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.
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 [...]

23 March, 2016
Stanley Lai

Storing Credit Card Details in CRM Online 2015 (Part 1)

By |March 23rd, 2016|1 Comment

Image source: Kingwealth Planning Clients are required to comply with PCI (Payment Card Industry) Security Standards to ensure a secure payment card environment. By default, Microsoft Dynamics CRM Online does not support the [...]

24 February, 2016
Stanley Lai

Impersonating Custom Workflows

By |February 24th, 2016|0 Comments

In one scenario, we had a current user execute an operation that triggered a workflow to update records where they didn’t have the required privileges. Googling the issue turned up lots of info regarding impersonation in [...]

31 January, 2016
Stanley Lai

Business Rules and Calculated Fields – A Comparison in CRM 2015

By |January 31st, 2016|0 Comments

In a recent project, we were exposed to Business Rules and Calculated Fields for some scenarios. There are a few articles on features around Calculated Fields and Business Rules already: Business Rules Calculated Fields This [...]

14 December, 2015
Stanley Lai

Dynamics CRM: How to Change Time Zone

By |December 14th, 2015|0 Comments

Scenario In one project we were working on remotely, we needed to convert a date/time field to the current time for that specific location’s time zone. As part of a C# web service, we needed to [...]