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Lucas Alexander
Attended Auburn University
Lives in Auburn, AL
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Lucas Alexander

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Late last year I created a console application for moving access team templates between Dynamics CRM organizations, and I described it in this blog post. Following up on that, I've created an XrmToolBox plugin to make it even easier to...
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Lucas Alexander

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New post on giving Dynamics CRM the same functionality as Salesforce.com's analytic snapshots #msdyncrm
Although Dynamics CRM offers several different ways to report on data stored in the system, there is no out-of-the-box mechanism for reporting on how data changes over time. That is to say, while you can easily report on how many active accounts are owned by a particular sales rep today, ...
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Great solution thanks for sharing your ideas!
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Lucas Alexander

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New blog post: Creating a dynamic dialog launcher menu for Dynamics CRM (FetchXML style) http://bit.ly/Zo2RDr
Last month I wrote a post about how to create a web resource dialog "launcher" that you can embed in a CRM form (both classic and updated modes) with JavaScript and an OData query. In today's post, I will show how to do the same thing using a FetchXML query. There are four changes you need to ...
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Lucas Alexander

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I'm working on a project with CRM Online, and I just found a significant difference between how records are saved from updated-mode forms as compared to classic-mode forms. I had added the territory field to the OOTB "account" form, and I also created a new security role based on the OOTB ...
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Lucas Alexander

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I love Dynamics CRM dialogs. In fact, I think they are one of the best features of CRM 2011. What I don't like about dialogs is how the user has to run them when working with a entity record. On a "classic" mode form, the user has to go to the ribbon, click start dialog and then find the dialog ...
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Lucas Alexander

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In this post, I will present a generic Windows Communication Foundation (WCF) wrapper for the Dynamics CRM Organization Service that lets you turn any FetchXML query into a web service interface without needing to write any code at all. I call my solution the Diesel Xrm Service Wrapper after ...
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Lucas Alexander

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In today's post I will show how to set up a recurring process in Dynamics CRM that executes a FetchXML query to return a set of records and then starts a workflow for each of those records without requiring any external processes or tools. This is a generalized approach to solving a class of ...
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Again this worked awesome for our use and we'll be using the concept in many more custom workflows. 

We have Microsoft Dynamics® CRM Online Fall '13
(6.0.1.462) (DB 6.0.1.462)
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Have him in circles
50 people
David Rogers's profile photo
Jerome Troy's profile photo
Dan Crowdus's profile photo
Scott Sewell's profile photo
e canarys's profile photo
James Whitehead's profile photo
Jason du Plessis's profile photo
Prasun Ray's profile photo
Jukka Niiranen's profile photo
Education
  • Auburn University
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Male
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Husband, father, Auburn man, MBA, enterprise CRM consultant. I believe in work, hard work.
Introduction
My name is Lucas Alexander, and I am a Microsoft Dynamics CRM consultant. I have a wide variety of experience in information systems solution architecture, programming (Web/desktop/n-tier), database administration, requirements analysis and project management. I'm particularly interested in knowledge management, Microsoft Dynamics CRM, business intelligence, process automation and the impact of emerging technology trends on business performance.

I have a wife, a kid, three dogs, some fish, a few frogs . . . 

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Currently
Auburn, AL
Previously
Atlanta, GA - Woodstock, GA - Tuscaloosa, AL