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Development, Howto

Microsoft Dynamics CRM 2013: Actions walkthrough for .Net and JavaScript developers

I believe that almost every developer for Dynamics CRM has faced a scenario where he/she had to invoke some complex logic on a server side, pass parameters and receive a response back. Before CRM 2013, we used workarounds similar to this one. When Dynamics CRM 2013 was released, we got a solution that would not …

Development

Update of Latitude/Longitude fields using BingMaps services through SSIS Integration Toolkit

In the current project I’m working on, I have to update Latitude/Longitude fields of all account records based on their addresses. I’ve done similar tasks several times before, but this time I decided to create an SSIS package that could be reused in future projects. So in this article I will share with my results …

Deployment

Microsoft Dynamics CRM 2011: Error after applying Update Rollup 12/13

I haven’t updated my VM to latest updates for a long time and I decided to do that today. After Rollup was installed, I saw message that said Rollup was not applied to one or several organizations. I ignored that message and tried to log into CRM. I got following error:

Deployment

MS CRM 2011: Add new Deployment Administrator through SQL

Here is a short script that has to be executed against MSCRM_Config db to add a new deployment administrator:

So the only thing you need to do is to put a domain name of the new deployment administrator in a format DOMAIN\Login like Contoso\Administrator. This trick is 100% unsupported and can lead to a …

Development

Customer Portal – switching authentication from LiveId to Forms

I got a requirement from one of my clients to create a customer portal. It was my first experience with portals, so I decided not to build a custom website but to install and configure Customer Portal. I won’t explain how to install and configure this solution – it is well described. Once it was …

Development

MS CRM 2011: Replacement of textbox with picklist with configurable values

While working with CRM 4.0, I used this trick to solve similar tasks. Today, I had to implement similar functionality and I decided to go the supported way – JavaScript + WebResources.

Customization

MS CRM 2011: How to override standard dialogs

My client wanted to remove (or hide) “Total Time” and “Billable Time” fields in the Case Close dialog window: Of course, I knew that it is possible to open the file CRM_Installation_Directory\CRM\Web\CS\cases\dlg_closecase.aspx, add several lines of code, and hide fields and labels; but this, the most obvious and easiest way out, had 2 disadvantages: 1. …

Development

MS CRM 2011: Open new activity form with ‘Regarding’ field prefilled

I had a task today to open a new task form with the Regarding field prefilled. Based on the SDK description, I tried to use following code to accomplish my task:

Unfortunately, this code failed. I looked for some explanation and found it in the SDK in the same article I mentioned before. The …

Development

MS CRM 2011: How to cancel/postpone Workfow Instance using C#

Today I had a task to cancel about 25k instances of the same workflow. Of course it was possible to create Advanced Find View and go through 100 pages cancelling all workflows on the page. But I’m too lazy and I know C# to do that manually.