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Is Dynamics CRMs ‘Export to Excel’ Opening a Blank File?

by Ryan Wells | Aug 26, 2016 | Blog, Microsoft Dynamics

A few weeks ago, we began to notice an increasing number of issues exporting data to Excel on a variety of Dynamics CRM platforms, ranging from Dynamics 2011 to 2015. One of our clients was attempting to export their data to Excel, like they have done countless times,…

Microsoft Dynamics CRM and Salesforce.com: Field Updates Part 1

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…

Celedon AutoNumber Solution for Dynamics CRM

by Matt Barnes | Sep 30, 2015 | Blog, Dynamics 365, Microsoft Dynamics, Open Source, What We’ve Done

I am proud to release Celedon’s AutoNumber Solution for Dynamics CRM to the Open Source community! What it does Basic Example Extended Example Complex Example Conclusion Download What it does: There are plenty of other AutoNumber Solutions out there right now….

Microsoft Dynamics CRM and Salesforce.com: Field Level Security

by Michael Philbrick | Aug 30, 2015 | Uncategorized

How Secured Fields are Displayed Both platforms support field-level security paradigms. Aside from a slightly expanded set of options in Dynamics, access to a particular field can be effectively restricted in Salesforce and Dynamics. Let’s start with how a field is…

Microsoft Dynamics CRM and Salesforce.com: Security Part 4

by Michael Philbrick | May 22, 2015 | Uncategorized

Expanding the Sharing Model In Security Part 3 of this series we looked at collaboration at the entity and object record level. Assuming that there is some degree of editing or viewing restriction a record owner can designate a unique group of users additional rights…
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