• Build 2013 – What’s new in Windows 8.1

      Roshan Mehta, 27 June 2013

      Yesterday at the Build Conference in San Francisco, Microsoft presented some innovative changes with their Windows 8.1 release. The Moscone Center was packed with thousands of Microsoft enthusiasts where Steve Ballmer started the show and announced the availability of the Windows 8.1 preview. The re

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    • Build 2013 – Day 1 Registrations

      Roshan Mehta, 26 June 2013

      We have had an exciting time in San Francisco thus far – checking out the many stores downtown, seeing the AT&T stadium where the San Francisco Giants were playing, and exploring piers 1 through 39 on foot where there are many great stores and places to eat. Yesterday we walked across the

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    • CRM 2011 – SendEmailRequest Not Working?

      Roshan Mehta, 25 June 2013

      There is one “gotcha” when using the SendEmailRequest in the Microsoft Dynamics CRM 2011 SDK. I have seen questions asked throughout the community where developers are trying to programmatically send an e-mail, but the recipient never receives it. The e-mail message appears in the Activi

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    • CRM 2011 –Automatically Enable/Disable Plug-ins and Workflows

      Roshan Mehta, 17 June 2013

      I have recently built a data migration tool for Microsoft Dynamics CRM 2011. Before the migration runs, it is important to deactivate all active workflow and plug-in steps so that we prevent our custom business logic from executing which could potentially slow down the migration process. Once the mi

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    • CRM 2011 Plugins – Shared Variables

      Roshan Mehta, 12 June 2013

      The Microsoft Dynamics CRM 2011 platform and the execution pipeline provides the ability to pass data from one plug-in to another through an IPluginExecutionContext property called SharedVariables. This property is a collection of key/value pairs which developers can use to share data between plug-i

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    • CRM 2011 – Add Users to a Team via the SDK

      Roshan Mehta, 26 May 2013

      In this post, we will see how we can use C# and the Microsoft Dynamics CRM 2011 SDK to programmatically add Users to a Team. This is useful in situations where there are special conditions in your organisation that define which Team (or Teams) a particular User can belong to. The SDK makes it easy v

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    • CRM 2011 – Bulk Deletion Jobs with C#

      Roshan Mehta, 12 May 2013

      The ability to programmatically execute a Bulk Deletion Job in Microsoft Dynamics CRM 2011 can be useful for developers in a number of scenarios. I have found it to be particularly useful when building and testing data migration tools in a clean instance of CRM, whereby you can quickly and easily de

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    • Automatically Publish Duplicate Detection Rules in CRM 2011

      Roshan Mehta, 01 May 2013

      When installing a managed or unmanaged solution for Microsoft Dynamics CRM 2011, extra care must be taken to ensure that all components of the system work as expected. Duplicate Detection rules are not solution components, but if any entity metadata is modified during a solution import, all Duplicat

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    • CRM 2011 Plugins – Avoiding Infinite Loops

      Roshan Mehta, 28 April 2013

      When developing plugins for Microsoft Dynamics CRM 2011, there are scenarios in which the execution of your custom code can result in an infinite loop. This leads to unnecessary execution of plugins and can potentially impact the performance of CRM, as well as the user experience. In this post, we w

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    • CRM 2011 Plugins – Obtaining Entity Record Information

      Roshan Mehta, 23 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • CRM 2011 Plugins – Obtaining Organization Information

      Roshan Mehta, 16 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • CRM 2011 Plugins – Obtaining User Information

      Roshan Mehta, 14 April 2013

      Developers can use the IPluginExecutionContext service object to obtain contextual information from the CRM platform which is passed to the plugin at run-time. It includes details about the user who triggered the plugin event as well as transactional information handled at the platform layer. In thi

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    • CRM 2011 Plugins – IServiceProvider

      Roshan Mehta, 03 April 2013

      When a particular event occurs in Microsoft Dynamics CRM, such as “create of a contact” or “update of an account”, the Execute method is invoked for any plugins registered on the event. This method includes a single serviceProvider parameter which provides useful service info

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    • How to Find Similar Cases in Dynamics CRM 2011

      Roshan Mehta, 08 March 2013

      The new process form for the Case entity in the December 2012 Update includes a new feature which makes it easy for customer service representatives or support technicians to find similar cases that may help with resolving a particular case. This feature is called the Find Similar Cases Quick Form a

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    • CRM 2011 – Working with Activities from Process Forms

      Roshan Mehta, 04 March 2013

      Working with Activities has never been easier with the introduction of process-driven forms in Microsoft Dynamics CRM 2011 UR12. Previously it took a number of clicks to create, read, update, and complete Activities while also managing the headache of multiple pop-up windows. With the new Activities

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