• Creating Naming Plugins in Dynamics CRM 2011

      Roshan Mehta, 29 March 2012

      In this post, we will take a look at how we can write a plugin to set the primary field for an entity. This is important because lookup views MUST have the primary field as the first column. Unfortunately for system customizers, this field cannot be removed from the view. For example, I have created

      Read the full article here
    • Hiding Date in CRM DateTime Attributes

      Roshan Mehta, 03 March 2010

      When creating a new DateTime attribute in Microsoft Dynamics CRM 4.0, the format drop-down-list only allows the customizer to select one of two values: Date Only or Date and Time. But what if you want to create a new attribute to show the time only? I came across this scenario when wanting to add in

      Read the full article here
    • Microsoft Dynamics CRM Deletion Service

      Roshan Mehta, 17 March 2010

      Recently, I was working on importing Product, Unit, and Account information from a CSV file for one of our clients. I decided it would be faster to manually input the units into CRM, since there weren’t too many units to create. However, a colleague of mine suggested that it's good practice to creat

      Read the full article here
    • Deploying Customizations to a Live Server

      Roshan Mehta, 31 March 2010

      I had the chance to deploy a clients CRM implementation from our test server to their live server, including all custom CRM pages that we created. The implementation consisted of quite a few new custom entities, as well as customizations to the site map. I began by first publishing all customization

      Read the full article here
    • Phone Number Formatting in CRM

      Roshan Mehta, 06 May 2010

      I have seen first-hand many phone number details for a customer record stored in a messy format. Sometimes the phone number is missing a country code or an area code, or simply has been entered so quickly into the system, that the user entering the data completely missed out a digit. This can cause

      Read the full article here
    • Custom CRM Search Feature

      Roshan Mehta, 20 May 2010

      When I think of search features within CRM, I think of Advanced Find and Quick Find views at the application level, and lookup fields at the entity level. These are extremely powerful features that are all part of the “out-of-the-box” product. Advanced Find allows you to create your own custom queri

      Read the full article here
    • CRM Report Filtering

      Roshan Mehta, 03 June 2010

      I have been working on a few complex reports for different clients over the past few weeks and have run into a few problems with getting the report to display the correct data. For example, I had to create a custom Account Overview report which was intended to be run against a single Account, and di

      Read the full article here
    • Migrating Data Into Dynamics CRM 4

      Roshan Mehta, 17 June 2010

      Data Migration is a massive step of implementing Microsoft Dynamics CRM. As a business, rather than throw away all the data that you have stored in your old system, you'd want to keep all that data and move it from the old system into CRM. This is a process that requires a lot of time and effort, an

      Read the full article here
    • Generating Barcodes in CRM 4

      Roshan Mehta, 25 June 2010

      I have had the privilege to work on a fun task for one of our clients - generating barcodes in CRM. The client requested that a custom CRM report be generated which displays a list of children that belong to a particular class in a church. The report prints out the child’s name, ID number, and a bar

      Read the full article here
    • Programmatically Controlling Security in Dynamics CRM

      Roshan Mehta, 01 July 2010

      Security in Microsoft Dynamics CRM 4.0 is controlled by Security Roles. Security Roles determine which entities a particular user can access, and which records for those entities a user can interact with. If a user does not have the privileges to interact with a particular entity, they will not see

      Read the full article here
    • Extending Quick Find Functionality Using Advanced Find

      Roshan Mehta, 23 July 2010

      The Quick Find functionality of Microsoft Dynamics CRM 4.0 is a great tool to easily search for active records from within the entity’s grid view. The Quick Find view can be customized out-of-the-box to allow you to configure sorting, add view columns, or add find columns. However, sometimes it is d

      Read the full article here
    • Simple Integration between Bing Maps and Microsoft Dynamics CRM 4.0

      Roshan Mehta, 05 August 2010

      I have recently been speaking with a representative of a local transport company providing bus charter services to various businesses and individuals in different parts of the country. The transport company currently uses a system which lacks the ability to accurately calculate travelling distances

      Read the full article here
    • Using Custom Extensions to Integrate Bing Maps and Microsoft Dynamics CRM 4.0

      Roshan Mehta, 19 August 2010

      In my previous post, I showed you a simple way to integrate Bing Maps with Microsoft Dynamics CRM 4.0 using iFrames and address data on a custom Dynamics CRM form. In this post, I will show you how to display a map for an Account record in a custom ASPX page. The idea behind this integration is to o

      Read the full article here
    • Advanced Integration between Microsoft Dynamics CRM 4.0 and Bing Maps

      Roshan Mehta, 10 September 2010

      In my past posts I have already shown you how to display a map inside a Microsoft Dynamics CRM 4.0 iFrame as well as a custom ASPX page using the Bing Maps service. Now, I will merge these two techniques together and display the driving directions between two locations on a custom ASPX page which w

      Read the full article here
    • Creating One Dimensional Barcodes for Courier Post Labels

      Roshan Mehta, 22 September 2010

      In the past, I had the opportunity to generate one-dimensional barcodes using data stored within Microsoft Dynamics CRM 4.0. These barcodes used the Code39 barcode standard, which was quite simple to generate using a barcode font. However, one-dimensional barcodes for Courier Post labels require th

      Read the full article here