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Que hay de nuevo en Dynamics 365: Mesa de Expertos interactiva Nov 2016

Gonzalo Ruiz

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Customer experience | ...

How to modify the Quick Create form for tasks and activities

Gonzalo Ruiz

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Customer experience | ...

Transporting SLAs in a CRM solution

Gonzalo Ruiz

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Customer experience | ...

State Machines in CRM for Status Transitions

Gonzalo Ruiz

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CRM Advanced Find with N:N Relationships

An old CRM problem is that sometimes when you define N:N relationships between 2 entities, you find this relationship not available for search in Advanced Find. Don’t worry about it this article will give you the work-around you need.Consider a sc...

Gonzalo Ruiz

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Business Rules vs. Sync workflows in CRM

With the introduction of the “Entity” scope in Business Rules, we can now configure them to execute on the server instead of a form (client-side) logic. However, this brings a dilemma on whether to use business rules or synchronous workflows for s...

Gonzalo Ruiz

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Including Reference Assemblies in plugins

I recently had to reference the Newtonsoft.Json dll from within a CRM plugin and run into the infamous problem that there is no real support for referenced assemblies from custom plugins or workflow activities. This post provides a workaround usin...

Gonzalo Ruiz

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How to set EntityCollection output parameters in custom actions

One of the greatest things about custom actions is that they support defining input and output arguments of type EntityCollection. However, because the process designer does not support UI for consuming this type then we have to do it via code. Th...

Gonzalo Ruiz

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How to cascade activate / deactivate (SetState) in CRM

CRM allows for an easy configuration of the cascade behavior for delete, assign, reparent, merge and share. But how can we cascade the status of a record to its children? This is a problem that I find in many CRM implementations. A typical example...

Gonzalo Ruiz

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Que hay de nuevo en Dynamics 365: Mesa de Expertos interactiva Nov 2016

Para mis seguidores en español, la Comunidad CRM/365 tendra un evento muy oportuno para aprender sobre las novedades de Dynamics 365No te pierdas la Mesa de Expertos este próximo miércoles 16 de Noviembre para aprender sobre las novedades del nuev...

Gonzalo Ruiz

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How to modify the Quick Create form for tasks and activities

This is one of those post that will explain a problem we have in CRM but unfortunately there is no great solution I know so far for this problem.When you insert the social pane in a given entity, you will notice that there is a quick way to add ac...

Gonzalo Ruiz

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Transporting SLAs in a CRM solution

This post explores some of the nuisances when transporting SLAs in a CRM solution. I did most of my tests in CRM 2015 and CRM 2016 environments but behavior might vary between different versions.When you include an SLA to the solution there are so...

Gonzalo Ruiz

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State Machines in CRM for Status Transitions

Those who come more from an engineering background might be familiar with the concept of state machines. This article explains an easy implementation in CRM.State machines are basically a way to model an object’s life cycle, including the differen...

Gonzalo Ruiz

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CRM SLA Failure and Warning times, not what you would expect!

When you configure an SLA item in CRM, you have the option to specify the “Failure” and “Warning” times as a duration. The format of these fields Is the same as any other CRM duration field, but what does it really me...

Gonzalo Ruiz

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