Category Archives: Customisation

CRM 2011 Integration with SharePoint: Taking a Deeper Look

One of the best new additions to CRM 2011 is tight integration with SharePoint 2010 for storing documents.  In the past when using v3 or v4, CRM Projects have been forced to develop custom code to integrate CRM with SharePoint, … Continue reading

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Posted in CRM 2011, Customisation, MSCRM, SharePoint | Tagged , , , | 22 Comments

Tips for improving the User Experience in Dynamics CRM

Dynamics CRM provides a powerful set of features to tailor a solution’s appearance for a particular client or business model, however as these features do not correspond to functionality these can be overlooked. As the focus of a project can … Continue reading

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Posted in Consultancy, Customisation, MSCRM | Tagged , | Leave a comment

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

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

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

Dashboards in CRM 2011

Dynamics CRM 3 and 4 could often feel like a Database-driven system given that Users were restricted to looking at data within a single entity at a time – a user would be looking at the list of their Opportunities … Continue reading

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Posted in CRM 2011, Customisation, MSCRM | Tagged , , | 18 Comments

Drop-down Country Selection via Picklist in MSCRM

This old chestnut cropped in up one of my projects recently – is an often requirement to replace the free-text MSCRM Country field with a drop-down list such that users can select a particular country and so avoid incorrect/ambiguous typing … Continue reading

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Posted in Customisation, JavaScript, MSCRM, Technical | 8 Comments