Author Archives: crmconsultancy

Using jQuery in CRM 2011

With the introduction of Web Resources to CRM 2011, the model for client-side scripting changes completely – in the past we were restricted to embedding chunks of Javascript into the CRM Database to enable certain client side actions, and beyond invoking … Continue reading

Rate this:

Posted in CRM 2011, Development, JavaScript | Tagged , , , | 13 Comments

Using LINQ in CRM 2011 Plugins

One of the technical points that CRM 2011 has introduced is the ability to use LINQ queries to invoke the CRM Service as opposed to the traditional Execute methods or FetchXML. This allows the use of both simple LINQ queries … Continue reading

Rate this:

Posted in CRM 2011, Development, LINQ, Technical, xRM | Tagged , , | 9 Comments

Filtered Lookups in CRM 2011

Often when working with CRM Projects we can see requirements where we require a selection of other CRM records filtered to only records that are associated with an earlier user selection.  A common example would be selecting a key contact … Continue reading

Rate this:

Posted in Consultancy, CRM 2011, JavaScript | Tagged , , , | 20 Comments

Solutions in CRM 2011

One of the common problems using previous versions of Dynamics CRM was managing the various customisations throughout a project, particularly when thinking of developing reusable sets of customisations that could be deployed to multiple CRM Solutions. The only method we … Continue reading

Rate this:

Posted in Consultancy, CRM 2011, Customisation | Tagged , | 3 Comments

FAP and what makes a ‘good document’

For a long time before any software is purchased or code written a software or change management project only exists as a series of documents which lay out what the project is hoping to achieve – as such for CRM … Continue reading

Rate this:

Posted in Analysis/Design Documents, Consultancy, Documentation | Tagged | 2 Comments

Shared Picklists in CRM 2011

Often when working on CRM Projects we will want to present the user with a drop-down list of options for a field that we would then want to see repeated at different points within the user’s business process – for … Continue reading

Rate this:

Posted in CRM 2011, Customisation, MSCRM | Tagged , | 4 Comments

Plugins in CRM 2011

When looking at Plugins in CRM 2011, it is important to break this post down into two separate sections – with a link to a follow-up third section linking to a separate post on this blog detailing how to incorporate … Continue reading

Rate this:

Posted in CRM 2011, Development | 21 Comments