Category: CRM Extensions

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.0.0.0

Since time I started to work with Dynamics CRM (back to 2008 and v4.0) I was wondering why many operations that are available from UI not available in OOB Workflows. In latest release (v8.2 or Dynamics 365) Microsoft added couple of operations: I did a quick look on the list and tried to use it. …

CRM Extensions

Microsoft CRM 2013: Currency exchange rates actualization

In this article I will share with you a small add-on I developed for one of my customers. Let’s assume that you are an employee of a company that uses CRM with several currencies. Of course, you want to have actual information in your system and the currency exchange rates should be current. Microsoft CRM …

CRM Extensions

MS CRM 2011: Import of marketing list members using standard import with small extensions

Unfortunately at the moment it is impossible to import Marketing Lists Members to CRM with out-of-box import. My friend, former MVP and employee of Microsoft Artem Grunin provided good approach how to eliminate this problem with small customizations and plugin.

CRM Extensions

MS CRM 2011: Bulk refresh of user details from AD

When you create user in CRM all the available information is populated from AD into CRM user form. But in case information was changed in AD (email box, phone e.t.c.) – information will remain unchanged till the moment you will open form of user and change it. In case a lot of information was changed …

CRM Extensions

Rollup activities for custom entities in Microsoft Dynamics CRM 4.0

Everybody who works with Microsoft Dynamics CRM knows that it is possible to see activities for special entities like contact, account or opportunity but not for custom entities. I had task to develop such kind of functionality. I proposed easier solution – report but customer wanted to have all activities in standard grid.

CRM Extensions

Custom workflow action, team members and ‘to’ field of email record for Microsoft Dynamics CRM 4.0

There was interesting question and I decided to help author of question and create such functionality.

CRM Extensions

Plugin for copying notes and attachements from lead to contact whis is converted from lead for Microsoft Dynamics CRM 4.0

I’ve been asked to write plugin for following scenario: When user converts lead to contact – all attachements and notes must be copied to retrieved contact.