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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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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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When we work with SQL Reporting Services we will often use Currency Amounts and Date fields to present data back to the Report User. By default, SSRS will assume we are working against a US Culture and so present as per the following: SSRS Expression .... More

How to set the Culture of a SSRS Report

CRM Consultancy | 25/04/2016 08:30:00

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Bootstrap provides us with a common look and feel that we can apply to our Portals and Custom Screens that work with Dynamics CRM.   One the elements that Bootstrap (and various Bootstrap Themes such as AdminLTE) provides for us is styled Form-Controls and variants for Success/Error/Info based on the user’s input to a screen.   .... More

Using Graphical Bootstrap Form-Controls

CRM Consultancy | 21/04/2016 17:00:00

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Qlikview allows us to add Chart Tables to our Dashboard to plot data or aggregated data over groups – and these groups can often represent groupings by date for Day, Week or Month. By default our Chart Table will present each Dimension as a New Row, with the Expressions as additional Columns: This format can be.... More

How to flip a Qlikview Chart Table

CRM Consultancy | 15/04/2016 08:00:00

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Many ASP.Net Websites use Viewstate to exchange the state of controls on a Page between the Client and the Server, as this works to build web applications that retain the concept of state-fullness or the user’s current page-state between Postbacks into what is the fundamental stateless nature of the web.   Viewstate is then posted back from the.... More

How do we fix the ‘Validation of Viewstate MAC failed’ error

CRM Consultancy | 12/04/2016 14:08:17

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When we want to retrieve multiple records back from CRM using the Webservice API, we use a Query Expression object in the code to define the Entity, Records and Columns we want to retrieve back from CRM. This Query Expression is declared like any other object in our Plugin Code or Page Code-behind, and so defined in code to.... More

Dynamics CRM and Fetch XML

CRM Consultancy | 08/04/2016 15:42:00

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This article is aimed at exploring how Link Entities to represent Database JOIN Operations when developing with Dynamics CRM – and how typical Database Operations can be replicated in CRM Query Development and the Advanced Find in CRM.   Databases 101 If we were retrieving a block of data from a Database, we would first write a.... More

Dynamic CRM Query Expressions and Link Entities

CRM Consultancy | 08/04/2016 13:06:34

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As Dynamics CRM is a web-based application, we can open various screens by simply providing a URL Link – so we might provide a Salesperson with a quick link to open a new Opportunity Record via the following: https://mycrm.crmcs.co.uk/main.aspx?etn=opportunity&pagetype=entityrecord Opening this link will then directly browse into the New Opportunity Form which can.... More

New Records in CRM with Pre-Populated Values

CRM Consultancy | 07/04/2016 11:36:23

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Now we have defined a Basic Data Map to see Scribe Online in action – we can take the ‘kid gloves’ off and look at a more practical map. After the Connections have been set, this gives us a number of Commands that we can drag into the Execution area: Add.... More

Scribe Online: Defining an Advanced Data Map

CRM Consultancy | 31/01/2016 16:01:51

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Our first step in any migration or integration is to define where our data is coming from and then where this data is going to – and when using Scribe, this is defined as a pair of Connections that our Data Map will then use. We create these Connections one after each other in the Connections area of Scribe.... More

Scribe Online: Set your Connections

CRM Consultancy | 31/01/2016 13:07:36

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After defining our Connections in Scribe Online, we can then look at defining a Basic Map to pass data from Source to Destination. So our next step is configure how the data will be migrated from the Source to the Destination – to do this, we work our way through these steps: Give our Data.... More

Scribe Online: Defining a Basic Data Map

CRM Consultancy | 31/01/2016 11:00:17

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Most if not all Web-based Applications maintain a concept of Sessions (per-user) or Application (system-wide) caching, so common variables and attributes are not being loaded from storage (such as from Dynamics CRM, Config File or other Database) multiple times and leading to lower performance. There are various options on how this Session or Application Cache is stored, but probably.... More

Web Application Cache - How to empty the Cache by recycling the App. Pool

CRM Consultancy | 08/01/2016 20:00:00

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Xperido allows us to build complex Document Templates that can then be produced directly from Dynamics CRM, either manually or via Workflow saving into SharePoint.  As part of defining the format of each Template, we can include Data Field Mappings from multiple Entities and this can often include Loops to repeat a Table or List for a series.... More

Looping in Xperido

CRM Consultancy | 06/11/2015 09:00:00

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The Portal Framework allows us to retrieve a CRM Record from CRM and present into our Webpage using standard Mark-up. So if we examine the following ASPX Mark-up: <crmcs:CRMRecordArea ID="HeaderBar" EntityType="cw_workitem" ReadOnly="true" Cached="true" EnableViewState="false" runat="server">     <crmcs:CRMLabel CRMField="cw_caseid" ID="HeaderBar_cw_caseid" runat="server" /> >>     <crmcs:CRMLabel CRMField="regardingobjectid" ID="HeaderBar_regardingobjectid" runat="server".... More

Planning a Round Trip – Portal Caching

CRM Consultancy | 05/11/2015 10:00:00

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The original Web Forms implementation of ASP.NET was designed in some ways to mimic (at the time!) traditional Win Forms development in attaching code-behind events to controls on the Web Form Page – in this way the .NET Framework could worry about loading the page and passing the sequence of execution to the code for the event triggered by a.... More

Whats in a Postback

CRM Consultancy | 03/11/2015 08:30:00

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  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

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