• Fun with Dynamics CRM 2011 Performance Issues

      Gayan Perera, 31 May 2012

      As we near completion of a global CRM 4 to CRM 2011 upgrade rollout we hit a performance problem with CRM 2011. Fun began when we couldn’t reproduce these performance issues in our development or test environments which ran on 2GHz 4GB RAM 160GB SSD machines. Now that we have pinpointed the ca

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    • Tax rules for Dynamics CRM

      Gayan Perera, 08 September 2009

      Now you can automatically apply tax to opportunities, quotes, orders and invoices without having to write javascript or custom code, simply create a tax rule record in crm and watch it magically calculate the tax amounts.   You can specify a tax rate per product, per currency or a global tax rate.

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    • Connecting Dynamics CRM to the iPhone via MonoTouch

      Gayan Perera, 18 September 2009

      Miguel and the team at Novell has gone a great job with bringing .NET to the iPhone! We have been working with MonoTouch since it's initial beta release, our goal is to build a framework that all Dynamics CRM developers can use to build applications that run on the iPhone.      The Magnetism.Mon

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    • Create records in Dynamics CRM using MonoTouch

      Gayan Perera, 22 September 2009

      Here is a preview of creating an account using an iPhone and it being added into Dynamics CRM using our iPhone to Dynamics CRM C# library. We're creating this library to make it easier on us and other Dynamics CRM developers for creating xRM solutions that can leverage the power of touch based mobil

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    • Programmatically Reuse Dynamics Crm 4 Icons

      Gayan Perera, 10 March 2010

      The team that wrote the dynamics crm sdk help rocks! I wanted to display the same crm icons on our time tracking application for consistency, so I opened up the sdk help file, searched for 'icon', ignored all the sitemap/isv config entries since I know I want to get these icons programatically, abou

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    • Dynamics CRM 4 Rollup 8, Rollup 9 Error + Fix

      Gayan Perera, 22 April 2010

      Cannot insert the value NULL into column 'InvoiceNumber', table 'MDCRMDemO_MSCRM.dbo.InvoiceBase'; column does not allow nulls. UPDATE fails. Invalid length parameter passed to the SUBSTRING function. Cannot insert the value NULL into column 'InvoiceNumber', table This happened recently on a host

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    • Dynamics CRM 4 Recurring Tasks

      Gayan Perera, 13 May 2010

      Time for another crm goodie... Here's a quick and dirty way of making tasks recur in dynamics crm using couple of attributes and a workflow! Required Attributes Name: Recur, Type: Bit Name: StopRecurringOn, Type: DateTime Workflow How does it work? First we set the 'Recur' flag to yes to indic

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    • CRMAppPool Number of Worker Processes and Plugins

      Gayan Perera, 09 February 2010

      I recently came across some strange behaviour in dynamics crm. It seems that if you increase the number of worker processes from 1 (default) to n and you have plugins running synchronously crm will throw access denied exceptions randomly when the load is high on the server. Unhandled Exception: *.

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    • Dynamics CRM SDK for the iPhone

      Gayan Perera, 30 December 2009

      About 3 months ago I wrote that we were working on making the Dynamics CRM SDK available to the iPhone via MonoTouch. We have finally completed porting the crm sdk to the iPhone. If you look closely at the previous blog entry you'll notice we used a "CrmWebRequest" class to perform operations on t

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    • Migrate ACT! to Dynamics CRM 4

      Gayan Perera, 16 December 2009

      We had a customer using ACT! (we forgave them for that) who wanted data migrated to Dynamics CRM. Here is a generic overview of how it was done. 1. Backup the existing ACT! database into a .zip file 2. Download the ACT! Reader Utility     Run it and enable SQL read-only access 3. Use SQL Manag

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    • How to Change Grid Icons Dynamically

      Gayan Perera, 01 July 2010

        Here is an unsupported but a harmless customisation you can do in Dynamics CRM  to change the grid icons dynamically. In the example above I wanted to show whether an account has been locked or not (keep an eye out for my next blog post on how you can set privacy settings on records/child records

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    • How to pre-filter the form assistant

      Gayan Perera, 28 May 2010

      Time for another trick... While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any useful info so opened up the IE Dev Toolbar a

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    • Troubleshooting Dynamics CRM extensions – Part 1

      Gayan Perera, 06 August 2010

      In this multi-part blog series I’ll show you how you can troubleshoot errors in Dynamics CRM. Part 1 will cover ISV extensions (custom aspx pages); Part 2 will cover plugins, part 3 and 4 let’s see how we go ☺ We specialise in creating xRM solutions and most of them are fairly large involving custom

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    • Building Custom Screens On Top of Dynamics CRM

      Gayan Perera, 14 August 2010

      When building xRM applications on top of Dynamics CRM, the existing create, edit forms are sometimes just too many clicks away or would be a step back from the existing software you’re trying to replace. The solution is to build a streamlined screen to suit the business requirements. Here’s a real w

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    • Instant Dynamics CRM Enterprise License just add SQL Management Studio

      Gayan Perera, 20 September 2010

      Recently while trying to upgrade the license key in Dynamics CRM through the Deployment Manager we received an error message stating the key cannot be used to upgrade editions. We needed to upgrade to an enterprise version to enable multi-tenancy and we knew for a fact that they key was an enterpri

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