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.
Tag Archives: CRM
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 […]
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.
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
- Ionic, an open source front-end framework for developing hybrid mobile apps in HTML5
- The development tools for your mobile platform