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  • 15 May

    Export and Import Notes from Salesforce to Dynamics CRM 2011

    Posted by: Zhenyu Wang

    Nowadays, lots of Salesforce users have hopped to Dynamic CRM 2011. This situation requires more data migration works, while these 2 products have different structure in data, especially in Notes and Attachments. This time I want to introduce how to export and import notes in data migration process.

    First of all, we need the spread sheet contains all notes from Salesforce.

    1. Login to Salesforce
    2. Click drop down triangle beside your user name
    3. Click on “Setup” on the drop down menu

    Export and Import Notes from Salesforce to Dynamic CRM 2011 

    4. Click “Data Export” under  “Data Management” in left navigation pane

    Export and Import Notes from Salesforce to Dynamic CRM 2011 

    5. Click “Export now”, tick “Note”, and click “Start ...
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  • 21 Apr

    Enable Unclick for Radio Button & 1 selected Checkbox in Silverlight

    Posted by: Zhenyu Wang

    Sometimes, when we insert a Radio Button or Checkbox into Date Grid in Silverlight, we could want several extra properties beside those basic ones. For example, there is a task that asks for enabling unclicks in Radio Button and allows only 1 selected in Checkbox. Let me show you how to implement them.

    First of all, we create a Silverlight Application with Radio Button and Checkbox in a Date Grid.
     Enable Unclick for Radio Button and 1 selected Checkbox in Silverlight

    Then, we need a Model used as ItemSource for these 2 containers. Assume we have a People like this:

        public class People
        {
            public string Name ...

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  • 18 Apr

    Filtered lookup view in Dynamics CRM 2011 using JavaScript

    Posted by: Zhenyu Wang

    In Dynamics CRM 2011, we can set up a lookup view by editing Filter Criteria which could have several conditions. Those conditions could be based on fields, related entity’s fields and even related entity’s related entity’s fields. However, this is still not enough in some situations. We need a few dynamic customer views which can smartly show records based on previous users’ selection in other fields on form.

    Please consider this scenario: we have a form with 2 fields, Job lookup and Product lookup. 

      Filtered lookup view in Dynamics CRM 2011 using JavaScript

    After uses select a specific Job, the Product lookup field should ONLY show those Product ...

    Read full post
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