August 2016

Recently, I was tasked with installing one of Microsoft’s new solutions, namely an updated Fantasy Sales Team, into a few of our CRM systems. I started off with our demo sandbox instance because that is the playground for all of our testing needs. Importing and installing the solution in there was a breeze, mostly because everyone has system administrator roles in that system. I then...

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Problem After upgrading SharePoint 2010 to 2013, there can be an issue with the font-sizes becoming very large in the web and app parts that were previously added onto the page. It looks very weird, and can’t be fixed by simply modifying the text size in SharePoint. The Solution It’s a bug with the HTML after the upgrade. An extra header tag is left over after the first web part...

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We wanted to add a nice and practical component to add tags to CRM records, such as Accounts, Contacts or any other entity type. This implementation for a start, helps add tags to a record, but, it can be improved to also be used as a multiple select dropdown tool, something that CRM doesn’t have out of the box. What is special, then from this implementation,...

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Static marketing lists contains just a list of members in a 1-N relationship so it is easy to add a grid to the Contacts form to show the marketing list the contact belongs to. But, what if you need this sub grid to show the Dynamic Marketing List also? Dynamic Marketing Lists do not have a list of members, instead, they have a query defining the...

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