A new feature in CRM 2011 is the possibility of creating connections. Connections are a free form of relationships between records that can be used to connect any type of record to any other type of record. In this sense, connections are a bit like the customer relations in CRM 4.0, except that customer…
Category: Microsoft Dynamics
Useful information about Microsoft Dynamics CRM. Best coding practices in Dynamics CRM.
List of changes in JavaScript usage in CRM 4.0 and CRM 2011
When working with CRM2011 Java script you will found many difference about syntax/methods between CRM2011 and CRM4.0 Please check some of the comparisons as listed. Please click on the Image below to enlarge view. hats off to the original post contributor.
List of changes in plugin development in CRM 4.0 and CRM 2011
There are not much changes in terms of plugins. there are few changes like instead of using DynamicEntity class we have to use the Entity class. the five major changes are : 1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk public class ClassName : Microsoft.Crm.Sdk.IPlugin public class ClassName : Microsoft.Xrm.Sdk.IPlugin 2. The…
List of changes in Custom Workflow Assembly in CRM 4.0 and CRM 2011
Here is a a quick list of changes you need to remember while creating workflow assemblies in CRM 4.0 or CRM 2011, as found here. 1. References CRM 4.0 using System.Workflow.Activities; using System.Workflow.ComponentModel; using System.Workflow.ComponentModel.Compiler; using Microsoft.Crm.Sdk; using Microsoft.Crm.Sdk.Query; using Microsoft.Crm.SdkTypeProxy; using Microsoft.Crm.Workflow; CRM 2011 using System.Activities; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Workflow; 2. Base Class…
How to set Date fields in MSCRM 2011 Dialogs
If you are capturing a date in a dialog, it is not possible to assign that value to the crm datetime field. It can be done by creating workflow assembly. Create a workflow assembly, which takes a string as input parameter and return date as output parameter. Here is code.. using System; using System.Activities; using…
Changes in CRM 2011 plugins
There are a lot of syntax and functional changes in MSCRM 2011 plugins. I have listed some of them below: 1. New References • System.ServiceModel • System.Runtime.Serialization 2. Microsoft.Crm.Sdk has been replaced by Microsoft.Xrm.Sdk 3. The default parameter for execute method has been changed from IPluginExecutionContext to IServiceProvide public void Execute(IServiceProvider serviceProvider) 4. IpluginExecutionContext has been…
Options: Plugin, Workflow or Dialog
This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria and more details about how each plugin vs. workflow handle different types of requirements. Additionally,…
Dynamics CRM 2011 Security Roles
Security Roles, when assigned to a user or a team, determine what users can and cannot do in a Dynamics CRM organization. Security roles are probably the most complex concept in the Dynamics CRM security model. I wrote an article an earlier article about the related concepts of business units, users and teams, but security…
Pros and Cons in Integrating Dynamics CRM 2011 and BizTalk Server 2010
Here is a nice post on Dynamics CRM 2011 and Biztalk Server 2010, by Richard Seroter ::Link to the Original Post:: Microsoft Dynamics CRM 2011 is the latest version of Microsoft’s CRM platform. The SaaS version is already live and the on-site version will likely be released within a couple weeks. Unlike previous versions of…
JavaScript Libraries in Microsoft Dynamics CRM 2011
In Microsoft Dynamics CRM 4, it is a very tedious task for system customizers to manage and track JavaScript. System Customizers/Developers have to write JavaScript on every event handler on the form. But Microsoft Dynamics CRM 2011 provides JavaScript libraries that can be utilized on events and forms across the solution. Now common JavaScript functions…
Custom workflow actions in Microsoft Dynamics CRM 2011 Online
Microsoft Dynamics CRM 2011 Online is one of the most efficient, powerful and cutting edge technology of CRM products because of its cloud-based version. Opting for cloud-based CRM solutions means, that you would have a quick access to the application with minimal interruptions as the software is stored on remote server, which can be access…
The future of Microsoft Dynamics CRM Accelerators
Coinciding with the release of Microsoft Dynamics CRM 2011we wanted to give you an update on the accelerators program which was launched in May 2008 for Microsoft Dynamics CRM 4.0 customers and partners. The exciting news is that accelerators are graduating to Solutions in Microsoft Dynamics CRM 2011! We will publish these solutions on the recently…
Data Design for CRM Projects – Customisation Approaches
What factors affect the design choices Before getting to the different approaches, we need to consider what factors are most important when comparing different design approaches. Whenever we start a design for a customer, we have to be aware that each customer will put different emphasis on these factors. Benefits of using existing entities and…
What’s new in Microsoft Dynamics CRM 2011?
Microsoft Dynamics CRM 2011 provides new and enhanced features that help you to increase your organization's effectiveness and productivity. Improved Microsoft Office interface Microsoft Dynamics CRM 2011 introduces a new Office 2010 contextual ribbon for the Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients and for Microsoft Dynamics CRM for Microsoft Office Outlook.…
CRM 2011: Breakthrough Functionality
Well here we are in the week after Microsoft’s Worldwide Partner Conference (WPC) and I must admit that I’m still a little overwhelmed by the amount of new information that there is to digest about Microsoft Dynamics CRM 2011, SharePoint 2010 and Microsoft’s cloud strategy. A number of announcements and public demonstrations were delivered regarding…
Recently Visited List and Sitemap Menu: Dynamics CRM 2011
Recently Visited List One of my favorite end user productivity features in Microsoft Dynamics CRM 2011 is the Recently Viewed list. It enables me to see all my recently visited records and views. Let’s say I am working on the “A Store” account. It’s one of my main accounts so open it a lot to…
Transferring Data from One CRM Organization to Other Organization
Here is the way to transfer data from one Microsoft Dynamics CRM organization to another for some record type. This blog covers the steps you can follow to move data from one organization to another using Import Wizard. Let us take example that you want to move data for Account and Contact record types. 1.…
Integrating CRM using SQL Integration Services (SSIS)
Many Microsoft Dynamics CRM (MSCRM) implementations involved integration with other systems. When I think of integrations between systems, the common approaches pop up immediately in my mind are BizTalk, Scribe or to write a custom integration framework using the CRM Software Development Kit (SDK). Here is an approach that may be considered for your integration project…
Useful links for a Dynamics CRM 4.0 learner
I am just posting these lins here just because I felt like these will be relaly helpful for the newbies into dynamics CRM. Developer Ramp up Kit for Microsoft Dynamics CRM 4.0 This kit is for .NET based developers who want to ramp up and build on top of the Microsoft Dynamics CRM platform. The best…
MS CRM – Workflow Best Practices – Reduce Wait time
As many of you know, the more items you have in a wait state in MSCRM the slower the system can perform. On of the best practices is to wake up every so often and perform your check and go back to sleep if the condition doesn’t meet. Example: Case: Wait 7 days and if…
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