WRITTEN BY Patrick Verbeeten - 01 April 2012
In CRM 2011 Web Resources you can connect to other resources on the CRM server. This can be the CRM web services or you may want to redirect to another web resource. To do this you need the full URL which can differ depending on the deployment.
WRITTEN BY Patrick Verbeeten - 03 June 2011
Consider the following
For most projects in CRM you have to build an entity model sometimes just a few entities but depending on your project this can be a very large number. Most consultants first create an inventory of what to create using excel, next this has to be transferred to CRM. This is a very time consuming process which requires a huge amounts of copy pasting and clicking.
Then when you have it all setup the customer asks you to make some simple changes, “Could you change this decimal field to a money field?” Simple enough, no? You have to delete the field from the form and views delete the field create a new one, add it back to the forms and views again, now where was it exactly?
Tough the CRM entity model provides you with rich abilities for the end user creating and modifying the entity model can be time consuming. All this time cannot be spend on providing the business logical and rules the entity model is built for.
WRITTEN BY Patrick Verbeeten - 03 June 2010
Usually when you are working with CRM and doing scripting you have to work in the small text box with no real coding support. Also you have the restrictions that you cannot create reusable functions etc. There allready are several examples and approaches to solve this problem but for completion I have added these examples. This contains two different approaches one using files location on the CRM server the other using resources files.
WRITTEN BY Patrick Verbeeten - 30 April 2010
For some records it can be very usefull to copy it. This avoids repetive entry of the same data. If you have a relation on the entity which references itself you can do this using a mapping. But if you do not have a relation and do not whish to create on you can copy the values using the following sample.
WRITTEN BY Patrick Verbeeten - 24 June 2008
In CRM 4 workflows can have the status waiting when an they are waiting for an event such as a timer or they will also have this status if an error has occured. To find out which take the following steps.