Webfortis Blog

Business Process Flow JavaScript

by JSanborn 29. January 2015 10:00

When the Business Process Flows were released in Microsoft Dynamics CRM 2013, they were a step in the right direction for helping to improve working with an organizations unique business process needs. Unfortunately, working with the business process flows on a programmatic level was extremely challenging and often didn't work up to desired expections. With the release of Microsoft Dynamics CRM 2015, Microsoft opened up the Business Process Flows to JavaScript by adding Xrm.Page.data.process with a number of very useful functions to aid developers in customizing the Business Process Flow experience.

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Another Approach to Dependent Pick Lists

by Michael Shreiber 27. January 2015 10:00

Dynamic or “dependent” pick lists have been a challenge to implement in CRM since the beginning of time (CRM time that is). You know, select option 1 from the parent pick list and the options available in pick list 2 change. Traditionally it has taken hundreds (sometimes thousands) of lines of code to implement this functionality, especially where the number of available options runs into the hundreds. Once implemented, it often became a developer’s nightmare to add/modify or change options.

Our own Chuck Oldes posted a blog article a little while back showing how to implement a dependent pick list utilizing the code sample provided by Microsoft in the SDK. A nice approach to be sure, but still requires a good deal of XML manipulation.

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Tags: JavaScript

How to get rid of that pesky “new_” in your CRM solutions!

by Alan Garcia 22. January 2015 10:00

It is a well-known best practice to not do any customization to CRM directly in the Default Solution, but alas, it is so easy to find yourself there!  We all run into solutions with the dreaded “new_” prefix to entities and attributes.  This article will discuss a method that will allow you to take an unmanaged solution and refactor it to use a custom prefix and publisher. 

First, make sure the solution you are working with is not the Default solution – these steps must be taken against a separate solution (unmanaged).  After that, you will need to unzip the package to uncompressed files.  Once the files and subfolders are uncompressed, you’ll need to open the solution.xml, customizations.xml and [Content_Types].xml files in an XML editing application similar to Visual Studio.

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The Psychology of User Adoption for CRM

by Christopher Bates 20. January 2015 10:00

"What kind of ROI can I expect from the new CRM system?" My client's boss asked, "Do you think we're on track to see a return in a year or less?"

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Tags: CRM | sales | marketing | User Adoption

Business Rules in CRM - Oh, and don't forget...

by Kim Ossenkop 15. January 2015 10:00

In my blog post from September, 2013 (http://blog.webfortis.com/crm-2013-rules) I described my excitement for the new feature in Dynamics CRM 2013, Business Rules. Fast forward a year-and-a-half and I thought I would share the latest caveat I discovered with Business Rules and its conspicuously absent error notification.

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5 Keys to Effective Client Documentation

by Alan Garcia 13. January 2015 10:00

In the world of consulting, documentation can become a thing of misery for both authors and readers. This is because most organizations who produce documentation strive toward efficiency by using templates and samples. It is also because most clients expect little to no actual value from documentation delivered from consultants. On both sides it becomes a "necessary evil". So why bother?

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Are you the Salmon or the stream?

by Alan Garcia 9. January 2015 13:34

A new year is often the impetus for organizations to embark on a new start. I see this with almost every project I work on to some degree or another. The mentality is a good one and it comes with the right end game in mind - usually.

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QUICK VIEW FORM – Most Underutilized Feature of CRM

by Jen Steidl 9. December 2014 10:00

As a CRM Consultant, I often get requests from clients to auto-populate data whenever the expected value is known. There may be several key fields from the parent record that need to be displayed on the child record, but they don’t want the end user to have to re-key the same data.

No problem - just create a 1:N Relationship and then add a mapping for each of the fields you want displayed on the child record. Easy enough, right? Right, except that the client’s request often comes with an assumption. Clients often assume that the mapped data is dynamically updated. Not so. The data is only pushed down to the child record when the child record is first created, but it does not display any updates that may be made to the parent record in the future.

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When Is It Time For Your Small Business to Invest in CRM?

by Taylor Wilson 20. November 2014 10:00

Perhaps the business you started a few years ago is humming along, and after lots of effort, you're starting to see some real traction. Revenues are growing and your customer list is progressing as well. And that's the problem – as your business grows, it's starting to become noticeably tougher to deliver consistently good service to your customers.

So is it time to start thinking about a Customer Relationship Management (CRM) system to help keep your customer communications, transactions and relationships organized and flowing so your business can continue to grow without the associated growing pains? When you start asking yourself this question, there are quite a few things to start thinking about. Here are some considerations for your checklist.

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CRM Workflow Check Condition - Free Form Text

by Mark Taniguchi 18. November 2014 10:00

As a Dynamics CRM developer, it is my job to find creative solutions to problems encountered by my clients. Many times, I have found that the most creative solutions can come from some of the out of the box functionality provided by CRM. Recently, I had a client request that, while at first glance appeared to be fairly difficult, in reality was fairly straightforward by leveraging some of the functionality provided by CRM.

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Anatomy of a Business Process Flow in Dynamics CRM 2013

by Scott Soulages 13. November 2014 10:00


Introduction

Many articles have been written about the Business Process Flows and how to configure them, but few provide the bigger picture and all of the moving parts. We will attempt to do that here.

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Tags: CRM | Microsoft Dynamics CRM | crm 2013, | FlowUI | Business Process Flow

iPad App Gotchas- Dynamics CRM 2013

by Kim Ossenkop 11. November 2014 10:00

The Launch of Dynamics CRM 2013 brought with it support for tablets {yeah}.  A common application for that functionality is the Microsoft Dynamics CRM App for iPads.  I was so excited to tell my clients all about it…little did I know at the time, some of the intricacies involved with the application – specifically the lack of some functionality!  This isn’t Apple’s fault {gasp}, it’s the way CRM is configured to support use with tablets. 

Below are some of the gotcha’s that have bitten me in the last year:

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Tags: crm 2013,

What Does CRM to ERP Integration "REALLY" Mean?

by John Kassar 6. November 2014 11:00

   As an experienced CRM consultant, I have conversations with clients that sound like this, "I want to have my CRM integrated with my accounting/ERP solution."  My response, "great, what specifically would you like to have integrated?"  Normally after I ask this question, I get blank stares, some shrugged shoulders or I receive responses like “not sure” or “what integration do you have out of the box?”

Depending on the CRM and ERP product selected (e.g. Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, GP, NAV, MAS, etc.), there may be a pre-built integration, which may or may not work for your company’s requirements.  As a starting point, it is best to detail your requirements to evaluate any out of the box integration and/or determine what custom development integration may be required.

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Tags: CRM

Easy Navigate with Windows 8 theme for CRM 2013

by William Woo 25. September 2014 10:00

Easy Navigate is a tool that can make any Dynamics CRM 2013 user experience easier. I saw a navigating menu on Hosk's Blog that has Windows 8 UI that can be customized to user preference. Easy Navigate is nice to use in many ways. First and foremost, CRM users that are on touch screen or Windows tablet will be able to scroll just like in Windows 8 (non-touch screen users can use mouse scroll wheel). Just like its name, Easy Navigate is easy to use, easy to install/uninstall and it's easy to customize for personal preference.

Installing is quite simple. Import the Easy Navigate managed solution from:http://easynavigate.codeplex.com/. After import, simply click on solution to get to following window.

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CRM Reporting Error: Error occurred while fetching the data extension.

by Saul Fernandez 16. September 2014 10:00

I saw this error while working on an On-Premise installation of Dynamics CRM 2013 when trying to run or edit a custom report. I tried isolating the issue to my report, but it was still showing on system (out-of-the-box) reports. While there are other reporting errors that show, this could be the root cause of the problem. Fixing this can either eliminate future errors or hint at a deeper issue on a server. Let’s take a look at the full error and troubleshoot from there.

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Business Process Flow JavaScript

When the Business Process Flows were released in Microsoft Dynamics CRM 2013, they were a step in the right direction for helping to improve working with an organizations unique business process...Read more

Another Approach to Dependent Pick Lists

Dynamic or “dependent” pick lists have been a challenge to implement in CRM since the beginning of time (CRM time that is). You know, select option 1 from the parent pick list and the options...Read more

How to get rid of that pesky “new_” in your CRM solutions!

It is a well-known best practice to not do any customization to CRM directly in the Default Solution, but alas, it is so easy to find yourself there!  We all run into solutions with the dreaded...Read more

The Psychology of User Adoption for CRM

"What kind of ROI can I expect from the new CRM system?" My client's boss asked, "Do you think we're on track to see a return in a year or less?" I hesitated. It's so tough to tell a client...Read more

Business Rules in CRM - Oh, and don't forget...

In my blog post from September, 2013 (http://blog.webfortis.com/crm-2013-rules) I described my excitement for the new feature in Dynamics CRM 2013, Business Rules. Fast forward a year-and-a-half and...Read more