Braintree Auth is a new feature of Braintree that allows customers to link their personal Braintree accounts to a company’s platform. This technology allows the company to do all the heavy lifting by reading transactions and processing payments on the customer’s behalf. The process works similar to the way customers can sign in on other sites using their social media credentials.
Tallan is the first company to ever set up the Braintree Auth feature. We found a need for it on the SmartRaiser platform. Before we used Braintree Auth, customers were required to get their funds from SmartRaiser directly and the process could take several months to allow all payments to settle. With Braintree Auth, customers can access transactional information much faster and receive payments in as little as two business days.
Braintree has created a simple API to get started with…
On a recent client I had the task of making one of our already existing Dynamics CRM reports use pre-filtering. This is normally a very straight forward procedure and you can find steps to do this on the following link: https://msdn.microsoft.com/en-us/library/bb955092.aspx.
Now given the complexity of the query used to populate this specific report I needed to use explicit pre-filtering. Once again, this is something that should be fairly straight forward to do. After I finished adjusting the report to use explicit pre-filtering I then deployed my report out to CRM. But when I tried running the report I got the following error: The expected parameter has not been supplied for the report
Recently, I came across a very odd issue in CRM 4.0. This issue popped up because of an improper deploy/refresh in conjunction with the removal of an entity between test and production servers. It was very out of the ordinary, and I had not seen anything like it before.
The Issue at Hand
This issue was that we were unable to publish the Appointment entity. We were able to publish all of the other entities, but trying to publish the Appointment alone would fail. We could import previous versions of the entity, but all of them had the same effect. This is a critical issue because if you are unable to publish an entity, then you can no longer modify that entity.
So this is when I started to dig around. I first noticed that where was a blank lookup field on…
I wanted to write about the topic of whether to repurpose system entities in CRM 2011 or create new custom entities. I know that there have been some blog posts about this before, but I can also reflect on this from personal experience.
There are many different points to consider when repurposing entities:
1. The out of the box functionality of the entity may not be exactly what you need. In these cases it might take a higher effort to modify and customize it then it would to start from scratch with a custom entity.
2. If you repurpose a system entity in CRM 2011 and package it in a solution, there is always the chance that another solution contains this entity. If these two solutions are imported into the same organization, this may cause a conflict.
3. You cannot change the icons for…
Microsoft Dynamics CRM (Or just CRM) has recently upgraded from version 4.0 to version 2011. For an overview of Microsoft Dynamics CRM head here: http://crm.dynamics.com. With this new release there have been many improvements to the system. One of the improvements that I think has great potential is the introduction of Solutions.
What is a Solution?
Solutions are essentially a container that holds the customization components supported by CRM. Solutions can hold many different components including Entities, Web Resources, Plug-ins, Reports, and Processes. A complete view of the Components is shown on the left below.
Solutions can be versioned and they are imported and exported as a whole. This single unit of software makes a re-deployment or upgrading a clients system a lot easier to manage for not only us, but also the client.
What did we have in CRM 4.0?
In CRM 4.0, there…
It seems today that most people look to out of the box solutions when considering augmenting their sites with eCommerce features. Maybe it is because there are a lot of small businesses who just want to get started with eCommerce and a template site or open source solution is really the best way to go for them. This articles is intended for those whose responsibility is to service the smaller portion of companies where eCommerce revenue accounts for a large part (if not all) of their revenue to the tune of millions of dollars. To these companies it is necessary to have a finely tuned, customized and heavily integrated eCommerce solution, and sustain a high enough volume of business to benefit greatly by investing in more complex eCommerce features. In this case, the teams in charge of designing the intricacies…