6 OpenXML Worksheet: Adding AutoFilter

I wasted more time than I want to think about on this, so here is a solution I hope will help anyone else generating an Excel worksheet and wanting to add Automatic Filtering. This is a full, working sample.  Just take out the code I use to populate worksheet and insert your own. ConversionReportItems is […]

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Creating a query to find all users with a specified security role

I 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 […]

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2 Book Recommendation: Professional iPhone Programming with MonoTouch

I have been dabbling a bit with iPhone development as a way to stretch my development skills.  Unfortunately,Apple’s language of choice for iPhone/iPad development is something called Objective C which, for me anyway, is a time machine straight back to 1989 or so. Now I really have nothing against Objective C besides that fact that […]

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CRM Add-Ons Updated

Last year I created an add-on for Dynamics CRM 4.0 that I called Data Validation.  It had two functions: User interface validation Email management. This week I decided to split those functions into two separate products. I also change the licensing from a per-organization fee to a simple flat-fee. You may read more about these […]

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New CRM case study released: Access MediQuip

One of my customers is the subject of a new Microsoft case study which describes how the implementation of Microsoft Dynamics CRM has benefited their company. I’ve been working with them for almost a year and the amount of “cool stuff” we’ve implemented within Dynamics CRM to help them improve their business is immense and […]

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2 Finding the value of the state and status codes

If 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 = […]

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CRM Customization File Best Practices

Today 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 […]

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