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Channel: C5 Insight Blogs - Business Strategy, SharePoint, Dynamics CRM, Salesforce.com, Collaboration and Relationship Management - Technical
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Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in...

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Microsoft Ignite 2015–Day 2

In today's tales from the field, I take you through each session of my day, but also give you a quick look back at something I omitted from the day 1 keynote.  The sessions cover the gamut from...

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Microsoft Ignite 2015–Day 3

Well this was the day I had been waiting for.  If you’ve wanted to get more information on SharePoint 2016, today’s recap is for you!  I’ll briefly review some tips from the great duo of Todd Klindt...

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Microsoft Ignite 2015–Day 4

As we near the end of Ignite, day 4 was still filled with some great technical sessions.  I’ll give you a rundown of everything from SQL High Availability, best practices for branding and page design...

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Microsoft Ignite 2015–Day 5

We’re at the end of day 5 here in Chicago, home of the Microsoft Ignite conference 2015.  It’s been a packed week, and in this final post of my daily recaps, we’ll validate the awesomeness of Visio for...

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Dynamics CRM Versions and Array Method “indexOf”

For one of my recent projects there was a requirement where I had to check the logged in user’s security roles, to find out if the user had been assigned a particular security role. If the user had the...

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How to use Javascript on Dynamics CRM 2011/2013/2015 form

In this blog I am going to give you a brief explanation about how to use JavaScript libraries at the form level as well as how to create new JavaScript libraries in Microsoft Dynamics CRM 2013 and...

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Coding for Special Characters in SalesForce.com Javascript

Often times, things are never as simple as they seem when beginning a portion of a project. Recently, I was asked to create a button on a Salesforce.com form that would take data from the existing...

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Dynamics CRM Online - The User ID Associated With The Current Record Is Not...

One of the big guys emailed me not long ago with this plea, “Help me Paige Wan Kenobi, you're my only hope.” Well that wasn’t the exact message, I paraphrased. It was more “I need one of you CRM...

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2 Easy Ways to Calculate Working Days Inside a SharePoint Workflow

I’m in the midst of two different major workflows for clients right now, one of them being an HR New Hire Onboarding request and approval process.  One small but critical requirement of the process...

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Business Rule or JavaScript in Dynamics CRM…that is the question

With the first release of Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. This feature is named Business Rules. The...

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Application Publisher vs. Stored Procedure

When building an integration between business systems, or even simply performing a migration from a business system to a flat file extract, a great way to find and extract the data you need is using an...

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Single-Threaded vs. Multi-Threaded Translations

When performing a migration or integration of data, one consideration that should be high on your list is translation performance. Perhaps you’re looking to translate just a small amount of data...

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Scribe’s 7.9 Release Multi-Threaded Integration Processes

The new Scribe Insight 7.9 release offers multi-threaded integration processes for all four of the integration process types available within the Scribe Console, but, let’s clarify. As you may (or may...

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Replace Tasks with Queues for Inside Sales Productivity

Inside Sales teams are rapidly replacing traditional sales teams.  This approach to sales is resulting in significant productivity gains, improvements in responsiveness to prospects and customers, and...

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Debugging Plug-in Made Easy for Dynamics CRM Online

Is Exception Handling one of the easiest ways to track values of variables used in C# plugin for Dynamics CRM Online? It was really helpful for me, when I found that developers can use the Profiler in...

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Resolve Stubborn Missing Reusable Workflows in SharePoint Designer

Recently I went through a multi-month ordeal with Microsoft support in trying to resolve a tough issue with workflows, so I definitely want to share the simplistic resolution with others.  I’m not...

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Getting the Website URL When Importing Leads Into CRM

Ever received a trade show list after an event that has email address but doesn’t have website, with a request to import it into your CRM solution?  You know those website URLs are locked up inside of...

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Using AutoSPInstaller to Build a Three-Tier SharePoint 2013 Farm – Part 1

If you’ve ever installed SharePoint before (and especially 2013), you know what a joyous amount of fun it is to do it all by hand.  If you had a bit more experience, then you knew you could (and did)...

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Creating a Neglected Accounts View in CRM 2015 UR1+

Everyone wants to know which of their accounts have not been followed up recently.  But using the Neglected Accounts report is just sooo 1995.  Nobody uses reports anymore – we want everything as a...

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