• WebResourceLinker for CRM 2013 & Visual Studio 2013 CTP

      Gayan Perera, 18 September 2013

      We’ve gotten a lot of requests asking about WebResourceLinker compatibility with CRM 2013 and Vistual Studio 2013 CTP. If you don’t know what WebResourceLinker is, it’s a Visual Studio addon that allows developers to quickly publish CRM Web Resources while staying within the IDE. h

      Read the full article here
    • Dynamics CRM 2013 SDK – Custom Actions

      Gayan Perera, 13 September 2013

      Another great addition to CRM 2013 is the ability to define custom actions. This feature is great for easily extending domain specific logic. When a custom action is created through the UI or custom code this custom action then can be executed through the Organization Web Service similar to other re

      Read the full article here
    • Real-time/Synchronous Workflows in Dynamics CRM 2013

      Gayan Perera, 10 September 2013

      There is a new feature in Dynamics CRM 2013 that allows users to create real-time/synchronous workflows. In CRM 2011 there was no option to run a workflow within the current transaction. The operation was queued for execution at a later date/time. Let’s take a look at what/how a synchronous

      Read the full article here
    • Dynamics CRM 2011 to CRM 2013 Upgrade Experience

      Gayan Perera, 08 September 2013

      Upgrading from Dynamics CRM 2011 to CRM 2013 is a fairly straight forward operation. The upgrade experience is very similar to upgrading from CRM 4 to CRM 2011. The basic steps are: 1. Take a backup of your existing CRM 2011 organization 2. Install CRM 2013 3. Restore the database from step 1 into

      Read the full article here
    • Dynamics CRM 2013 Phone Number Formatting

      Gayan Perera, 11 September 2013

      Another new feature in Dynamics CRM 2013 is the ability to format text fields into click-to-call phone number fields. This is done through the customizations and system settings area. To setup this new functionality, first go into the Administrations area then System Settings, scroll to the bottom o

      Read the full article here
    • How to switch a Dynamics CRM form based on a value

      Gayan Perera, 24 July 2013

      With Dynamics CRM 2011 you now have the ability to create multiple forms per entity. This allows you to streamline the data entry process based on roles and fields. Dynamics CRM 2011 already has an out of the box feature to control which form is displayed based on a user’s role. However it is

      Read the full article here
    • CRM 2011 Automated Deployments – Backup Databases

      Gayan Perera, 17 March 2013

      Another time consuming task of deploying software updates is backing up existing application files, configuration files, databases etc etc which adds to the overall deployment time. These tasks can be automated. In this blog post we’ll look at automating the backup of CRM 2011 SQL databases be

      Read the full article here
    • CRM 2011 Technical Debt – A real example

      Gayan Perera, 14 March 2013

       A few days ago I was listening to a talk on DotNetRocks.com by Gary Short where he talks about “Technical Debt”. Timing couldn’t be better; couple of weeks ago we started a large Dynamics CRM 4 to CRM 2011 upgrade. The original project was done by another vendor and the debt

      Read the full article here
    • Dynamics CRM 2011 and Yammer Integration Step by Step

      Gayan Perera, 11 March 2013

      Finally! The Yammer integration is here. If you’re a Microsoft Online customer you’ll be able to take full advantage of this integration. Here is a step by step guide to integrating Yammer with Dynamics CRM. It is very important to keep in mind that the initial hoop you have to jump thro

      Read the full article here
    • CRM 2011 RU12/Polaris - Disable Inline Notes Control

      Gayan Perera, 10 March 2013

      Recently a fellow college wanted to disable the inline notes control. Requirement was to still be able to see all the notes but not add or edit existing notes inline. With RU12/Polaris the notes control changed, therefor existing solutions for disabling the control doesn’t work. We also need t

      Read the full article here
    • 3 Tips – Upgrade Your CRM 2011 AJAX Calls to Support Chrome, Firefox & Safari

      Gayan Perera, 05 March 2013

      Rollup 12/Polaris added support for Chrome, Firefox & Safari, therefore we need to ensure custom javascript works across all of the above browsers. One of the things we’ve seen with xRM implementations are AJAX calls using ActiveXObjects. ActiveXObject works fine in IE but fails with other

      Read the full article here
    • CRM 2011 Polaris Asynchronous Javascript Loading

      Gayan Perera, 03 March 2013

      Some of you might have noticed “xyz is undefined” in your form scripts with the latest update. This is caused by the system failing to load javascript libraries in the specified order. Let’s say you had a function that displayed a bunch of accounts. Eg: function DoSomething_OnLoad(

      Read the full article here
    • How Does the CRM 2011 5.0.14 SDK Solution Down-level Utility Work? – Part 1

      Gayan Perera, 28 February 2013

      CRM 2011 Rollup 12/Polaris introduced new components which integrated with the existing system. It also pulled in the activity feeds solution into the base CRM solution. With both of the above changes we’re no longer able to develop solutions in a Rollup 12 environment and install into an orga

      Read the full article here
    • How to Add Autocomplete Functionality to CRM 2011 Fields

      Gayan Perera, 20 February 2013

        This is an unsupported customization. To implement the autocomplete functionality you’ll need the following: 1. jQuery (latest version) 2. jQuery Autocomplete 3. A custom javascript web resource – See code below 4. A custom css web resource – This will a

      Read the full article here
    • CRM 2011 - A Sandbox Host is Not Available

      Gayan Perera, 13 February 2013

      Production environments have hardened security. If you’ve recently installed CRM on one of these environments you might come across this error: A Sandbox Host is not available Source: w3wp.exe (3940)  Sandbox Host: XYZ  Reason: System.ServiceModel.EndpointNotFoundException: Could no

      Read the full article here