Summit Group Software Blog

Posted: Dec 3rd, 2011
As I began to dig into the wonderful world of Web Resources in Microsoft Dynamics CRM 2011, I found some great examples of Silverlight, HTML, and JScript Web Resources but the examples which seem to be the most elusive are those dedicated to the use of XSL and XML. That is until today! In this post, I am going to create a very basic example. In this example I have a static XML document which I want to display in a dashboard. The XML document uses a simple XSL style sheet to format my XML data. Finally, I include an HTML Web Resource which consumes both the XML and XSL Web Resources. Seems...
Posted: Dec 3rd, 2011
"I need my web site to capture information about my customers and have that flow into Microsoft Dynamics CRM. You can do that, right Josh?" Well, if I have my developer hat on, I would think, "Well with enough time or money I can do pretty much anything in CRM!" While this certainly is true, our customers would often appreciate a solution such as this without the custom development work and without all the heavy technical lifting typically associated with a request like this. Although it is certainly not the proverbial silver bullet for a request such as this, Microsoft Dynamics CRM 2011...
Posted: Dec 3rd, 2011
The elusive new feature of Microsoft Dynamics CRM 2011 I wanted to call your attention to today is Dynamic Marketing Lists. For those of you who have been using Microsoft Dynamics CRM Marketing functionality, you are aware that a marketing list can consist of one of the following kinds of records Leads, Accounts, or Contacts. Additionally, you are aware that to get records on a list, it is a manual process. Sure we can use Advanced Find to help us but at the end of the day, we still need to manually re-evaluate or manually remove records from their respective lists. While it is true that some...
Posted: Dec 3rd, 2011
In earlier version of Microsoft Dynamics CRM, customizers have been able to add Silverlight applications, tie in HTML documents and so on simply by using IFRAMES. So, why did we need an improvement to this in Microsoft Dynamics CRM 2011? Those custom pages were usually hosted in the same web server in which CRM was running or in other web servers. This alone poses a lot of challenges because we had to take care of deploying our applications and keeping them in synch across multiple Web Front ends/ client (e.g. if they wanted their applications to run in the CRM offline client they would have...

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