I was asked a short time ago to build a replacement for a professional services automation tool that a company was using. The platform of choice was MS CRM 4. I am happy to say that it is in beta now with a rollout being in a couple of months. I have added a new [...]
MS CRM
SharePoint 2010 Beta Learning Path
My first project in the new year is about SharePoint 2010 development – it’s new to everyone. Although having experience on SharePoint 2003/2007, the best plan is keep my knowledge up to date, which is the I.T. spirit I like! First thing first, get mys…
MS CRM
Preventing Characters from being Entered in a Form Field
With CRM, we use a couple of different methods to perform data entry validation before a record is saved to the database: either form javascript, a pre-event plug-in, or some combination of both. For data validation in “real-time” (ie, you…
MS CRM
CRM 4.0 Publish Report for External Use Puts Default Filter In Report
The other day I was working on a few custom SSRS reports for a client. They need these reports viewable both inside and outside of CRM. Sounds easy enough. After I built the first report I logged in to CRM…
MS CRM
New Testimonial Video from CECRM – “What do you like about Microsoft Dynamics CRM”
This video is a collection of testimonials from our 2009 Customer Effective CRM User Conference. We asked our attendees a simple but important question – “What do you like about Microsoft Dynamics CRM” We love the answers and we hear…
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