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  • Blog Post: Filtering activities by type in CRM views

    In some scenarios you might want to wish to filter your activity views by activity types. While it sounds very trivial it can be a bit more complex in the context of solutions because activity type is stored as objecttypecode (OTC) which is different in each environment for custom activities.  ...
  • Blog Post: CRM 2011: Transporting System Settings with Solutions

    When you export a solution you are given the option to include various system settings to be transported with your solution and take effect in the target environment. This post provides some insights into what these system settings are and provides a list of the settings that are transported with the...
  • Blog Post: CRM 2011: Deleting Attributes, Entities, Relationships or OptionSets from Managed Solutions

    Once you install a managed solution you are not allowed to delete any of its entities, attributes, relationships, reports and OptionSets. This post provides a simple and supported workaround if you absolutely need to delete one of these components from a deployed managed solution. Working with managed...
  • Blog Post: Duplicate Detection in CRM 2011

    The Duplicate Detection feature has improved considerably since CRM 4.0 but it is often not given much attention. I would like to highlight in this post what has improved in Duplicate Detection, how to use it and what is still missing (areas of improvement for future releases). Synchronous MatchCode...
  • Blog Post: How to Prevent Broken Workflow References in CRM 2011

    You might have noticed a very annoying behaviour when you promote processes (workflows or dialogs) across environments and many references in the workflow definition get broken because of the differences in the environment. For example, assume you have a workflow that assigns an account to the Sales...
  • Blog Post: Setting up your development environment for a CRM 2011 project

    Following a series of recent articles I have posted about solutions, I wanted to share some information about how you can set up an efficient development environment for your CRM 2011 project. Managing the solution synchronization among multiple environments (dev, test, prod, et.) is not always straight...
  • Blog Post: Cannot delete components of managed solutions

    With the introduction of managed solutions in CRM 2011, I have noticed that it is common in the CRM community to perceive a sense of "danger" in managed solutions. While it is true that managed solutions can give you a lot of pain in some scenarios, it is also true that some of that pain can...
  • Blog Post: Managed or unmanaged solutions in CRM 2011: Best Practices

    When it comes to the solutions framework in CRM 2011 the question I get asked the most often is: “Should I use a managed or unmanaged solution?” and like all questions around best practices the answer is often “it depends”. The differences between the two are quite fundamental; however, there is still...