xRM Consultant

Hi, We have a client who uses workflows to guide their sales and marketing process very heavily and relies on certain emails being automatically sent as notifications from their CRM instance. When we first set-up their solution we used the Outlook.

Hi, Sorry its been a while….. I have had this REALLY annoying issue on my desk machine for a while. Anytime I accessed our internal CRM system, even though I had the System Administrator  security role, I could see everything except for the.

Hi, As much as I like the look and feel of CRM when you are developing a true xRM solution for a client, as we all know, less can be more. With this in mind, whilst developing a solution for a client recently, I wanted to hide the entire left-hand.

Hi, Very pleased to say I have just booked to go to Convergence 2010 Europe. Got to be honest, never been before but very much looking forward to meeting different people within the Dynamics Community, exchanging ideas etc. I have been searching.

Hi, Quick but useful piece of JavaScript for you. Put this in the OnLoad event of any CRM form and it will maximise the window to fill your current screen size. Handy eh?! window.moveTo(0,0); window.resizeTo(screen.availWidth, screen.availHeight);.

Howdy, A customer contacted us today as they were getting a large number of Sync Issues in their outlook Sync Issues folder that relate to CRM. Puzzled and baffled we were… After a bit of searching we found that this is a known issue that had been.

Morning, One thing that always used to wind me right up was the fact that once you hit save to create an entity in MSDYNCRM, you could not change any details about the primary attribute.   However, after a bit of searching i found this blog.

Hi Guys, I am very excited to release the xRM Consultant Mobile App for Iphone & Android! To access this, open your web browser and go to www.xrmconsultant.com on your mobile device. This will give you access to all the features including the.

Morning, Came in this morning to find a client had submitted a support request asking for a users surname to be changed. A simple task…… Problem is that even though it is simple to change the name in Active Directory, CRM will not allow you to change.

Hi, We had a client for whom we developed a very complex CRM solution. It would seem simple; Sales Process and Stock Management Process. Not so. Their internal processes made this a complicated system that required a lot of thought, particularly when.

Hi All, My friend and colleague at Chorus IT, Rob Peledie, developed a fantastic method  for displaying Visio Diagrams in MS Dynamics CRM 4.0. Within Chorus, we had a requirement to display Visio Diagrams of our clients networks to aid the support.

Howdy, In an effort to try and update this blog and the Chorus IT blog (CRM Rocks.net) I started looking for a blogging client. Unfortunately, I found a distinct lack of decent clients that had all the features that we were looking for. We needed.

Hey Guys, I realise it has been an age since I have added anything to the xRM Consultant Blog so apologies.Truth is, I have been on holiday and then on-site with a client for over 4 weeks rolling-out what has been a major project for us here at Chorus.

Another nice quick bit of useful Javascipt... crmForm.all.nameofnyourlookupattribute.DataValue=crmForm.all.nameofyourtextattribute.DataValue[0].name I'm sure this can also be adapted to place the value in other fields too but its a start.

Nice quick one for everyone... document.getElementById ('AttributeID').onchange (); where AttributeID is the name of your attribute with the desired OnChange eve.

A fellow CRM Guru found this great video which shows windows azzure but also previews a lot of nice features in CRM 5.0 including things like Nested Grids, Visualizations and Dashboards. The new ribbon looks fantastic too! It gets interesting.

Hi,  Recently a fellow CRM guru was having some trouble with hiding a tab based on a picklist value. Its a simple piece of code: //Hide Or Show Display Options Tab if (crmForm.all."nameofyourpicklistattribute".DataValue == 2) { //hide the.