CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, discusses a lesson learned by way of a cautionary tale. ‘Read and heed’ as my professors used to say. If you ever watched the television series Lost, you know about the “Others.” These were mysterious inhabitants of the island who were often at odds with the…Read more
People frequently need to use client scripts to create dependent drop-down (picklist) fields. You can find many different approaches to do this in the CRM Forums and blog posts. We have had a “Dynamic Picklist” sample in the SDK for some time, but I received feedback that it didn’t work so well. The effort to…Read more
The purpose of a dynamic pick list is to allow you to make modifications to the list with as little impact as possible. Static list are effective for data that doesn’t change often. For list values that need updating, a dynamic pick list is the trick. In addition, you could use the same technique to…Read more
The Microsoft CRM workflow functionality provides very flexible tools to model automated process. A prime example of automated process is assigning a Lead to a particular Sales Representative based on certain criteria. In this post I will provide an overview that demonstrates how to assign the lead, set the Territory, notify the sales rep of…Read more
Our guest blogger is CRM MVP Jim Wang joining us from Reading England. Jim blogs regularly at Microsoft Dynamics CRM – Jim Wang’s technical blog [MVP]. CRM 4.0 doesn’t have many out-of-box user controls, such as multi-select picklists. The standard CRM picklist can only save one value in the database, it’s not easy to extend…Read more