Archive for September, 2006

Fishing with Snakes

Growing up in the wilds of Arkansas gave me a natural inclination towards fishing, and I took clear advantage of any opportunity that came along.
One Saturday, my Uncle Forest and I decided to take a trip out to my Uncle Emmett's ( his brother ) pond to try our luck. As with most fish and [...]

In a comment posted in the article, Sharing Information with Teams in Dynamics CRM 3.0,
Rajat asked:
Can we do customization for Roles of Users in such a way that he should be able to view some records and should not be able to view other records.
Let me explain this with an example, suppose a company deals [...]

Jim Glass of Microsoft released an article today describing how to increase your productivity within CRM by customizing your Workplace.  Let's discuss other personal options that can be set on an individual basis.
To set personal options, select the Tools menu, then click on Options, as shown below:

As you can see below, the options are broken [...]

Nope. No trip to Arkansas would be complete without at least one trip to that there Wal-Mart.
Tonight, after a family birthday dinner with the folks, my Mom decided she needed to stop by Wal-Mart to buy my Grandmother ( Memaw ) some stockings.
So as we passed Wal-Mart, she asked my Dad and me, "Would you [...]

As it turns out, not only do I have two weddings to attend ( one down, one to go ), but unfortunately, I had two funerals to attend.
After 96 years, 15 grandchildren, and 25 great-grandchildren, my Dad's last living aunt: Novie Pitts Gaskins, finally made the trip to the promised land. And according to Aunt [...]

I am in Arkansas this week for the weddings of a couple of my cousins.  And no, they are not getting married to each other. Anyway, since the weddings were a week apart, I decided it would be easier to just stay in Arkansas between weddings rather than to drive back and forth both weekends.
Now I [...]

Bad news, worse news

Well, I guess it was only a matter of time, but my Mom finally found my blog. That's the bad news.  Then she read it.  That's where the worst news comes in. :)
As it turns out, she doesn't like me using "bad words." 
"What bad words?" I asked.
"I don't know. Dumb-butt, or something." She said.
"Oh. You [...]

In our previous article, we covered how to create a Team in CRM 3.0. Now we're going to put that Team to work.
I think most people start utilizing more of CRM's features as they become more comfortable how the product operates.  One of the features that people have a tendency to discover after using CRM for a [...]

One of the things that I recently started adding to my CRM installation process was to create a team called Everyone.
And why, do you ask, do we need a team called Everyone?  Well, it's rather simple. It is less maintenance in the long run to assign shared records within CRM to a Team, than it [...]

Here is an example of how to use JavaScript within a CRM 3.0 form to combine the values of the First Name and Last Name fields and put the combined values into the Company field:
 

var firstName = crmForm.all.firstname.DataValue;

var lastName = crmForm.all.lastname.DataValue;

var companyName = "";

if (firstName != null)

{

companyName = firstName + " ";

}

if [...]