Webfortis Blog

Common CRM Scribe Mapping Errors (and how to fix them)

by Tom Franceschine 5. August 2014 10:00

When starting to use Scribe Insight to integrate/migrate data you’ll likely encounter a host of mapping errors. In fact, after several years of regular use I still see these errors pop up from time to time. What follows is a list of common Scribe mapping issues and easy ways to fix them.

Text/NText data importing as NULL

Sometimes when importing data from a SQL source you may notice missing data in large text fields in the target system (for example, the Description field on many Dynamics CRM entities). When testing the DTS in the Workbench you’ll see the data appear in the destination field, however after running the DTS the field will remain NULL.

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Tags: CRM 5.0 | Scribe

Public Sector Primer - Unleashing your xRM

by Sam Thepvongs 10. July 2014 10:00

Historically, CRM has been a model for helping organizations manage their relationships with existing and prospective customers.  While relevant in the commercial space, CRM has recently made significant strides in being much more than this to the public sector.  Today, public sector organizations have really focused on their customers, however, the unique and diverse use cases that exist, have made traditional CRM a traditionally poor fit, given its traditional focus on sales automation and a general lack of understanding of what Dynamics really brings to public sector organizations.     

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CRM 2013 Dependent Option Set

by Chuck Oldes, MCT, MCTS, MCSE, CSM 7. July 2014 10:00

Dependent Option Set

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Tags: Beginner | JavaScript | Dropdown | MS CRM 2011

Modifying Click-To-Call Hyperlink Properties for CRM 2013 Phone Fields

by Michael Shreiber 2. July 2014 14:33

Came across this little item the other day.

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Tags: customizations.xml, | crm 2013, | Click-To-Call, | Hyperlink,

CRM 2013 Field Notifications

by JSanborn 23. June 2014 16:03

In an earlier blog post, we wrote about Form Notifications in CRM 2013. In addition to form notifications, CRM 2013 has also introduced notifications on the field level. Field notifications are very useful when performing custom data validation on a specific field that goes beyond the normal requirements. When your custom data validation logic fails, it will show that the field is invalid and display the error when the mouse hovers over the error icon.

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4-Step Troubleshooting Procedure for the Microsoft Dynamics CRM Outlook Client

by Christopher Bates 20. June 2014 16:07

The Dynamics CRM "Outlook Client" add in can deliver business critical functions to some users, and some great nice-to-have options for others. But it can be tricky to set up and support in a large organization, simply because of the massive number of variables we find amongst operating systems, workstation settings, configuration options, and other software installed on the client computers.

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What's new for developers with CRM 2013

by Webfortis 2. June 2014 16:12

What’s new for CRM Online Spring '14 and CRM 2013 Service Pack 1

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Webfortis Announces 2014 Live Roadshow/Training Events Featuring the Latest in Microsoft Dynamics CRM 2013

by Webfortis 18. April 2014 08:06

SAN FRANCISCO, CA, April 17, 2014 (GLOBE NEWSWIRE) -- Webfortis, LLC, (www.webfortis.com) the thought leaders in Microsoft Dynamics CRM innovation, best practices, and social strategy, announced the calendar for the 2014 Roadshow series highlighting the latest features in the Spring Release of Microsoft

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Passing Input Parameters to Dynamics CRM Plug-ins Using Unsecure Configuration

by Cecil Holmes 21. March 2014 08:26

The Dynamics CRM Plug-in Development process often requires configuration prior to execution. Ideally, configuration data (or input parameters) should be easily accessible and updated. Altering code for simple string value changes can be quite cumbersome if re-compilation is required and re-registering the plug-in using the Microsoft Plug-in Registration Tool is required.

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CRM 2013 Form Notifications

by Saul Fernandez 18. March 2014 09:20

Along with all of the exciting new features and visualizations in CRM 2013, Form Notifications cannot go unnoticed (pun intended). CRM 2013 has essentially streamlined the ribbon into a simpler, sleeker navigation. When you open or create a record, you can do so without any worries. Suppose you open an account record and on that record you have custom fields that are used for tracking a client. As an example, imagine the following scenario:

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Tags: Dynamics CRM | JavaScript

Webfortis Releases New Solutions for Federal, State, and Local Government Agencies

by Webfortis 10. March 2014 11:12

Webfortis and Microsoft introduce new technology solutions that enable government program oversight and management, bringing innovation that leverages Microsoft Dynamics CRM

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A Decade of Dynamics Consulting

by Webfortis 25. February 2014 14:43

Curious about the caliber of Webfortis staff, take a look at this...

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Scalable Security Modeling Whitepaper available for Microsoft Dynamics CRM 2013

by Webfortis 24. February 2014 11:47

Microsoft Dynamics CRM 2013 offers a wide range of security modeling features, and it is important to choose the most appropriate approach to implementing a particular solution. Each feature offers a combination of characteristics that provide a balance between granularity of access control, administrative ease, and impact on scalability. Having an understanding of the underlying mechanisms supporting each security modeling feature can be useful when selecting the best approach to solving a particular challenge, especially when planning to develop a large volume system.

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Merging Entries in Microsoft Dynamics CRM 2011

by Jessica Coombes 18. February 2014 08:35

Have you ever typed in an Account name into CRM only to find the account in the system twice but spelled slightly differently? When you have more than one person entering data into your CRM, it is possible to make duplicate entries. Microsoft Dynamics CRM makes it easy to merge duplicates quickly and painlessly. In this example I am going to merge duplicate accounts, but you can also merge many other entities in your CRM Workplace.

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Tags: crm 2011 | Microsoft Dynamics | Merge | crm2011 | Beginner | Dynamics CRM

Adding Global Ribbon Buttons for All Entities in Dynamics CRM

by Cecil Holmes 11. February 2014 09:55

The Ribbon is the menu located at the top of the CRM Page. The Ribbon includes buttons that are organized in tabs and perform special tasks (see Figure 1). Global Ribbon buttons will appear in the same position on the Ribbon for every Entity. They are useful because they extend the functionality of Dynamics CRM. Adding Ribbon buttons gives the user quick access to built-in functionality of

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Tags: crm 2011 | CRM 4 | Dynamics CRM | Ribbon

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Common CRM Scribe Mapping Errors (and how to fix them)

When starting to use Scribe Insight to integrate/migrate data you’ll likely encounter a host of mapping errors. In fact, after several years of regular use I still see these errors pop up from time...Read more

Public Sector Primer - Unleashing your xRM

Historically, CRM has been a model for helping organizations manage their relationships with existing and prospective customers.  While relevant in the commercial space, CRM has recently made...Read more

CRM 2013 Dependent Option Set

Dependent Option Set The MS CRM 2013 SDK includes an example of how to establish a dependent option set. Recently I had a need to create a Dependent Pick List for a client. This example at first...Read more

Modifying Click-To-Call Hyperlink Properties for CRM 2013 Phone Fields

Came across this little item the other day. After upgrading from Dynamics CRM 2011 to Dynamics CRM 2013, some of the telephone fields on the Contact form were displayed as hyperlinks and some were...Read more

CRM 2013 Field Notifications

In an earlier blog post, we wrote about Form Notifications in CRM 2013. In addition to form notifications, CRM 2013 has also introduced notifications on the field level. Field notifications are...Read more