• Dynamics CRM - Programmatically Block Outbound Emails

      Gayan Perera, 15 October 2010

      Time for another crm goodie... We've been working on a little project that needed blocking of certain outbound emails, with the Dynamics CRM plugin architecture this made it very very simple. For whatever reason, if you want to block outbound emails from Dynamics CRM programmatically, hook into

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    • Open Sesame! - Dynamics CRM 2011 Solution File

      Gayan Perera, 18 October 2010

      I like breaking into things to see what they look like on the inside, on a rainy day like today with not much to do I decided to see what the solution export file is made of. The exported zip file is similar to the Microsoft Office files, inside the zip file there is [Content_Types].xml which is ex

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    • Account Credited $1,000,000! Thanks CRM 2011 and SMS

      Gayan Perera, 25 October 2010

        Not real dollars but close enough with Dynamics CRM 2011 custom activities! I must say I'm liking these solution packages, it makes it so much easier to bundle and deploy custom add-ons.   In Dynamics CRM 2011, when you create a new entity you have the option of making it a custom activi

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    • Instant Tax, Just Add a CRM 2011 Plugin

      Gayan Perera, 01 November 2010

      October 1st is the day here in New Zealand where the G.S.T (Goods and Services Tax) changed from 12.5% to 15%. If you're using Microsoft Dynamics CRM 4.0 or are about to implement CRM 2011 then this is a good opportunity for you to future proof your system. We've seen many implementations of Dynami

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    • What’s this word “Can’t” I hear all the time…

      Gayan Perera, 08 November 2010

      Lately I’ve been hearing this word “It can’t be done” or “It’s not possible” all the time and it’s getting annoying, these words/phrases are poison to developers, especially young people who are just starting their career, when all they hear is “can’t / not possible” it conditions them to think that

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    • Dynamics CRM 4.0 - Progress Bar

      Gayan Perera, 15 November 2010

      I was browsing the dynamics forums the other day and saw a post asking about the progress bar in CRM, we created one awhile back; here it is for anyone else that's looking for something similar. Click here to download a working sample. What you'll need • jQuery 1.3.2  •&nbs

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    • Programmatically Registering Plugins in Dynamics CRM 4.0

      Gayan Perera, 22 November 2010

      The plugin registration tool is great when you want to quickly register, change and test plugins, but if you have an automatic build/testing environment you need some way of creating a new CRM organisation, importing customizations, register custom plugins/workflows and run your tests. Below you’ll

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    • 3, 2, 1, Action! All records on all the pages in 4 grids

      Gayan Perera, 29 November 2010

      * You have a workflow, you have 5000+ records, and you do an advanced find, it brings back the records only to find that you can run the workflow on a maximum on 250! (With unsupported customizations you can increase this limit but let’s stay out of that space for now) If it’s a one off you can manu

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    • Enter your NZ bank account number below, not a scam, I promise!

      Gayan Perera, 06 December 2010

      At Magnetism we try to minimize data entry as much as possible, it makes everyone happy. While working on a lending application we found that the clients’ application required the customers’ bank name and the branch name. If the customer is anything like me I wouldn’t have a clue where my branch wa

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    • Spying on Dynamics CRM Plugin Messages

      Gayan Perera, 13 December 2010

      Finding out what information gets handed to you via the IPluginExecutionContext is not easy, most of the time you’ll hook up a remote debugger or write to a log file to find out which is tedious and time consuming to setup. To help you, we’ve created an application that you can run on your desktop,

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    • Putting a clock to the face in a Dynamics CRM Record

      Gayan Perera, 27 December 2010

        This is an enhancement to the blog post that was written last week about how to put a face to the name in a Dynamics CRM records. As you can see from the above image we also added the option to see the local time of a contact in CRM. If you’re working with people around the globe it’s useful

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    • Putting a Face to the Name in a Dynamics CRM Record

      Gayan Perera, 20 December 2010

      We recently added a neat little customization to a Microsoft Dynamics CRM 4 organization so that when you open a contact record it goes off to LinkedIn, finds the persons picture if there is one and displays it on the contact record. It’s very similar to the Social Connector in Outlook, if you’d li

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    • Automatically Share a Personal View with Another User

      Gayan Perera, 03 January 2011

        Recently we needed to share personal views with a system/service user to draw Bing maps. (keep an eye out for a cool blog post about geo mapping and geo boundary integration with advanced find views). Advanced Find views are stored under the “userquery” entity; unfortunately this entity is ma

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    • CRM 2011 – The WOW effect

      Gayan Perera, 10 January 2011

      The enhancements and improvements that are part of CRM 2011 are impressive! In less than a day you can have a fully working prototype (with smoke and mirrors of course) that’ll knock the socks off your potential customer. Here are few tips and tricks to wow your customers. Customize the masthead ima

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    • Directly injecting data into the CRM 4 SQL database – 1100% Faster!

      Gayan Perera, 18 January 2011

      Let me start by saying this is not recommended and not supported by Microsoft. We’re replacing an old financial/lending application with Dynamics CRM 4; everything is going great so far except for the fact that it takes way too long to run a process that gets run every three days which processes 10

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