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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...
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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...
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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...
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If you have played with CRM long enough, you might have noticed the existence of 2 special user accounts: SYSTEM and INTEGRATION. In this post I’ll try to answer the typical questions I get around what these are and what you need to know about the...
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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...
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A question I get asked often is “What is the best way to trigger some custom logic when entities are associated in CRM”? While there is no “good” answer, I will provide a set of different approaches in this post which can be helpful to select the ...
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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...
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I usually don’t post on CRM bugs but this one made me lose so much time that I figured I might share my experience. We are in the middle of a CRM 2013 upgrade project and while transporting our main solution with all the entities we keep getting t...
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CRM dashboards are great visualizations of what’s going on in the business. Sometimes we would just want to have a huge plasma screen displaying specific dashboards and refreshing the data automatically and regularly. This post will show you how s...