Over the years I have found it very helpful to categorize the workflows for my own projects or customer’s by adding a prefix to the workflow name. Typically the prefix describes the job function or even company department which helps you group workflows visually on the screen. Here is an example: This technique can be […]
Continue readingWhen working with the CRM SiteMap, it is sometimes very useful to categorize the navigation elements into logical or functional groups. CRM provides this functionality on the Area tag with the attribute ShowGroups. Getting Started Today we are going to use the Sales area of CRM as an example, which by default, looks like this: […]
Continue readingWhile working on yesterday’s article, I ran into several issues attempting to import my Sitemap. Since I wasn’t exactly sure what it was, I decided to turn on CRM Tracing to track down the internal error. Here is what I found in the trace logs: Crm Exception: Message: The import file is invalid. XSD validation […]
Continue readingOccasionally I have requirements to add links to the CRM Sitemap that are pointers to specific system views that we’ve created. For example, here we have a link for Vendors that points to a system view that was created on the Account Entity which uses a Filter of Relationship Type = Vendor: So, how do […]
Continue readingWhen you deleted a record in CRM 4.0, it didn’t physically delete the record at that point in time, it merely marked it for deletion. Once per day, an automated background process would run to delete any such records. With CRM 2011, Microsoft changed the architecture so that a delete operation is physically performed when […]
Continue readingHi Everyone, I am really enjoying Convergence 2011 this week so I thought I would pass along some great news and even greater news about the CRM Migration Assistant, our JavaScript conversion tool. Great News In honor of Convergence 2011, we’re offering a 10% discount through Sunday, April 17th. Just enter the code: CONV11 upon […]
Continue readingI am working hard to put one of the last major features into my CRM Migration Manager and ran across some interesting issues today and the background information was equally interesting so I thought I’d share: Error: System.Runtime.InteropServices.COMException Using the exception-handling code ask documented in the CRM 2011 SDK (5.0.2), I received the following […]
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