Customization Aware Web Resource – Part 3

Monday, April 4, 2016

In the previous post I demonstrated an implementation of the Customization Aware Web Resource approach using SOAP to retrieve metadata. In this post, I’ll demonstrate a similar implementation, this time using Web API.You can download an unmanaged solution containing the working sample code presented in this post. Note that this is a different solution version from the one made available in the previous post. Why should you use Web API instead of SOAP? Here are some of the reasons which importance rise as your implementation scales up: Reducing network traffic: compared to SOAP, REST requests are...

Customization Aware Web Resource – Part 2

Wednesday, March 23, 2016

In the previous post I described the Customization Aware Web Resource (CAWR) approach. This approach allows a dynamic reflection of certain customization changes in custom Microsoft Dynamics CRM client (Web Resource, Mobile app, Portal form etc.) as it query and apply metadata properties to relevant form controls. In this post, I’ll demonstrate an actual implementation of the CAWR approach using SOAP, for those of you who use Microsoft Dynamics CRM 2011 to 2015. In the next post, I’ll replace SOAP with Web API. You can download an unmanaged solution containing the working sample demonstrated in this post. This solution was exported from...

Customization Aware Web Resource – Part 1

Friday, March 11, 2016

Web Resource is one of the most powerful and versatile extension mechanism in Microsoft Dynamics CRM. It supplies an open canvas to draw custom UI, business logic and whole applications within entity forms, dashboards and stand alone pages. Coupled with the plethora of  free JavaScript libraries out there, you can easily provide your users with advanced solutions that work with Microsoft Dynamics CRM Data. In that sense, Web Resource can implement a custom client which can also be embedded into MSCRM elements. One concern regarding the investment in Web Resource development is the loss of dynamic customization capabilities, which...
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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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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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