Establishing Relationships Between an Existing Entity and a New Entity in Microsoft Dynamics CRM Results in Forced Data Mappings

Sometimes when establishing relationships between an existing entity such as Account and some new entity that has lookup fields which also point to the Account entity, we get unwanted and forced data mappings. These mappings cannot be deleted so we need to use Javascript to null these fields.

The script below first of all detects the mode of the form because we would only want to null the lookup fields the first time the form is opened, and not subsequently.

Email Marketing Basic Tips

Email marketing is common place. We are inundated with marketing type emails on a daily basis, both in our work email accounts, as well as our personal email accounts. If you're a marketer, like myself, you're also sending these marketing emails out to your prospect/customer base. Because we receive them so much, we know are very aware of what it is like to be on that end of things. This poses the never ending question, how do we get people to open our emails and take the action we want them to take? 

How Tracking Lost Sales Can Help You Generate More Revenue

Tracking lost sales can actually help you generate more revenue. How you say? Only by understanding why deals are lost, can you continue to improve your sales processes, products and sales team’s performance. I am personally addicted to data and as a former salesperson, I always tracked my sales, both won and lost. By having data, you can see trends and analyze your wins and losses. Only through improvement can you generate sustained revenue growth.

As a consultant however, I rarely found companies that would take the steps necessary to track the data and I needed to understand why. I recently started a discussion in two LinkedIn groups to try to gain some insight into why a company wouldn't track the reasons for lost sales. The title of the discussion was "Do you track the reason for lost sales? Why?"

Creating and Naming SData Feeds in SalesLogix

SalesLogix allows you to access your data via the new SData webservice feeds that are hosted as a part of the SalesLogix web client. Normally to enable your SData feed, all you have to do is check the "Generate Feed" option on the entity that you wish to create the feed for. The feed is normally not enabled by default, so make sure to turn it ON when you create your entity so that you can use it for external SData based data integrations.

Concatenating Multiple Rows in SQL

SQL is often overlooked for programming capabilities. The concatenation function below saved me a lot of time in application programming to simplify presenting a 1-Many data relationship. This function has been extremely useful for me in report writing, data presentation , etc. The function takes a group of related records and returns a csv of the multiple rows