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Lookup data from a related entity (Lookup) using JScript and the XrmServiceToolkit

API-SDK, Extensions, General, Scripts, Web Resources No Responses »
May 102012

Lookup information from a related entity using the XrmServiceToolkit or just the REST endpoint.

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Posted by Carlton Colter at 3:22 pm Tagged with: , , , , , , , , , , , , , , ,

InfoPath to CRM: Accepting Emailed InfoPath Forms

API-SDK, Extensions, General, HTML, Plugins, Scripts, Web Resources 6 Responses »
Nov 212011

Everybody loves to use InfoPath forms. And let’s face it, we all wish we could just take them and put them into CRM. This post delves into how I integrated InfoPath & CRM to dynamically allow InfoPath forms received by email into CRM records. It is still under development, but the source code has been partially tested and works.

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Posted by Carlton Colter at 2:05 pm Tagged with: , , , , , , , , , , , , ,

CRM 2011: Slider Form Control Web Resource

API-SDK, Extensions, General API Usage, HTML, Scripts, Web Resources 5 Responses »
Oct 042011

Here is another web-resource html control to expand your CRM forms. It is a slider control for CRM with step control. It provides a graphical way to slide a value up and down.

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Posted by Carlton Colter at 3:23 pm Tagged with: , , , , , , , , , , , , , , ,

CRM 2011: Star Rating Form Control

API-SDK, Extensions, General API Usage, HTML, Scoperta, Scripts, Web Resources 8 Responses »
Sep 202011

Another HTML control example that adds a star rating form control to CRM 2011 as a web-resource. It includes a managed solution that you can download and install as well as the source and all images used in creating the solution.

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Posted by Carlton Colter at 9:06 pm Tagged with: , , , , , , , , , , , ,

Adding ImageTools to the CRM Attachment Image for CRM 2011

API-SDK, Extensions, Silverlight, Web Resources 16 Responses »
Sep 152011

An update to the Silverlight control on codeplex at CRMAttachmentImage.CodePlex.com for adding images to any entity form in CRM 2011 to now support GIFs and WebCam capture using ImageTools for Silverlight.

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Posted by Carlton Colter at 11:31 am Tagged with: , , , , , , , , , , , , , , , ,

Use Microsoft Translator to translate text in CRM (Button on Ribbon)

Addons, API-SDK, Extensions, General API Usage, Integration, Web Resources 1 Response »
Sep 142011

Ever want to translate text from within CRM? This solution adds a button on the ribbon to translate text from other languages to english using the Microsoft Bing Translator.

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Posted by Carlton Colter at 10:58 am Tagged with: , , , , , , , , , , , , , , ,

Duplicate Account Name Checking for CRM Online & CRM 2011 using the SoundsLikePlugin

API-SDK, Extensions, Plugins 5 Responses »
May 162011

Here is an example to help people understand how you can leverage the SoundsLikePlugin to do duplicate checking on Account Names that sound like other Account Names. You can leverage it on other entities, etc.

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Posted by Carlton Colter at 12:48 pm Tagged with: , , , , , , , , , , , ,

SoundsLikePlugin: Soundex & Metaphone Plugin for CRM Online

API-SDK, Extensions, Plugins 2 Responses »
May 152011

In response to request, I have taken the Soundex and Metaphone codification from the manipulation library and turned it into a plugin, the SoundsLikePlugin. It uses an xml configuration on the plugin step to specify the fields to codify and where to store the results.

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Posted by Carlton Colter at 5:47 pm Tagged with: , , , , , , ,

CRM Workflow Manipulation Library

API-SDK, Extensions, Scoperta, Workflow 2 Responses »
Jul 082010

The CRM Workflow Manipulation Library is now on CodePlex. The CRM Workflow Manipulation Library for CRM is a set of custom workflows for OnPremise Microsoft Dynamics® CRM to solve equations, manipulates strings, perform regex (regular expression) formatting and matching, as well as SoundEx and Metaphone-Like codification.

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Posted by Carlton Colter at 5:55 pm Tagged with: , , , , , , , , ,

Workflow: Geocode (and correct) Addresses with Bing Maps

Extensions, Integration, Scoperta, Workflow 1 Response »
May 202010

Bing Maps are great. You can geocode and correct your addresses. While this isn’t anything complicated, it is a good example of a custom workflow that uses an external webservice.

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Posted by Carlton Colter at 12:59 pm Tagged with: , , , , , , , , , , , ,
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