Why CRM Developers Should Use Business Rules More

I was working within CRM recently, attempting to configure some form level logic in order to display/hide fields, based on certain conditions on the form itself. I went into it rather gung-ho and immediately started writing the following JScript function: I then suddenly thought "Hang on - can't this be done via a Business Rule [...]

How to embed a non-CRM SSRS Report into a CRM Form

The Scenario: You are running CRM Online in conjunction with some legacy database/application systems. These systems are setup with a SQL Server Reporting Services instance that is looking to either an SQL Server, OLE DB etc. database. The Problem: You need to make data from your legacy systems visible within your CRM. The information needs [...]

Renaming CRM Composite Address Fields to the “Proper” Way

One of our company directors has a big thing for Americanisms and American spellings over the "proper" English spellings/pronunciations. So it came as no surprise that when we first showed him CRM, he immediately pointed out the default names on the Address field composite box: Specifically, he didn’t like “State/Province” or “Zip/Postal Code” (for those [...]