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  • Blog Post: Upcoming Workshop: Creating Plugins for Dynamics CRM

    I am very excited to announce that my workshop on Dynamics CRM plugin development is now ready. The goal of the class is for me to teach you everything I know about plugin development and we'll have just two days to do it. When: Wednesday August 14th and Thursday August 15th Where: Online ...
  • Blog Post: SnapShot! 1.9 for Dynamics CRM Released

    SnapShot! v1.9 is now available. The following changes have been made in this release: 1. An Active? column has been added to the Users list to indicate that the user is enabled or disabled. 2. A User Count column have been added to the Security Role, Business Unit, and Team reports. 3. A new column...
  • Blog Post: New Upgrade Tool Released: Kill Plugin

    There are occasions which some of us may experience during or shortly after the upgrade of a Dynamics CRM 4.0 system to CRM 2011 where we discover we have plugins that cannot be removed by the Plugin Registration Tool. Most of the time this is caused by the plugin being registered as "on disk"...
  • Blog Post: Error: Proxy type with the name account has been defined by another assembly

    I am a big fan of the Simplified Connection technology added by the Xrm.Client assembly and use it almost exclusively. Recently, I ran into the same issue at two separate customers. Both had just converted from CRM 4.0 and both had plugins and custom ASP.NET web pages in use. Occasionally, the following...
  • Blog Post: Date.js and Dynamics CRM 2011

    In a word: NO. I recently added the JavaScript date library Date.js to an installation to get some date calculation functionality. It worked great but totally broke the CRM date controls. After much troubleshooting and some helpful advice from my friend Tanguy , I realized Date.js was incompatible...
  • Blog Post: Upgrades: Contracts and Contract Detail Records

    Contracts within Dynamics CRM can sometimes be a little peculiar to work with.  Case in point: You must have at least one Contract Detail record associated with the contract in order to make it function properly. The issue there is that some companies don't actually care about detail lines...
  • Blog Post: SnapShot! 1.8 for Dynamics CRM Released

    I made a change to how the Entities are extracted from Dynamics CRM.  Previously, the Entity had to have the CanAddAttributes flag set to true but using this setting left certain Entities out of the list. I've modified it to extract any Entity with the IsCustomizable flag set to true. Thanks...
  • Blog Post: Retrieving the OptionSet Label using JavaScript

    I was adding some custom JavaScript to a customer's Opportunity Entity when I, again, learned the importance of not over-thinking things. I was concatenating three field values and using that combined value to set the value of another field. Unfortunately, one of those fields was an OptionSet...
  • Blog Post: Contracts, Renewals, and Plugins

    I ran into an interesting issue today during a CRM 4.0 upgrade to 2011. We have a plugin that automatically generates a Contract Detail record when a Contract is created. This is because Contracts need at least one detail record but the customer is not using the actual details. The issue arose when...
  • Blog Post: Associating Marketing Lists and Campaigns

    I ran across an unusual SDK topic last week that I thought I would share. I need to associate a Campaign with a Marketing List. This should be a pretty simple Associate operation but it turns out, if you try to use the standard Associate Request, like one of these three methods (all of which I know...
  • Blog Post: Tomorrow's Webinar: JavaScripting in CRM 2011

    JavaScript allows an administrator to enhance the functionality of Dynamics CRM 2011 in order to better fit your business processes. This session delivers an introduction to JavaScript development and will cover the following topics: Setting up your development environment Introduction to the form...
  • Blog Post: CRM SDK 5.0.16 Released

    Download it here: http://www.microsoft.com/en-us/download/details.aspx?id=24004 Active Directory and Claims-Based Authentication Authenticate Office 365 Users with Microsoft Dynamics CRM Online Web Services OrganizationServiceProxy DiscoveryServiceProxy Updated these topics to remove the...
  • Blog Post: .NET Upgrade: Interesting Workflow Activity Upgrade Issue

    I ran into an interesting issue today upgrading a custom workflow activity.  I received this error: <OrganizationServiceFault xmlns=" http://schemas.microsoft.com/xrm/2011/Contracts" xmlns:i=" http://www.w3.org/2001/XMLSchema-instance" >   <ErrorCode>-2147200995<...
  • Blog Post: Upcoming Webinar: JavaScripting in CRM 2011

    JavaScript allows an administrator to enhance the functionality of Dynamics CRM 2011 in order to better fit your business processes. This session delivers an introduction to JavaScript development and will cover the following topics: Setting up your development environment Introduction to the form...
  • Blog Post: New Open-Source Project: .NET Code Migrator for Dynamics CRM

    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, will no longer...
  • Blog Post: JavaScript Upgrade Strategies webinar follow-up

    The 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...
  • Blog Post: Don't throw away your CRM 4.0 SDK just yet

    So 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...
  • Blog Post: Presenting with XrmVirtual today: CRM JavaScript Upgrade Strategies

    Hi Everyone, I'm presenting today at the XrmVirtual user's group: CRM JavaScript Upgrade Strategies. We'll be discussing upgrading your CRM 4.0-level JavaScript to the CRM 2011 object model and outline some strategies to make you successful. Join the meeting here. Schedule: ...
  • Blog Post: ALM for Microsoft Dynamics CRM 2011: CRM Solution Lifecycle Management

    As 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...
  • Blog Post: Microsoft Dynamics CRM 2011 Implementation Guide update 9 is available

    Microsoft Dynamics CRM 2011 Implementation Guide (IG) update 9 (5.9.0) is now live on TechNet and is also available on the Microsoft Download Center in Word, compiled Help file (CHM), and PDF (recommended for small screens and tablets) formats. Below are a few of the additions and updates you’ll find...
  • Blog Post: CRM Developer Tip o' the Day: Working with PartyLists

    I 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 Dekiere on StackExchange...
  • Blog Post: SnapShot! 1.7 for Dynamics CRM Released

    Version 1.7 of the Dynamics CRM documentation tool, SnapShot! has been released. Visit the product information page for details and to download a sample report . Change in this version include: JScript Library Usage Report This report shows what libraries are referenced by which forms:  ...
  • Blog Post: CRM Upgrade Note: Check your URL References

    I 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...
  • Blog Post: Dynamics CRM development and the new auto-save feature

    The 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...
  • Blog Post: CRM SDK Nugget: Entity.ToEntityReference Method

    Here 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...