Tag Archives: CRM

‘Bridging’ the Digital Divide

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Rapidly increased adoption of digital platforms has taken the world of business by storm. In Scotland alone, ‘digital’ contributed £10.3bn to the economy last year, well above the national average. CBI Director-General, John Cridland noted: “Both the public and private sectors have much to gain from harnessing the benefits of digital technology. The UK is   …Continue Reading


Remote Debugging a Dynamics CRM Plugin

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One of the main challenges surrounding the development of plugins for Dynamics CRM, is the difficulty in debugging errors. There are many ways to debug your code, such as checking the event viewer for any exceptions thrown, check the associated system jobs within the CRM UI, making use of the “ITracingService” within your code etc.   …Continue Reading


Cross Origin (CORS) enabled WCF Services over SSL from Dynamics CRM

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The latest W3C standard CORS specification addresses the issue that most browsers simply won’t allow cross domain calls for security reasons. Previous workarounds for Dynamics CRM calls to external web services have included transferring logic from client to server via a dialog or workflow with custom activity, the use of JSONP or using IIS URL   …Continue Reading


Top 8 differences between Dynamics CRM and Salesforce

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Search online for CRM or Customer Relationship Management and you are likely to come across the two main contenders within the CRM arena: Microsoft Dynamics CRM and Salesforce CRM. There are many similarities between the two CRM solutions but there are also some important differences which you should be aware of before making your choice.   …Continue Reading


Timer Control in Dynamics CRM 2015

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After finally getting around to using the new timer control in Dynamics CRM 2015 (although introduced in 2013), it is clear that this is a simple, yet very powerful, graphical way of seeing how much time is left on an open case for example, before it breaches SLA agreements. We did however run into one   …Continue Reading


AutoMapper Configuration and Setup for Dynamics CRM

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The scenario When it comes to mapping objects within .Net AutoMapper is a popular choice.  AutoMappers wiki has many examples of moving between complex to flat structures; custom resolvers for bespoke situations and more.  But implementing mappings between your custom .net typed objects and CRM entities can be a little more complicated, especially when it   …Continue Reading


CRM – adding a custom button to the form ribbon

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  Here’s a quick guide to adding a custom button to ribbon on a form in Microsoft Dynamics CRM 2011 and 2013. In this example, we will be adding a button to the Account form to launch a custom Dialog.           Getting the Customizations XML To get the customizations xml we   …Continue Reading


Why Choose Microsoft Dynamics CRM?

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What is Dynamics CRM? Microsoft Dynamics CRM is Microsoft’s very own Customer Relationship Manager, and has been around since 2003. Dynamics CRM provides a proven business framework for companies to either adapt their own business model to improve customer interaction and accuracy of client data, or a platform to extend and mould, to conform to   …Continue Reading


Accelerated Development with Dynamics CRM

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In the 14 years I’ve worked in the IT industry I’ve been involved in the design and development of numerous business applications and software products spanning multiple industry sectors. The majority of the projects I’ve worked on over that period have been custom solutions delivered via the Microsoft technology stack. Working across a variety of   …Continue Reading