Embrace Changing Requirements and Gain a Competitive Advantage

Your competition doesn’t stop innovating while you are developing the latest version of your enterprise-class software. Why should your software development process? If you are developing software based on requirements written 6-12 months ago, you will be delivering a product that is a year behind your competition. In today’s competitive market place, this approach can doom your...

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A Key To Managing Stakeholder Expectations: Weekly Status Reports

Delivering a project successfully is not easy, especially when there are multiple stakeholders. A project can still be considered a failure even if the project is delivered on schedule, on budget and to the planned scope if the stakeholder’s expectations are not managed accordingly.  One way to help manage your stakeholder expectations is through communicating to key and project stakeholders...

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SalesForce.com: Round Robin, Round Robin, Assign Me a Record – For Free Please

Are you spending your valuable time assigning Salesforce.com Cases or Leads manually when you could be spending your time doing something more productive? Would you like for your Cases and Leads to be automatically assigned directly to your team members and distributed equally among them? If so, here are a couple of great, free Round Robin Assignment options to assist you.…

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CRM 2011 Logging to Event Viewer Application

Recently, one of our clients decided to move their CRM installation to an internal server. Their team had been using CRM Online, but the reporting limitations (fetchxml) and a few other problems became high priority issues, and so inside the network we went. Our client’s IT department already had some CRM servers that they used for other teams, so we restored the backup into the...

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Creating Pivots From Excel Exports of Reports Made With the Report Wizard

There is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM: “The PivotTabIe field name not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a PivotTabIe field, you must type a new name for the field.” To reproduce the...

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Duplicate Detection Rules Automatically Unpublished

I have been discussing the need for some duplicate detection rules for our custom entities with a client. I created them. I published them. I tested them, they worked great, and I deleted the duplicate records in our test environment. A few days later the testers noticed there were new duplicates in the system, so I checked and the duplicate detection rules I had created were unpublished in...

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