• Dynamics CRM 2011 – Querying Data with QueryExpression

      Roshan Mehta, 30 April 2012

      Developers can utilize the power of the Microsoft Dynamics CRM 2011 SDK to build custom applications, plug-ins, and workflows which communicate with the CRM platform. Queries can be written to retrieve information from the CRM database in many different ways. In this blog, I will explain the use of

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    • Dynamics CRM 2011 - Querying Data using FetchXML

      Roshan Mehta, 16 April 2012

      I have previously taken you through various querying techniques through the Microsoft Dynamics CRM 2011 SDK such as the QueryExpression and QueryByAttribute classes. Today we will take a look at querying data using fetchXML queries and the FetchExpression class. FetchXML lets you define complex quer

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    • Making Opportunity Close Data Available in a CRM 2011 View

      Roshan Mehta, 15 February 2012

      In my previous post, we saw one issue when closing Opportunities in Dynamics CRM 2011. To recap, sales representatives can enter information about the closure of a deal to see how a particular Opportunity was won or lost. The Opportunity Close activity in CRM 2011 does not provide the ability to mak

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    • Dynamics CRM 2011 – Closing all Related Activities for a Record

      Roshan Mehta, 16 February 2012

      The Case Management functionality in Dynamics CRM 2011 requires the need to close all related Activities for a Case before it can be resolved. To make this process easier, we decided to add a custom button to each Activity form ribbon so that when clicked, all other related open Activities would aut

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    • Renaming System Entities in CRM 2011

      Roshan Mehta, 22 February 2012

      When looking for a system to implement within your business, it is important to consider the impact on how your business will run if you are forced to use the terminology that exists in the software. For example, you might be used to referring to people as “Individuals”, but the software

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    • Scaling Silverlight Web Resources for CRM 2011

      Roshan Mehta, 29 February 2012

      When building custom Silverlight screens for Dynamics CRM 2011, it is important that the screens scale to the available space to improve the user experience. Screens with a single control normally scale to the available space automatically, for example calendar or map controls. If you are building a

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    • Controlling Tabs using JScript in Dynamics CRM 2011

      Roshan Mehta, 05 March 2012

      The CRM 2011 SDK provides a fully documented library for JScript functions to control form layout. Today we will see how to expand/collapse tabs on an entity form using JScript. Tabs have changed since previous versions of Dynamics CRM and are displayed down the page rather than across the top. User

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    • Integrating Accredo with Dynamics CRM 2011

      Roshan Mehta, 22 March 2012

      We have had the opportunity to build an integration tool between Accredo and Microsoft Dynamics CRM 2011 to synchronize customer, product, and order information. Data is automatically pumped from a website into Accredo and our integration tool queries the Accredo database every ten minutes to synchr

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    • Creating Naming Plugins in Dynamics CRM 2011

      Roshan Mehta, 29 March 2012

      In this post, we will take a look at how we can write a plugin to set the primary field for an entity. This is important because lookup views MUST have the primary field as the first column. Unfortunately for system customizers, this field cannot be removed from the view. For example, I have created

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    • Hiding Date in CRM DateTime Attributes

      Roshan Mehta, 03 March 2010

      When creating a new DateTime attribute in Microsoft Dynamics CRM 4.0, the format drop-down-list only allows the customizer to select one of two values: Date Only or Date and Time. But what if you want to create a new attribute to show the time only? I came across this scenario when wanting to add in

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    • Microsoft Dynamics CRM Deletion Service

      Roshan Mehta, 17 March 2010

      Recently, I was working on importing Product, Unit, and Account information from a CSV file for one of our clients. I decided it would be faster to manually input the units into CRM, since there weren’t too many units to create. However, a colleague of mine suggested that it's good practice to creat

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    • Deploying Customizations to a Live Server

      Roshan Mehta, 31 March 2010

      I had the chance to deploy a clients CRM implementation from our test server to their live server, including all custom CRM pages that we created. The implementation consisted of quite a few new custom entities, as well as customizations to the site map. I began by first publishing all customization

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    • Phone Number Formatting in CRM

      Roshan Mehta, 06 May 2010

      I have seen first-hand many phone number details for a customer record stored in a messy format. Sometimes the phone number is missing a country code or an area code, or simply has been entered so quickly into the system, that the user entering the data completely missed out a digit. This can cause

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    • Custom CRM Search Feature

      Roshan Mehta, 20 May 2010

      When I think of search features within CRM, I think of Advanced Find and Quick Find views at the application level, and lookup fields at the entity level. These are extremely powerful features that are all part of the “out-of-the-box” product. Advanced Find allows you to create your own custom queri

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    • CRM Report Filtering

      Roshan Mehta, 03 June 2010

      I have been working on a few complex reports for different clients over the past few weeks and have run into a few problems with getting the report to display the correct data. For example, I had to create a custom Account Overview report which was intended to be run against a single Account, and di

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