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  • 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: Upcoming Webinar: JavaScripting with Dynamics CRM 2011

    JavaScript allows an administrator to enhance the functionality of Dynamics CRM 2011 in order to better fit your business processes. This Lunch and Learn session delivers an introduction to JavaScript development and will cover the following topics: Setting up your development environment Introduction...
  • Blog Post: CRM Migration Assistant 1.3.3 Released

    We have released a small update to the CRM Migration Assistant which includes the following updates: Added 0 and 1 as supported Submit Options Fixed issues with converting .AddOption to .addOption method. Conversion alerts were added for the following JavaScript properties: .title .vAlign...
  • Blog Post: CRM 2011 Cross-Browser Support Poll

    HI Everyone, If you have not heard, Dynamics CRM 2011 will very shortly support browsers other than Internet Explorer. I am absolutely unsure if this is a big deal for customers or not.  So, I thought I'd ask. I've created a poll on my site that allows you to select which browsers...
  • Blog Post: Sandboxed Plugin Development: HtmlDecode Tidbit

    When working with things like Email, it is sometimes necessary to decode a string of text that has been HTML-encoded. This is the process where special characters are replaced with their numerical equivalents to prevent misinterpretation of the HTML text. You use it like this: string xmlPacket =...
  • Blog Post: Converting to CRM 2011 BLOCKED SCRIPT Form Elements

    One of the most fascinating things I found during the creation of the CRM Migration Assistant is the different methods developers use to access CRM form fields, and other form elements. Normally, people access a form field using the following style of BLOCKED SCRIPT crmForm.all.name This is the...
  • Blog Post: Debugging Sandboxed Plugins

    I learned some interesting things about working with Sandboxed plugins last week that I thought I'd share. Attaching to Processes Sandboxed plugins are run by Microsoft.Crm.Sandbox.WorkerProcess.exe so that is the process that you will need to attach to in order to debug your plugin.  If...
  • Blog Post: CRM SDK Deep Dive: Error Codes

    As I was reviewing notes from the recently released CRM SDK 5.0.9, I noticed a section on Error Codes.  "This looks interesting," I thought. After you have installed the CRM SDK, navigate to the following folder: sdk\samplecode\cs\helpercode In that folder you will find, among...
  • Blog Post: CRM SDK 5.0.9 Released

    You may download it here . This update includes: New and updated topics Description of changes Microsoft_Dynamics_CRM_2011_SDK_Readme.htm Updated the readme for this version of the SDK package. SDK\Bin Updated the assemblies for Microsoft Dynamics CRM...
  • Blog Post: CRM SDK Deep Dive: Plugin Messages Support

    If you are developing a plugin, sooner or later you will need to do something in a plugin that requires "listening" to more than just Create, Read, Update, and Delete messages. What is a Message? If you are new to Dynamics CRM development, a Message word that is used to instruct CRM to...
  • Blog Post: CRM Online Organization Unique Name

    A CRM Organization's unique name is the name of the organization as it referred to internally. For example, it's the name of the SQL database. Usually, the organization unique name is simply the Friendly Name with any illegal characters ( spaces, punctuation, etc. ) removed from the name...
  • Blog Post: Getting Started with CRM Mobile Express

    In case you didn't know, Dynamics CRM 2011 has a basic mobile web site built into the product. You access the mobile site by adding /m to your CRM URL, like this: http://crm2011/contoso/m Which will produce a web page that looks like this: Here is what a view looks like: and finally...
  • Blog Post: Microsoft Security Bulletin MS11-100 and Dynamics CRM

    Vulnerabilities in .NET Framework Could Allow Elevation of Privilege (2638420) Microsoft has release a fix for a security vulnerability identified at a security conference yesterday.  Since Microsoft Dynamics CRM is an ASP.NET application, any servers running CRM could be affected. Here is a...
  • Blog Post: Ribbons and Entities

    When customizing the ribbon of an Entity, it is important to note that the ribbon is part of the Entity itself, not the Application Ribbon. This means that if you are creating a solution, you only have to include the Entity component, not the Application Ribbon component.
  • Blog Post: Developer Tip 'o the Day: Solutions and the SiteMap

    This week I learned, again, the importance of including the SiteMap in a custom solution. If you do not add the SiteMap to your solution, and you've specified that custom entities be displayed within it, then CRM will not be instructed to modify the SiteMap to when the Solution is imported and...
  • Blog Post: Developer Tip 'o the Day: Ribbons and Web Resources

    You can customize the CRM 2011 Ribbon to add additional functionality via buttons, for example. When you add such a button, you use Web Resources to identify things such as icons and JavaScript functions, like this: $webresource:new_CloneRecord.js $webresource:new_CloneRecord32x32 It important...
  • Blog Post: Default Minimum Value for Currency Fields

    I just realized that unlike other number fields, the default minimum value for the currency field type is 0: While it may not apply to all situations, it is probably that the user may need to enter in a negative number so this value must be replaced, with a relevant negative limit. Otherwise, the...
  • Blog Post: Two Options (bit) Fields and the OnChange Event

    I noticed something rather interesting regarding the way CRM 2011 handles the OnChange event for a Two Option ( or bit field in CRM 4.0 terminology ). Bit fields can be displayed in one of the following styles: Radio Buttons Note: This is the default configuration. Checkbox List  ...
  • Blog Post: What is inside a CRM 2011 Solution file anyway?

    Dynamics CRM 2011 introduced us to Solutions, which are self-contained packages of components, customize CRM 2011 to add specific features and/or entities. Like the exported customizations in CRM 4.0, a solution file is a ZIP file, but it can contain a variety of information.  Here is a sample...
  • Blog Post: CRM 2011 SDK Version 5.0.8 Released

    Microsoft Dynamics CRM SDK Version 5.0.8 is now live on MSDN library . We are experiencing some technical difficulties with the download but it will be available tomorrow on MSDN downloads . The following is a summary of what you’ll find in this release: Updated binaries for the Portal developer...
  • Blog Post: CRM 2011: Unexpected dependencies when deleting fields

    When you attempt to delete a field with in Dynamics CRM, a check will be performed to see if the field is being referenced. Here are some of the locations it will check: Forms ( published and unpublished ) Views ( published and unpublished ) If any references are found, the following error...
  • Blog Post: Teaching a new customization class at CRMUG Summit 2011

    I've been working on a new class that introduces the basic Dynamics CRM 2011 customization skills to non-developers.  I'll be teaching this class at the CRMUG Summit 2011 in Las Vegas next month. If you are would like to know more about how to start the process of customizing your CRM...
  • Blog Post: Developer Tip o'the day: Form Editor Keyboard Shortcuts

    Here are some keyboard shortcuts that you may not have been aware of when working in the CRM 2011 form editor:   Arrow Keys Move the selected item Delete key Deletes an item Enter Key Displays the property dialog Ctrl+Z, Ctrl+Y, Ctrl+S Undo, Redo, Save
  • Blog Post: CRM Migration Assistant 1.3.1 Released

    We've made a couple of changes to the CRM Migration Assistant this week. You may download the trial version here .   Navigation Element Conversion The conversion of navigation elements ( navActivities, navActivityHistory, etc. ) was initially added to convert code like this: var myvar...
  • Blog Post: CRM SDK 5.0.5 Released

    The SDK team has done it again.  Lots and lots of really cool-looking stuff. You may download it here . In this release:   New and updated topics Description of changes Microsoft_Dynamics_CRM_2011_SDK_Readme.htm Updated the readme with new information...