19 Jul
Posted by: mitch in: Customization, Dynamics CRM
If you've ever spent any time creating or changing security roles, you know that it can get a little bit on the tedious side because you must click on each of the security role icons until it cycles to the properly security level.
The following figure shows the default security roles for the CEO:
There is a […]
19 Jul
Posted by: mitch in: Customization, Dynamics CRM
If you ever need to manually or programmatically generate XML that will be Imported back into CRM, you need to make sure that you do not accidentally insert any literal strings that will cause the XML interpreter problems reading the file.
Here is a list of characters that must be "escaped" to prevent problems:
"" needs to […]
19 Jul
Posted by: mitch in: Customization, Dynamics CRM
I'm doing a CRM 3.0 installation for a small company and they have some Classification attributes that help them describe there membership ( Accounts ).
One of the Classifications has 63 options and rather than entering those one by one, or cutting and pasting the data into the XML file, I wrote a little utility that […]