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Sonoma Partners Microsoft CRM and Salesforce Blog

Blog about Microsoft CRM software and related technologies from an award-winning consulting firm and co-authors of the Microsoft Press books "Working with Microsoft Dynamics CRM 2011" and "Microsoft Dynamics CRM 2011 Step by Step".

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Sonoma Partners Microsoft CRM and Salesforce Blog | blog.sonomapartners.com Reviews

https://blog.sonomapartners.com

Blog about Microsoft CRM software and related technologies from an award-winning consulting firm and co-authors of the Microsoft Press books "Working with Microsoft Dynamics CRM 2011" and "Microsoft Dynamics CRM 2011 Step by Step".

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blog.sonomapartners.com blog.sonomapartners.com
1

Sonoma Partners Microsoft CRM and Salesforce Blog: CRM Online Spring 2015 Immersive Excel

http://blog.sonomapartners.com/2015/05/crm-online-spring-2015-immersive-excel.html

Sonoma Partners Microsoft CRM and Salesforce Blog. CRM Online Spring 2015 – Immersive Excel. May 1, 2015. Microsoft recently announced the CRM Online Spring Release ‘15 and subsequently lifted the NDA around the release and therefore it’s time to start posting about all the great new features coming! This post will cover the new Immersive Excel feature that Microsoft is rolling out. What can it do? So what can the new Immersive Excel feature within Dynamics CRM do? You currently cannot do perform a Save ...

2

Sonoma Partners Microsoft CRM and Salesforce Blog: How Changing Nothing Can Change Everything: M.Holland & Mobility

http://blog.sonomapartners.com/2015/05/how-changing-nothing-can-change-everything-mholland-mobility.html

Sonoma Partners Microsoft CRM and Salesforce Blog. How Changing Nothing Can Change Everything: M.Holland and Mobility. May 6, 2015. We can do this in a better way. Take it to the field. No wheel to reinvent. IT to the rescue. M Holland’s IT team laid the framework that allowed our UX team to create the mobile solution that they were looking for. Take a tour of two of the app screens below:. Account Canadian Ship To. 0160;     What do I need to work on? Finding the answer to both of these questions used t...

3

Sonoma Partners Microsoft CRM and Salesforce Blog: Let Lightning Processes change the way you Workflow – Invoking Apex

http://blog.sonomapartners.com/2015/03/let-lightning-processes-change-the-way-you-workflow-invoking-apex.html

Sonoma Partners Microsoft CRM and Salesforce Blog. Let Lightning Processes change the way you Workflow Invoking Apex. March 10, 2015. Of this series, we looked at the new feature released in Spring ’15 called Lightning Processes and we did a basic comparison between it and Worflows. In part 2. As an example for today, let’s say we have a custom field on Account called Sample Field 1, and the requirement is whenever Industry is changed we want to copy the value to Sample Field 1. Once we have this class s...

4

Sonoma Partners Microsoft CRM and Salesforce Blog: Invocable Actions Part 2 – Discovering your web services

http://blog.sonomapartners.com/2015/05/invocable-actions-part-2-discovering-your-web-services.html

Sonoma Partners Microsoft CRM and Salesforce Blog. Invocable Actions Part 2 Discovering your web services. May 11, 2015. Of this series, we talked about what Invocable Actions are, and the problems they are attempting to address. In this part, we’ll talk about how to go about discovering the Invocable Actions already available in your organization. After signing in, navigate to Utilities REST Explorer. Note that there may be custom actions listed for your organization even if you haven’t written any code...

5

Sonoma Partners Microsoft CRM and Salesforce Blog: Invocable Actions Part 1 – Salesforce web services revisited

http://blog.sonomapartners.com/2015/05/invocable-actions-part-1-salesforce-web-services-revisited.html%20

Sonoma Partners Microsoft CRM and Salesforce Blog. Invocable Actions Part 1 Salesforce web services revisited. May 4, 2015. When building custom applications on top of the Salesforce platform, it’s not unusual to need web services beyond those that are provided out of the box. The reasons for needing them are many, but generally consist of one (or more) of the following core reasons:. Wanting transactional support when creating records of different types. Consolidating business logic in one platform.

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crmintherealworld.blogspot.com crmintherealworld.blogspot.com

CRM in The Real World: Microsoft CRM Multi Select Picklists, Many to Many Relationships and Advanced Find

http://crmintherealworld.blogspot.com/2009/07/microsoft-crm-multi-select-picklists.html

CRM in The Real World. A real world view of how Customer Relationship Management Software can be used to make a real difference. (Slight bias towards Microsoft CRM). Tuesday, July 28, 2009. Microsoft CRM Multi Select Picklists, Many to Many Relationships and Advanced Find. By Adi Katz. The best thing about Adi’s solution is that the IFrame is automatically refreshed after updating your selections. Industries will only appear as a Related. Entity in Advanced Find if the display option is set to “Use...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: июня 2010

http://crmmagic.blogspot.com/2010_06_01_archive.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Воскресенье, 20 июня 2010 г. Расширенная обработка OnSave для форм в которых есть диалоги закрытия. Все разработчики кто занимался скриптами для CRM читал эту статью. Microsoft Dynamics CRM 4.0. Пятница, 18 июня 2010 г. Microsoft Dynamics CRM 4.0. Среда, 16 июня 2010 г.

crmintherealworld.blogspot.com crmintherealworld.blogspot.com

CRM in The Real World: Microsoft CRM 2011 New Features–Dynamic Marketing Lists

http://crmintherealworld.blogspot.com/2010/10/microsoft-crm-2011-new-featuresdynamic.html

CRM in The Real World. A real world view of how Customer Relationship Management Software can be used to make a real difference. (Slight bias towards Microsoft CRM). Wednesday, October 27, 2010. Microsoft CRM 2011 New Features–Dynamic Marketing Lists. Today’s feature is simple but I can see lots of uses for it. You now have the ability to create Dynamic Marketing Lists. Subscribe to: Post Comments (Atom). Subscribe in a reader. View my complete profile. Ben Walters InfoPath MVP. Off to big blue pastures.

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: сентября 2011

http://crmmagic.blogspot.com/2011_09_01_archive.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Суббота, 3 сентября 2011 г. Работа с 1С 8.х из .Net приложений при помощи dynamic типов. 1С начиная с версии 8.0 предоставляет более-менее адекватный механизм работы с данными и метаданными системы - COM объект. Подписаться на: Сообщения (Atom). ICQ 304 854 434. В реалиях ...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: января 2011

http://crmmagic.blogspot.com/2011_01_01_archive.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Среда, 19 января 2011 г. CRM 40 - присвоение инцидента очереди. У меня была задача в соответствии с которой мне необходимо было присвоить инцидент в произвольную очередь. В MSDN есть замечательный пример. Microsoft Dynamics CRM 4.0. Суббота, 8 января 2011 г. ICQ 304 854 434.

crmintherealworld.blogspot.com crmintherealworld.blogspot.com

CRM in The Real World: July 2009

http://crmintherealworld.blogspot.com/2009_07_01_archive.html

CRM in The Real World. A real world view of how Customer Relationship Management Software can be used to make a real difference. (Slight bias towards Microsoft CRM). Tuesday, July 28, 2009. Microsoft CRM Multi Select Picklists, Many to Many Relationships and Advanced Find. By Adi Katz. The best thing about Adi’s solution is that the IFrame is automatically refreshed after updating your selections. Industries will only appear as a Related. Entity in Advanced Find if the display option is set to “Use...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: Отчёт использования CRM пользователями системы

http://crmmagic.blogspot.com/2010/04/crm-usage-report.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Вторник, 13 апреля 2010 г. Отчёт использования CRM пользователями системы. Один из моих клиентов пожелал иметь возможность просматривать лог работы пользователей в CRM. Я знал, что MVP Дэвид Дженнавей ( David Jennaway. Создал такое решение основываясь на логах IIS. Задача ...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: Использование маппинга атрибутов сущностей из JavaScript

http://crmmagic.blogspot.com/2010/04/attribute-mapping-using-java-script.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Вторник, 20 апреля 2010 г. Использование маппинга атрибутов сущностей из JavaScript. Я тестировал мой скрипт на маппинге между бизнес партнёром и контактом. Добавил следующий скрипт на обработчик изменения поля parentcustomerid:. Http:/ www.w3.org/2001/XMLSchema. Q1:LinkFr...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: Offtopic: как стоит разрабатывать код

http://crmmagic.blogspot.com/2011/01/offtopic.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Суббота, 8 января 2011 г. Offtopic: как стоит разрабатывать код. Подписаться на: Комментарии к сообщению (Atom). Фриланс разработчик со специализацией Microsoft Dynamics CRM. ICQ 304 854 434. MVP - кто они? Импорт данных из CardScan в Microsoft Dynamics CRM 4.0. Плагин для...

crmmagic.blogspot.com crmmagic.blogspot.com

Трудовые будни фрилансера-разработчика MS CRM: CRM 4.0 - функция, которая возвращает лукап текущего пользователя

http://crmmagic.blogspot.com/2011/07/crm-40.html

Трудовые будни фрилансера-разработчика MS CRM. Моё имя - Бутенко Андрей (Аззик для друзей). Я работаю разработчиком под Microsoft Dynamics CRM. В этом блоге я буду публиковать мысли, идеи и интересные решения связанные с Microsoft CRM. Воскресенье, 24 июля 2011 г. CRM 40 - функция, которая возвращает лукап текущего пользователя. Просто для быстрого доступа. Xml version='1.0' encoding='utf-8'? Soap:Envelope xmlns:soap='http:/ schemas.xmlsoap.org/soap/envelope/'". Q1:EntityName systemuser /q1:EntityName ".

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