Hard-work-days of a Microsoft Dynamics CRM Freelance Developer

Hard-work-days of a Microsoft Dynamics CRM Freelance Developer
  • Update of Latitude/Longitude fields using BingMaps services through SSIS Integration Toolkit

    During current project I have got task to update Latitude/Longitude fields of all account records based on their address. I’ve done similar tasks several times but this time I decided to create SSIS package that could be reused in future projects. So...
  • Microsoft Dynamics CRM 2011: Lookup address by ZIP Code

    This time I had task to write code that lookups address details (country, state and city) by entered postal code. I will share with my results in this post. In my code I used Google Geocoding Webservices . Why? Because I have already tried other geolocating...
  • Microsoft Dynamics CRM 2011: Error after applying Update Rollup 12/13

    I haven’t updated my VM to latest updates for a long time and I decided to do that today. After Rollup was installed I saw message that Rollup was not applied to one or several organizations. I ignored that message and tried to log in to CRM. I have got...
  • DynamicsWorld 2013 Most Influential Microsoft Dynamics People List – Results

    Today I found results of subj voting and it was a good surprise for me that I was listed even with worth position (last year I was 74 comparing 98 this year). Congratulations to all participants of voting who was listed!
  • The Top 100 Most Influential People in Microsoft Dynamics Voting for 2013

    Because of vacation to Philippines combined with work and weak Internet connection I totally forgot about subj online voting. I was surprised that someone nominated me to participate it (thank you unknown fellow). So if you think that me or other nominees...
  • Microsoft Dynamics CRM 2011: How to send SMS from CRM

    I have completed this task for one of customers so I decided to share with results. SMS WebGateway I spent several hours searching most appropriate vendor and I stopped on https://www.clickatell.com/ To register account open mentioned url and go through...
  • Activity Feeds and Exceptions or How to fix something that should work

    During work I found following logs in event viewer: Exception information: Exception type: CrmException Exception message: Could not find a web resource with name Images/refresh.png. at Microsoft.Crm.Application.Components.Handlers.WebResource.RetrieveWebResource...
  • Review of book - Microsoft Dynamics CRM 2011 Application Design

    This book was written with my CRM MVP and forum fellow Mahender Pal . I read this book in a single breath and I can assure that this book would be helpful for both beginners and veterans of Microsoft Dynamics CRM world. Chapter 1 describes common information...
  • Migrating contacts and accounts from Goldmine to Microsoft CRM 2011

    I just finished a project where I had to migrate data from Goldmine to Microsoft CRM 2011 so I decided to share with my results. I spent hours discovering what would be the best tool for the migration. I tried Scribe, Starfish and several other products...
  • MS CRM 2011: Rollup 11 and ‘CrmException: A non valid page number was received: 0’ error

    I installed Rollup 11 on our development servers and after server restart CRM instance was broken. Every page that has grid or grids shown following: I googled and found following solution: 1. Open regedit. 2. Open HKLM\SOFTWARE'\Microsoft\MSCRM....
  • MS CRM 2011: Add new Deployment Administrator through SQL

    Here is just short script that has to be executed against MSCRM_Config db to add new deployment administrator: Declare @DomainName Varchar ( Max ) Set @DomainName = 'Put new deployment admin logi here' --i.e. 'Contoso\Administrator' Declare...
  • Customer Portal – switching authentication from LiveId to Forms

    I have got a requirement from one of customers create customer portal. It was my first experience with portals so I decided not to build custom website but to install and configure Customer Portal . I would not write how to install and configure this...
  • New badge – MCC

    Today I have got an email from Microsoft that notified me that I’ve got MCC award. It’s funny because I thought that in case you hold MVP award that you can’t get MCC. It seems that I was wrong. So now I’m listed here at the page number 4.
  • MS CRM 2011: Replacement of textbox with picklist with configurable values

    During the work with CRM 4.0 I used this trick to solve similar tasks. Today I had to implement similar functionality and I decided to go supported way – JavaScript + WebResources. Create a html webresource with following content (I called it xrm_picklist...
  • MS CRM 2011: How to override standard dialogs

    My customer wanted to remove (or hide) “Total Time” and “Billable Time” fields in Case Close dialog window: Of course I knew that it is possible to open file CRM_Installation_Directory'\CRMWeb\CS\cases\dlg_closecase.aspx, add several lines of code...
  • MS CRM 2011: Open new activity form with ‘Regarding’ field prefilled

    I had a task today to open new task form with Regarding field prefilled. Based on SDK description I tried to use following code to accomplish my task: var params = { regardingobjectid: referenced record id, regardingobjectidtype: referenced record type...
  • MVP Renewed - 3

    Four year in a row I have got MVP award. Congratulations to all MVP's who has got award first time or was re-awarded.
  • MS CRM 2011: How to cancel Workfow Instance using C#

    Today I had a task to cancel about 25k instances of the same workflow. Of course it was possible to create Advanced Find View and go through 100 pages cancelling all workflows on the page. But I’m too lazy and I know C# to do that manually. First code...
  • Integrating CRM 2011 using SQL Integration Services 2012

    I have already wrote similar article using SSIS 2008. Following article describes how to use the same functionality using new version of SSIS. Import of data to CRM Datasource As a data source I will use table of Microsoft SQL Server 2012 (but it could...
  • MS CRM 2011: T-SQL Union operation and FetchXml based reports

    I believe every person who developed complex reports for CRM used T-SQL Union operation to display different types of records at the same table. In T-SQL I used following T-SQL Query to get results: Select AccountId RecordId ,Name RecordName , 'account'...
  • MS CRM 2011: General approaches to generation of reports

    Following article describes general steps to use web services of Reporting Services. Preparation of report The easiest way is to develop and test report for CRM and then make it available for external usage (or use in-build report of CRM). In following...
  • MS CRM 2011: ‘Publish report for external use’ functionality brakes subreports

    Today I faced with this issue. I published standard ‘Quote’ report for external use tried it and it didn’t worked. I got following message once I tried to run a report: I understood that Parent report was not able to find proper Subreport. Following steps...
  • MS CRM 2011: How to refresh Associated or SubGrid from Ribbon button

    Today I have got requirement – create custom ribbon button placed to Associated View of entity, execute some logic and invoke refresh of grid. Last point was the trickiest one and that’s why I decided to share with approach how to do it. First step is...
  • Tool that increases limit of record during export to Excel for Dynamics CRM 2011

    One of my customers wanted to increase this limit. I made small investigation and discovered that setting that controls limit of records is stored at Organization entity in MaxRecordsforExportToExcel column. The easiest way to change this setting for...
  • MS CRM 2011: How to check user rights on client side

    Today I have got requirement to write function which will validate rights of user. In our specific case we had to show/hide buttons on custom web form. I decided to post results of my work here. CheckUserPrivilege = function (privilegeName) { var context...