Update Records with the Import Wizard

Sunday, September 11, 2016

I recently noticed that in version 2016, the option to export records for update (available in version 2015 as seen below) has vanished from the Export To Excel dialog. When checked, this option allows you to update the exported data and later on use the Import Wizard tool to update existing records. Consulting Faridun Kadir, a fellow MVP, I learned that exporting MSCRM records to a static worksheet exports records GUID (record unique identifier) by default as a hidden column. This GUID is later used by the Import Wizard mechanism to determine if the imported record...
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Plug-in Configuration Manager Utility

Friday, July 15, 2016

Plug-in components often require external configuration settings. Maybe the Plug-in code consumes a web service which end point alternates between test and production environments or maybe you use the Plug-in configuration to turn logging on and off. Basically, any code setting which depend upon external resources is worth exporting to external configuration as it may prevent code re-compilation, additional testing etc. There are some common approaches to implement configuration settings for Plug-in components: Configuration file: each Plug-in instance consumes a configuration file Configuration record: each Plug-in instance executes a query to retrieve a designated Microsoft Dynamics CRM...
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Asynchronous Batch Process Pattern – Leveraging December 2012 Service Update (Polaris) Features

Wednesday, January 30, 2013

December 2012 Service Update features two new interesting capabilities: Custom Activities support for Microsoft Dynamics CRM Online Executing multiple requests with the ExecuteMultipleRequest class   These capabilities allow important improvements to the Asynchronous Batch Process Pattern solution described here. So what’s new? The lack of Custom Activities support in Online deployment required the usage of a Plugin component to perform the Target Records query and implementing the Action Workflow to each result record.   With December 2012 Service Update Custom Activities support for...