Mitch Milam's Microsoft Discussions

Mitch Milam's Microsoft Discussions
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • .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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • Transformer! 2.5 for Dynamics CRM Released

    Hi Everyone, Well I've yet again changed the name of my JavaScript conversion tool for Dynamics CRM, added a bunch of new features, and changed the licensing to better match my other products.  Visit the product page here .   Here's...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...
  • 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...