• Dynamics CRM 4 Recurring Tasks

      Gayan Perera, 13 May 2010

      Time for another crm goodie... Here's a quick and dirty way of making tasks recur in dynamics crm using couple of attributes and a workflow! Required Attributes Name: Recur, Type: Bit Name: StopRecurringOn, Type: DateTime Workflow How does it work? First we set the 'Recur' flag to yes to indic

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    • CRMAppPool Number of Worker Processes and Plugins

      Gayan Perera, 09 February 2010

      I recently came across some strange behaviour in dynamics crm. It seems that if you increase the number of worker processes from 1 (default) to n and you have plugins running synchronously crm will throw access denied exceptions randomly when the load is high on the server. Unhandled Exception: *.

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    • Dynamics CRM SDK for the iPhone

      Gayan Perera, 30 December 2009

      About 3 months ago I wrote that we were working on making the Dynamics CRM SDK available to the iPhone via MonoTouch. We have finally completed porting the crm sdk to the iPhone. If you look closely at the previous blog entry you'll notice we used a "CrmWebRequest" class to perform operations on t

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    • Migrate ACT! to Dynamics CRM 4

      Gayan Perera, 16 December 2009

      We had a customer using ACT! (we forgave them for that) who wanted data migrated to Dynamics CRM. Here is a generic overview of how it was done. 1. Backup the existing ACT! database into a .zip file 2. Download the ACT! Reader Utility     Run it and enable SQL read-only access 3. Use SQL Manag

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    • How to Change Grid Icons Dynamically

      Gayan Perera, 01 July 2010

        Here is an unsupported but a harmless customisation you can do in Dynamics CRM  to change the grid icons dynamically. In the example above I wanted to show whether an account has been locked or not (keep an eye out for my next blog post on how you can set privacy settings on records/child records

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    • How to pre-filter the form assistant

      Gayan Perera, 28 May 2010

      Time for another trick... While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any useful info so opened up the IE Dev Toolbar a

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    • Troubleshooting Dynamics CRM extensions – Part 1

      Gayan Perera, 06 August 2010

      In this multi-part blog series I’ll show you how you can troubleshoot errors in Dynamics CRM. Part 1 will cover ISV extensions (custom aspx pages); Part 2 will cover plugins, part 3 and 4 let’s see how we go ☺ We specialise in creating xRM solutions and most of them are fairly large involving custom

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    • Building Custom Screens On Top of Dynamics CRM

      Gayan Perera, 14 August 2010

      When building xRM applications on top of Dynamics CRM, the existing create, edit forms are sometimes just too many clicks away or would be a step back from the existing software you’re trying to replace. The solution is to build a streamlined screen to suit the business requirements. Here’s a real w

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    • Instant Dynamics CRM Enterprise License just add SQL Management Studio

      Gayan Perera, 20 September 2010

      Recently while trying to upgrade the license key in Dynamics CRM through the Deployment Manager we received an error message stating the key cannot be used to upgrade editions. We needed to upgrade to an enterprise version to enable multi-tenancy and we knew for a fact that they key was an enterpri

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    • How to get more out of your Dynamics CRM Server

      Gayan Perera, 23 September 2010

      The CRM web service has a cruisy job really, it has single create, update, delete operations, most of the time your grunty server out the back will be idling. Recently on a project we needed to simultaneously create 200+ records per transaction, unfortunately there is no bulk create. The quickest w

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    • MSCRM database on a diet! – Stripping emails

      Gayan Perera, 27 September 2010

        When emails are tracked in Dynamics CRM automatically or manually via the ‘Track in CRM’ button if the email contains attachments they’ll get stored in the Dynamics CRM database. Over a period of time your database will grow quite quickly. Dynamics CRM is flexible enough that we can route the

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    • Keep your Dynamics CRM Extensions on Fire

      Gayan Perera, 03 September 2010

      If you’re creating web applications using asp.net or you’re a user that is using ISV extensions you might be aware of the spin up delay. This delay has considerable impact on user experience when it comes to ISV extensions in Dynamics CRM. The delay is caused by the asp.net runtime serializing Micro

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    • 5 Syntax Changes in Dynamics CRM 2011 Plugins

      Gayan Perera, 04 October 2010

      There are number of changes between Dynamics CRM 2011 SDK and CRM 4 SDK. Let’s take a look at what has changed between plugins.  * 1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk public class ClassName : Microsoft.Crm.Sdk.IPlugin public class ClassNa

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    • A bit of Syntatic Sugar for Dynamics CRM 2011 LINQ

      Gayan Perera, 11 October 2010

      We've been using XrmLinq for our Dynamics CRM 4.0 developments and we've gotten use to that syntax, the new LINQ provider in Dynamics CRM 2011 is a bit different but thanks to extension methods and generics we can make it look the same as XrmLinq. The main reason for this is to port existing&nb

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    • Please CRM 2011 Sir, Format My Phone Number

      Gayan Perera, 14 October 2010

      At Magnetism, we try to make things really easy for Dynamics CRM users, like formatting the address, automatically populating suburb, city, postal code, country by using ajax suggestions, so that the user can go through their daily activities without having to worry about keeping CRM data clean. Esp

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