• Calling Your Dynamics CRM Customers with Skype

      Roshan Mehta, 21 January 2013

      Update Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r

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    • User Interface Changes in Dynamics CRM 2011

      Roshan Mehta, 20 January 2013

      If you have signed up for a trial version of Microsoft Dynamics CRM 2011 lately, you may have noticed the slick new user interface. The new look is part of update rollup 12 and includes a few cool new features which I will run through in later posts. For now, let’s get familiar with the change

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    • Duration Fields in Dynamics CRM 2011

      Roshan Mehta, 16 January 2013

      Microsoft Dynamics CRM 2011 has been out for a while now so you probably know about custom duration fields. Duration fields were previously found only on system entities and there was no way of adding custom ones to entity forms. In this post, we will take a closer look at duration fields and unders

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    • Dynamics CRM ExecuteMultipleResponse – Analysing the Results

      Roshan Mehta, 10 January 2013

      To conclude my series on the new ExecuteMultipleRequest as part of the December 2012 release for Microsoft Dynamics CRM 2011, we will take some time to take a look at the information made available within the ExecuteMultipleResponse. This includes the IsFaulted and Responses properties. I have run a

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    • Dynamics CRM Execute Multiple – Performance Tests

      Roshan Mehta, 09 January 2013

      In my last post, I wrote about the new ExecuteMultipleRequest available in the December 2012 release of Microsoft Dynamics CRM 2011. I can conclude that this new method is fast, but how much faster is it than running single transactions at a time? To answer this question, we will conduct some tests

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    • ExecuteMultipleRequest in Dynamics CRM 2011

      Roshan Mehta, 08 January 2013

      I am excited to announce my favourite feature of the December 2012 release of Microsoft Dynamics CRM 2011 – the ExecuteMultipleRequest. This addition to the CRM SDK allows developers to create, update, and delete records in bulk for both on-premise and online deployments. In this blog, I will

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    • Considerations when building APIs for CRM 2011

      Roshan Mehta, 04 October 2012

      Our development team has been working on an API to pull and push data to and from a large system built on the Microsoft Dynamics CRM 2011 platform. The API would be used to present data in JSON format to make it easy for a website to display the information in a user-friendly manner. It would also a

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    • Pros and Cons of Dashboards in CRM 2011

      Roshan Mehta, 11 October 2012

      Dashboards are a very popular feature in Microsoft Dynamics CRM 2011 and allow users to analyse data quickly through visualizations. These visualizations include charts, lists (views), web resources, and iFrames. In this blog, we will take a look at some of the pros and cons of dashboards and their

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    • Understanding the CRM 2011 Data Structure

      Roshan Mehta, 18 October 2012

      One of the great things about Microsoft Dynamics CRM is the ability to track relationships between different entities in the system. This allows users to see a 360 degree view of customers to perform timely follow-up and establish better relationships with the people that matter most. In this blog,

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    • Chart Types in Dynamics CRM 2011

      Roshan Mehta, 16 November 2012

      By default, Dynamics CRM 2011 allows users to work with a number of different chart types within the application. The available chart types include column, bar, area, line, pie and funnel but CRM also supports chart types defined in the .NET 3.5 controls. In this post, we will look at how to easily

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    • Programmatically Retrieve Documents from SharePoint

      Roshan Mehta, 16 December 2012

      We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge

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    • Quickly Create Reports for CRM 2011 with BIDS

      Roshan Mehta, 12 December 2012

      Business Intelligence Development Studio (BIDS) is a tool used by report designers to create custom reports for Dynamics CRM 2011. Reports can also be created from within the CRM application via the Report Wizard, but in this post we will take a look at the built in report wizard inside BIDS. Note t

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    • Converting a Personal Chart into a System Chart

      Roshan Mehta, 01 November 2012

      As a CRM 2011 administrator, how many times have you built a system chart for your end users only to find out that it’s not exactly what they wanted? Sometimes what is requested and what is built are two totally different things and you just end up looking silly in front of your end users. A n

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    • Amazing 3D Charts in Dynamics CRM 2011

      Roshan Mehta, 19 November 2012

      Everything looks better in 3D! Your favourite movie or video game brings forward a whole new experience when things are displayed in 3D. This blog is targeted to the hard working CRM users around the world who don’t have time to watch movies or play video games by introducing three dimensional

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    • CRM Report Wizard – The Foundation for Custom Reports

      Roshan Mehta, 29 November 2012

      The CRM 2011 Report Wizard is a nice way for general users to build personal reports which they can then share with other users. Users are restricted to the default report layout which consists of a light-blue colour scheme and simple formatting which cannot be changed from the CRM interface. In thi

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