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Tech Blog by CRM Consultancy

This is the area for the dark arts of development, and in particular, web and mobile development. Dynamics and all CRM is all about business rather than technology, but having a good grasp of the technical components running behind the scenes of Dynamics and the Cloud makes for better technical consultancy which we find leads to better business decisions

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Dynamics has always had an excellent Workflow Engine to add automated logic or tasks to a solution. However this Workflow is restricted to actions within CRM itself, and needs additional input from a Plugin or Custom Workflow Action to implement logic outside CRM for calling a Webservice or implementing other Integrations. Flow changes the rules for us here.... More

Using Flow as a Cloud Workflow–Worked Example

Paul McQuillan | 28/03/2018 08:00:00

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Dynamics CRM gives us access to an API that allows us to Read, Update, Create and Delete Records from Apps that we develop – this has been a core part of Dynamics CRM since its inception, as Webservice driven development has become the norm. Using this API allows us to perform bulk operations to help manage the data we.... More

Data Management using the Dynamics SDK

Paul McQuillan | 19/02/2018 08:00:00

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When working with the SharePoint Client Object Model to remotely access Documents and Lists held in Office 365, we encountered the following error message: An unhandled exception of type 'System.Xml.XmlException' occurred in System.Xml.dll Additional information: For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass.... More

SharePoint Client Object Model, DTD is prohibited in this XML Document?

CRM Consultancy | 15/09/2017 15:00:00

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Say we currently have a Chart that allows us to compare our Opportunity Pipeline by a number of different criteria - including by Region or by Business Type. However we have a requirement to filter by BOTH Region and Business Type to divide the Bar Chart accordingly..... More

Dynamic Dashboards–Adding a Composite Field

James Binnie | 29/06/2017 09:30:00

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  1. Copy the QVD file for our Dashboard App into our Production Folder 2. Open the Qlikview Management Console – we can open the Qlikview Management Console and browse to the Documents Tab, and the Source Documents Section, this will then show all the QVD Files in the our Production Source Folder.  Here we should be able.... More

Qlikview, scheduling Dashboard Distribution

CRM Consultancy | 26/04/2017 10:22:00

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Qlikview is all about associations – in finding the common links in the data that relate Entities in the raw data together. In SQL this might be done as a LEFT or INNER JOIN using a Foreign Key to a Primary Key. In Dynamics, this could be done via a Link.... More

Qlikview, adding associations in our data

CRM Consultancy | 26/04/2017 10:21:00

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Qlikview Apps pull data from different locations to build associations in that data and then present the data as a new Dashboard – this article is aimed at providing a step-by-step introduction to how we can get started with Qlikview and writing basic script to read a particular source of data, and then for the script to define which Fields.... More

How to add a new Datasource to our Qlikview Application.

CRM Consultancy | 19/04/2017 18:00:00

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The SharePoint Client Object Model allows common SharePoint operations to be performed using a simple lightweight Webservice - and so is very useful when working with Apps that integrate with SharePoint, such as Dynamics CRM and Portals. Client Object Model - This was introduced in SharePoint 2010 and then carried over into future versions of SharePoint..... More

SharePoint Client Object Model – Max Message Size

CRM Consultancy | 02/11/2016 11:00:00

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Often when we want to query CRM we want to loop in another entity – this is particularly true when building reports or dashboards where data often needs to be pulled from multiple locations, and is common when working with relational databases. As an example, when working with Sales Opportunities we may also want to retrieve the Customer Account.... More

Reporting using Link Entities in CRM

CRM Consultancy | 27/09/2016 09:30:00

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Cloudbridge offers a CRM Record Area Webcontrol that allows us to define a simple Form to show a Record from Dynamics CRM – and this provides traditional functionality to allow the User to edit the controls in the Form and click Save to passes these updates back to CRM. However this process of Loading the Page and then Posting.... More

Portal - Real-time Editing of CRM Records

CRM Consultancy | 30/08/2016 10:00:00

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When upgrading Custom Javascript in CRM from CRM 2011 to 2013 and beyond, most script will migrate across just fine. (on the proviso that any of your Javascript is in CRM 2011 format, and not depending on the old depreciated CRM 4 model!) However one quick piece of information that may help when upgrading is.... More

Upgrading CRM 2011– Fix getServerUrl Script Error

CRM Consultancy | 25/08/2016 10:00:00

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When upgrading CRM 2011 to the newer versions of Dynamics CRM, this can trigger hidden SiteMap and Ribbon errors – and as these manifest as Javascript errors, these can be difficult to diagnose and resolve. One such is where accessing Cases in the CRM Service Menu stubbornly fails to load, instead triggering a Javascript error – and this javascript.... More

Upgrading CRM 2011 - Fixing the SiteMap after Upgrade

CRM Consultancy | 25/08/2016 10:00:00

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The following brief article describes how we make an attribute available in ASPX Markup, as opposed to be set in the Server Code-behind:     So if we have an existing Webcontrol that is available within the Markup:   [ParseChildren(true, "")] [PersistChildren(true)] [ToolboxData("<{0}:DocumentList runat=server></{0}:DocumentList>")] public class DocumentsList : WebControl.... More

Exposing ASP.Net Webcontrol Attributes via Markup

CRM Consultancy | 24/08/2016 18:00:00

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When it comes to creating a custom Entity in Dynamics CRM, the possibilities are quite possibly endless. One of the reasons for writing this blog comes from an initial setting that is mandatory for all customer Entities – Ownership. As shown below there are only 2 settings to choose from, Organization or User or Team, both have valid uses depending.... More

Change a Custom Entities Ownership in CRM

James Binnie | 12/07/2016 17:28:02

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True Management Reporting involves not just giving a User a simple static Report – but instead providing the series of tools that allows a User to sit above the stream of data and ask questions key to their business and the Key Performance Metrics they needs to be testing against. Qlikview is a brilliant tool for this.... More

Using Qlikview to Manage Properties by Price Reductions

CRM Consultancy | 18/05/2016 13:17:00

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