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Enabling the Parent Customer in Bulk Edit

You may notice that when you use bulk edit on Contacts, the Parent Customer field is disabled, not allowing you to assign an Account to a group of Contacts.  You can enable this field by following the instructions included in this post...

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Customizing SharePoint Master Pages

I was recently tasked with quickly customizing a SharePoint site to fit the needs of a client.  In other words, making a SharePoint site not look like SharePoint.  Where do you start?  It did not sound like an easy task, but rather a matter that would require a lot of research, trial and error.  I was ecstatic to stumble upon a fantastic piece of work from Heather Solomon, a web designer specializing in SharePoint branding, layout and usability.  Heather’s Base Master Page Templates strip down master pages for your use with SharePoint 2007 sites, so you don’t have to dig through tedious lines of code and formatting; Heather has done this for you!

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Cloning a Custom Entity Record

There are several nice examples that show how to clone a record in MS CRM. Most of the examples I found cloned native entities: Cases, Contacts, Opportunities, etc.

Read this entry to see how to clone a custom entity - and deal with some of the problems you may run into during testing.

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Success Accelerators 2009 Live Event - Microsoft Campus

I wanted to write a quick note to let everyone know that StreamLogic will be partnering with Customer Connect to present a FREE, live event this Thursday, October 29, 2009, at the Microsoft campus in Charlotte, North Carolina.

Event Details:

When? Thursday, October 29th, 8:45 AM -  1:30 PM
Attend all day, or just choose the sessions that apply to you
Where? Microsoft Campus - Charlotte, NC

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SharePoint Conference 2009: Day 4

SharePoint Conference 2009 Day 4

Today was the fourth and final day for the exceptional 2009 SharePoint Conference.  Today was a deviation from the norm, in that we did not spend the day in the typical SharePoint 2010 sessions.  We actually spent the day with the Microsoft Partner Team, attending back-to-back sessions learning how we, as partners, can leverage the SharePoint 2010 platform to create even more value for our clients. 

Anyone that knows me knows that our clients are more than just “customers.”  I firmly believe in aligning with our clients, understanding their business, understanding what pains they are feeling, and creating long-lasting, trust-based relationships with them – they are my friends.  So, when I have the opportunity to learn ways that we can add even more value than we already do, I am definitely on-board...

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SharePoint Conference 2009: Day 3

SharePoint Conference 2009 Day 3

Today started with a very good session on Governance.  This session was not only applicable to SharePoint 2010, but also to MOSS 2007. 

A few good takeaways from this session were:

  • Users find workarounds to SharePoint, so it must be easy and your users must be trained
  • Start with the intended business outcome and let that drive your governance plan
  • The SharePoint culture needs to be evangelized ‘top-down’ in the organization
  • One size does not fit all - governance plans should be tailored and can contain multiple levels

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Setting a default value of a field in Salesforce

Over a year ago, I read about a feature on Salesforce and haven't been able to found where I read it, or another post about it so I decided to post here. 

In Salesforce, it's possible to configure the URL of a link in the application using a formula.  You can also override the existing functionality of the "NEW" button.  This is where this functionality is useful as it allows you to prepopulate values to be displayed on your entry form.

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SharePoint Conference 2009: Day 2

 Day 2 started with a session on xRM and SharePoint.  It was somewhat ironic that this session was very similar, in terms of content, to the session we do at live events and in our webinars at Success Accelerators.  There were a few custom tools that I had not seen before, but overall this was a good session for anyone looking to determine if they can leverage CRM with SharePoint.  We work closely with Customer Connect in this area, and have done quite a few integration and xRM implementations, so this is all exciting stuff, and goes back to our motto of ‘SharePoint as a platform.’

Here are a few more highlights from Day 2:

  • SharePoint Server 2010 is now better equipped to handle multi-tenancy
  • Service Applications (formerly SSP) can now be grouped and multiple (many) can co-exist

 

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SharePoint Conference 2009: Day 1

 

SharePoint Conference 2009We are at the Worldwide SharePoint Conference in Las Vegas this week, and all I can really say at this point is “WOW!”  The talented team at StreamLogic works with our clients on SharePoint implementations every day, so we definitely understand its popularity and what a great tool it is.  But walking into the Mandalay Bay Convention Center, I was overwhelmed and surprised; my thought…SharePoint is HUGE!

Day 1 started with keynote speeches from Steve Ballmer, Jeff Teper and Tom Rizzo.  Honestly, I would call this a pep-rally rather than a keynote address, as it had more of a ‘rock concert’ feel than a technology conference.  Overall, I sensed an emphasis on the concept of SharePoint as a ‘platform’, which is a concept we have been promoting for quite some time to our clients and via our live and web events.  This really hit-home when I attended the first ‘developer’ session of the day and there were over 3,000 (I assume developers) attending this one session!  In fact, one of the first demos that Tom Rizzo showed in the keynote was a more technical demo using the BCS (Business Connectivity Services – currently BDC in MOSS 2007) and web part development.

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SPC 2009 - Bamboo Solutions Booth

StreamLogic has been invited to join the Bamboo team in their booth on Monday, October 19th from 2:45 pm – 4:45 pm.  If you will be at the conference, please come by and say hello.

We’ll have a few freebies to give away as well.

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SPC 2009 Keynote address will be streamed live online

From http://www.mssharepointconference.com, catch-up on the SharePoint 2010 announcements even if you can't be at SharePoint Conference 2009 in person!

The keynote address on Monday, Oct 19th featuring Steve Ballmer and Jeff Teper will live stream from the front page of http://www.mssharepointconference.com.

The keynote will also be available for on-demand viewing starting Monday afternoon.

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Debugging APEX

Let's face it. Salesforce.com and Force.com are new kids on the block.  They're growing up fast, and establishing their territory, but they've still got some maturing.  Most languages these days have an interactive debugger.  However, APEX is the exception.  If you're new to APEX coding, I recommend you take a look at three things to help you overcome this hurdle: 1) Debug Logs, 2) Running tests in Eclipse, 3) Running tests in Salesforce.com. Since there i ...

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Locking records down to editing in Salesforce

One common thing we run into in Salesforce.com is having to lock a record down to editing to certain groups once a certain stage or status is reached.  There are two different schools of thought on the best approach to doing this. The first is to use record typing.  For instance, let's say you're working on an opportunity and want to lock down the record so that changes can't happen after it reaches a Closed Won stage.  The easy way to do this is to create a new record type "Read ...

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SharePoint Conference 2009 is Sold Out

Well, we’re now only 3 days away and I know everyone is excited about SPC 2009. Looks like it is completely sold out, which is fantastic:

SharePoint Conference 2009 Sold Out

Straight from the SPC 2009 site, here are just a few of the ‘sneak peek’ sessions that we will be attending:

  • SharePoint 2010 Overview and What's New
  • Upgrading to SharePoint 2010

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Amazon S3 Integration with Salesforce.com

We recently had an opportunity to do some work to integrate S3 Amazon Web Services into Salesforce.com.  Salesforce.com provides some sample code that was very useful in getting the S3 services to work.  However, along the way I ran into a number of challenging issues that I'm sure many other developers have tackled. The first big issue was that we would be dealing with very large files, greater than 2GB in some cases.  Unfortunately, the Salesforce.com web services can't handle l ...

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Customer Portal Access

Every day I'm amazed by the new features in Salesforce.com.  Over the past week, I've been working with a customer to get their Customer Portal setup and functioning.  We're building some very cool functionality using the Force.com platform to expose some custom objects to their customers. However, we ran into a situation where sharing rules needed to be setup and the UI is just a bit more than we really like our users to have to take in.  Sharing is a great feature, but the last ...

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Copying a Microsoft CRM Workflow

Oftentimes, you will want to copy an existing Microsoft CRM workflow.  You might want to create a similar workflow with a few minor changes.  Or, you might have a workflow that is "in production" and you need to make some changes to it - but you don't want the current workflow to be unavailable while you're making changes.  But CRM doesn't provide a way to copy a workflow - this entry explains a quick and simple way to copy a workflow in Microsoft Dynamics CRM 4.0.

[Read the full entry for the "how to"]

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Connecting Microsoft Outlook to your Salesforce.Com Test or Sandbox Instance

After downloading the Salesforce.Com Connector for Outlook I noticed that it was hardcoded to what SFDC server I could connect to. I needed to do some testing and struggled to find where I could change the URL.  My end goal was to change the Server URL to point to https://test.salesforce.com/services/soap/c/10.0

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Error When Upgrading CRM 3.0 to CRM 4.0: ImportDefaultDataAction failed

A couple of hours into an upgrade of CRM 3.0 to CRM 4.0, I got an obscure error that, at first, had me a little stressed out: Action Microsoft.Crm.Setup.Server.ImportDefaultDataAction failed. Entity with id 5f2e7ae7-d327-49b5-a343-61d48f1bcd28 already has the label Currency for the column LocalizedName and language 1033 - update entity with id 43bec19f-dafc-4e1f-b0a7-243907ca3db0 cannot have the same label -- Retry -- or -- Cancel -- I left the error message where it was (after clicking Retry ...

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Removing a Single Picklist Item

I've seen lots of tools and BLOGs about how to manage dynamic picklists.  But after much searching, I could not find anything about removing just a single item from a picklist on a Microsoft CRM 4.0 form using JavaScript.

Read the full entry for the "how to"

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Workflows Failing: "The text entered exceeds the maximum length"

We implemented a workflow that was frequently failing with a message stating "the text entered exceeds the maximum length."  Fortunately, the fix was fairly easy.

[Read the full entry for more information]

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Accout to Lead

 We seem to regulary run into clients who like the idea of converting a Lead into an Account, Contact and Opportunity - but they would also like to be able to convert backwards into a Lead again. 

Why?  Well, maybe someone in the Lead Management group qualified the lead, but when they passed it along to Sales, they could not longer get in touch with the lead.  The options are: (1) make Sales work it until they can get back in touch, (2) train Lead Management to work with Accounts, Contacts and Opportunties, (3) forget about it (which most of them do), or (4) re-create the entire record as a Lead again.

Account_to_lead_Microsoft_CRM

 But now there is another alternative (read the full story for the rest)...

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Users can't access Visualforce pages?

A coworker came to me yesterday with a frustrating question - why can't non-system adminstrator users see a new Visualforce page that had just been created? Instead they see the "Insufficient Privileges" error. I remembered struggling with the exact same problem when I first started working with Visualforce. The answer is available in the Visualforce discussion boards, but is difficult to find. So, here is a quick summary: Access to Visualforce pages and Apex classes is ...

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Removing Duplicate Records from CRM

After a recent migration, we had a number of duplicate account records in CRM. We were loading hundreds of thousands of records for performance testing, and then we wanted to continue to use the same database for integration development, so we wanted to clean up the data and get rid of duplicates to minimize errors with the integration. You can use the built-in Duplicate Detection to identify duplicate records, but this doesn't help you get rid of them - you would still have to manually merge or ...

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Sample Subject Trees for Microsoft CRM

Even though I've written before about the concept of Subjects in CRM, it can sometimes be difficult for me to get my head around the best way to create a Subject tree for a given implementation. Subject trees help to categorize cases, knowledgebase articles and sales literature in CRM, so you want them to be relevant. 

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.