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Lucas Alexander
Attended Auburn University
Lives in Auburn, AL
48 followers|14,299 views
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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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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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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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People
Have him in circles
48 people
Jerome Troy's profile photo
Scott Sewell's profile photo
Surviving CRM's profile photo
Kylie Kiser's profile photo
Tyler Alexander's profile photo
Bhaskar Sen Sarma's profile photo
Robin Kiker's profile photo
B.C. Fortenberry's profile photo
Willie Green's profile photo
Education
  • Auburn University
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Gender
Male
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Tagline
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