by Chris Scott | Oct 27, 2015 | Blog
Microsoft Dynamics CRM and Salesforce both offer proprietary languages to query the respective platform’s databases. In this post, I will provide a comparison of FetchXML (Microsoft) and SOQL (Salesforce) and how they relate to Transact SQL (T-SQL, Microsoft’s…
by Michael Philbrick | Oct 25, 2015 | Uncategorized
With the release of Roll-up fields in Dynamics 2015 we can now compare the two platforms with respect to code-free aggregation. What is a roll-up? Simply put, it is a field that calculates values from related records. Examples include the total expected revenue from…
by Michael Philbrick | Oct 23, 2015 | Uncategorized
In the last post we explored updating fields based on changes in the same entity’s form. Dynamics utilizes simple JavaScript that changes the value of a field. Salesforce achieves a similar effect through the use of a formula or calculated field. The end result…
by Danny Johnson | Oct 22, 2015 | Blog
Welcome to the first installment of UX Focus where we will discuss all things user experience related. This post is focused on a failed attempt at using the “inline help” design pattern. Microsoft Outlook Issue I was sending out an email and Outlook…
by Michael Philbrick | Oct 18, 2015 | Uncategorized
The topic of field updates is broad and touches on considerable functionality in both platforms. My definition of a field update is an automatic modification of one field triggered by a user action. This action might be a button click, change to a field value or the…