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CRM 2011 Silverlight Multiple Pages within a Single xap file
Gayan Perera, 28 January 2011
The ability to use Silverlight in CRM 2011 is a great improvement over ASP.NET ASPX. Especially since Silverlight is supported in all deployment types (On-premise, Partner hosted, Online). Therefore it makes sense to use Silverlight instead of ASP.NET ASPX pages. One of the biggest challenges we fac
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CRM 2011 Highlight and Copy from a Grid View
Gayan Perera, 31 January 2011
One of the annoying things with CRM 2011 is the inability to copy paste data from a grid view, the ability to highlight a record or a cell has been disabled. I’m sure there was a good reason but we need this functionality. Here is a work around if your deployment is on-premise. 1. Open up the CRMWe
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CRM 4/2011 Data Migrations – Lessons Learnt
Gayan Perera, 07 February 2011
* We’ve done quite a few data migrations over the years and I’d like to share with you some tips and tricks we’ve learnt along the way. Hopefully these will make your data migrations easier. Note: This is aimed at migrating records upwards of 100,000. Building the import tool Before you build a cus
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Getting your Product Certified for Microsoft Dynamics (CFMD)
Gayan Perera, 18 March 2011
Recently we went through the process of getting our Dynamics CRM 4 to Xero connector certified for Microsoft Dynamics CRM. It was a smooth process; we’ve gone through quite a few ISV platform tests before so we were familiar with what’s required which made it a painless process. If you’re thinking a
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Activities Preview Pane on Any Dynamics CRM 2011 Entity
Gayan Perera, 13 September 2011
In Dynamics CRM a common issue users have is not being able to preview email activities related to an Account or Contact. Often you will have several emails all with the same subject, so to find the correct email you need to open each message. At Magnetism we have created an easy to install Solution
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Hidden clues inside CRM 2011 rollup 4 – what’s coming in R7 update!
Gayan Perera, 24 October 2011
One of the team members here was configuring security roles and found an entity called “Post”, we’ve never seen this before and it didn’t show up under customizations. Since we’re a curious bunch we modified the database, here’s what we found... By default the IsCustomizable field is set to F
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Programmatically downloading image files from Dynamics CRM 2011
Gayan Perera, 14 December 2011
We came across an issue with an upgrade from CRM 4 to CRM 2011 where the images were all messed up, transparency was gone and had pixelated images, there were over 100 custom entities and download/uploading these manually was not an option. Here’s a small bit of code to download image web resources
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Automated Deployment Tools for CRM 2011 – Import Solution with Progress
Gayan Perera, 30 December 2011
We use a lot of automated tools to deploy solutions to our test, UAT and production environments. One of the tools allows us to rapidly deploy a solution into multiple environments. For example, extracting a managed solution from DEV to TEST then to UAT, once UAT has passed we need to deploy up to 2
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CRM 4 Upgrade to CRM 2011 - Blank Type Name in Plugin Registration Tool
Gayan Perera, 07 February 2012
We noticed that after an upgrade of CRM 4 to CRM 2011 the plugin registration tool will sometimes show (Plugin) instead of the actual plugin type name. The reason is because of the PluginTypeBase table the Name field is blank. Here’s an unsupported way of copying back the TypeName to the Name
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Large CRM 4 to CRM 2011 Upgrade – Too many workflows…
Gayan Perera, 07 March 2012
We’re currently in the process of upgrading a large Dynamics CRM 4 to CRM 2011. CRM 4 was implemented by another vendor and has over 80 workflows! Some of which are very complex with custom workflow activities. We wanted to quickly get a list of all the workflows that had custom activities without
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Storing Custom Settings in Dynamics CRM 2011
Gayan Perera, 07 April 2012
While browsing the Dynamics CRM 2011 Development forum I came across a post asking where people store their settings for ISV extensions. The way we’ve done this is by creating a custom entity called “Settings” with 3 fields, Key, Value and Encrypted (yes/no). Example: Then we have a he
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Code Generating Code…programmatically retrieve N:N relationships
Gayan Perera, 07 January 2012
We recently needed to write a plugin that associated multiple different record types with a custom entity. The custom entity contained over 30 system many to many relationships with the other record types. We could’ve taken a couple of different approaches. One would’ve been to dynamically retrieve
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