by Michael Philbrick | Jul 29, 2016 | Blog
Before switching gears, let me recap what has transpired so far. We had our first planning session on January 12, 2016. The next three weeks we spent outlining the project and decided to work on the receiving end of things. In early February I started configuring in…
by Michael Philbrick | Jul 25, 2016 | Blog
The legacy Salesforce workflows were useful, and they still perform functions that cannot be accomplished by other means. However, I feel that they are cumbersome to create, name and maintain. Process Builder, on the other hand, is awesome. Aside from some quirky…
by Michael Philbrick | Jul 18, 2016 | Blog
Picklists and lookups are both very powerful. Sometimes it is easy to decide which to use in a certain situation, and other times it is not. Picklists or Lookups? Picklists, or drop-down lists, allow the user to choose one (or more in the case of multi-select…
by Eric Isaacs | Jul 13, 2016 | Blog, Microsoft Dynamics, Microsoft SQL Server, Uncategorized
We were using KingswaySoft to import hundreds of thousands of Activities (Emails, Phone Calls, Tasks, Appointments) into Microsoft Dynamics CRM 2011. Importing that many rows can be time consuming, so we opted to utilize Microsoft’s Balanced Data Distributor within…
by Michael Philbrick | Jul 11, 2016 | Blog
I was so proud of this first object as well as the data it supported. The chart was a winner. All was going so well until we walked through creating a donation record. “So, we will have to choose the program every time?” “If an individual makes multiple donations at…