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CRM Case Study. Alfapeople and TTT Moneycorp
Below you can watch the video of a Microsoft case study about one of the main customer of my current company Alfapeople Ltd: TTT Moneycorp . Here I’ve enjoyed working in interesting and challenging projects related to CRM, WCF and WPF In addition, in
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[CRM4] Thanks Rollup 8. Error adding a user to CRM 4
According to the CRM Update Rollup 8 , they have resolved the following error: “After you install Update Rollup 3 or Update Rollup 4, you cannot add a user to more than one organization in the same deployment of Microsoft Dynamics CRM if the user exists
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[CRM4] Searches and Views
Searches are fundamental in any CRM. Dynamics CRM provides different ways to search records from any entity. The most powerful search is the Advanced Find , which allows normal users to create custom queries and save them as new views, so that they can
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[CRM4] Add/Remove Activities and Notes relationships
When you create a new entity in CRM 4, you have to define if it will have Note and Activities relationships. After you’ve created it, you won’t be able to change it (important to remember it!). However, sometimes we forget it :) and we need to add or
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[CRM 4] Recovering from ISV.config errors
CRM accepts different types of easy and quick user interface customizations like new menus, custom buttons, and navigation areas, which can be added throughout the application. To do it, only we should update the ISV.config, an XML file that we can export
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[CRM] CRM or XRM ??
What is CRM? Microsoft Dynamics CRM is a versatile business solution that we can easily tailor to your specific business needs. As an inherent part of your business strategy Microsoft CRM exceeds the benefits of a sheer software solution and gives you
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[CRM] BoomerangSMS
Let me introduce you one of our last Alfapeople CRM project: BoomerangSMS. This solution allows you to automatically send and receive text messages through CRM by using the Boomerang SMS API. The project consists of an SMS Router Service plus all the
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[CRM 4] Error using Bulk Deletion Jobs: "This condition had one or more Lookup values that are not valid"
Using the Bulk Deletion Jobs tool that I told you in my previous post , I’ve found a bug, which is not yet resolved and I’m trying to find out it. I’m not sure if it’s a CRM issue or it’s a issue of my solution, so I’m looking for your opinion and similar
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[CRM 4] Bulk Deletion Jobs tool
A Bulk Deletion Job is an asynchronous operation in CRM to delete a set of records according to a custom query. This is very useful when you have a CRM where hundreds of users are inserting and editing records constantly and you want to keep the performance
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[CRM] Microsoft Dynamics CRM Excel Add-in. Export to Excel from CRM
As we saw in my previous post, Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook provides Outlook new capabilities to connect with Microsoft Dynamics CRM. Furthermore, it also provides a CRM Excel add-in to connect with CRM like a new data source.
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[CRM] CRM Outlook Client
When you install Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook , Outlook becomes your CRM Dynamics desktop application, so you can manage any information of CRM from Outlook online or OFFLINE (SQL Express will be required). It’s very useful
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[CRM 4] URL Addressable Forms
Any entity in CRM has a web page that is used to read or edit its corresponding records. It’s very useful to integrate them into external IFRAME or websites. For instance, a specify account record whose id is “2557C14C-8102-DE11-AECE-00215AA75AA6” can
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[CRM 4] CRM Metadata Browser
Constantly CRM developers need to know metadata information like schemanames of entities, attributes, relationships and other related features. An easy and quick way to check metadata information is to use the CRM Metadata Browser: http://<servername>/<orgname>/sdk/list.aspx
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[CRM 4] AggregateOf property in entity attributes – Using CRM Metadata Service
Have you tried sometimes retrieve the value of “AccountId” property from Contact entity? Or, have you tried retrieve the value of “OwningUser” from Contact entity? Which were the results? Nothing, weren’t they?. Don’t worry, your CRM works fine, you didn’t
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Multi-threads Form Log Manager
This simple C# application shows how you can create a visual log manager for multi-threading applications using a different window for each thread that you want to trace, so easily you will be able to see what is doing each thread. The best point of this
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