Recently, I was asked to create a button on a Salesforce.com form that would take data from the existing form and create a new Salesforce Lead record from it. Sounds simple enough, right? However, intermittently an error was being produced with a somewhat unclear message. This blog details the encoding function I used for the fix!
This blog details my chat with Microsoft, how we discovered the problem child, and the fix for the error!
Change requests always seem to start out top of mind as a positive concept when a project kicks off. However, mid-way through they always seem to be the proverbial elephant “afterthought” in the room. If this is a common issue for your project team, take a look at these five tips to help prevent this pitfall moving forward.
There are lots of articles online that walk you through how to update the “SharePoint” text that appears in the upper left corner of the new SharePoint 2013 ribbon. This post is going to build on that to update the text so that it becomes a dynamic link to the current site collection root.
If you have ever managed an Anonymous SharePoint site you know that working with Office documents is a pain. SharePoint and Office try to be smart. SharePoint passes a path to the to the Office application and then the Office application goes out to the web application to get the file. This post is going to provide you with a way to override the default link for Office documents within SharePoint so you can avoid all the log-in prompts.
We use dashboards very heavily internally and have recently expanded our set of core metrics and KPIs to be about 12-15 charts and graphs (depending on special events we may have, etc.). In this post I will tell you about a fairly quick way to create rotating dashboards with SharePoint. SharePoint is the perfect solution for our needs because it allows us to stay within our core systems and leverage the platform.
Over the time I’ve been using SharePoint, I’ve been taking notes on the tools and that make my job a little bit easier. Lately I’ve focused on collecting a ton of tips for working with branding in SharePoint2010. To help other people working with branding in SharePoint, I thought I should share some of my information.
This article was updated on 1/23/2013 with additional information about UR12.
This article contains the information you need in order to make sure that your CRM is ready for this update.
When reviewing a lead, account or contact prior to a sales call, it is always helpful to have as much context about a company prior to making the call. Putting a Twitter feed on the CRM record for a lead can put this information in a place where it is easy for a sales person to quickly see it. By passing in the name of the company dynamically, the feed can show relevant information about the specific company.
Twitter makes it pretty easy to generate the “base” code for integrating with CRM (or any website) as a widget. You can find their tools for generating widgets here. Even if you use my code, below, as a starting point, you’ll likely find this link helpful as you start to fine-tune your code a bit.
The CRM Solution template does a fantastic job of managing and deploying the Web Resources, Plug-ins, Workflows and Silverlight in my solutions. As great as it is, there are still a few pitfalls to watch out for so here is a list of do’s and don’ts when it comes to using the toolkit.
There are SDK and web examples of how to disable or hide an entire tab on a form in Microsoft CRM 2011, but I was unable to find an example of how to just disable all the fields in a given section on the form based on the selection of a boolean option ("Two Option" field).
The scenario is useful if, for example, you want to disable data entry in the fields of a section under certain conditions, but you want to still display the disabled fields (rather than change their v ...
CRM 2011 introduced a new page model for JScript and it has thrown some people for a bit of a loop because it is so different from the model in CRM 4.0. The SDK has a lot of examples, but they are often over-kill when you're just trying to figure things out.
As a simple example to get started, let's say that you just want to get the GUID from a lookup field on a form. First, create a web resource with the following JScript function and then call the web resource and the function from y ...
Last week I setup web-to-lead for one of our clients using CRM Online for the first time. Compared to working with CRM On Premise, I must say that it was a bit of rude awakening.
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 the full entry for the "how to"
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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.
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.