Microsoft Dynamics CRM Incubation Week

The current economic downturn is putting many entrepreneurs (startups and students) under increasing pressure, making it critical to find new resources and ways to reduce costs and inefficiencies. Microsoft Dynamics CRM Incubation Week is designed to offer following assistance to entrepreneurs. · Learning and building next generation business solution on Microsoft Dynamics CRM Platform (a…

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Displaying the Number of Notes on the Notes Tab

Browsing through some of the blogs I read yesterday, I came across a handy bit of JScript posted by Jim Steger at Sonoma Partners.  (Jim, as you may know, is the co-author of Working With Microsoft Dynamics CRM 4.0 and Programming Microsoft Dynamics CRM 4.0).  Deploying this code as an OnLoad event for a form…

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Lead Conversion

I’m often asked about adding fields to the lead form so that when you convert the lead it will move the new fields to the new record ( account, contact, opportunity). While it’s a very straight forward change, it had eluded me for sometime. To custom the lead conversion, you need to change the mapping…

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