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How to Manually Modify the “Created On” Field of Dynamics CRM 2011 – Part 2
Vincent Zhong, 05 September 2012
In my previous blog post, I have talked about the need to manually modify the “Created On” date and how to do it programmatically. In this blog post I will show you how to modify it when you are importing data. First of all, here are some conclusions we drew from my last blog pos
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 4
Vincent Zhong, 22 August 2012
This blog post is the final part of a series. Hopefully after a long wait you will see the following screen. When it is done, you have the option to start the installer for Reporting Extension for SSRS. I will just tick it as I don’t want to manually locate the installation file for Repo
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 3
Vincent Zhong, 22 August 2012
This is part 3 of this series. Hopefully after you come back from your coffee break, the status of your virtual machine should say “Running”. I will show you how to connect to it and install Dynamics CRM 2011 in it. * If you logged in your Windows Azure Portal, apart from your vir
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 2
Vincent Zhong, 22 August 2012
This is the second post in this series. Last week I have showed you how to create a 3 months trial account for Windows Azure and set up the Portal. Today I will continue from where we stopped last time, and show you how to create the virtual machine we need. * The second stage is to create a Virtua
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Step-by-step guide to setup a Dynamics CRM 2011 development environment on Windows Azure – Part 1
Vincent Zhong, 22 August 2012
Last week I was preparing for my Dynamics CRM 2011 Installation Exam. I guess same as most people, I used Virtual Machine as my platform for practicing, specifically Hyper-V. While I was building my Hyper-V virtual machine, I did come up another idea, which is can I set up the same Dynamics CRM 2011
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How to Modify the “Created On” Value of Dynamics CRM 2011 – Part 1
Vincent Zhong, 15 August 2012
In Dynamics CRM 2011, there are some fields that are not supposed to be modified by User or Program. Like “Created On” and “Created By”. When you are creating a record, you don’t need to fill out those two fields. CRM will fill out those two fields based on the cu
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Useful Tool for Writing Plugin in Dynamics CRM 2011 – Part 2
Vincent Zhong, 29 July 2012
In my previous blog post, I have shown you the diagram I made for plugin development. In this blog post I will use another scenario to illustrate how you can use that diagram as a reference material to speed up your development. If you followed my previous blog post, your code should look like this
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Useful Tool for Writing Plugin in Dynamics CRM 2011 – Part 1
Vincent Zhong, 25 July 2012
Since I started my journey with Microsoft Dynamics CRM 2011 last year, I have done a few plugins. I found that one of the common problems for a Dynamics CRM newbie to write a plugin is where to start, and what can I use in my C# code. In this blog post I will show a diagram and use an example t
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 2
Vincent Zhong, 15 July 2012
In my previous blog post I have shown you the diagram I created for Xrm.Page.ui, and used a simple example to illustrate how to use the diagram. In this post I will show you some more examples on how you can use the diagram to speed up your Xrm.Page development. You can download the full size
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Dynamics CRM 2011 Xrm.Page Object Model Learning Resources and Examples – Part 1
Vincent Zhong, 10 July 2012
I have been working with Microsoft Dynamics CRM 2011 for more than 6 months now. Same as many people, I started with from customization and JavaScript. And I believe Xrm.Page Object Model is one of the most important new features of Dynamics CRM 2011 and a must have tool for your Dynamics CRM progra
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Writing a Naming Plugin for Dynamics CRM 2011 - Part 2
Vincent Zhong, 18 May 2012
In my last blog post, I have talked about why we need a Naming Plugin and we have done some customization to our Meeting entity for, to remove the Name field from the form. In this blog post I will show you how to write the Naming Plugin. As stated before, this blog is more showing you the logic an
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Create a Change Log in Dynamics CRM 2011 using PreEntityImage and PostEntityImage
Vincent Zhong, 10 May 2012
In this blog post I will talk about a very useful feature from CRM 2011, which is EntityImage. There are two types of EntityImage which are PreEntityImage and PostEntityImage. They contain snapshots of the primary entity’s attributes before and after the core platform operation. If you want to
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Passing Extra Parameters for Filter when Adding Existing Record
Vincent Zhong, 08 May 2012
In Dynamics CRM 2011, one of the new features is sub-grid. It gives the users with proper security the ability to view, create, and modify records for a related entity directly within a form. As shown in the image below, in the form of Firm entity, there is a sub-grid of Documents, and when that sub
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Dashboard and Chart in Dynamics CRM 2011 – Part 2
Vincent Zhong, 07 May 2012
In my previous blog post, I talked about how to create a System Charts and Dashboards. I will talk about the Personal Charts and Dashboards now. Here is some recap from last blog post, only users who have System Administrator or System Customizer security roles can create System Charts and Dashboard
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Change the Status of Record using Plugin in Dynamics CRM 2011
Vincent Zhong, 03 April 2012
Last couple of weeks I have been spent most of my time in working with Plugins. I would like to share some of my issues I came across and the solution I found. * One of the issues that I found was I need to deactivate or re-activate a record in my Plugin. As I already done some Naming Plugins, and
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