Reviving Microsoft Dynamics CRM 2011 Activities using Process

December 31, 2012

Microsoft Dynamics CRM 2011 UI does not enable users to reactivate Activities. Once an activity such as Task is completed, it can not be re-opened, although users may add notes and attachments to it. I can think of a business scenario in which a user is required to reactivate a Task. Maybe it is incomplete although reported as completed, or maybe reported completed by mistake. In this scenario, a Process can be used as Processes can change completed Task state from ‘Completed’ to ‘Open‘. You can set a manual Workflow rule to do just that....
one comment

E4D Expert Days 2012 Event

December 11, 2012

E4D Expert Days 2012 is an annual event featuring one day workshops lead by experts in various areas such as .NET, SharePoint, Dynamics CRM etc. This year, the Expert Days event will be held in Israel between December 23 to 27. I will be leading the following following workshops: Implementing Processes in Microsoft Dynamics CRM 2011 on 25.12 Microsoft Dynamics CRM 2011 SDK Overview on 26.12 Reporting with Microsoft Dynamics CRM 2011 on 27.12 If you want to register...
no comments

Common Plugins Performance Mistakes

December 9, 2012

I have been conducting few code review session for my customers recently. When reviewing Plugins, I have noticed some Plugins Steps are registered to a message, such as Create, but without specifying a Primary Entity. This means such Plugin Step is triggered for all entities (existing end new) record creation. It also means the Plugin code must suit all entities or filter specific entities to operate upon. Unless such Plugin is actually relevant to any Create operation for any entity, this approach negatively impacts the application performance. Although Plugins are cached, launching a Plugin is...
no comments