Tag Archives: CRM

Installing Microsoft Dynamics 2011 CRM SDK for Visual Studio 2013

via Installing Microsoft Dynamics 2011 CRM SDK for Visual Studio 2013 – Akinyele Olubodun.

I was about developing my first Microsoft Dynamics CRM plugin when I ran into the problem of installing the CRM Developer’s Toolkit 2011 for my Visual Studio 2013. It is funny there is no SDK installer for Visual Studio 2013 now, as the CRM SDK provided on Microsoft website is for Visual Studio 2011 and 2012. The only option is a work around and below is how I achieved it.

Change Lookup Text – Originating Lead field

Some clients like to have other text shown on the lookup fields, that’s the example on the Originating Lead field that links a Lead to an Opportunity (and Accounts and Contacts), because the lookup field in the Opportunity shows the Contact name (if the contact field is filled in the Lead), if not, then the […]


XrmServiceToolKit – Associate, Disassociate, Fetch, etc

Well, sometimes we need to do some code in Javascript instead of Plugins C#. So here is a way to Associate a relationship, in my case it was a N:N between quote and opportunity. First of all I will search if the relation already exists and after I’ll create the relation (if doesn’t exists). Associate: […]


Create Entity with Javascript

If you need to create an Entity using Javascript, here is a way to do it:


RFM Customer Segmentation in R, Pandas and Apache Spark

RFM Customer Segmentation in R, Pandas and Apache Spark

The RFM Customer Segmentation model is an embarrassingly simple way of segmenting the customer base inside a marketing database. The resulting groups are easy to understand, analyze and action without the need of going through complex mathematics. Unfortunately, not all CRM platforms contain a module to perform RFM Customer Segmentation. This article gives you a sketch of how to calculate it in R, Pandas and Apache Spark.

Build a mobile phone book for your Salesforce contacts

Build a mobile phone book for your Salesforce contacts

Keeping track of frequently changing customer and supplier contacts can be time-consuming for a business. An online CRM tool like Salesforce.com alleviates some of the work. I came up with a convenient way to access my Salesforce client-account data without needing to log into Salesforce: an authenticated Node.js application that queries the Salesforce API to get a list of my clients and their details. I built a cloud-based web version with IBM Bluemix™. Then I migrated the web app quickly to a mobile version that I use as a personal phone book.

What you’ll need to build a similar app

  • Basic familiarity with Node.js and Express
  • A Bluemix account and a DevOps Services (formerly JazzHub) account
  • AngularJS, an open source JavaScript framework for creating single-page applications (SPAs)
  • Ionic, an open source front-end framework for developing hybrid mobile apps in HTML5
  • The development tools for your mobile platform