October 8, 2014

Microsoft CRM 2013: Currency exchange rates actualization

In this article I will share with you a small add-on I developed for one of my customers.
Let’s assume that you are an employee of a company that uses CRM with several currencies. Of course, you want to have actual information in your system and the currency exchange rates should be current. Microsoft CRM allows to have in your system one base currency and many other currencies. Every currency has an exchange rate field that is used for calculation of base fields of your currency fields but there is no out-of-box possibility to actualize exchange rates.

10 Comments
May 21, 2012

MS CRM 2011: Import of marketing list members using standard import with small extensions

Unfortunately at the moment it is impossible to import Marketing Lists Members to CRM with out-of-box import. My friend, former MVP and employee of Microsoft Artem Grunin provided good approach how to eliminate this problem with small customizations and plugin.

4 Comments
February 24, 2012

MS CRM 2011: Bulk refresh of user details from AD

When you create user in CRM all the available information is populated from AD into CRM user form. But in case information was changed in AD (email box, phone e.t.c.) – information will remain unchanged till the moment you will open form of user and change it. In case a lot of information was changed it will be quite boring to update users information one-by-one.

Following post describes how to allow bulk update of user details.

3 Comments
June 11, 2011

Rollup activities for custom entities in Microsoft Dynamics CRM 4.0

Everybody who works with Microsoft Dynamics CRM knows that it is possible to see activities for special entities like contact, account or opportunity but not for custom entities. I had task to develop such kind of functionality. I proposed easier solution – report but customer wanted to have all activities in standard grid.

11 Comments
April 13, 2010

CRM Usage Report

One of customer wanted to have the possibility to see who and when was working in CRM. I knew that MVP David Jennaway had created such solution based on IIS’s logs. No matter how I tried – I failed to implement it. Logs weren’t written to log database. Also this approach doesn’t work in IFD deployment scenario.

So I left this idea and begun develop own solution.

14 Comments