A simple example of how to use the Data (XML) and Style Sheet (XSL) Web Resources in Microsoft Dynamics CRM 2011.
Category Archive: CRM Customization
Nov
09
Time and Expense Entry (xRM)
Summit Group Software implemented a time and expense entry system for our consulting practice using xRMÂ (Microsoft Dynamics CRM) as the platform. It started out as a simple use of some additional entities for projects, time entries, expense entries in order to track our billable time and expense entries for clients. These entities have relationships to …
Nov
09
Google Closure Compiler and Microsoft Dynamics CRM
Google has just released their JavaScript development toolbox which itself is not supported for use with Microsoft Dynamics CRM, however it does include a component called the Closure Inspector which will optimize, compress, and debug JavaScript code. The compression removes all of the unnecessary white space, so gone are the days of painfully trying to …
Sep
02
Registration and Event Management (xRM)
Summit Group has worked on an evolving project using the Microsoft Dynamics CRM platform over a couple of years. In the beginning, we set out to build a training registration system for clients in the training center industry. (Companies that run computer training as their core business.) This set of customizations was initially marketed under …
Aug
11
Trucking Company Ticket Entry using CRM (xRM)
Earlier this year we had a chance to put together a very unique solution for one of our clients in the trucking industry. They were in need of a solution to replace a legacy ticket entry system which was plaguing them with inaccurate data and a platform that was rigid, didn’t scale, and no one …
Aug
03
Loan Loss Reserve Reporting/Modeling (xRM)
Summit Group recently had the opportunity to work with one of our banking clients to utilize Microsoft Dynamics CRM in a very unique way (xRM). Taking advantage of Microsoft Dynamics CRM and Scribe we built a reporting solution for easily calculating Loan Loss Reserve Adequacy. Nightly we push all loan data from their Fiserve solution …
Aug
03
What is xRM?
In a world of acronyms (and Microsoft loves acronyms) you may be wondering what xRM stands for. xRM is really an extension or evolution of the Microsoft Dynamics CRM (Customer Relationship Management) product. Because Microsoft Dynamics CRM sits on the .Net platform it is much more than a traditional CRM product. Instead, a better way …
Apr
29
Context Sensitive Report Filtering Issue
I ran into an issue about a week ago where I was completely unable to get custom context-filtered reports working in my CRM environment. I created an extremely simple test report, since I figured the issue may be due to the complexities of the original report that I was having issues with, and could not …
Mar
04
JScript :: Hide ISV.config buttons
I needed to hide a button that I added to my form using the ISV.config file. CRM dynamically generates the button ID and with CRM 4.0 it does not seem to be consistent like CRM 3.0. For example, in CRM 4.0, the ID of the button may be ISV_New_24_CreateOrder and then ISV_New_25_CreateOrder the next time …