StanleyLai

/Stanley Lai
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Stanley Lai

About Stanley Lai

Stanley has been working with Microsoft CRM and its evolution for over 10 years and has provided these services to clients across the financial/property and not for profit sectors. He has experience of the full software lifecycle including design, development, implementation, support as well as ongoing enhancements to meet evolving business requirements. Additionally, with Stanley's extensive upgrade experience he is able to undertake gap analysis between current and future state systems helping to ensure that the replacement system is able to meet client requirements.
21 December, 2016
Stanley Lai

Organisational Insights Solution

By |December 21st, 2016|0 Comments

As you know, the Organisational Insights dashboard was first introduced in 2016. This has now been extended with some really cool new metrics (mainly performance analytics) for your Dynamics Online environment across multiple dashboards.   [...]

24 November, 2016
Stanley Lai

Field Validation Editable Grids

By |November 24th, 2016|0 Comments

So now that Editable Grids are released for Dynamics 365, there has also been a few new client side scripting methods made available to interact with the editable grid object. This post will give you [...]

29 October, 2016
Stanley Lai

Troubleshoot Permission Issues in Dynamics CRM 2016 – Privileges Discovery Tool

By |October 29th, 2016|0 Comments

It is quite common when users do usual tasks such as read/write records and then they encounter an error related to not having enough permissions. This is most likely due to the fact that the [...]

7 October, 2016
Stanley Lai

Date and Number Validation for Survey Questions

By |October 7th, 2016|0 Comments

When we create survey questions for survey forms in ClickDimensions, we can associate the following data types to these questions. What about if we have questions that require date or numeric data inputs? In the [...]

7 September, 2016
Stanley Lai

Join Tables in Power BI Desktop in Dynamics CRM Online – Part 2

By |September 7th, 2016|0 Comments

In the Part 1 of this blog series, I discussed how to work with the Query Designer and expanding columns of data sets. This part will describe how to join the data sets together. Consider [...]

11 August, 2016
Stanley Lai

Join Tables in Power BI Desktop in Dynamics CRM Online – Part 1

By |August 11th, 2016|1 Comment

Right now Power BI is definitely one of the apps to be involved in. By now, you would have heard the exciting news about Dynamics 365 being announced and how this is like the new [...]

6 July, 2016
Stanley Lai

Another Quick Way to Find a Record GUID

By |July 6th, 2016|0 Comments

If you have Dynamics CRM Online, you can take advantage of this feature with the integration with Excel Online. Find Record GUID Quickly Navigate to any List view for an entity that you want to view [...]

9 June, 2016
Stanley Lai

MB2-710: Dynamics CRM 2016 Online Deployment Exam – My Thoughts

By |June 9th, 2016|0 Comments

Recently, I passed the MB 2-710: Dynamics CRM 2016 Online Deployment exam. I must say it was quite fair and probably the less difficult of the ones I’ve done. Unlike the much hated MB2-706: Microsoft [...]

26 April, 2016
Stanley Lai

Dynamics CRM 2016 – CRM for Phones: ‘There was an error with this field’s Customized Event’

By |April 26th, 2016|0 Comments

With the new CRM for Phones and Tablets mobile app introduced for 2015 Online 1 and 2016, we had a requirement to extend CRM using this new feature. One nasty thing that I encountered was [...]

19 April, 2016
Stanley Lai

Storing Credit Card Details in CRM Online 2015 (Part 2)

By |April 19th, 2016|3 Comments

In Part 1, we talked about creating a plugin which involved retrieving the certificate for encryption. This blog, continues with the plugin and performing data encryption in Dynamics CRM and also Masking data on the form. Data Encryption After [...]