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Dynamics CRM: Automating record names

In every application that makes use of a relational database in a multi-tier architecture, beyond the unique identifiers for records within a table, it is common practice to allow records to be named in a way that would help users easily retrieve the relevant records, be it by search or browsing. In Microsoft Dynamics CRM is no different. Accounts are named by the company name while opportunities are named by their topic, and so on.

Since the idea of naming records is for the identification and retrieval of records, it makes sense to me that users can name Accounts and Contacts to their liking. However, this isn’t the case for Goal records in my organisation.

When creating Goals, users can type anything they want in the name field, which could range from sensible names like “James W Revenue Goal for Q4/2011” to cryptic names like “JW Rev Q4/11”, or anything but professional, like “Show me the money”. Sure we could come up with a naming convention that users should follow. The problem, evidently, is making sure that users will follow it.

The objective of this post is to propose a step-by-step solution for the automatic naming of Goal records following a naming convention through the use of one Javascript.


Sérgio Vieira de Mello: In Memoriam

In the state we find the world today with all its poverty, epidemics and never-ending conflicts, it is almost impossible to find comfort in the words and actions of our politicians and statesmen. We’re often tired of their rhetoric and demagogue speeches, in what many of us see as fueling empty promises about making the world a better place. Speaking for myself, I can’t think of any politicians or diplomats from our time that I can say, hand on heart, that I truly believe in their good intentions, integrity and honourable values. All but one, who unfortunately was taken away from us five years ago. Read more >>

Runing Linux on a Windows Home Server simuntaneously

I read a few weeks ago in some of the Windows Home Server forums that some enthusiasts are trying to install Linux on a HP MediaSmart server. While I do find it to be a quite interesting exercise, I fail to see the benefits of replacing Windows Home Server with a copy of Linux, particularly since HP has their own Linux-based home servers, plus it would be probably cheaper to build a custom one.

On a personal note, I rather like the idea of having a Windows-based server at home. But I do miss having the ability to play with Linux hacks. So I was thinking what I could do to have Linux as an option at home when I came with a solution where I could have both Windows Home Server and Linux on my MediaSmart server running at the same time: Virtual Server.


Linksys WAG54G v2: The Hidden Pages

I have been eagerly waiting for the Wireless-N standard to be rectified so I can finally change my home router for a new one. I must say that during the years I had enough of Linksys routers. Although owned by CISCO, I’ve been quite disappointed with the level of features provided by my WAG54G router. However, while browsing I found about two quite useful configuration pages which seem to be ‘hidden’ in the router. In particular, there is a page to configure DHCP reservation; a feature that I’ve been missing badly!


Studying for exams: How Wikipedia helped me (and so can help you)

May 22, 2007   //   by Pedro Mac Dowell Innecco   //   Thinking out loud  //  Comments Off on Studying for exams: How Wikipedia helped me (and so can help you)

Yesterday I had my first examination of my MBA programme: Human Resources Management. I don’t plan to talk about all my exams, but since this was my first one, it was quite significant. In particular, I would like to mention how I actually used Wikipedia as a way to help with my studies.

Of course the name Wikipedia raises all alarm bells when talking about research and academic studies. Every lecturer I know has strong feelings against the use of Wikipedia as a source. Use Wikipedia as a reference and bibliography and you are likely to be penalised.

But if used correctly, Wikipedia can help you. In case of studying for my HRM exam, here is how I used it in my favour, in two different ways. It might surprise you.