Browse by Tags

Related Posts
  • Blog Post: MS CRM 2011: CallerOrigin in plugins

    Yesterday well-known MVP Tanguy Touzard, author of amazing tools for Dynamics CRM 4.0/2011 asked about CallerOrigin property in plugins for Dynamics CRM 2011. This property worked for CRM 4.0 and returned the source of plugin invocation (Application, AsyncService or WebService). I and Gayan suggested...
  • Blog Post: MS CRM 2011: Strange error during sending of an email from plugin

    I had scenario when my plugin based on some condition had to send an email. I developed plugin, deployed it to server and during the testing I have got quite strange error: Message was generic and hasn’t explained what happened. I’ve downloaded log file which had following text: Unhandled Exception:...
  • Blog Post: MS CRM 2011: Import of marketing list members using standard import with small extensions

    Unfortunately at the moment it is impossible to import Marketing Lists Members to CRM with out-of-box import. My friend, former MVP and employee of Microsoft Artem Grunin provided good approach how to eliminate this problem with small customizations and plugin. Main idea is: 1. Create custom entity List...
  • Blog Post: MS CRM 2011: Data transferring between systems

    I think a lot of developers faces with integration between systems. It could be connection between CRM and accounting systems. To track changes that appeared at CRM and should be transmitted to other system I use plugins but how to understand what was the source of this changes – user of CRM system or...
  • Blog Post: MSCRM 2011: Error during creation of Account record - System.Data.SqlClient.SqlException (0x80131904): Cannot insert duplicate key row in object 'dbo.EmailSearchBase' with unique index 'ndx_for_forward_update'

    Today I have got this issue during creation of account. I have googled and found the same issue at CRM Development forum . I have analyzed plugin’s code and schematically it looked like: using System; using System.Collections.Generic; using System.Linq; using System.Text; using Microsoft.Xrm.Sdk; namespace...
  • Blog Post: CRM 4.0 - detach answered email from queue

    One of my customers requested following functionality - detach email from queue when email is answered. Solution consists of 2 parts - customization of email (addition of source email field and JavaScipt which will extract id of source email) and Plugin which will handle Send message. Add custom...
  • Blog Post: Rollup activities for custom entities in Microsoft Dynamics CRM 4.0

    Everybody who works with Microsoft Dynamics CRM know that it is possible to see activities for special entities like contact, account or opportunity but not for custom entities. I had task to develop such kind of functionality. I proposed easier solution - report but customer wanted to have all activities...
  • Blog Post: Error at the stage of creation of the task from plugin

    Today I had task to develop plugin which depends on internal logic had to create the task. I used following code inside plugin: ICrmService crmservice = context . CreateCrmService ( false ) ; task _task = new task ( ) ; _task . subject = " Task Subject " ; try { crmservice . Create ( _task...
  • Blog Post: Queues - plugin which shows the count of items inside queue

    I developed the plugin to make it possible to see near the name of queue the total count of items inside it. But it doesn't work for Assigned and In-Progress (personal queues). The code of the plugin: using System ; using System . Collections . Generic ; using System . Text ; using Microsoft . Crm...
  • Blog Post: Record Record Counter for Microsoft Dynamics CRM 4.0 - version

    I published new version of record counter at the start of the year - http://a33ik.blogspot.com/2010/02/record-counter-for-microsoft-dynamics.html. Users who used it told me about several errors. Now those error are fixed and you can download latest version here: Also I changed the possibility to control...
  • Blog Post: CRM Usage Report

    One of customer wanted to have the possibility to see who and when was working in CRM. I knew that MVP David Jennaway had created such solution based on IIS's logs . No matter how I tried - I failed to implement it. Logs weren't written to log database. Also this approach doesn't work in...
  • Blog Post: Record Counter for Microsoft Dynamics CRM 4.0: once more

    I've developed new version of record counter. Now it works not only for main grids of entities - now it works for associated views to. Results for associated views you can see at screenshots: Source code and complete dll you can download here: Plugin registration: Assembly: Execute step registration...
  • Blog Post: Supported Record Counter For Microsoft Dynamics CRM 4.0

    I've already published code of record counter for Microsoft Dynamics CRM 4.0 in this post . Those record counter worked but it had some issues (lookups, advanced finds, form assistant). I've upgraded the code and now it works perfectly. UPD: according to comment of Moti Mendelovich to this thread...
  • Blog Post: Plugin for copying notes and attachements from lead to contact whis is converted from lead for Microsoft Dynamics CRM 4.0

    I've been asked to write plugin for following scenario: When user converts lead to contact - all attachements and notes must be copied to retrieved contact. Code of the plugin: using System ; using System . Collections . Generic ; using System . Text ; using Microsoft . Crm . Sdk ; using Microsoft...
  • Blog Post: Data Audit Manager for Microsoft Dynamics CRM 4,0

    I know that there are a lot of similar and free solutions but I decided to have this solution in my exploration portfolio. There are a lot of codes in the article, so If somebody wants to retrieve code you should leave comment. :) UPD this functionality doesn't work with activities (found by Tatyana...
  • Blog Post: Personal Default Views Manager for Microsoft Dynamics CRM 4.0

    The customer wants to make a personal setting for views according to next scenario. Default account view is 'Active Accounts' for Tom, and 'My Active Accounts' view is default for Peter. I've developed a little wizard and I would like to share it. The following ideas for this wizard...
  • Blog Post: Field Security Level For Microsoft Dynamics CRM 4.0 With Own Hands

    Following article describes how to create mechanism which provides/restricts access to see fields of records in edit form/print preview/grids. Idea: 1. Creation two custom entities - Field Security Level(contains name of entity to restrict access to fields and Business Unit for which restriction will...
  • Blog Post: Public Views Manager For Microsoft Dynamics CRM 4.0 With Own Hands

    Following article describes how to create mechanism which provides/restricts access to views of entities. Idea: 1. Creation two custom entities - Public View Manager(contains name of entity to restrict access to views and Business Unit for which restriction will be operate) and Public View Detail (contains...