Useful MS Dynamics CRM Articles – Part 2

This last couple of weeks have been very very busy.  However, I still have some good articles that I am going to record. I used the following 2 articles to setup a large update on a few thousand records. Importing and Updating Records in Microsoft Dynamics CRM Changing the Lookup Reference When Importing Related Data   And something Read more […]

Useful MS Dynamics CRM Tools Part 1

I decided to start  a list of useful tools and articles that I find each week. Today I was working on something that I needed to do at work.  I have a workflow that I built kind of after the fact.  It is a workflow that is triggered on a field update. I am turning off another workflow that updates that field but I still needed to kick off this Read more […]

MS Dynamics CRM – Recording Negative Durations

I recently needed to track available support minutes where the minutes went into a deficit.  The only problem in MS Dynamics CRM is that duration fields cannot be negative.  Some people would say to just use a regular number field. That was not entirely something I could do since the values being subtracted from the available support minutes were Read more […]

Business Rules in MS Dynamics CRM – What are they?

The official definition from Microsoft is: Simple declarative interface to implement and maintain fast changing commonly used business rules that will be applied to main and quick view forms or to an entity. So what does that really mean in terms of the application and data?  First, let’s talk about what is a business rule.   Wikipedia defines Read more […]

8 Things I Hate and Like About MS Dynamics CRM

I’ve been working with MS Dynamics CRM Online (the subscription version) for about 9 months now.  I’ve come to hate and like parts about it.  That is the nature of working with these types of complex systems. It’s always to get through the bad stuff before you get to the good stuff.  So without further ado, the bad: Building workflows through Read more […]