When adding members to a marketing list, among other things pay attention to the number of members added. By default, there is a limit set at 50,000. If working with an on prem. deployment, this can be adjusted in the MSCRM_CONFIG database, in the DeploymentProperties table, under AggregateQueryRecordLimit. This value also controls dashboard chart queries,... Continue Reading →
Database performance and field size
As it turns out, database performance issues can easily be created by overdoing the forms. As such, I was just reviewing the SQL Server recommendations, and I found the following interesting fact: with CRM you have roughly 8060 bytes available to store custom fields before theoretically degrading performance. The following list of data types and... Continue Reading →
Formatting postal codes for US and Canada
For the sake of standardizing the format for all system postal codes, I have implemented the following script to re-format the user input of postal codes for both US and Canada. The purpose is to take the user’s input, and re-arrange it to follow a standard format. The comments are self-explanatory. // Function to format... Continue Reading →
Integrate CRM Accounts with LinkedIn
Integrating CRM Accounts with LinkedIn is a very easy step. I have found numerous examples on doing this by using a Web Resource, but I don’t like the way it displays in a frame. It looks anything but professional. So I decided there’s got to be a better way of doing this. First off, I... Continue Reading →
Product customization
As you probably know, the Product has a non-sufficient form for most customers. Let’s have a look at the actual form, and see what’s missing: Now, from what we see, the List Price is what is being used in the system calculations as the price to sell. The Standard Cost could be the MSRP, and... Continue Reading →
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