Montag, 17. August 2009

CRM Picklist generator updated - supporting values, premade lists

The CRM Picklist generator has been updated and now supports not only generating labels but also setting values. I dropped 3.0 compatibility, because it was used very rarely. In addition I have added some ready to use examples that might be helpful. Examples provided "as is". Completeness of the information and data provided in the given cases and examples is excluded.

If you have suggestions for new lists you'd like to see, leave a comment.

Some premade lists:

  • ISO Countries

  • Hours of the day, 30 min

  • Car Brands / Automarken

  • List of years 1900-2009

  • Business Software packages

  • Windows Versions

  • Countries of the world

  • US States long

  • US States short

  • British counties

  • Nationalities

  • Main Industries

  • Salutation

  • Medical persons

  • Languages

  • Medical Fields

  • Hobbies

  • Sports & Hobbies

  • Natural desasters

  • Länder der Welt

  • Anrede

  • Bundesländer Deutschland

  • Berufliche Funktionen

Dienstag, 7. April 2009

Agent Communications Panel for OCS and CRM

Obviously Microsoft is heading full speed towards tight integration of strategic business applications. Now they have released a FREE addon that "integrates Microsoft Dynamics CRM with Microsoft® Office Communications Server 2007 R2 (OCS) and enables users to manage their communications (make calls, receive calls, conference, chat, and monitor presence information) from their Dynamics CRM Web client." Compare that to other CRM solutions where you might have to spend a lot of dough to get such a functionality. Nice²

Deployment seems rather easy, download here:

Gonna check and let you know more soon....

Donnerstag, 5. März 2009

Pimp your Duplicate Detection with Phonetic Matching (Soundex)

Ever wanted to get some more "fuzziness" in your detection rules? Then Soundex as a phonetic algorithm will be your friend. There are some caveats but for some applications it might be useful. The nice thing is, that it's super-easy to implement.

Let's consider two options (in your project you might want to go for a "best of both worlds" approach by using both):

Method1 Clientside: Generating the Soundex-Code at the onSave event
Pro: Quick and easy implementation
Con: Will not work on imports or Bulk Operations

Step by step:

1) add a custom field "new_soundex_lastname" to the desired entity (lead, account, contact or any custom entity)

2) add the field to the form

3) add this onSave event:
function soundex(str) {
// original from

var i, j, l, r, p = isNaN(p) ? 4 : p > 10 ? 10 : p < 4 ? 4 : p;
var m = {BFPV: 1, CGJKQSXZ: 2, DT: 3, L: 4, MN: 5, R: 6};
var r = (s = (str+'').toUpperCase().replace(/[^A-Z]/g, "").split("")).splice(0, 1);
var sl = 0;

= s.length;
for (i = -1, l = sl; ++i < l;) {
for (j in m) {
if (j.indexOf(s[i]) + 1 && r[r.length-1] != m[j] && r.push(m[j])) {

return r.length > p && (r.length = p), r.join("") + (new Array(p - r.length + 1)).join("0");


4) add a duplicate rule & publish

5) enjoy life without unneccessary duplicates ;-)

Method 2 Plugin: Firing at Pre-Create event
Pro: Works on Imports
Con: A bit more work

You can also create a plugin that generates the soundex-code, just use an example on how to do that.

Donnerstag, 12. Februar 2009

Re-Release of Update Rollup 2 - V2

After experiencing issues with Update Rollup 2 on several servers we decided to uninstall it and stay with Rollup 1. One bug was that servermessages were encrypted and (almost) unreadable. It could be reproduced on several servers using the german version of CRM 4.0.

Due to that we opened a Microsoft supportcase. In the meantime a new version of Rollup Update 2 - "V2" has been released. The issues regarding the servermessages are gone.

So watch out to get the re-released version when planning to install it! You can tell by filename (contains -V2) and in the setupwindow.

Get the re-release here: