Articles By: Rockton Software

It Takes a Team to Raise an App

We recently got our first business application (app) published to the Microsoft AppSource. Yay (and Phew!)! It was exciting to finally get it out there live, but the process was a longer and more rigorous than we first thought. One of the biggest challenges we faced was a lack of information, that wasn’t listed anywhere. …

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Customer Voice Propels Microsoft’s Business Forward Movement

I recently watched the live streaming session “Microsoft Business Forward” featuring Satya Nadella, James Phillis and a few others. They discussed some interesting concepts around understanding and satisfying customer needs, simplifying your operations and streamlining your processes, growing loyalty with your customers, and how to find the right customers and close deals faster.   Satya …

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If You’re App-y and You Know It, Clap Your Hands

Come one, come all! It’s the newest show in town! There’s sure to be something for everyone, a smorgasbord of enticing apps to pique your interest, with free trials to boot!   I know what you’re thinking… and no, the digital circus isn’t pulling into a website near you. I’m actually referring to the Microsoft …

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What You Need to Know about the Hustle and [Microsoft] Flow

After attending a recent webinar hosted by Jerry Weinstock of CRM Innovation, it was clear that the power of the new Microsoft Flow is an exciting prospect for us non-coders to get in the game when it comes to interacting with Microsoft Dynamics 365. Can’t you hear it now: “I’m just going with the flow…the …

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Dynamic Values for Email Templates - Part 2

As a result of some great questions that I received on my first blog, Dynamic Values for Custom Entities in Email Templates, I wanted to write a follow up blog highlighting the resolutions to some of those inquires. I’m going to assume you’ve read the previous entry, which is posted above.   Template Types When creating a …

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Word Document Templates that use FetchXML for Complex Data Retrieval

Dynamics CRM now allows you to create and persist Document Templates using Microsoft Word. We were intrigued by this functionality and began to explore it immediately, but discovered one shortcoming. The user interface in CRM forces you to select a single starting entity and only entities that have a direct relationship for the data. But …

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Workaround for Generating a Report from SSRS and Displaying on Webpage

As I’ve been developing in Microsoft Dynamics CRM, I’ve come to learn that if there’s an issue, chances are it stems from report generation and SSRS. We were developing our new customer portal and as a part of the customizations, it required a report generated from CRM to be displayed on a webpage in the …

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Microsoft Common Data Model and Flow and PowerApps...Oh My!

I had a bit of time recently to investigate some of the new and not-so-new technologies coming out of the Redmond campus and things look quite interesting.   Microsoft Common Data Model (CDM) The first piece of the puzzle is something called the Common Data Model or CDM. Surprisingly enough, Microsoft actually chose a nice …

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The Hidden Truth about CRM Data Import Files

There is no denying that when working with importable data in CRM, data integrity is of the highest importance. Microsoft has gone a long way to help make importable templates much more manageable and safe for end users.  They have added a number of user friendly measures, such as tool tips that tell you the …

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Achieving the Best Performance in Microsoft Dynamics CRM

Recently, I was tasked with getting the best performance I could from our Microsoft Dynamics CRM. As most of us know, Dynamics CRM is not the quickest platform, so when you add further plugins and clientside code it just exacerbates this issue. According to Microsoft, one of the best practices for developing with Dynamics CRM …

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