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CRM Solutions Import/Export Tools
Using the development methodology defined in the picture below ( more details here ), our team spends a lot of time exporting unmanaged solutions from the Integration Development / Configuration...
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Making Cross Domain AJAX calls from CRM Form JScript
One of the cool things about JScript in CRM 2011 is that you can now use the jQuery $.ajax method to call, most notably the CRM REST endpoint. Now, one of the things that is sometimes required in...
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Retrieving Business Closure dates from Dynamics CRM
As developers, we are often asked to write plugins to calculate durations. A common example would be that the business wants to calculate how long an Opportunity was opened for. From a business...
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Rule Based Forms Strategies for CRM 2011
CRM 2011 introduces the out of the Role Based UI (RBUI or RBF for Role Based Forms). It is a very nice feature and frankly, it was about time they introduced it. Obviously, it is limited because we can...
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CRM 2011 Solutions Manager Update
I recently made changes to the CRM Solutions manager. One of the most requested feature was the ability to import solutions from a computer directory as opposed to having a “source” organization from...
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SSRS Reporting: How to create URL to Open CRM Forms
Just thought I would share how to add a URL in your SSRS reports to open a related CRM record. I spend a little bit of time figuring this out so here it is. I will skip the CRM/SSRS reporting 101 so...
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SSRS: How to open CRM Forms from Custom Reports
Just thought I would share how to add a URL in your SSRS reports to open a related CRM record. I spend a little bit of time figuring this out so here it is. I will skip the CRM/SSRS reporting 101 so...
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Error Logging Options in CRM
Logging is an often frustrating topic when it comes to Dynamics CRM. How do we manage error logging or even debug and verbose/information logging? The answer from Microsoft is simple and standard:...
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Start your CRM Development in Azure!
I attended a presentation by Microsoft TFS ALM MVP Wes MacDonald on Windows Azure a couple of weeks ago. If you have some level of MSDN Subscription, Microsoft is giving away free $$$ for Windows...
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Managing CRM User Roles Programmatically
You often hear CRM users and admin complain about having to manage the system users’ roles too often. It can be a pain if you have a lot of movement in the company, for example people going...
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CRM 2013 – Client API: Client Methods
The CRM 2013 client API adds a few useful methods. Here I am going to focus on the context.Client methods : context.client.getClient() and context.client.getClientState . These methods are used to...
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CRM 2013 – Client API: Dialogs
CRM 2013 introduces a couple of client side dialog methods under the Xrm.Utility library. The goal is to remove the use of window.open and window.confirm and replaces them with alertDialog and...
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Run multiple requests with one service call using ExecuteMultipleRequest
If you have been developing on for Dynamics CRM for a while, you probably asked yourself this question at least one: why is there not a way to send multiple service requests with a single call to the...
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CRM 2013 – Client API: Save & Refresh
I know these operations seem like very basic functionalities that have been around for a while. I wanted to point a specific new feature that comes with CRM 2013: the ability to run a callback method...
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CRM 2013 – Client API: Save Event Arguments
There are a few useful additions that have been added to the client API around the Save event. They are 3 methods that have been formally introduced: getSaveMode: Returns a value indicating how the...
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How to change a Plugin “Run in User’s Context” Programmatically
When you design Plugins for Microsoft Dynamics CRM, you sometime need to have them run as a different user in order to perform operations that a non admin user cannot normally do. This is usually...
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CRM Dev Tool for Chrome
A few days ago, Sonoma Partners released a very nice Development Tool . It comes as a Google Chrome extension and it’s compatible with CRM 2011 UR11+ and with CRM 2013. It’s a nice productivity...(read...
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Setting up your Dynamics CRM Development & Source Control Environment
Every time I meet people trying to get CRM projects going, I get plenty of questions about how to setup environments and source control properly. Unfortunately, there is no easy answer. However I...
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How to remove dependencies to CRM Developer Toolkit
Today I had to work on a solution that I hadn’t touch in a while. I was built with Visual Studio 2012 using the CRM Developer Toolkit. Since I made the decision not to use it, I needed to find a way to...
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Developer Focus – CRM Solution Manager Review
I’ve been using the CRM Solution Manager for a few months now and I thought I’d provide some insights on the product in case you are considering making the investment. What is it the CRM Solution...
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Custom User Interface in CRM – HTML5/JavaScript or ASP.NET Web application?
Lots of times on CRM projects, we are required to build and display custom screens inside of Dynamics CRM. There are a lot of factors that come into play in the choice how we build these custom user...
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Exchanging data between CRM Forms and IFRAMEs
One of the most common requirements when we add content in IFRAMEs or Web Resourses in CRM is to have the ability to communicate with the calling or source CRM form to perform all sorts of operation....
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Selecting your Dynamics CRM developer(s) setup
If you are ever involved in a very large CRM implementation project, one of the decision that you need to make early is how to setup/structure your development environments and workstations. Not that I...
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Creating readable unique identifiers for your CRM records
A common requirement in CRM implementations is the need to have readable identification numbers auto-generated for custom attributes. There are various ways of achieving this. This article provides a...
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CRM Plugin Code Structure – By functionality or by event?
When we work on CRM plugins, there is a key decision at the beginning of the development cycle when it comes to structuring your plugin code. There are two main ways of writing your plugins : by...
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