Microsoft – First signs of humor

Friday, August 8, 2014

I often spin up Microsoft Dynamics CRM Online trials for demos, tests etc. Along with the 2014 Spring Update, some welcomed changes were made to the Online Trial set up process. One insignificant addition to the process made me smile. This subtle humor is quite rare in Microsoft over whole user experience and more often found in Google applications. It makes the process more friendly while keeping it user friendly. Keep it up, Microsoft.  
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Logging and Handling Microsoft Dynamics CRM 2013 Exceptions – Part 3

Tuesday, July 15, 2014

In the previous post I described a solution to the business problem of logging & handling implementation level exceptions (presented in the first post of this series). In this post, I will supply an actual solution, demonstrate common usage scenarios and other solution features. Before I walkthrough usage scenarios, some implementation notes: In order to support exceptions raised from transactional components (such as Plugin registered to pre/post operation stages), the LogException method in ExceptionManagement.cs file is using the ExecuteMultipleRequest class to execute the e4d_LogExceptionRequest request. As the ExecuteMultipleRequest instance is external to the Plugin transaction, it manages to create the Exception record...

Microsoft Dynamics CRM 2013 Custom Action – A Single Implementation Point

Sunday, March 16, 2014

Microsoft Dynamics CRM 2013 introduced a new member in the Processes family: Custom Actions. I see great potential in this new feature, especially as it can be easily executed (synchronously or a-synchronously) from client side code and return results. While Synchronous Workflow can also be executed from client side code, it can’t return results in an elegant manner. This Custom Action capability enables both server side and client side to share a single implementation point. Here is an example: Lets say that whenever a Contact record is created, the government id number must be validated (9 digits that...

Spot The Differences

Thursday, December 12, 2013

It has been a long time since my last post. I have been busy completing some projects and receiving my first MVP award. Now I am back. With a vengeance. This week I have been giving 3 different workshops on Microsoft Dynamics CRM 2013 aspects, the last one was yesterday. I have been using an Online deployment in my workshops, specifically, Ireland data center (crm4) and also included some screenshots in my presentations. These screenshots allow me to spot some changes applied sometime last night…   Yesterday, the Sitemap looked like this: This morning it...
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Microsoft Dynamics CRM Online Out Of The Box

Saturday, August 27, 2011

Microsoft Dynamics CRM Online Out Of The Box I recently gave a webcast for Microsoft Israel on the subject of Microsoft Dynamics CRM Online customization features. I described and demonstrated customization tools that do not require development skills, such as form customization, Report Wizard, Workflow etc. The webcast was given in Hebrew and the recording can be viewed  here.
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Microsoft Dynamics CRM 4.0 View Records Filtering

Sunday, August 14, 2011

Microsoft Dynamics CRM 4.0 View Records Filtering In Microsoft Dynamics CRM 4.0 views, you can sort records by clicking the column header. Did you know you can also filter records? I didn’t know, until last week, and this is quite embarrassing for me… It turns out that after sorting a view column by clicking the column header (and by this, selecting the column), clicking a letter in the letters index at the bottom of the grid will filter the view records which values in the selected...
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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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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...

How to create a repeating schedule workflow rule

Tuesday, February 10, 2009

I am often asked by my clients if Microsoft Dynamics CRM 4.0 can automatically schedule and perform a repeating task, such as sending an email notification to a Contact every year or adding a Note to a Contact record every day. One trivial solution to this problem is developing a custom module that will be repeatedly launched by Windows Scheduled Tasks feature or Windows Service and perform the required task. Another solution, one that does not require writing code, can be implemented using the Work Flow engine. Let’s take, for example, a...