Power Tips: Dynamics CRM

If there’s a problem relating to Microsoft Dynamics CRM integration or development, we’ve likely run across it. This blog has powerful time-savers we developed because we couldn’t find the answer anywhere else. Now we’re sharing with you!

How to Clean CRM Data Before a Software Integration

How to Clean CRM Data Before a Software Integration One of our favorite topics on the Datix blog continues to be the power of enterprise software integration. The power gained from a total view and insight into your shop floor and inventory right through to your customer and target markets is invaluable. However, one simply …

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How to FTP a File to a Remote Server and Change Permissions

Are you trying to FTP a file but require a bit more functionality than the standard method offers? Having an especially difficult time finding that solution in the .NET 2.0 framework? Recently, we worked with a client who needed to FTP files and then change permissions on the file. However, they were using .NET framework 2.0. The usual way to do this would be to use FTPWebRequest, but it doesn’t support the CHMOD command, so we had to find another way.

Reporting Revenue by Product Type in Microsoft Dynamics CRM

Comparison of the CRM 2011 and CRM 2013 Filter Functionality

One of the differences between the CRM 2011 and CRM 2013 systems is how you can filter views. In 2013, new functionality was brought in that allows you to pre-filter from the columns currently existing in default view. This works really well when you don’t have a complex query from which to gather data from.

Mapping Opportunity Products to Quote Products in MSCRM 2011/ 2013

 The creator of CRM 2011-2013 Entity Maps made a simple utility to display the common mappings between entities in one interface. This is meant to expose mappings that are hidden from the user. Meaning they are not available in the normal interface.  In our case, we were not able to easily create mappings between opportunity products and quote products. Instead, a third party solution exposes those mappings allowing for easy mapping of fields between screens that would otherwise be unavailable.