Today I am releasing the first in a series of Deep Dive books related to all things Dynamics CRM: The first book is a dive deep into Dynamics CRM 2011 security where you will discover what really happens behind–the–scenes. We will cover the following topics: Business units Security roles and privileges Users and teams Auditing […]
Continue readingSometimes I get a requirement to set the initial value for a DateTime field, such as the Due Date of the Task Entity, to Today’s date. OR, someone would like to set the hour of a DateTime field to something other than Midnight, which is the default. JavaScript to the rescue: Add this function to […]
Continue readingI updated the utility exports to disk the JavaScript found in a solution in Dynamics CRM 2011. To read more about it, see the original announcement, found here. This updated fixes some issues where the JavaScript would not be exported depending upon the solution you selected and the solution you chose to export. ( it […]
Continue readingDennis Michalis, Microsoft Dynamics General Manager, released the roadmap for the upcoming Q2 2012 release of Dynamics CRM 2011, which they are calling R8. Read more about it here. The actual roadmap document can be found here. Looks like we’re in for some exciting times this year!
Continue readingHI Everyone, If you have not heard, Dynamics CRM 2011 will very shortly support browsers other than Internet Explorer. I am absolutely unsure if this is a big deal for customers or not. So, I thought I’d ask. I’ve created a poll on my site that allows you to select which browsers you will be […]
Continue readingWhen working with things like Email, it is sometimes necessary to decode a string of text that has been HTML-encoded. This is the process where special characters are replaced with their numerical equivalents to prevent misinterpretation of the HTML text. You use it like this: string xmlPacket = HttpUtility.HtmlDecode(input); This method is found inside of […]
Continue readingOne of the most fascinating things I found during the creation of the CRM Migration Assistant is the different methods developers use to access CRM form fields, and other form elements. Normally, people access a form field using the following style of JavaScript: crmForm.all.name This is the normal and perfectly acceptable (and supported) method for […]
Continue readingI learned some interesting things about working with Sandboxed plugins last week that I thought I’d share. Attaching to Processes Sandboxed plugins are run by Microsoft.Crm.Sandbox.WorkerProcess.exe so that is the process that you will need to attach to in order to debug your plugin. If there are more than one, then attach to all of […]
Continue readingAs I was reviewing notes from the recently released CRM SDK 5.0.9, I noticed a section on Error Codes. "This looks interesting," I thought. After you have installed the CRM SDK, navigate to the following folder: sdk\samplecode\cs\helpercode In that folder you will find, among other things, three files related to error codes, each in a […]
Continue readingA CRM Organization’s unique name is the name of the organization as it referred to internally. For example, it’s the name of the SQL database. Usually, the organization unique name is simply the Friendly Name with any illegal characters ( spaces, punctuation, etc. ) removed from the name. For sample: CRM Accelerators is my friendly […]
Continue readingYou can download it here. For more information about this release, see Microsoft Knowledge Base article 2600640: Update Rollup 6 is available for Microsoft Dynamics CRM 2011 To maintain parity between the application components of Microsoft Dynamics CRM 2011, this update rollup includes packages for Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Outlook, Microsoft […]
Continue readingIn case you didn’t know, Dynamics CRM 2011 has a basic mobile web site built into the product. You access the mobile site by adding /m to your CRM URL, like this: http://crm2011/contoso/m Which will produce a web page that looks like this: Here is what a view looks like: and finally, record detail: Now […]
Continue readingWhen customizing the ribbon of an Entity, it is important to note that the ribbon is part of the Entity itself, not the Application Ribbon. This means that if you are creating a solution, you only have to include the Entity component, not the Application Ribbon component.
Continue readingThis week I learned, again, the importance of including the SiteMap in a custom solution. If you do not add the SiteMap to your solution, and you’ve specified that custom entities be displayed within it, then CRM will not be instructed to modify the SiteMap to when the Solution is imported and your custom entity […]
Continue readingYou can customize the CRM 2011 Ribbon to add additional functionality via buttons, for example. When you add such a button, you use Web Resources to identify things such as icons and JavaScript functions, like this: $webresource:new_CloneRecord.js $webresource:new_CloneRecord32x32 It important to remember that any Web Resources referenced by the Ribbon exist ( added to CRM […]
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