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Emma Bannister's Blogs Articles

Achieving professionalism in professional bodies

HFMA is an example of a professional membership body that focused on the needs of finance staff in the Healthcare sector, they wanted to manage their members better at a practical level, but also offer them easier ways of interacting with the organisation. By taking more of their processes online, and delivering more engagement through their website, they are now offering their members more, whilst simplifying the way they work together. The have a professional service experience, for professional members.

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Microsoft’s Future Decoded

“We are very excited about the messages coming from Future Decoded!” stated Andy Dudley, MD of Gap Consulting. “We have been working with Microsoft and Microsoft Dynamics CRM for over 10 years. Our clients truly understand the reasons for using IT to transform their business and are leading the way in terms of their understanding of how their customers interact through different channels, using data to make informed intelligent decisions, and building new processes to make their people effective & their organization competitive, “ commented Dudley. “With the move to cloud, mobile and productivity, Gap Consulting are well positioned to take their customers further on this journey in terms of providing services to enable innovative business transformation. We are not only providing this for Dynamics CRM, but for O365 too, enabling customers to maximize offers from Microsoft that are driving this change e.g. Sales productivity suite,” stated Dudley.

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Firing a dialogue from an event

In Microsoft Dynamics V4 it was possible to fire a workflow from an event or isv button and with the arrival of dialogues, I thought it would be neat to be able to trigger dialogues from an event (either onload, onsave or onchange of a tab or field).

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Control Activate and Deactivate buttons by Security Role using a JScript web resource and enhancing the RibbonDiffXml

The security model in Microsoft Dynamics CRM 2011 is extremely flexible and with the inclusion of field level security, is almost ultimately configurable. However, there is a small deficiency in the security model whereby the ability to activate and de-activate records is not independently configurable. Several of our customers have expressed a desire to allow their users to write to a record but not allow the activation or de-activation.

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Customising the ‘Sample Data’ in CRM2011 (on premise)

The ‘Sample Data’ feature in CRM2011 is a very handy tool for quickly populating an organisation in anticipation of a sales demonstration.

However, it is always nicer for the potential customer to see more meaningful data, especially for fields that can be localised such as telephone numbers and address information.

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CRM 2011 / v4.0 Excel Dynamic Pivot Table Export Problem – How to Fix

By default the setting within Microsoft Excel 2010 causes the export to dynamic pivot table functionality within Microsoft Dynamics CRM to fail.

This is caused by Microsoft Excel’s enhanced protection feature.

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