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Dave Baker's Articles

Troubleshooting the Dynamics CRM Outlook Client

Experiencing errors with the Microsoft Dynamics CRM for Outlook Client?  This article is a guide to the troubleshooting options.

Getting the Most Value from Your Data – Lifecycle Services Data Loader

The Microsoft Lifecycle Services Team has been working on a data loader for Dynamics CRM Online for a while now.  It’s been in ‘Preview’ mode but available for Dynamics CRM Online users to use.  Today we are going to look at what this tool can do and how it could help you gain valuable insights from your data.

7 Tips for Troubleshooting the Dynamics CRM Outlook Client

The purpose of this blog is to describe the options available for troubleshooting the Dynamics CRM Outlook Client when errors have occurred.  This blog does not purport to be exhaustive, but can be used as a guide to assist the analyst in discovering the causation of error messages or application functionality that is not within the normal, expected results of Microsoft Dynamics CRM Outlook Client’s prescribed use.

Getting the Most Value from Your Data – Salesforce Apex Data Loader

 

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The Salesforce Apex Data Loader is a downloadable tool that runs on the desktop.  It is a free download from Salesforce and can perform Inserts, Updates, Upserts, Deletes and Exports of data. Read on for instructions on ways to use the Data Loader to get the most out of your data! 

Getting the Most Value From Your Data - Integration

Data Integration is a must have in today’s business environment.  Competition has never been higher and it is imperative to gain new customers as well as hold on to existing customers.  Costs continue to rise, shrinking margins of profit, making management of COGS more important than ever.  Data integration between your silos of systems, whether they are best of breed business systems or home grown data collection systems, is an ever increasing requirement in order to squeeze every dollar out of your margins.  But what is data integration?

Quick Tip: Microsoft Dynamics CRM Spring 2015 - Immersive MS Excel

The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past.

Getting the Most ROI and User Acceptance from Your Business Systems

You may have just made the momentous decision to purchase a new CRM or ERP system, or perhaps you have had your systems for some time. With many companies offering ‘Best of Breed’ business systems, one thing typically remains true: each of these systems are silos of data and information. This blog details real-world benefits of systems integration.

Scribe’s 7.9 Release Multi-Threaded Integration Processes

clip_image004The new Scribe Insight 7.9 release offers multi-threaded integration processes for all four of the integration process types available within the Scribe Console, but, let’s clarify. Previous to the Scribe 7.9 release, only one thread was reserved for processing all File, Time and Query based integration processes. This blog discusses what you should know about the newest release.

Single-Threaded vs. Multi-Threaded Translations


When performing a migration or integration of data, one consideration that should be high on your list is translation performance. Today's blog will discuss how to address the processing of multiple records simultaneously, as opposed to a single-threaded process.

Application Publisher vs. Stored Procedure

When building an integration between business systems, or even simply performing a migration from a business system to a flat file extract, a great way to find and extract the data you need is using an application publisher. An application publisher is a purpose built tool that typically uses the API of the application to make available data from the systems objects or entities.

Bringing the Cloud Down to Earth


It’s your data. Don’t let great on-line transactional systems limit your analytics needs. Bring the cloud down to earth, then slice and dice to your heart’s content. This blog will discuss three ways to accomplish this.

Some ‘Gotchas’ To Deploying Code In Salesforce.com™

One common CRM challenge is keeping your development environment in sync with the production environment. Coding in a development environment that is not in sync with production can lead to many hours of frustration trying to find the ghosts in the code. I find this especially true working in Salesforce.

Coding for Special Characters in SalesForce.com Javascript

clip_image002Recently, I was asked to create a button on a Salesforce.com form that would take data from the existing form and create a new Salesforce Lead record from it. Sounds simple enough, right? However, intermittently an error was being produced with a somewhat unclear message. This blog details the encoding function I used for the fix!

Finding Decommissioned Fields in Microsoft Dynamics CRM

Seen My DataIn the fast paced and ever changing environments of business, often times changes need to be made to your business systems that reflect the changes in business processes required to support evolving markets.  Specifically, when designing and configuring the deployment of Dynamics CRM, there will inevitably be times when certain entity elements become obsolete and need to be decommissioned.

Reconfiguring the Flow UI in Microsoft Dynamics CRM 2011

Our team recently took on a client that had several Microsoft Dynamics CRM 2011 online deployments. Due to this particular client’s complex business model and wide range of verticals, segregation has been required on every level of the project. When we were contacted to setup another Dynamics CRM deployment on their behalf, the fairly self-sufficient client told us that he failed to move a Dynamics CRM Solution from an earlier deployment to the newest deployment. Once I got in their CRM system and started digging around, I discovered why he believed the solution import had failed.

Application Data Integration – Part Three, Timing and the Rules

This is my third blog in a series concerning data integration. In my first two blog entries we overviewed some of the data integration hurdles as well as some of the common methods used to discover the net-change data that will need to be translated. Here in my third blog I’ll discuss some of the benefits of not integrating in real-time, but creating a batch job to perform the integration. We’ll also look at the Business Rules that may need to be applied within the integration process.

Application Data Integration – Part Two, Net-Change

In my previous blog focusing on the hurdles of real-time, two-way data integration, I highlighted the hurdle of how to discover the data you need translated. In most cases, discovering the net-change data is all you want to translate on a real-time basis. Remember, a two-way integration means net-change data going in two directions or more (depending on the number of systems you’re integrating) at a rate determined by how many end-users there are on each of the systems being integrated. Business systems with a significant amount of end-users can create substantial volumes of net-change data.

Application Data Integration – Part One, Overview

In some cases, if not all too some extent, integration between Dynamics™ CRM , Salesforce® or/and SharePoint® with your back-office system is the key to user adoption. Real-time, two-way data integration allows all segments of the business to access the very latest transactional data, and the information that the data contains.

Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.