Tuesday, 30 August 2011

Changing Columns in Mobile Express Views

Just an incredibly quick post to point out that when using Mobile Express, the Mobile views will always reflect the core views within Dynamics CRM, and will display the first two columns.

In the example above, the "My Active Accounts" view shows Account Name and Main Phone and we need to displaye the City instead. To change the columns displayed you will need to change the "My Active Accounts" view for all users, change the order of the columns, publish and you will then see your desired columns within the Mobile Express client.

So remember to take into consideration which columns are important to your mobile users and make sure that these are always the first two columns within the standard views.

If you need more functionality however, consider using a third party mobile solution such as CWR Mobility.

See you with more posts soon.

Monday, 23 May 2011

Major Insurance Company Go Live!

After several months, two Project Managers and hundreds of lines of code, my principal project has now gone Live!

The Dynamics CRM 4.0 solution will now serve 475 users in two continents, a rich user friendly solution incorporating a contact database, trip management and a backend integration with an easy to use change management engine.

The Project has not been without challenges, including both code and hand over difficulties, but this has been one of the most enjoyable Projects of my career, due to the dedication of both teams and the goal to make a solution that just works.

I wish them the best for the future and will be following their project for a steady move to support.

Monday, 2 May 2011

Welcome to CRM twenty11

Hi, welcome to CRM twenty11!

Over the coming weeks this site will be used to give back to the community that has aided me through my career as a Dynamics CRM consultant.

This will include tips and tricks, explainations of processes and detailed examinations on some of the areas that makes CRM 2011 the solution of choice.

I hope you find this site useful, and see you again soon.