• Open Dynamics CRM Forms and Web Resources – The Supported Way!!!

      Roshan Mehta, 16 August 2012

      Some CRM implementations require the use of custom Jscript to pop open a new entity form window or a window displaying an existing record in CRM. Previously, there was no “supported” way to do this, since we had to use the window.open Jscript object which relies on the use of the Documen

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    • Disappearing Reports from a Dynamics CRM 2011 Solution

      Roshan Mehta, 09 August 2012

      I recently had to step in for a colleague by taking over a CRM deployment which went relatively smooth until I noticed that some reports were missing from the solution. I knew for a fact that the reports were part of the solution as I had performed some final testing only a few days before deploymen

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    • Programmatically Fire a Workflow in Dynamics CRM 2011

      Roshan Mehta, 08 August 2012

      Your Dynamics CRM 2011 implementation might have custom business logic split between plug-ins and workflows. There may be instances where you need to fire a workflow from your custom plug-in logic. There are a couple of approaches here – you could set a value for an entity via your plug-in whi

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    • Namespacing JScript in Dynamics CRM 2011

      Roshan Mehta, 30 July 2012

      I recently understood the importance of applying a namespace to functions inside JScript web resources in Microsoft Dynamics CRM 2011. We encountered an interesting scenario where a specific function existed in a web resource, but there also existed another function in another web resource with the

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    • When should I use plug-ins vs. custom workflows?

      Roshan Mehta, 27 July 2012

      This is a question that plays on a developers mind when working with Microsoft Dynamics CRM. Sometimes the question can be broken down to help evaluate the benefits of one over the other, and other times it just comes down to personal preference. Most developers will always build additional logic us

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    • Setting Values Programmatically via the CRM 2011 SDK

      Roshan Mehta, 19 July 2012

      In this blog, I will show you how to set field values for Microsoft Dynamics CRM 2011 entities using the Microsoft Dynamics CRM 2011 SDK. Previous versions of Dynamics CRM required the use of specific “CRM data types” such as CrmBoolean or CrmDateTime which can be frustrating when it com

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    • The Microsoft Dynamics CRM 2011 Discovery Service

      Roshan Mehta, 04 July 2012

      The Microsoft Dynamics CRM 2011 Discovery Service is a web service which lets us determine the organizations that a particular user belongs to. It provides information such as the organisation friendly name, URL endpoints, unique id, version, unique name, URL name, and the current state (whether it

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    • Programmatically Change the Status of a Dynamics CRM Record

      Roshan Mehta, 27 June 2012

      The Microsoft Dynamics CRM 2011 SDK provides a simple way to change the status of a record for any entity using the SetStateRequest object. Changing the status involves modifying the statuscode and/or statecode fields of a record depending on whether or not a status reason needs to be set when deact

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    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - COUNT

      Roshan Mehta, 16 June 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

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    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - AVG

      Roshan Mehta, 11 June 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

      Read the full article here

    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - MIN

      Roshan Mehta, 23 May 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

      Read the full article here

    • Aggregate Fetch XML Queries in Dynamics CRM 2011 - SUM

      Roshan Mehta, 19 May 2012

      Previously, I have taken you through data querying using FetchXML in Microsoft Dynamics CRM 2011. FetchXML supports all features of QueryExpression plus the ability to perform aggregates such as sum, average, min, max, and count. This is extremely useful and doesn’t require the developer to pe

      Read the full article here

    • Late Binding in Dynamics CRM 2011

      Roshan Mehta, 13 May 2012

      I have previously taken you through some simple examples of early binding in Microsoft Dynamics CRM 2011. Late binding involves the use of the “Entity” class which can manage entities of any type. For example, we can use the “Entity” object to programmatically create Accounts

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    • Early Binding in Dynamics CRM 2011

      Roshan Mehta, 06 May 2012

      The Microsoft Dynamics CRM 2011 Software Development Kit ships with a tool (CrmSvcUtil) which can automatically generate helper classes to make it easier to work with your CRM entities and their attributes. Developers can take advantage of type checking at compile time and intellisense for entity, a

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    • Dynamics CRM 2011 – Early vs. Late Binding Overview

      Roshan Mehta, 04 May 2012

      Developers have two options when writing code for Microsoft Dynamics CRM 2011 – early binding and late binding. The choice comes down to personal preference, but there are several advantages and disadvantages with both options.    Early Binding The Microsoft Dynamics CRM 2011 Softwar

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