Archive for the ‘Uncategorized’ Category

2012 in review of My Blog

December 31, 2012 Leave a comment

The stats helper monkeys prepared a 2012 annual report for this blog.

Here’s an excerpt:

19,000 people fit into the new Barclays Center to see Jay-Z perform. This blog was viewed about 91,000 times in 2012. If it were a concert at the Barclays Center, it would take about 5 sold-out performances for that many people to see it.

Click here to see the complete report.

Categories: Uncategorized

Getting Record Count In CRM 2011

September 7, 2012 Leave a comment

Assume you have more than 5000 Contacts in your CRM organization and you want to get the exact count from Advanced Find.

Out of the box, CRM 2011 displays record count on each view up to only 5000. If more than 5000 it will display (5000+)

Records Count - View
Records Count – View

To get the count with out using SDK, Below are the ways

  1. Export records to Excel by using the “Static worksheet with records from all pages in the current view” feature and see the max row number in Excel
  2. Report Wizard
    • You can create a very simple report using built-in CRM Report Wizard to display the record count
    • Refer useful article which has the process to build report


Categories: Uncategorized

Address entity in CRM 2011

June 24, 2012 1 comment

Below are few useful points about “Address“ in CRM

  • In CRM, “Account” and “Contact” entities have built-in fields to capture two sets of addresses.
    • These fields are address1_street1, address1_city, address1_stateorprovince, etc., as well as another whole set for address2 fields.
    • We normally assume that 2 default set of address fields have been added on the account/contact entity.
    • But this not really the case. All addresses are only stored in the “Customer Address” entity.
  • When you create a new account/contact, it would by default in the background add 2 records in the “Customer Address” entity for the 2 set of address fields available on the Account form.
    • CRM distinguishes these entries from the rest of the entries to be displayed in More addresses using the Address number column.
    • Address number 1 and 2 are reserved for the 2 set of address fields available on the account form.
Customer Address

Customer Address

  • Along with these 2 sets, we also have “More Addresses” link on the both Account\Contact navigation area
  • The first two Address records that the platform creates are hidden in the “More Addresses” associated view on the Account or Contact
  • Addresses are not available on Security Roles
  • You cannot update the Address record via workflow

Security Over Address :-

  • The security access to the Address entity is tied directly with that of “Account”entity.
    • e.g. For the Contact entity, the user will only be able to see the “More Addresses” in the left nav only if the user has “Read” access to the Account entity.
    • If you want to allow the user to “Add New Address” on the Contact form,
      • Grant “Create” and “Append” access for Account entity and “Append To” access on the Contact entity.
      • Granting “Write” access to Account entity will allow the user to edit the Addresses.