work...
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Dynamics CRM 2011 Hosting – Alternatives
So we all know about the standard options for hosting Dynamics CRM 2011: Cloud and On-Premise. Some of us might have also heard of 3rd party hosting, based on the cloud model. But there are also other...
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Attach a File on a Note – Permission Issues
So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed. The issues was as follows: Navigating to...
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Microsoft Dynamics CRM 2011 Scripting Cookbook
Today my book has been released. As I mentioned in an earlier post, it has been available for pre-orders for a short while, and now it’s out. The book is available from the publisher’s website at:...
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Using Google Maps in Dynamics CRM
Other than using Bing, you can easily integrate other geo-location sources. One of the most enterprise level solution is of course Esri Maps. They have a very good solution for mapping. They can also...
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