I have been doing a lot of CRM upgrades lately and one of the side-effects of this process is a lot of documentation and tooling to help the .NET developer move their code to the CRM 2011 object model. If you did not know, or have not heard, the next version of CRM, code-named Orion, […]
Continue readingThe recording today’s webinar is now up: http://www.xrmvirtual.com/events/javascript_upgrade_crm2011_Mitch_Milam Here are the main talking points from today’s meeting: Strategies: Here are the strategies I follow when performing an upgrade from CRM 4.0 to CRM 2011: #1: Create a test environment #2: Upgrade your object model #3: Use Visual Studio (with add-ins) #4: Reorganize your functions #5: […]
Continue readingSo we’re two and a half years into the realm of CRM 2011 with the next version, code-named Orion, just over the horizon somewhere. You’ve got to be thinking to yourself: "Well, I guess I can delete that CRM 4.0 SDK folder since it’s taking up disk space and I’m down to only 489GB. Not […]
Continue readingAt times, it can be difficult to manage queues, if you have a large number of users because the normal production queues get lost in the list of users ( who also have queues ). Here’s how to work around that problem. 1. Select Settings, Customization. 2. Expand Entities. 3. Expand Queues. 4. Click on […]
Continue readingAs Microsoft Dynamics CRM continues pushing towards the enterprise space, it becomes increasingly important to support the requirements of the enterprise—not only through the product but also in terms of functionality, scale, resilience, and security. From an implementation perspective, enterprises expect to be able to have structured, repeatable processes that are predictable and well documented […]
Continue readingI ran into an issue in a plugin this week where I needed to decode the To and From fields of an Email. While this doesn’t seem like a huge task, these fields are of the type PartyList, which can be somewhat difficult to work with, at times. I found the following response by Thomas […]
Continue readingI ran into an unexpected situation during an upgrade that quite honestly, left me a bit baffled. It seems a breaking change was introduced during the CRM 2011 upgrade process. Some Background In CRM 4.0, you could open an Entity record with either one of the following URLs: http://crm2011/Contoso/userdefined/edit.aspx?id=%7bE50B1A7B-1AA2-E211-953E-00155D200507%7d&etn=new_entity http://crm2011/Contoso/userdefined/edit.aspx?id=%7bE50B1A7B-1AA2-E211-953E-00155D200507%7d&etc=10010 The difference being using […]
Continue readingThe Dynamics CRM 2011 December 2012 service update (otherwise code-named Polaris) gave us the new Flow-UI forms. These forms include an auto-save feature that can, and probably will, effect the way we CRM developers approach our work. If you have not investigated the side-effects and other design-considerations for this new feature, please take a look […]
Continue readingHere is another cool Entity extension method that I keep forgetting to use: Entity.ToEntityReference. Normally, when creating a reference to an Entity, we would use something like this: RetrieveRequest request2 = new RetrieveRequest { Target = new EntityReference(Account.EntityLogicalName, account2.Id), ColumnSet = new ColumnSet(), RelatedEntitiesQuery = new RelationshipQueryCollection() }; However, if we have already gone to […]
Continue readingThere has been a some coverage of the upcoming version of the next version of Dynamics CRM, currently code-named Orion, and the changes that will need to be made prior to the upgrade. Here are a couple: Permalink to CRM 4 Support- End of the Line! Time to Upgrade Folks! or fall 2 versions behind! […]
Continue readingI thought I’d share a few things of interest in the Dynamics CRM world that I’ve seen in the past few weeks: Christopher Cognetta has a great recap of Convergence 2013 here: Convergence 2013 Recap: Review by a CRM MVP Demian Rasko has written a tool to bulk create test data. I have not tried […]
Continue readingWhen working with the Dynamics CRM SDK, I think we may all overlook a very handy property that can save us a lot of time:Tthe FormattedValues property. It contains values formatted in the human-readable version of field types such as: Option Sets (including State and Status Reason fields) Dates Currency Two-options Here is an example […]
Continue readingThe CRM Engineering for the Enterprise has released a new white paper. You may download it here: http://www.microsoft.com/en-us/download/details.aspx?id=36056 Overview There are a number of complexities associated with implementing large-scale CRM projects in Enterprise business scenarios. In these situations, using multiple tenants in Microsoft Dynamics CRM 2011 can help to address several typical challenges, […]
Continue readingAs I am working on an update of my SnapShot! documentation tool, I realized that most people understand the values of Yes and No better than True or False, so I modified the output so that I replaced the word True with Yes and False with No. That works great and I think it actually […]
Continue readingSymptom Your Windows Live ID becomes locked or disabled by the system because the account has 100,000+ failed login attempts. Cause You have the email router configured to access CRM Online using your Windows Live ID account. You then change your password, forgetting that the email router also used this account. The email router […]
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