Posts Tagged ‘Rockton Software’

Rockton Software's Logo CRM 2011 Lazy Loading of Attributes

Recently, I had been having a CRM issue. I needed to retrieve the CreatedBy attribute for a customer CDH entity, so I could compare it to the current user for some approval business logic. I attempted the usual in LINQ:   But, no matter what I did, the field was always null (even though the …

CRM 2011 Lazy Loading of Attributes Read More »

Rockton Software's Logo Using Global Variables in a CRM 2011 Plug-In

The CRM 2011 SDK states the following: Note For improved performance, Microsoft Dynamics CRM caches plug-in instances. The plug-in's Execute method should be written to be stateless because the constructor is not called for every invocation of the plug-in. In addition, multiple threads could be running the plug-in at the same time. All per invocation …

Using Global Variables in a CRM 2011 Plug-In Read More »

Rockton Software's Logo Why CRM is a Great Platform to Build On

I've been using Dynamics CRM for over five years. I continue to be amazed at what CRM offers our team, here at Rockton Software, in collecting and sharing important information. CRM is one of those products I deem “Microsoft got right” since their 3.0 release, and their focus on simplicity and integration with Outlook.  My …

Why CRM is a Great Platform to Build On Read More »

Rockton Software's Logo CRM Reporting Undocumented Feature Uncovered

Most who live in the Microsoft Dynamics CRM world, like Rockton Software, understand that there has been a large change with the functionality of reporting with CRM 2011 and CRM Online. Most of these changes being brought forth were to allow the custom reporting in CRM online. In order for Microsoft to make reporting happen for …

CRM Reporting Undocumented Feature Uncovered Read More »

Rockton Software's Logo My First CRM 2011 Workflow

I recently created my first CRM workflow, and it was so simple that I can’t stop thinking up new ways to use this work and time-saving tool. I love it when I can make repetitive tasks automatic, or give myself an automatic heads-up or reminder. For my first workflow, I just wanted to know whenever …

My First CRM 2011 Workflow Read More »

Rockton Software's Logo Convergence 2013 Booth Illusion

While I was in college, I got a job at a local grocery store. It was a small scale store where everyone was trained to do all of the necessary tasks from stocking shelves and bagging groceries to customer check out. It was at that time I realized that while I was generally good at …

Convergence 2013 Booth Illusion Read More »

Rockton Software's Logo Workflows in CRM 2011 are Great, Little Helpers

Workflows aren’t just for process automation. They’re a great tool that you can use to update multiple records at one time. Especially records that one cannot update with the Edit button, you know, up there in that ribbon. This past week, I was running CRM Lead reports around certain events. With the out-of-the-box CRM fields …

Workflows in CRM 2011 are Great, Little Helpers Read More »

Rockton Software's Logo Tracking in CRM

I’m old enough to remember when every office had a Rolodex, a mimeograph machine, and a typewriter (probably a manual one at that), so I’m very grateful to now be able to use CRM in my daily work at Rockton Software (www.rocktonsoftware.com). I can access an incredible amount of information and quickly see the history …

Tracking in CRM Read More »

Rockton Software's Logo Leveraging CRM Data on Your Website

We are currently living in the Age of the Customer. Never before in the history of business has customer feedback had the ability to travel as rapidly and be as far reaching as today. With the popularity of social media sites—Twitter, Facebook, YouTube, etc.—it is possible for a disgruntled customer to go viral on the …

Leveraging CRM Data on Your Website Read More »

Rockton Software's Logo Dynamics CRM 2011: Multiple Exchange Rates for Currencies

Having Dynamics CRM 2011 is limited to a single Exchange Rate per currency which leaves a lot of head-scratching for many.  Rarely does a single exchange rate capture the complexities of multi-currency environments.  We, here at Rockton Software, wanted to be able to change our exchange rates by date, have a date-driven table to pull …

Dynamics CRM 2011: Multiple Exchange Rates for Currencies Read More »

 

Show Buttons
Hide Buttons