Big Promise: 2011 SOAP Endpoint Silent Retire

Monday, December 18, 2017

I noticed the following note in the developer guide article. This note embodies big promise for many organizations that are currently planning or actually migrating from version 2011 (and up) to version Dynamics 365, as it removes (or at least dramatically postpones) a big chunk of work required to migrate code that uses the 2011 SOAP endpoint to use Web API endpoint.  In typical enterprise level projects (versions 2011 to Dynamics 365) the 2011 SOAP Endpoint (a.k.a OrganizationService) is heavily used in Plug-ins, Custom Workflow Activity components, external application integration and even client side code. For organization...
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Sharing Business Records via Processes in Microsoft Dynamics CRM

Monday, December 30, 2013

Microsoft Dynamics CRM 2013 Added new Workflow based mechanisms: Custom Action and Real Time (synchronous) Workflow. Along with Dialogs and Background (a-synchronous) Workflow, these mechanisms render the already powerful Processes family into a versatile implementation suite which allows implementing complex business logic in online and on-premise deployments. Some business logic which in version 2011 was only achievable via custom code, can now be achieved via declarative Process. This versatility increases the ROI on Custom Workflow Activities components development as these components, which complete the capabilities of the Processes family via code, can now be reused in even more...
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Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011

Friday, August 12, 2011

Updating CRM records via Excel Export in Microsoft Dynamics CRM 2011 In Microsoft Dynamics CRM 2011 data can be exported to Excel file. This feature can be used to update CRM data externally and then import back while updating the matching CRM records. When exporting data to Excel, select the ‘Static worksheet option’ and check the ‘Make this data available for re-importing’ checkbox.   Off course, the re-importing functionality relies on the CRM records GUIDs to uniquely identify each CRM records that requires an update. But when you open...
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E4D CRM 2011 Ribbon Customization Utility

Monday, June 20, 2011

E4D CRM 2011 Ribbon Customization Utility I have recently done a lot of Ribbon customization tasks in Microsoft Dynamics CRM 2011. As there are few references on this issue, these tasks involves a lot of trial and error iterations, each require zipping the solution files, uploading to the server and publishing. After 2 or 3 iterations, this becomes exhausting and mind numbing. For that reason I have developed the Ribbon Customization Utility, which can be downloaded at Codeplex, along with source code and a short demo video. This...
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Accessing Dynamics CRM 2011 Organization Service: it’s all about timing

Monday, April 4, 2011

Accessing Dynamics CRM 2011 Organization Service: it’s all about timing While trying to access Dynamics CRM 2011 Organization Service from a client machine I received the following error: “An unsecured or incorrectly secured fault was received from the other party. See the inner FaultException for the fault code and detail”. The inner exception stated: “An error occurred when verifying security for the message” This exception was received only by some clients while other were able to consume the service successfully. This error is...

CRM 2011 How to: set IFrame control content dynamically

Monday, February 7, 2011

CRM 2011 How to: Set IFrame control content dynamically CRM 2011 features the Sub Grid  which allows displaying related records grid in the form of the parent entity using only customization tools. For example, displaying all open Opportunities in the form of the parent customer. This is a great feature which was missing in version 4.0 and required some scripting. Yet, some entities are not supported by this feature. For example, the Audit entity (which is not available in Advanced Find as well. Why???). To solve this problem, you can use the following...