Hi 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 […]
Continue readingAs I was producing the associated documentation for my CRM Migration Assistant application, I decided to explore a comparison between a technique that we had to do the “hard wayâ€? in CRM 4.0 and a technique that is built into CRM 2011 The technique in question is retrieving a user’s security roles in order to […]
Continue readingI ran into an interesting requirement this morning that let’s me show off one of my favorite CRM add-on utilities: Stunnware Tools. Let’s cover both. The Requirement I needed to create a list of users that were members of a specific security role. Rather than writing an application or designing a SQL query, I opened […]
Continue readingThis morning I was adding some functionality to my Dynamics Tutorials site and needed to determine if a user was a member of a specific marketing list. No problem, I thought. I opened up the most excellent Stunnware Tools to create the query. The only problem is that the Marketing List Member entity, listmember, does […]
Continue readingIf you have ever assigned a task to someone and wondered when or if they completed it, this workflow process may help. This workflow is based the Task activity, but you can perform the same process on other activities as well. The workflow will execute when the record’s status changes. Here is a quick picture […]
Continue readingIf you’ve ever wondered how to find the values for the statecode and statuscode, you can use the following SQL script to find those values: select AttributeName, AttributeValue, Value from dbo.StringMap where (dbo.StringMap.AttributeName = ‘statuscode’ or dbo.StringMap.AttributeName = ‘statecode’) and dbo.StringMap.ObjectTypeCode = 1 Will display the following values for the Account Entity ( ObjectTypeCode = […]
Continue readingThis will probably be old news to most of you, but for those who are just starting with CRM, you should have a methodology in place to test your customizations as a normal user. The Basics You should have at least one test user for each role in which normal users exist. Normal being not-CRM […]
Continue readingToday I thought I’d share what I think are some best practices when working with CRM’’s customization files. Procedure When exporting customizations for either edit (ISV.Config or Site Map ) or transport, I always save them to disk so I have a reference copy of the customizations. Location Pick a specific folder on your […]
Continue readingThe final installment in this series contains miscellaneous SQL functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) CRM 4.0’s Built-in SQL Functions (Part 4 of […]
Continue readingIn this section, we’ll cover year-related functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) dbo.fn_BeginOfLastYear Returns the beginning date and time for last year. […]
Continue readingToday we are continuing on with part three of our series on using CRM 4.0’s built-in SQL functions. You may wish to review the following articles: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) Note: The date used in the following example is 2009-08-16. […]
Continue readingAs we continue onto the second article in our set, you may wish to review the previous article: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) Note: The date used in the following example is 2009-08-16. dbo.fn_BeginOfLastWeek Returns the beginning date and time for last week. This function requires a valid datetime […]
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