I’m proud to announce the release of version 1.2 of our CRM JavaScript conversion utility, the CRM Migration Assistant. New Features The following new features were added: QuikStats Lists the following statistics on the conversion process: Number of files Number of lines of JavaScript Conversion time Find Duplicates Two additional reports are create that track […]
Continue readingHi Everyone, I’m adding some new conversion points to my JavaScript conversion tool, CRM Migration Assistant, and I am curious if anyone has used any of the following internal CRM 4.0 objects or methods: crmForm.detachCloseAlert(); crmFormSubmit.crmFormSubmitSecurity.value crmFormSubmit.crmFormSubmitId.value crmFormSubmit.crmFormSubmitObjectType.value If you have, I’d love to see some sample code to see how you were using […]
Continue readingCRM 2011, by default, displays a feature at the top of every data view called the Getting Started Pane. Here’s how it looks for Contacts: This is great for new users, but after some period of time, you may wish to have that screen real estate to show more records on the screen. Luckily, you […]
Continue readingLet’s say I have a report of my CRM leads that looks like this: Very simple, just name, created on date, and their email address. The only problem is that I could really care less what time they were created, I just need the date. Here’s how you fix that issue: Export the report The […]
Continue readingThe workflowlog.status values are not clearly documented in the SDK so you may use the following table to correlate the integer values with their textual counterparts: Display Value Integer Value In Progress 1 Succeeded 2 Failed 3 This information can be valuable when cleaning out the workflowlog table.
Continue readingAn excellent post today from EMEA Dynamics CRM Support that is worth sharing: CRM Debug Information Page Each CRM installation has an out-of-the box ASPX page that contains basic information regarding your CRM (verified for CRM 4.0 and CRM 2011) installation. If you refer to the following URL: http://ServerName:Port/OrgName/home/home_debug.aspx (replace ServerName, Port and OrgName to […]
Continue readingIf you have ever wondered if Dynamics CRM is holding on to your email and not sending it, there is a way to check: CRM 2011 In CRM 2011, just perform the following steps: 1) Select your Workplace area. 2) Click Activities. 3) Change your Activities view to E-mail. 4) Select My Pending E-mails: This […]
Continue readingThe CRM 2011 SDK makes use of the JavaScript namespace feature. I am curious if anyone currently developing for CRM 2011 is also using namespaces. If you are, add a comment to this post or send me an email. Mitch at infinite-x dot net
Continue readingThere is an often overlooked feature within the CRM web client that allows you to view the properties of a record. Here’s how it works: 1) Open a CRM record. 2) Click the File tab, then select properties: 3) The following dialog will be displayed: As you can see, it has created and modified information […]
Continue readingThis weekend while working on new product I realized it would be of tremendous use to have a bulk-delete job remove log records once per month. After looking around, I noticed that the bulkdeleterequest sample was no longer in the CRM 2011 SDK so I decided to update the bulk delete operation section so show […]
Continue readingI found something quite interesting while working on my CRM Migration Assistant JavaScript conversion tool. We you create a web resource, you, the developer, are responsible for prepending the name of the web resource with the proper Customization Prefix. The second rather interesting fact is that CRM doesn’t care what that prefix is. It seems […]
Continue readingBack in 2009 I released a small Visual Studio solution that contained all you needed to get started connecting and communicating with CRM 4.0: CRM 4.0 Development Skeleton It was fairly popular, having almost 1,000 downloads over the course of almost two years. I finally blocked out the time and updated the skeleton for CRM […]
Continue readingHave you ever noticed that button: Like many of you, I have too; but wasn’t really sure why I would use such a feature. Well, I found one this week. I was posting the same article to two different blog and both blogs have the most excellent WordPress plugin WP to Twitter installed. With my […]
Continue readingI’ve updated my Export JavaScript utility to work with CRM 2011. You may download it here. The operation is pretty simple: 1) Connect to CRM 2) Select an organization 3) Select a solution. 4) Select the version of Visual Studio you work with. 5) Click Export. Here’s the user interface: It will extract the JavaScript […]
Continue readingOne of the most important aspects of the CRM 4.0 upgrade is what will happen to your plugins. The first question to ask yourself is: Do I have any plugins installed? That may seem like a strange question but what if CRM was installed 4 years ago and you are the fifth administrator to work […]
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